The ‘Good Fit’ Form: Onboarding the Right Clients Faster Than Ever—Completely Online
Nov 30, 2020
By Debra Taylor, CPA/PFS, JD, CDFA
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.