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S4E2 Onboarding Process
Manage episode 456425639 series 3591847
How do you feel about the process you follow when you're bringing on clients?
Are you one of those unicorns we hear about that has every, single element nailed down so the whole thing is tight as a drum?
Or are you like the rest of us - it's fine. I mean, it could be better, but it could be worse.
Right?
Right...?
Well, in this week's episode, Nathan and Jordan unpack the steps they follow when they start workign with a client. The good, the bad and the ugly.
(Of the process. Not the clients).
From why Nathan's initial 15 minute call goes longer than most sitcom episodes, to Jordan's irritated bewilderment at how some firms seem to be using paraplanners, this episode explores the whole process from initial contact through to advice delivery.
And they even stop talking about the ins and outs of yet another arcane, strikingly specific part of the fun and games that comes with being an adviser long enough to share a moment of complete honesty - which was a nice way to wrap up recording for the year.
Nathan:
Jordan:
LinkedIn:
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The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
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