A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, and build trust from the start.

The onboarding period after winning a new client is critical to the relationship. Learn how using tech can streamline the onboarding process, resulting in a smooth, powerful experience.

Attracting new clients is a challenge that every financial advisor faces at some point in their career. While traditional marketing methods still hold value, the industry's shift toward digital tools ...

When clients engaging with a new agency share concerns they had about their former agency partners, it is important for their new account team to take note of this invaluable input. A new client may ...

Formal Opinion 513 of the ABA Standing Committee on Ethics and Professional Responsibility addresses an issue that has vexed—and continues to vex—lawyers, regulators and legislators both in the United ...

Fidelity is reinforcing its commitment to supporting growth-focused advisors with new additions to its custodial tech suite. On Monday, it announced the launch of Wealthscape Intelligence, a new ...

Your book of business is like a bathtub. Water comes in from the facet and goes out via the drain. When considering your book of clients, new clients are added, directly or indirectly, but mostly from ...