Mail Call: Answering Your Onboarding Questions with Jamie Nau and Joey Kinney

“Don't let the needs of the present get in the way from the needs of the future. Build that future, invest now, and it'll pay for itself in the long run.” – Joey Kinney The finer details of this episode: Importance of training and developing the advisory mindsetChallenges of merging existing processes during onboardingBuilding relationships and personal connections with clients Episode resources: Summit Virtual CFO by Anders website: https://www.summitcpa.net/If you have que...