Onboarding Packet for New Clients (20+ million)
Easy to customize to match your brand and edit in Canva, this new Client Onboarding Packet includes:
- Cover (add your client’s logo and contact info)
- Getting Started Page (outlines what to expect)
- Engagement Contracts Section
- Welcome letter with New Client Process Outlined
- Set up Compliance file with
- Compliance File Checklist (for large plan market)
- Identify Plan Fiduciaries and Service Providers Worksheet
- Document Goals and Priorities
- Goals and Objectives Worksheet
- Next Steps Worksheet
- What to Expect Bullet Points
- Advisor Responsibility Checklist
- Managing a Successful Plan Education Guide