{ "media_type": "text", "post_content": "What is your client onboarding process? Do you do a welcome kit, with a letter, any gifts?", "post_id": "5c8bd82da19d99001bf31175", "reply_count": 3, "vote_count": 2, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

What is your client onboarding process? Do you do a welcome kit, with a letter, any gifts?

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We have a folder including information on different topics depending on what we know about the client ahead of time. We include a brochure about our team. We also give free wine tasting for two coupons to a local winery. The winery owners are clients and they supply us with them to help drive their business.

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Following. This is something I need to improve.

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I don’t have one but it’s something I’d like to start eventually

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