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This meeting sets the tone for your working relationship and ensures that everyone is aligned.",[1069],{"type":129,"attrs":1070},{"color":131},{"type":18,"content":1072},[1073],{"text":1074,"type":22,"marks":1075},"3) Set expectations & goals",[1076,1077],{"type":38},{"type":129,"attrs":1078},{"color":131},{"type":18,"content":1080},[1081],{"text":1082,"type":22,"marks":1083},"During the client onboarding process, it’s important to clearly outline what the client can expect from your services. This includes discussing service level agreements, scheduling regular follow-ups, and defining specific financial goals. Setting clear expectations helps to avoid misunderstandings and ensures that both you and the client are aligned in terms of objectives and timelines.",[1084],{"type":129,"attrs":1085},{"color":131},{"type":18,"content":1087},[1088],{"text":1089,"type":22,"marks":1090},"4) Establish preferences",[1091,1092],{"type":38},{"type":129,"attrs":1093},{"color":131},{"type":18,"content":1095},[1096],{"text":1097,"type":22,"marks":1098},"Establishing preferences goes beyond just communication methods, such as how they would like to be contacted or which platforms they are comfortable using. It involves understanding how clients like to receive updates, their preferred frequency for meetings, and any specific needs or requirements they might have. By getting a clear picture of these preferences, you can tailor your client onboarding process to fit their style, making the entire process more efficient and enjoyable for them.",[1099],{"type":129,"attrs":1100},{"color":131},{"type":18,"content":1102},[1103],{"text":1104,"type":22,"marks":1105},"5) Creating a reporting system",[1106,1107],{"type":38},{"type":129,"attrs":1108},{"color":131},{"type":18,"content":1110},[1111],{"text":1112,"type":22,"marks":1113},"A good reporting system keeps both you and your client informed about progress. This involves setting up regular updates, sharing performance metrics, and providing insights into the client’s financial status. An effective reporting system not only keeps the client in the loop but also builds transparency and trust.",[1114],{"type":129,"attrs":1115},{"color":131},{"type":18,"content":1117},[1118],{"text":1119,"type":22,"marks":1120},"6) Always be ready to adapt",[1121,1122],{"type":38},{"type":129,"attrs":1123},{"color":131},{"type":18,"content":1125},[1126],{"text":1127,"type":22,"marks":1128},"The client onboarding process should be flexible enough to adapt to any changes in the client’s circumstances or needs. Being ready to adjust your approach, whether it’s modifying the communication method or updating financial goals, is vital in maintaining a strong, ongoing relationship. This adaptability ensures that your services remain relevant and valuable to the client, no matter how their situation evolves.",[1129],{"type":129,"attrs":1130},{"color":131},{"type":760,"attrs":1132,"content":1133},{"level":762},[1134],{"text":1135,"type":22,"marks":1136},"Want to work with Unbiased?",[1137],{"type":129,"attrs":1138},{"color":769},{"type":18,"content":1140},[1141],{"text":1142,"type":22,"marks":1143},"Creating an effective client onboarding experience sets the stage for a successful relationship. By understanding your client’s needs, setting clear expectations, and adapting your approach, you build trust and streamline your interactions. Knowing how to effectively onboard new clients means tailoring your strategy to their preferences and providing a seamless experience, which ensures their satisfaction and long-term commitment.",[1144],{"type":129,"attrs":1145},{"color":131},{"type":18,"content":1147},[1148,1153,1161],{"text":1149,"type":22,"marks":1150},"Let ",[1151],{"type":129,"attrs":1152},{"color":131},{"text":1154,"type":22,"marks":1155},"Unbiased Pro",[1156,1158,1160],{"type":31,"attrs":1157},{"href":33,"uuid":34,"anchor":34,"target":34,"linktype":36},{"type":129,"attrs":1159},{"color":855},{"type":857},{"text":1162,"type":22,"marks":1163}," help you grow your firm by sending new clients straight to your inbox.",[1164],{"type":129,"attrs":1165},{"color":131},"article-rich-text",[1168],{"_uid":1169,"image":1170,"title":1175,"subtitle":12,"component":1196,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":1171,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1172,"copyright":12,"fieldtype":1173,"meta_data":1174,"is_external_url":543},17178818,"https://a.storyblok.com/f/185166/4096x2734/7b5f652149/how-to-onboard-a-new-client.webp","asset",{},{"type":15,"content":1176},[1177],{"type":18,"content":1178},[1179,1183,1191],{"text":1053,"type":22,"marks":1180},[1181],{"type":129,"attrs":1182},{"color":131},{"text":1184,"type":22,"marks":1185},"client onboarding checklist",[1186,1189],{"type":25,"attrs":1187},{"class":1188},"primary-gradient",{"type":129,"attrs":1190},{"color":131},{"text":1192,"type":22,"marks":1193},": how do you onboard new clients?",[1194],{"type":129,"attrs":1195},{"color":131},"app-hero",{"name":1198,"created_at":1199,"published_at":1200,"updated_at":1201,"id":1202,"uuid":1203,"content":1204,"slug":1213,"full_slug":1214,"sort_by_date":34,"position":1215,"tag_list":1216,"is_startpage":543,"parent_id":1217,"meta_data":34,"group_id":1218,"first_published_at":1219,"release_id":34,"lang":730,"path":34,"alternates":1220,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Unbiased team","2024-01-18T11:49:29.332Z","2024-01-24T16:17:31.264Z","2024-01-24T16:17:31.285Z",429182198,"a38620a4-ad81-47d5-b2fe-9fe933abd010",{"job":1205,"_uid":1206,"name":1198,"image":1207,"component":1211,"description":1212},"Writers","a6e3129c-eeee-4438-8204-797883981521",{"id":1208,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1209,"copyright":12,"fieldtype":1173,"meta_data":1210,"is_private":12,"is_external_url":543},13850198,"https://a.storyblok.com/f/185166/400x400/232c6cb764/unbiased-team.jpg",{},"article-author","Our team of writers, who have decades of experience writing about personal finance, including investing and retirement, are here to help you find out what you must know about life’s biggest financial decisions.","unbiased-team","authors/unbiased-team",-10,[],224651374,"170282a1-0fe6-4cf3-ab19-04639ed3474c","2023-04-03T07:50:42.397Z",[],[1222],{"_uid":1223,"body":1224,"title":12,"component":1225},"628318e0-01e9-4c44-8673-bc4675b4f2b9",[],"app-links-list",{"_uid":1227,"title":1228,"plugin":1229,"og_image":12,"og_title":12,"description":1230,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"75de236a-a7ca-493e-a649-057d88b2678c","How to Onboard a New Client | Unbiased","seo_metatags","Learn how to create a client onboarding process that sets the stage for long-term success. 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