Top 3 Most Popular ClientWise Blog Posts for February

With the short month, bad weather, and general busy-ness of February...you may have missed some of our more popular blog posts.

New Client Onboarding attracted a lot of attention. The Top 2 posts focused on how financial advsiors can build their own distinctive and distinguishing onboarding process and checklists:

• Creating an Exceptional New Client Onboarding Checklist

• The 11 Key Principles of an Exceptional Client Onboarding Approach

Rounding out the list was our post on maintaining a minimum account size, and our research that indicated that advisors who adhere to a minimum account size have, on average, 122% more assets under management than those who do not.

• Should Financial Advisors Have a Minimum Account Size?