In a previous episode, David mentioned the onboarding checklist that we use when we engage with new clients. Let’s go over that list and talk about how you can use it when you’re working with a financial advisor. In this episode, David Pulcini discusses the importance of building processes and systems in business. He shares …
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TLDR
Kyla Scanlon, Devin Friedman, Kat Angus, Sarah Rieger, Matthew Karasz