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 | 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...
