Download Becky Walsh's "Oak Maple Service Guide 2025", "Client Onboarding Workflow", and "Oak Maple New Client Process" below, and check out "Improving Efficiency By Turning Client Meetings Into Working Sessions So There Is Less Follow-Up To Manage: #FASuccess Ep 453 With Becky Walsh" on how she conducts meetings with new clients as "working sessions" where she gathers and analyzes client data in real-time, reducing the amount of time spent on prep and follow-up work before and after each meeting.

Oak Maple Service Guide 2025