Apps to Help Financial Advisors Onboard New Clients

Apps to help Onboard New Clients

Back in the old days, getting (and then onboarding) clients from faraway places meant phone calls, emails, faxes argh. Not anymore. There are plenty of easy to use apps to make the process a breeze for you and for your clients. Blueleaf client ScholarFi, a husband and wife team, have the process to onboard new clients sorted out.…