One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...

Many wealth managers are losing money because they do not understand client onboarding. Unfortunately, onboarding done wrong will drive clients away; because the onboarding process begins the moment, ...

If it wasn’t for your clients, you wouldn’t have a firm to operate. After all, the client onboarding experience is one of the most critical pieces of the advisor-client relationship. Not only does it ...

When a client begins work with a new accounting firm, the onboarding process sets the stage for what's to come. This is where leadership shines, not just in the logistics they oversee but in the ...

Fintech firms are poised to revolutionize the market. They attract new investors and woo veteran investors with lower fees and a more seamless client experience. And they’ve absolutely nailed ...

When a new client is ready to begin working with you, the last thing they want is to be subjected to a clunky or disorganized onboarding process. After all, this is the beginning of your professional ...

What does your new client onboarding process look like? Is it working? And, finally, is it a competitive advantage for your business? I know, so many questions! Here’s what happens all too often: your ...

Be honest: What kind of onboarding experience do you provide new customers? If you’re like most companies, over 90% of customers — as surveyed by Wyzowl — think you could “do better” when it comes to ...

Many companies, mine included, send personnel to meet new clients and host onboarding sessions in person. This is an exciting and pivotal time in a new business relationship; your team has poured ...

One of the most common comments we hear from senior leaders of Client Onboarding, CLM or KYC functions in Financial Institutions, is that their Front-Office is frustrated with these processes. Often, ...