Ep 222 Onboarding & offboarding in the client experience (Master Hour)

Pull back the curtain on a Master Hour inside the Advisor Accelerator, where Sarah Williams of Rebel Office Inc and the host of IT'S A VIBE Podcast joins us to talk about client experience! We dive into topics like client retention, the art of client onboarding/offboarding, and the power of nurturing long-term relationships with clients. Plus, we cover nuanced topics like how to create personalized touch-points that strike a balance between professional boundaries and friendly engagement + incentivizing referrals in a way that feels authentic rather than transactional. (This is a replay episode that originally aired in April 2024)