As a financial advisor, you've closed the deal and gained a new client. Congratulations — but the real work is just beginning. The first 90 days of a client onboarding are crucial for building trust with new clients. This is when they are paying close attention, assessing your every move, and forming opinions that can last for years. Failing to set investment expectations ear...
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Don Connelly & Associates's title: Welcome to Don Connelly & Associates