Collaborating with Independent Financial Advisers
There are endless ways to be creative and develop an inspiring email subject line that will grab your reader’s attention. Just be sure to keep the focus on providing help to your clients.
Everyone has heard of Google and the many apps that they provide for organizing and staying connected in your personal life. If you are not utilizing it in your financial advisory firm as well, you are missing out.
Client onboarding is the process of welcoming new clients into your business, addressing their questions and concerns, and ensuring they understand all of the services available to them. It really is just a continuation of the conversation they have already been having with you during the nurturing or referral processes.