{"id":20511,"date":"2023-12-18T16:42:27","date_gmt":"2023-12-18T16:42:27","guid":{"rendered":"https:\/\/azzadprod.wpengine.com\/?page_id=20511"},"modified":"2023-12-18T16:57:09","modified_gmt":"2023-12-18T16:57:09","slug":"client-onboarding-workflows","status":"publish","type":"page","link":"https:\/\/intelliserver.net\/wordpress\/client-onboarding-workflows\/","title":{"rendered":"Three Highly Efficient Client Onboarding Workflows"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"20511\" class=\"elementor elementor-20511\" data-elementor-settings=\"{&quot;element_pack_global_tooltip_width&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;element_pack_global_tooltip_width_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;element_pack_global_tooltip_width_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;element_pack_global_tooltip_padding&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_padding_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_padding_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_border_radius&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_border_radius_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_border_radius_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true}}\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-55f84d7 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"55f84d7\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5945d9a\" data-id=\"5945d9a\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-65f9fed elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"65f9fed\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-16 elementor-inner-column elementor-element elementor-element-afce152\" data-id=\"afce152\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-inner-column elementor-element elementor-element-58583d2\" data-id=\"58583d2\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d0f5fc4 ob-harakiri-inherit ob-has-background-overlay elementor-widget elementor-widget-heading\" data-id=\"d0f5fc4\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_use_harakiri&quot;:&quot;yes&quot;,&quot;_ob_harakiri_writing_mode&quot;:&quot;inherit&quot;,&quot;_ob_harakiri_text_clip&quot;:&quot;none&quot;,&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Three Highly Efficient Client \nOnboarding Workflows<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ec6824c ob-harakiri-inherit ob-has-background-overlay elementor-widget elementor-widget-text-editor\" data-id=\"ec6824c\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_use_harakiri&quot;:&quot;yes&quot;,&quot;_ob_harakiri_writing_mode&quot;:&quot;inherit&quot;,&quot;_ob_postman_use&quot;:&quot;no&quot;,&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Kick-off Planning Relationships with a Simple, Organized Experience<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-16 elementor-inner-column elementor-element elementor-element-77a5f09\" data-id=\"77a5f09\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-915063d elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"915063d\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-d7a16a9\" data-id=\"d7a16a9\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-ed5eed5 elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ed5eed5\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-b49bbf1\" data-id=\"b49bbf1\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-0e608aa\" data-id=\"0e608aa\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-1e30db4 elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1e30db4\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-b842375\" data-id=\"b842375\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0dc1075 ob-harakiri-inherit ob-has-background-overlay elementor-widget elementor-widget-text-editor\" data-id=\"0dc1075\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_use_harakiri&quot;:&quot;yes&quot;,&quot;_ob_harakiri_writing_mode&quot;:&quot;inherit&quot;,&quot;_ob_postman_use&quot;:&quot;no&quot;,&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The client onboarding process is notoriously difficult to scale\u2014especially with manual, labor-intensive processes in place. Whether your clients are just starting out or are in need of comprehensive advice, the following workflows will help you streamline onboarding for a better, more productive financial planning relationship.