A Financial Planner's Complete Guide to Onboarding, Uncovering Values, and Starting Productive Relationships
The beginning of a financial planning relationship can be fraught with paperwork, data entry, and manual processes. However, this point of the engagement is critical for establishing a productive, long-term relationship with clients. This learning guide will walk you through how to optimize, digitize, and systematize these processes to increase efficiency and improve the client's experience.
In this guide, you'll learn:
- Efficient onboarding workflows
- How to uncover client goals and values
- Client segmentation tactics that improve engagement
- How to facilitate safe spaces for money conversations
- The importance of talking about privacy