Complimentary Download: 9 Client Onboarding Strategies for Top-Performing Financial Advisors
To create the best processes around client onboarding, it’s important to understand every aspect of onboarding and examine it from the client's perspective. While there is no one-size fits all process for client onboarding, best practices in this area do have common underlying themes.
In this ClientWise Learning Tool, we’ll show you how to:
Develop a formal and customized checklist for onboarding new clients
- Ensure that all team members understand their roles
- Craft onboarding interactions for maximum knowledge and efficiency