Summary: A formalized onboarding process is meant to establish the details of how the advisor plans to work with the new client... That means, for instance, determining the services, beyond security selection and investment performance, that the advisor will provide for the client and their families, deciding how the advisor will be paid for their services and setting expectations for how the advisor will communicate with the client.
 Moreover, having a formalized process gets advisors communicating more frequently with their new client, and it's important that they remain vigilant with every detail – first impressions matter. Not only will a client who feels welcome stay longer with an advisor, but they are also more apt to refer others more than any other time in their relationship with the advisor."Catherine Seeber, principal and senior financial advisor, Wescott Financial Advisor |
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