Clients show up ready to trust you. But the real first impression isn’t your pitch—it’s what happens after. This post breaks down why onboarding is where trust is earned or lost, and what happens when you don’t give prospects a clear path to become clients.

Prospects hesitate to switch advisors not because of trust, but because onboarding feels like a hassle. Fix that, and growth follows.

There is a gap between the seamless digital experiences consumers are used to and the outdated process they encounter with a financial advisor.