Discover the five essential steps any financial advisory firm can implement today to transform its client onboarding process and boost retention.
The first call with a prospect is not about impressing them, it’s about understanding them. Advisors who master this one conversation structure consistently convert more leads into long-term clients.
Your onboarding process sets the tone for the entire client relationship. If it feels slow, confusing, or manual, you’re signaling that working with you will be the same. Here’s one simple shift that can transform it into a seamless experience.
