Best Practices for Client Onboarding with fpPathfinder and Wealthbox

Discover how to set up new clients for success with a streamlined and efficient onboarding process. Learn best practices to keep advisors organized, enhance client experience, and ensure a smooth transition. Join fpPathfinder and Wealthbox for expert insights on optimizing your onboarding workflows.

This webinar will cover:

1. Structuring a clear and repeatable client onboarding process.
2. Leveraging technology to improve efficiency and data accuracy.
3. Keeping clients engaged and informed throughout the onboarding journey.
4. Best practices for maintaining organization and compliance.