There are lots of ways to attract new clients, but Wes White found that if he focused his energy on onboarding — rather than selling — he was actually able to scale his financial planning firm much quicker. In fact, he went from $0 to $30MM AUM in one year.

Here's the 3 meeting onboarding process that led to his firm’s success.

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Grow by Altruist is a show dedicated to bringing growth advice to advisors, by advisors. Tune in each week with host Dasarte Yarnway as he sits down with industry experts as they share their best ideas around attracting new clients, marketing your firm, and keeping clients happy.

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