Why do onboard as we do?

Our onboarding process is meticulously designed to ensure that every client we welcome aboard aligns with our ethos and approach. We believe in the harmony of working on the same wavelength, acknowledging that while our spectrum is broad, not everyone will fit within our bandwidth. This discernment is crucial, as it allows us to maintain the integrity of our services, recognising that our approach is not universally suited for everyone—and that's perfectly acceptable.

The journey begins with a 30-minute Zoom meeting, an opportunity to delve into who the prospective client is, understand the assistance they seek, and gauge whether our philosophies resonate with each other. This session is more than an introductory call; it's a platform for open dialogue, encouraging questions and fostering a mutual understanding of expectations and possibilities.

Clients come to us in various states of readiness and with diverse personalities—some are nervous, others highly focused, relaxed, or confidently clear about what they want. Early identification of their disposition sets the tone for our initial conversations, ensuring we tailor our approach to meet them where they are.

Our onboarding and acquaintance process, unfolding over the first 3 to 5 conversations, is not dictated by a rigid formula but guided by a clear path tailored to each client’s pace. This phase encompasses initial impressions, detailed fact-finding, exploring various outcomes, defining the work's scope, researching existing assets, drafting preliminary recommendations, creating a suitability report, and implementing and updating financial forecasts. Though these steps are sequential, the journey is fluid, with clients often zigzagging through the process as new questions arise and clarifications are sought.

The core objective of these early interactions is twofold: to determine whether we can provide the help needed and decide if we wish to proceed. Failing to meet either criterion means a partnership is not feasible. We are vigilant against the risks of engaging with clients who might not truly benefit from our services or those whose expectations we cannot meet, as this misalignment serves neither party well.

Throughout this process, we keenly observe the prospective client's engagement level and receptivity to our guidance. How forthcoming they are with information, their reaction to our tools like Voyant graphs, and their responsiveness are all telling indicators. These insights help us evaluate not only the feasibility of a successful partnership but also ensure we're adding real value, steering clear of relationships that could lead to dissatisfaction or, worse, feelings of being underserved.

In essence, our onboarding is a careful dance of compatibility, expectations, and mutual respect, ensuring that when we do proceed, it's with confidence and a shared vision for the future.