Arrow Icon

Impactful Extras Webinar Recap: Establish a Client Onboarding Process

Visit Heart of Advice

for expert insights on the most pressing topics financial professionals are facing today.

Learn More

Webinar: Recognize and Capitalize on Your Firm’s Crucial Growth Opportunities on Thursday, September 30 from 2:00 - 3:00 p.m. ET

Register Now

In this session, we discussed best practices for successful client onboarding to the client portal. We also covered preparing for initial conversations, the best resources to share, and how to customize the experience.

Additional Resources

Looking for more training opportunities?

Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your August Training Opportunities here.

Related Posts