.jpg)
Dear Rochester, Retire Well
David Pulcini
Podcast
Episodes
Listen, download, subscribe
Our Onboarding Checklist: What It Is And How You Can Use It (Ep. 65)
In a previous episode, David mentioned the onboarding checklist that we use when we engage with new clients. Let’s go over that list and talk about how you can use it when you’re working with a financial advisor. In this episode, David Pulcini discusses the importance of building processes and systems in business. He shares … Read More Read More
Dear Rochester, Retire Well RSS Feed
