“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. ·
“We paused new client onboarding for nine months to get a better handle on our firm’s key performance metrics.”
Ashley DeSteiger · Financial Advisor Success · Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with Ashlee deSteiger
Play from 1:36
1:36
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What was described
Paused new client onboarding for nine months to focus on key performance metrics and reduce churn
9 months
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SB
Sharon Blake
Risk on Air ·
“When they churn, I'm going to replace them with a client that pays me $2,500 a month… goal is to get to $3,000 or $3,500 a month”
CG
Corey Ganim
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“Building an emergency fund. Probably nine out of 10 people that I actually meet as clients don't have an adequate emergency fund. Six month emergency fund”
RJ
Riley Jan
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