Turning new clients into long-term clients

04/25/2013 | FPAnet.org/Practice Management Center blog

Advisers often overlook client onboarding as they turn to finding the next client, writes Ray Sclafani, CEO and founder of ClientWise. Investing time in client onboarding can lead to a richer bond with the client and a longer relationship, he writes. He provides five tips for the process in this post.

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