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S2E5 – Your client onboarding experience

This is the unedited original audio from our LIVE online show called PROpulsion LIVE broadcasted on Friday 5 March 2021.

News segment: presented by Seema Naicker,  Technical & CPD Manager at the Financial Planning Institute of SA.

Personal Development segment: presented by Norma Simons, a mindset and accountability coach talking about the impact of our beliefs on our lives and the results we want to achieve.

Featured Topic:  First impressions last! Meaning that most of the time we only have one opportunity to wow a client.

A solid onboarding process is critical to lay a solid foundation right from the start and to reinforce that the client made the right decision to choose you amongst so many other options.

But what does an onboarding process entail? How do you design one? What is valuable and what is not?

In this episode, Francois du Toit discusses all of this and more.

Marketing and Branding SegmentRizanne Oosthuisen, the founder of ProfileMe, discusses the importance of consistency and recognition when it comes to building a brand.

Wrap Up segment presented by Francois du Toit, Director of PROpulsion Learning and Technology.


Sound effects from Zapsplat.com 

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