Onboarding clients the right way

January 16, 2023

Landing a new client is exciting for any firm, but before solidifying your working relationship, it’s important to go through the onboarding process.

Onboarding is a simple and effective way to ensure everyone understands how the relationship will work and what is expected of each party. Taking the time to plan and optimize your onboarding will improve efficiency and client satisfaction.

Defining your ideal client, setting expectations and understanding your client’s needs will help you better serve each client that your firm takes on. Consider these tips for onboarding clients the right way.

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