Course Script: CX: Client Onboarding
This is a readable script of the CX: Client Onboarding course in Carson Coaching Online. Download
Tag: Client onboarding
Presenting a Financial Plan
Paul West talks with Jessica Harrington about presenting a financial plan to clients. Download
Year in the Life of a Client
Use this resource as a template to create a document detailing a year in the life for clients of your firm. Download
New Client Guide Template
Use this resource as a template to create a guide to your firm for new clients. Download
New Client Welcome Letter
Use this template to welcome new clients to your firm. Download
World-Class Client Experience Action Plan
Use this resource as a framework to guide your thinking when developing an action plan for upgrading your client experience. Download
Checklist for a World-Class Client Experience
Use this checklist of best practices to jump-start your thinking about how you can intentionally upgrade your client experience. Download
Sample Process: Client Onboarding
Use this sample process as an example when creating your firm’s standard process for onboarding new clients. Download
Personal Preference Questionnaire
Use this questionnaire as part of your new client onboarding process or at any time during your relationship to gather information about their hobbies, favorite…