Effective & efficient client onboarding
How do you motivate your client to get you what you need quickly? What processes are proven to work? What tools are available to help you collect and store the info you receive?
Learn how to take the time client onboarding takes down from months to weeks, if not days. In this session Ian draws on the prior experiences of your peers who have onboarded a large number of clients quickly.
Sign up to receive Jess's Weekly Pick from Karbon Magazine in your inbox
“A weekly read, watch or listen to help you run a better firm, lead a stronger team, and become a more confident leader.”
Jess Marcello
Managing Editor, Karbon Magazine
Practice Management Built for Growth
Discover Karbon
G2.com
Karbon is our rocket booster that’s allowing us to grow at 40% to 50% year‑over‑year.
:format(avif))
:format(avif))
:format(avif))
:format(avif))
:format(avif))
:format(avif))
:format(avif))
:format(avif))
:format(avif))
:format(avif))
:format(avif))
:format(avif))
:format(avif))
:format(avif))