D33 How many clients does your advisor have, and which number are you?
How many clients does your advisor have, and which number are you?\n\n\nSystems\xa0\n\n\xa0\n\nonboarding process\xa0\n\nThe financial plan\xa0\n\nThe intellectual capital/research\n\nThe review\xa0\xa0\n\nThe maintenance\xa0\n\n\nIf your advisor has hundreds of clients and no process it's impossible to service you.\n\n\nAsk your advisor how many client's so they have?\n\n\nAnd, what process/systems they use to manage all of their clients effectively.\xa0\n\n\n\n\n\n--- \n\nSend in a voice message: https://podcasters.spotify.com/pod/show/joesotoproject/message