Practice Management New Client Onboarding Resource

Team Communications Tool Kit (Electronic Download)

Onboarding is the bridge for financial advisors to deliver on the expectations and commitments made during the prospecting phase. This is one of your first opportunities to ensure that your words and actions are consistent. This resource provides the following tools to implement a 6-12 month new client onboarding campaign:

• Tips for Successful Client Onboarding
• Sample Welcome Packet
• Team Welcome Letter Template
• Service Associate Welcome Letter Template
• Commitment Agreement Meeting Script
• Getting to Know You Template
• Sample Service Commitment and Expectations Agreements
• Statement Follow-Up Communication Script
• Web Account Access Letter Template
• Accurate Reporting Letter Template
• Important Documentation & Introduction to Estate Planning Script
• Sample Estate Planning Account Tracking Tool
• Suggested Client Feedback Questions & Survey Process
• New Client Checklist