Complimentary Download: 9 Client Onboarding Strategies for Top-Performing Financial Advisors 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