Episode #58: A Better Onboarding Process, A Better Experience
Brian Walters and Katy Justice discuss the intake process and client onboarding at Walters Gilbreath. They cover common concerns and how they streamlined the process for new clients.
Brian Walters and Katy Justice discuss the intake process and client onboarding at Walters Gilbreath. They cover common concerns and how they streamlined the process for new clients.