Why It’s Critical to Have a Well-Conceived, Repeatable Advisor Onboarding Process

Why It's Critical to Have a Well-Conceived, Repeatable Advisor Onboarding Process

It is well-established in the financial advisory industry that the client onboarding process is crucial to building profitable, long-term relationships. When done poorly, you’ll likely see clients heading for the exits leaving you with thinning profit margins and a tarnished reputation. For the same reasons, onboarding advisors is equally critical for financial advisors looking to […]

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What Not to Do in Building Lasting Client Relationships

What Not to Do in Building Lasting Client Relationships

For financial advisors, building lasting client relationships is as essential as it is challenging. There’s really no more important aspect of an advisor’s practice to ensure sustainable growth. While many advisors try to focus on facets in their practice to bring more value to the relationship, they tend to gloss over what not to do, which can have an even more significant impact on their relationships – and not in a good way.

Here are four key “what not to do’s” all advisors need to proactively convert into a priority to-do list.

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