Jessica Harrington

Blog Business Management

3 Things to Consider in Creating a Stellar Client Onboarding Process and Raving Fans

Posted on February 5, 2024
You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make …

Blog Business Management

The Framework for Building the Ideal Team for Your Firm

Posted on June 7, 2023
Your team is the most important thing when it comes to delivering a solid client experience. You can have the best tech in the world, but when it comes …

Blog Business Management

Things to Consider When Finetuning Your Processes

Posted on March 8, 2023
I coach an advisor who wanted to start doing monthly surge meetings. He was thinking of grouping an intense workload of client meetings for two weeks, followed by a …
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