Onboarding sets the tone for the relationship and expectations moving forward, so it is critical to get it right. Many practitioners rely on email, multiple documents, and meetings, which can have mixed results.

Attend this webinar to learn tried-and-true best practices for creating an excellent experience for the client and the firm, beginning with the first touch and carrying on through the entire relationship. You'll also learn about key technology that helps.

• Identify where the holes are in your current onboarding process with an eye to improving them in 2021


• List sustainable practices to streamline your onboarding processes and set the right tone and expectations with clients


• Determine key strategies to delight clients on an ongoing basis while maintaining efficiency and control in your practice


• Discover an affordable technology solution that streamlines secure document exchange and client communication in a delightful way for both clients and staff