Our Onboarding Process at RPA Wealth Management (Ep.68)
Jun 02, 2022•28 min•Ep. 68
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Episode description
If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of becoming a client.
In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk walk you through the process of what it's like to start working with their team.
Matthew, Brent, and Joshua, discuss:
- How they apply a seven step financial planning process
- The structure of each meeting with you
- The first questions they will ask you and how your responses determine a financial plan
- How they communicate with you
- And more
Resources:
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