• Our Onboarding Process at RPA Wealth Management (Ep.68)

  • Jun 2 2022
  • Length: 28 mins
  • Podcast

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Our Onboarding Process at RPA Wealth Management (Ep.68)

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  • Summary

  • If you have never worked with a financial advisor before, it can leave you wondering what to expect during the onboarding process of becoming a client. In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk walk you through the process of what it’s like to start working with their team. Matthew, Brent, and Joshua, … Continue reading Our Onboarding Process at RPA Wealth Management (Ep.68) →
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