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:
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