The Ultimate Client Onboarding Setup

Thursday, February 5th
1:00 - 2:00 CST

What if client onboarding could run itself?

Join Louis Retief, Co-Founder and Product Owner of Hubly, and Nora Gallegos, Financial Planning Thought Leader, as they break down the exact onboarding system firms use to scale faster and deliver a consistent client experience every time.

See how to:

• Build workflows that track every client from prospect to onboarded
  
• Use templates, reports and automations that keep your team accountable
  
• Connect your CRM for seamless data flow and zero manual entry
• Capture notes, track progress and never lose an onboarding step again