What’s your preferred approach to finance onboarding?
We’ve moved to a “learn the business first, systems second” model and results are night-and-day better.

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We utilize a hybrid approach… first you learn the basics about the firm and then it’s transitioned to ‘how we do business’… then we go through making sure you have access to all relevant system an applications… then they’ll go through case studies, from initiating contact -> relationship maintenance…

But we have different levels from beginner -> advanced… there’s calls almost daily that you can jump on if you forgot something or wanted to upskill… then you’ll go through training level II (intermediate)… then training level III (advanced)…

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Oh that's awesome! I've been advocating for a model like this for a long time, but I can't seem to get a lot of buy-in at my company. Any tips for helping me get some movement on implementing something like this?

I like this

Half the business is ease of flow when working with the client. It allows you to develop relationships and confidence of the client. Without knowing the system that would be harder to accomplish.

This should always be the way. The button clicking can be taught and is easy work. Way harder to build the specific business acumen and earn the credibility of your stakeholders.

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