ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "D33 How many clients does your advisor have, and which number are you? "
Episode Synopsis
How many clients does your advisor have, and which number are you?
Systems
onboarding process
The financial plan
The intellectual capital/research
The review
The maintenance
If your advisor has hundreds of clients and no process it's impossible to service you.
Ask your advisor how many client's so they have?
And, what process/systems they use to manage all of their clients effectively.
Systems
onboarding process
The financial plan
The intellectual capital/research
The review
The maintenance
If your advisor has hundreds of clients and no process it's impossible to service you.
Ask your advisor how many client's so they have?
And, what process/systems they use to manage all of their clients effectively.
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