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S4E2 Onboarding Process
Manage episode 456425639 series 3591847
内容由Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka提供。所有播客内容（包括剧集、图形和播客描述）均由 Nathan Fradley and Jordan Vaka, Nathan Fradley, and Jordan Vaka 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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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