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The Fastest Way to Lose a New Client business strategy dream client

There’s nothing like a new professional advisor to remind you how not to do onboarding.

We’ve just started working with one, and I swear, it’s like they want me to regret it.

One form after another....

How to Find Your Dream Client (Even If You're Just Starting Out) customer research dream client

Last week, a coach asked me:

"How can I know who my dream client is when I haven't worked with anyone yet?"

It's a brilliant question.

And here's the thing - you don't need existing clients to ...