How to Build an Onboarding Process That Creates Lifelong Clients

A client’s experience in the first 90 days sets the foundation for a lasting relationship. Get it right, and you build loyalty. Get it wrong, and you risk losing valuable clients.

Join us to learn:

  • A proven 90-day roadmap to wow new clients
  • How an elevated onboarding process can drive referrals
  • 12 must-have onboarding skills

Date: Wednesday, May 7, 2025

Time: 4:00 p.m. ET / 1:00 p.m. PT

Filed with the CFP Board and CIMA for 1 credit hour of CE.

Featured Speaker:

Libby Greiwe

The Efficient Advisor

Hosted By:

Bill McManus

VP, Applied Insights
Hartford Funds

Libby Greiwe and The Efficient Advisor are not affiliated with Hartford Funds.

Hartford Funds Distributors, LLC, Member FINRA is the provider of CE Credits.

CE credit is only available to registered attendees of the live event and does not apply to viewers of the replay content. Hartford Funds Distributors is the provider of CE credits.

The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

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