The ‘Good Fit’ Form: Onboarding the Right Clients Faster Than Ever—Completely Online

Nov 30, 2020 / By Debra Taylor, CPA/PFS, JD, CDFA
Print AAA
Add to My Archive
My Folder

My Notes
The adaptation to coronavirus has pushed the advisory business into the virtual world. With digital forms, online meetings, and an electronic welcome package like this advisor’s, you can screen interested prospects, choose right-fit clients and complete the close cycle in a fraction of the time it used to take.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2021 Horsesmouth, LLC. All Rights Reserved.