Worlds To Conquer - Client Onboarding - Creating A Solid Foundation

The Perfect RIA

20-10-2022 • 34 mins

Jamie discusses the onboarding process for what happens once you get hired by a client, focusing on creating a solid foundation, what to do during that first year to deliver massive value, and how this work during surge. She also shares that you need to trust in your processes, your system, and trust in your team and why creating a financial plan is similar to building a house.