But wealth management is also a people-oriented business. For financial advisors, that means making sure every aspect of the client experience — onboarding, reporting, and meetings — contains ...

Here are some attributes of an effective wealth management client onboarding process: The process is simple and seamless. For example, the client only needs to enter information once.

When young advisors enter the field of wealth management, I think a lot of them may be surprised at how much succeeding in this industry relies on building relationships. Of course, knowledge of ...