The Perfect RIA cover image

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

Play episode from 08:40
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app