The Wealth Client Journey is an important concept for anyone looking to build wealth. It is a process of understanding the client’s current financial situation, identifying their goals, and creating a plan to help them reach their goals. This lesson will discuss why Wealth Client Journey is important and how it can help individuals reach their financial goals.
This Course Includes:
- The Client Sales Journey from lead through new client
- Onboarding Your Client
- Funding the client account
- Preparing for the regular client meetings