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Creating a seamless onboarding experience is key for financial professionals to build lasting client relationships and grow their business. Here's how.

The first step in building trust shouldn’t be hard, but for many advisors, it is. Everything starts with onboarding - it’s a critical moment where the advisor: → Begins the trust-building process. → Sets the tone for the relationship with the client. → Builds the foundation for the client’s long-term success. Most firms drag out this process with manual workflows that frustrate both the advisor and the client. We saw how inefficient this was and decided to change it. At Compound Planning, advisors can get all the onboarding information with four or five clicks. The paperwork goes out digitally, the client signs it, and the accounts are transferred seamlessly. This allows advisors to start the relationship on the right foot and build trust from day one. What's your onboarding like?

Creating a seamless onboarding experience is key for financial professionals to build lasting client relationships and grow their business. Here’s how. https://bit.ly/4eqh3oN

A quick rundown of our onboarding/auditing process for new clients. These steps may seem trivial, but when done right in conjunction with the TGG Way your business will be set up for growth and scalability.

Creating a seamless onboarding experience is key for financial professionals to build lasting client relationships and grow their business. Here's how.

Are you leaving revenue on the table by not charging for implementation???? In today's competitive landscape, every dollar counts. Yet, many companies overlook a significant revenue opportunity: charging for implementation and onboarding services. ? Do you know how much onboarding costs your company? ? Are you consistent in charging for onboarding? From the time spent by your team, to the resources and tools required, costs quickly add up. By not charging for services, you're absorbing costs and cutting into your bottom line. But it's not just about covering costs—it's also about recognizing and rewarding the critical role that implementation plays in your success. ?? Watch "Making Onboarding a Profit Center" with Martin Evans, to learn how to effectively calculate and apply implementation fees. ? ?https://bit.ly/3zWTvsF

Creating a seamless onboarding experience is key for financial professionals to build lasting client relationships and grow their business. Here’s how. https://bit.ly/3BqVOEW

Client onboarding is critically important because it is your firm’s first chance to make that lasting first impression. InvestmentNews offers suggestions to make that impression a successful one… https://lnkd.in/gcDr6Tij

Small businesses operate in an ever-competitive landscape, and one of the key differentiators that can set them apart is the onboarding process https://lnkd.in/e4uKKDXp

Powerhouse has drastically improved the tenant onboarding process at our customers. Here are three key results that demonstrate the value we bring: ? 30 minutes saved per tenant onboarding: Our clients save significant time—equivalent to 30 working days for 500 check-ins! ? 1 FTE saved after 1 year: Our platform’s efficiency has enabled clients to save the workload of one full-time employee after just one year. ? Error margin nearly 0: By automating processes, our clients have reduced their error margin to nearly zero, ensuring keys are only handed over when deposits and first month rent are paid. Powerhouse is here to streamline operations, enhance tenant experiences, and drive efficiency in property management. Let’s continue to innovate and make property management smarter and more efficient! #propertymanagement #positiveimpact #operationalefficiency #pms #powerhouse