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...
by OnBord | Advisor Advice
Transitioning your book of business or going independent are questions that many financial advisors ponder. Many who switch firms often boast about it being the best decision they have ever made but not without experiencing some level of frustration due to...
by OnBord | 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...
by OnBord | 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...
