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step 1


I want to welcome you to our client community and congratulate you for the investment you are making in yourself.

What your doing is like the first domino of your financial future and I am excited to be part of making this happen for you.

Brian Client Consulting Image 09
Brian Client Consulting Image 10

step 2

In this video I will share with you the process we have in place to get everything we discussed during our planning session completed for you.

Client Vault – Secure Collaboration

“A.C.T.” – Advocate, Communicate, Track

“IGNITION” – The Final Step In Our Process

“M & M” – Measuring and Monitoring

step 3

In this video I will share with you what you can expect from our team and the experience you will have throughout the process.

Brian Client Consulting Image 11

step 4

In this video I will begin to wrap up the on boarding process and will also introduce one of the most important aspects to this entire process.

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Client Onboarding

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