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Is Client Digitization Right for Your Firm?

Is Client Digitization Right for Your Firm?

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...
How Financial Advisors Can Use Technology to Improve the Client Experience

How Financial Advisors Can Use Technology to Improve the Client Experience

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...
Do Financial Advisors Need to Rethink the Client Experience?

Do Financial Advisors Need to Rethink the Client Experience?

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...

Recent Posts

  • Is Client Digitization Right for Your Firm?
  • Advisors Beware When Transitioning Your Book of Business
  • How Financial Advisors Can Use Technology to Improve the Client Experience
  • Three Ways Financial Advisors Can Boost Productivity
  • Do Financial Advisors Need to Rethink the Client Experience?

Categories

  • Advisor Advice
  • Client Experience
  • Productivity
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