Dear Rochester, Retire Well

Dear Rochester, Retire Well

Our Onboarding Checklist: What It Is And How You Can Use It (Ep. 65)

August 23, 2023

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.

David discusses: 

  • 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


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Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.