Ep. #5: Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC

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September 29, 2021 • 19 mins

Most advisors have an internal new client onboarding checklist, but few have discovered the value of a comprehensive client onboarding process that creates both a value connection and a personal connection. Done well, the client onboarding process will help your new clients feel great about their decision to work with you and make you super … Continue reading →

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.css-15opob5{left:0;position:absolute;top:0.8rem;} All Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Ep. #5: Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC