Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation
Behind The Advisor
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Mastering Client Onboarding
This chapter explores the vital phases of client onboarding within financial advising, highlighting the significance of the first year of the client-advisor relationship. It emphasizes the importance of clear communication, structured processes, and personalized strategies to create a seamless and engaging experience for clients. By establishing detailed procedures and setting clear expectations, advisors can enhance trust and foster long-term relationships with their clients.
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