Dear Rochester, Retire Well
Our Onboarding Checklist: What It Is And How You Can Use It (Ep. 65)
In a previous episode, David mentioned the onboarding checklist that we use when we engage with new clients. Let’s go over that list and talk about how you can use it when you’re working with a financial advisor.
In this episode, David Pulcini discusses the importance of building processes and systems in business. He shares his experience of starting financial planning and realizing the need for systematizing and creating processes and emphasizes that building processes and systems can benefit any business, regardless of the industry. David introduces the onboarding checklist, a one-page PDF with 14 items to check off when engaging with a new client, and highlights the importance of consistent communication and providing value to clients.
- Why building processes and systems is important in any business
- Examples of various industries that can benefit from organized systems
- What his onboarding checklist for new clients looks like
- And more
Book Time with David Pulcini:
Connect with David Pulcini:
- SixPoint Financial
- (585) 406-4645
- LinkedIn: David Pulcini
- LinkedIn: SixPoint Financial
- Twitter: SixPoint Financial
- Facebook: SixPoint Financial
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