Have a Friction-free Client Intake Process We can't emphasize this enough: Eliminating friction during the client intake process can have a huge impact on your relationships with new clients. It’s all about positive first impressions. The harder you make it for a client to do something like ...
Mary Beth: There's an ask when they reach out. They're coded in Salesforce, and our lead intake team checks in with them as well. So where they initially saw us or were tipped off to who Abacus Wealth Partners is. That's where that comes from. For the events and for the spend,...