Event Details
You never get a second chance to make a first impression, and your client onboarding process sets the tone for the entire relationship. Whether you’re welcoming the full family or a next-generation client, a thoughtful and efficient onboarding experience is critical to building trust and satisfaction.
In this webinar, we’ll explore best practices from top-performing firms for creating scalable, seamless, and impactful onboarding processes. Attendees will gain insights into overcoming common pitfalls, addressing pain points, and crafting an exceptional client experience from the very first interaction.
Speakers to be announced soon.
Note: Quarterly Conversations webinars are exclusive to FWA members. Any non-member registration will be canceled.
If you are unable to attend live, the webinar recording will be available to members in the FWA portal.
