34 - 1 Document Every New Client Must Be Given

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The Advisor Odyssey - Strategies for Financial Advisors

Daniel Hotujac

51 episodes

2 minutes ago

Helping financial advisors build a lean and profitable business by providing ideas, strategies and tools no matter where you're at in the business.

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All content for The Advisor Odyssey - Strategies for Financial Advisors is the property of Daniel Hotujac and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Helping financial advisors build a lean and profitable business by providing ideas, strategies and tools no matter where you're at in the business.

Marketing

Business

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34 - 1 Document Every New Client Must Be Given

The Advisor Odyssey - Strategies for Financial Advisors

21 minutes 6 seconds

2 years ago

34 - 1 Document Every New Client Must Be Given

In this episode, Daniel gives you a practical way to simplify your client onboarding process - with 1 document to rule them all!

Follow us on TikTok, Youtube, Instagram, Twitter, and Facebook @advisoryodyssey. If you've got questions or comments, you can DM us on any of those platforms or email us - theadvisorodyssey@gmail.com. You can also follow Daniel on LinkedIn (Daniel Hotujac.)