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From Client Pain to Operational Gain: Rethinking Onboarding

Prospects hesitate to switch advisors not because of trust, but because onboarding feels like a hassle. Fix that, and growth follows.

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Why Onboarding Needs an Upgrade

There is a gap between the seamless digital experiences consumers are used to and the outdated process they encounter with a financial advisor.

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With Rule 1033, onboarding becomes more efficient. Here’s a look at the potential streamlined process.

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The "Rule of 3": on average, it takes three meetings, three team members, and three weeks (or more) to close a prospective client.

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Your client onboarding process could become an experience worth sharing

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How do you provide prospects with the right tools to make informed decisions?

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Organic growth: Advisors want to track it, M&A teams want to know it, and everyone thinks they have it.