&nbsp;<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1e71c02 ob-harakiri-inherit ob-has-background-overlay elementor-widget elementor-widget-text-editor\" data-id=\"1e71c02\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_use_harakiri&quot;:&quot;yes&quot;,&quot;_ob_harakiri_writing_mode&quot;:&quot;inherit&quot;,&quot;_ob_postman_use&quot;:&quot;no&quot;,&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Plan Complexity<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-5fc707e\" data-id=\"5fc707e\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-a27845e elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"a27845e\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-b2c1f69\" data-id=\"b2c1f69\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-eb5fcce elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"eb5fcce\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1c8e5fb\" data-id=\"1c8e5fb\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-73b1a5f elementor-tabs-alignment-center elementor-tabs-view-horizontal ob-has-background-overlay elementor-widget elementor-widget-tabs\" data-id=\"73b1a5f\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_use_tabbr&quot;:&quot;no&quot;,&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-tabs\">\n\t\t\t<div class=\"elementor-tabs-wrapper\" role=\"tablist\" >\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1211\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"true\" data-tab=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"elementor-tab-content-1211\" aria-expanded=\"false\">Simple<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1212\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1212\" aria-expanded=\"false\">Needs-based<\/div>\n\t\t\t\t\t\t\t\t\t<div id=\"elementor-tab-title-1213\" class=\"elementor-tab-title elementor-tab-desktop-title\" aria-selected=\"false\" data-tab=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1213\" aria-expanded=\"false\">Complex<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"elementor-tabs-content-wrapper\" role=\"tablist\" aria-orientation=\"vertical\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"true\" data-tab=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"elementor-tab-content-1211\" aria-expanded=\"false\">Simple<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1211\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1211\" tabindex=\"0\" hidden=\"false\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"20493\" class=\"elementor elementor-20493\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c370ba4 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"c370ba4\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-901d825\" data-id=\"901d825\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c490e72 ob-harakiri-inherit ob-has-background-overlay elementor-widget elementor-widget-heading\" data-id=\"c490e72\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_use_harakiri&quot;:&quot;yes&quot;,&quot;_ob_harakiri_writing_mode&quot;:&quot;inherit&quot;,&quot;_ob_harakiri_text_clip&quot;:&quot;none&quot;,&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">3. The Comprehensive Financial Plan<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b2f1e9c ob-harakiri-inherit ob-has-background-overlay elementor-widget elementor-widget-text-editor\" data-id=\"b2f1e9c\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_use_harakiri&quot;:&quot;yes&quot;,&quot;_ob_harakiri_writing_mode&quot;:&quot;inherit&quot;,&quot;_ob_postman_use&quot;:&quot;no&quot;,&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>In a comprehensive planning service model, onboarding focuses on gathering the full financial picture at the start of the engagement. The advisor and support staff play a leading role in connecting accounts and putting together a holistic view of a potentially complex financial situation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ee2f513 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ee2f513\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-extended\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-94eeb57\" data-id=\"94eeb57\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fc287f0 ob-has-background-overlay elementor-widget elementor-widget-qi_addons_for_elementor_faq\" data-id=\"fc287f0\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"qi_addons_for_elementor_faq.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-faq qodef-qi-clear qodef-behavior--none qodef-layout--simple qodef-style--standard\">\n\t<h4 class=\"qodef-e-title-holder\">\n\t<span class=\"qodef-e-title\">\n\t\t\t\tClient Profile:\t<\/span>\n\t<\/h4>\n<div class=\"qodef-e-content\">\n\t<div class=\"qodef-e-content-inner\">\n\t\t<ul><li>Baby Boomer<\/li><li>Approaching retirement<\/li><li>High net worth<\/li><li>Financial needs: comprehensive financial plan that encompasses all their important lifestyle, retirement, and legacy goals<\/li><\/ul>\t<\/div>\n<\/div>\n<\/div>\n\t<script type=\"application\/ld+json\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"Client Profile:\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<ul><li>Baby Boomer<\\\/li><li>Approaching retirement<\\\/li><li>High net worth<\\\/li><li>Financial needs: comprehensive financial plan that encompasses all their important lifestyle, retirement, and legacy goals<\\\/li><\\\/ul>\"}}]}<\/script>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0aca4ac ob-has-background-overlay elementor-widget elementor-widget-qi_addons_for_elementor_faq\" data-id=\"0aca4ac\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"qi_addons_for_elementor_faq.