OnBord Blog.
Streamlining the new client experience for financial advisors.
How Financial Advisors Can Use Technology to Improve the Client Experience
It costs more to acquire a new client than to keep one. A 2020 Kitces Research report proved this business philosophy. More than 800 financial advisors participated in a survey found the average total cost for a financial advisor to acquire a new client is $3,119 per...
Three Ways Financial Advisors Can Boost Productivity
Productivity is one of the biggest challenges that financial advisors face today. In the highly competitive post-pandemic world, advisors put in more time than ever to attract new clients, maintain relationships with existing clients, and manage investment accounts....
Do Financial Advisors Need to Rethink the Client Experience?
While customer service has evolved in many industries, financial services is still a bit behind the curve. Being a financial advisor in today’s pandemic environment is quite different today compared to previous decades. We’ve seen increased regulation, the arrival of...
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