You’ve just wrapped up a promising discovery call with a couple nearing retirement. They need help with annuities, Medicare supplements, and rolling over their 401(k). The perfect fit for your financial advisory services.
The excitement builds, but the onboarding drag sets in: chasing documents, endless follow-ups, and weeks of delays. If this sounds like your world, you’re not alone.
With everything you juggle on a daily basis, you deserve a smoother process. Let’s talk about why onboarding matters, the hidden challenges, and how the WOOP framework can cut your onboarding timeline to 11 days or less.