Key Takeaways
- Use onboarding as an opportunity to start building a relationship with your clients that may last for years
- Understand clients’ expectations, your limitations and how to address any initial concerns
- Make sure you follow the regulations for a smooth onboarding process
- Learn how finding common ground with clients can help to establish long-term relationships
- Understand how by maintaining relationships, it can attract a new pipeline of clients
- Learn what clients can gain from ongoing financial advice
