188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships The Efficient Advisor: Tactical Business Advice for Financial Planners

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships--------------------------------------------------Links from Today’s EpisodeNever Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!Get on the Systems to Sc...