Human-centric Investing Podcast
How to Build an Onboarding Process That Creates Lifelong Clients
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:29:20
- More information
Informações:
Synopsis
Onboarding a new client is much more than paperwork. Libby Greiwe, host of the Efficient Advisor Podcast, details how to establish expectations for an overall positive client experience.
