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In Brief: July Edition  

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Where We’re Going Wrong with Client Onboarding

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20 May 2019 by Sarah Penn, Professional Planner

Article link: https://www.professionalplanner.com.au/2019/05/where-were-going-wrong-with-client-onboarding/

Onboarding new clients is make or break time. According to Adviser Ratings, around 50 per cent of potential clients drop out during the onboarding process, if it’s a cold lead, and the average adviser loses 25 per cent if it’s a warm lead.


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