Client Onboarding Workflow
Scope: from point of first meeting to implementation of products post-presentation of the financial plan for fee-based clients.
Define discreet steps to include time taken to complete each step, to have a definable and repeatable sales process for all advisors inside of the Financial Planning Mastery Division, with a focus on urgency to shorten the amount of time from approach meeting to implementation of products as a result of a financial planning engagement.
Timeline
7–10 weeks
INTRODUCTORY CONVERSATION
⤵
1–2 weeks
DISCOVERY
⤵
2 weeks
FINDINGS & SOLUTIONS
⤵
30–45 days
IMPLEMENTATION
Introductory Conversation
Between Introduction & Discovery
1.
Book Discovery meeting (60–90 mins)
2.
Set meeting via Calendly for as soon as possible, no more than 2 weeks out
Calendly email should include a link to the document checklist, and budget spreadsheet
Set the Calendly reminder cadence to be the same as the Introductory Conversation cadence
Set clear expectations on next steps (I360, sending over docs, what to expect from the Discovery meeting)
3.
4.
Send Client I360 invite primary method
5.
Send Client I360 invite alternate method, if the primary method doesn’t work (2 emails)
Discovery
Post Discovery
Findings & Solutions
End of Implementation
Once implementation is completed, schedule meetings for the rest of the year that follow client’s meeting cadence (biannually, tri-annually, quarterly)
1.
Double-check the client’s birthday and anniversary with the practice are added into A360 with reminders
2.
Add clients to other client service models based on A, B, C categorization