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Certified Financial Planner Board of Standards Inc.

08/25/2024 | Press release | Archived content

Tips and Tricks to Enhance the Client Onboarding Experience

Advisors share proven strategies to elevate the client onboarding experience. One advisor, Billy Spencer, CFP®, emphasizes the importance of CFP Board's 7-Step Financial Planning Process. He points out that understanding clients' personal and financial situations, along with identifying and setting goals, are key components in enhancing the onboarding experience.

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