
Your Client Onboarding Process [Episode 174]
The Perfect RIA
00:00
How to Make Onboarding Work for You
We talked last week in our webinar is part of the onboarding process Something that we ran into in my office is paperwork at one point in my career My paperwork was consistently not being done correctly. So I'd go back to my team and I would be angry and I'd say why How come this Roth account also didn't get open and how come the household inform wasn't there? And they said well, I don't we just didn't know this time. Let's take a step back What would really help this process and as we look we realize you know what really helped this process is before we start onboarding We make a spreadsheet which says here's all the accounts they
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