When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...

In simplest terms, onboarding is the focused and intentional integration of a client into your practice. Digging deeper, onboarding communicates the norms a client can expect when dealing with your ...

This article appears in the February 2022 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online. Four years ago, onboarding new clients ...

Opinions expressed by Entrepreneur contributors are their own. Whether you’re a digital agency or a professional services business, client onboarding is a critical process to get right. Nail it, and ...

Anna Baluch is a freelance writer from Cleveland, Ohio. She enjoys writing about a variety of health and personal finance topics. When she's away from her laptop, she can be found working out, trying ...

Client onboarding is to advisory relationships what the first date is to personal relationships. It’s the client’s first real interaction with you and your firm, and it sets the tone for the ...