Client onboarding is one of the highest-stakes processes in an advisory firm. There’s little relationship equity yet, a lot of information to collect, and potentially a lot of money moving behind the scenes. So why are so many firms still relying on spreadsheets, forms, emails, and back-and-forth between advisors and operations teams?

In this episode of Office Hours, we dig into how a centralized onboarding process can help advisors and their teams:

🔹 Capture everything needed in one place

🔹 Reduce back-and-forth with the back office

🔹 Prevent important information from getting missed

🔹 Turn onboarding data into ongoing workflows and processes

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