9 Client Onboarding Strategies for Top-Performing Financial Advisors ![9_client_onboarding_strategies.png](https://www.clientwise.com/hs-fs/hubfs/9_client_onboarding_strategies.png?width=240&name=9_client_onboarding_strategies.png)
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