Client onboarding is to advisory relationships what the first date is to personal relationships. It’s the client’s first real interaction with you and your firm, and it sets the tone for the ...

A disorganized process does the exact opposite. To avoid the pitfalls many unprepared financial advisors fall into, here are seven tips advisors can use to improve their client onboarding process.

This process can bog down onboarding team members, who find themselves constantly chasing client employees for data to get the new system operational.

Instead, it requires making sure your client implementation and onboarding process is streamlined, effective and focused on helping clients quickly reach their goals.

The client onboarding category had the second-highest satisfaction gap (the amount by which a category’s importance rating exceeds its performance rating) of 1.2 in this year’s Report Card. Firms’ ...

Most aspects of client onboarding are ripe for automation, but it's still a people-focused process. At some point, you'll need to have a face-to-face meeting or video call with your new client.

Beyond operational efficiency, CDI enhances the client experience. In today’s competitive financial landscape, clients expect a smooth and seamless onboarding process and will seek alternatives ...

There’s no faster way to derail a new client relationship than by having a piecemeal onboarding process. A well-thought-out onboarding helps to establish trust early.