Tag Archives: Client Onboarding

Does Your New Client Onboarding Produce Referrals?

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When a prospect transitions into a client they may experience your firm as a very in-touch, responsive firm that is always communicating. But after the accounts are opened and the prospect officially becomes a client, the communication can fall off. Your new client may feel like you just wanted to land them as a client.

So, a process of regular, new client communications was developed to not only stay in touch during this sometimes-quiet period,

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