A better onboarding experience can mean better client loyalty.
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financialplanning Sponsor Content from Betterment Betterment
White Paper
Digital onboarding: An advisor's guide to nailing the first impression
Nail the first impression: Upgrade your client onboarding
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Hello Voornaam,

Turn new clients into loyal advocates from the start

When it comes to running a growing firm, it can feel easier to stick with imperfect or outdated practices. 

But Betterment for Advisors believes you can stay on the cutting edge of tech while minimizing your effort and disruption of clients. By removing unnecessary paperwork and streamlining your practice workflows, you can spend more time doing what you do best: gaining your clients' trust. 

It all starts with onboarding. Learn how nailing your onboarding process can help you build a better client experience from day one.

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