If you've ever spent time anxiously awaiting results after a doctor's appointment, you might have some idea of what it's like to be a client during a lengthy onboarding process.
So: how do you ensure clients don't feel like they've slipped through the cracks? It starts with understanding what clients actually need from you.
Find out more in the video below.
Updated 9 days ago
Version 1.0drkatherine.hunt
Advisely Partner
Joined 28 May 2025
Growth
There's a lot that goes into building an advice business that the client never sees. We do.