You only get one chance to make a great first impression, and research shows that your clients’ experience in the first 100 days determines the longevity of their professional relationship with you.
In this session, Libby Greiwe, Financial Advisor and founder of The Efficient Advisor, Inc., will guide you through the three essential elements of a standout onboarding process and show you how to seamlessly integrate them into your practice. The result? You may have a higher chance of turning prospects into loyal clients, and clients into enthusiastic referral sources. And the best part — it’s simpler than you might expect.
Please note, this webinar is for financial advisors only.
