by OnBord | Advisor Advice
For registered investment advisors (RIAs), client onboarding is a crucial part of the job. With client assets at stake, firms must get the process right to protect their revenue. Unless an RIA has a solid client onboarding process in place, they run the risk of losing...
by OnBord | Client Experience
Want to add value to your financial services firm while supporting your goals for long-term growth? Focus on providing a better client experience! A good client experience adds value to your firm; clients are more likely to have strong client loyalty and be more...
by OnBord | Client Experience
As a financial advisor, one of the most important things you can do is create an engaging client onboarding experience. Your onboarding process sets the tone for your relationship with clients and can make or break whether they stay with you. Here are three tips to...
by OnBord | Advisor Advice
The world has gone digital, and financial advisors and their firms looking to stay relevant are realizing the need to adapt accordingly. Society’s continuous integration of technology into everything we see and do has led to a significant shift in business, with...
by OnBord | Advisor Advice, Client Experience
In the recent past, going digital meant having a user-friendly website where clients could sign up and view account information or better understand your service offering. Today, clients are asking for much more than just a functioning website. One of the current...
