Ep. 2 | The First 30 Days

Brad Zinda and Kalen Sigecan discuss why the first 30 days with a new client can shape trust, retention, and long-term growth for financial advisors. They break down simple ways to improve the client onboarding experience, set better expectations, create stronger relationships, and generate more referrals. A valuable episode for financial advisors looking to improve client experience, strengthen onboarding, and grow their practice.