{ "media_type": "text", "post_content": "What does your onboarding process look like? Someone becomes a client. How do you welcome them into the practice?", "post_id": "59d430a64a138b2d1f32ec47", "reply_count": 4, "vote_count": 4, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

What does your onboarding process look like? Someone becomes a client. How do you welcome them into the practice?

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Shake their hand. I don't send any bullshit welcome letters, etc.

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Gotcha.Note: I do have SOME clients with a couple hundred grand. It's not like they're ALL broke!

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Ice's on-boarding process of new clients is the call 5 years later when their annuity is out of surrender.

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I don't blame you. Just imagine the postage on your HHs. No, I'm talking more from a wealth management point of view. Client is transferring the $$$ from another institution and we're now going to engage in financial planning.I'm going to put a card in the mail along with a packet including a list of documents we'll need in order to draw up the plan. We'll meet in person to discuss the various concerns, and then I'll present the financial plan. So it's more of a process, but I was looking for some other best practices among the group.

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