S2E5 – Your client onboarding experience
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.
Ep. 19 – Set yourself apart and make things simple for your client using ProfileMe with Rizanne Oosthuisen
We talk about branding, marketing and a new tool called ProfileMe that is fast gaining traction in the financial services profession.