“Right now I'm waiving the $99 onboarding fee for new clients”
HL
Henry Lopez
The How of Business - How to start, run, grow and exit a small business. ·
“I onboard two relationships a year and they are at, they're in during non-surge season.”
Nick Ibello · Financial Advisor Success · Optimizing A $160M AUM Solo Practice For Client Impact Over Scale with Nick Ibello
Play from 44:59
44:59
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What was described
limit onboarding to two new client relationships per year, scheduled during non-surge season
2 relationships per year
Said nearby on the same subject
“We paused new client onboarding for nine months to get a better handle on our firm’s key performance metrics.”
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Ashley DeSteiger
Financial Advisor Success ·
“We moved on from 5% of our client relationships each year, selecting clients based on both revenue they generate and engagement level.”
AD
Ashley DeSteiger
Financial Advisor Success ·
“I’m waiving the $99 onboarding fee for new clients… includes your QuickBooks Online subscription, monthly reconciliations, KPI dashboard and professional bookkeeping support”
HL
Henry Lopez
The How of Business - How to start, run, grow and exit a small business. ·
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