220: PandoWealth's 12-Month Onboarding Process with Thomas Meek

Elementality for Financial Advisors | Elements of Financial Planning System™ ›

28:41 | Jun 19th

Jordan explores a unique, 12-month new client onboarding process with Thomas Meek, Director of Operations and Financial Planning at PandoWealth, an RIA that works exclusively with Chick-Fil-A franchis...Show More