One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...
In the era of rapid AI advancements, expanding cloud capabilities and the growing significance of big data, companies across every industry are making substantial investments in new technologies.
We haven't hit extension season yet, so now is a great time to look at three important operations within your firm: sales, onboarding and service. Your "SOS" process refers to how you attract new ...
What does your new client onboarding process look like? Is it working? And, finally, is it a competitive advantage for your business? I know, so many questions! Here’s what happens all too often: your ...
When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...
When a client begins work with a new accounting firm, the onboarding process sets the stage for what's to come. This is where leadership shines, not just in the logistics they oversee but in the ...
Be honest: What kind of onboarding experience do you provide new customers? If you’re like most companies, over 90% of customers — as surveyed by Wyzowl — think you could “do better” when it comes to ...
This article appears in the May 2021 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online. Some firms are trying to rejuvenate the client ...
Prioritizing your onboarding process will help ensure customers begin successfully, obtain a clear understanding of how your service or product works, and build a relationship of trust with your ...
Truist Financial Corp TFC has introduced the electronic direct deposit switching feature to its digital onboarding process for clients, improving the ease and speed of new account openings. In ...
Bookminders provides complete outsourced accounting solutions for over 475 small to mid-size businesses and nonprofit organizations, and now they are coming to Austin. Jessica Minkus, the CEO of ...
One of the most difficult parts of being a financial advisor is landing new clients, so it's understandable that many advisors sink significant time into marketing and lead generation. However, ...
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