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-faq qodef-qi-clear qodef-behavior--none qodef-layout--simple qodef-style--standard\">\n\t<h4 class=\"qodef-e-title-holder\">\n\t<span class=\"qodef-e-title\">\n\t\t\t\tService Model:\t<\/span>\n\t<\/h4>\n<div class=\"qodef-e-content\">\n\t<div class=\"qodef-e-content-inner\">\n\t\t<ul><li>Flat planning fee for comprehensive plan<\/li><li>Advisor is proactive in keeping clients and family continually engaged<\/li><li>Discussions explore the broad array of circumstances surrounding the client\u2019s financial life<\/li><\/ul>\t<\/div>\n<\/div>\n<\/div>\n\t<script type=\"application\/ld+json\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"Service Model:\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<ul><li>Flat planning fee for comprehensive plan<\\\/li><li>Advisor is proactive in keeping clients and family continually engaged<\\\/li><li>Discussions explore the broad array of circumstances surrounding the client\\u2019s financial life<\\\/li><\\\/ul>\"}}]}<\/script>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-38d3bb9\" data-id=\"38d3bb9\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap 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fill=\"#284E36\"><\/path><path d=\"M44.5 24.359H48.2501V25.8903H44.5V24.359Z\" fill=\"#284E36\"><\/path><path d=\"M49.75 24.359H51.25V25.8903H49.75V24.359Z\" fill=\"#284E36\"><\/path><path d=\"M52.75 24.359H56.5001V25.8903H52.75V24.359Z\" fill=\"#284E36\"><\/path><path d=\"M42.25 27.4228H51.2503V28.9541H42.25V27.4228Z\" fill=\"#284E36\"><\/path><path d=\"M52.75 27.4228H56.5001V28.9541H52.75V27.4228Z\" fill=\"#284E36\"><\/path><path d=\"M42.25 30.4849H45.2501V32.0162H42.25V30.4849Z\" fill=\"#284E36\"><\/path><path d=\"M46.75 30.4849H55.0002V32.0162H46.75V30.4849Z\" fill=\"#284E36\"><\/path><\/svg>\t<\/div>\n\t\t<\/div>\n\t\t<div class=\"qodef-m-content\">\n\t\t\t<h4 class=\"qodef-m-title\">\n\t\t\t\t\t<span class=\"qodef-m-title-text\">Step 2<\/span>\n\t\t\t<\/h4>\n\t\t\t\t\t<div class=\"qodef-m-text\"><h3>Connect All Accounts<\/h3><ul><li>Have clients meet with support staff to connect accounts<\/li><li>Ensure all accounts and information are located<\/li><\/ul><\/div>\n\t\t\t<\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bf8590c ob-has-background-overlay elementor-widget elementor-widget-qi_addons_for_elementor_icon_with_text\" data-id=\"bf8590c\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"qi_addons_for_elementor_icon_with_text.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-icon-with-text qodef-layout--before-content qodef--custom-icon qodef-column-responsive--never\" >\n\t\t\t<div class=\"qodef-m-icon-wrapper\">\n\t\t\t\t<div class=\"qodef-m-icon-holder\">\n\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"86\" height=\"86\" viewBox=\"0 0 86 86\" fill=\"none\"><rect width=\"86\" height=\"86\" rx=\"10\" fill=\"white\"><\/rect><path d=\"M48.0625 36.8125C47.545 36.8125 47.125 37.2325 47.125 37.75C47.125 38.2675 47.545 38.6875 48.0625 38.6875C48.58 38.6875 49 38.2675 49 37.75C49 37.2325 48.58 36.8125 48.0625 36.8125Z\" fill=\"#284E36\"><\/path><path d=\"M65.9013 60.5987L53.3876 48.0849C55.4262 45.0142 56.5 41.4583 56.5 37.75C56.5 27.4113 48.0887 19 37.75 19C27.4113 19 19 27.4113 19 37.75C19 48.0887 27.4113 56.5 37.75 56.5C41.4584 56.5 45.0143 55.4261 48.0849 53.3877L51.5438 56.8466C51.5443 56.8471 51.5448 56.8475 51.5453 56.8481L60.5986 65.9013C61.3071 66.6098 62.2487 67 63.25 67C64.2513 67 65.1929 66.6098 65.9011 65.9016C66.6097 65.1935 67 64.2519 67 63.25C67 62.2481 66.6097 61.3065 65.9013 60.5987ZM47.644 51.4119L47.6438 51.4121C44.75 53.514 41.3289 54.625 37.75 54.625C28.4451 54.625 20.875 47.0549 20.875 37.75C20.875 28.4451 28.4451 20.875 37.75 20.875C47.0549 20.875 54.625 28.4451 54.625 37.75C54.625 41.3289 53.514 44.75 51.412 47.6439C50.3604 49.0926 49.0927 50.3604 47.644 51.4119ZM49.6109 52.2618C50.5812 51.4681 51.4682 50.5811 52.2618 49.6109L54.9216 52.2707C54.1128 53.2253 53.2253 54.1128 52.2707 54.9216L49.6109 52.2618ZM64.5755 64.5755C64.2212 64.9299 63.7504 65.125 63.25 65.125C62.7496 65.125 62.2788 64.9299 61.9245 64.5755L53.5999 56.251C54.5493 55.4362 55.4362 54.5494 56.2509 53.6L64.5757 61.9248C64.9299 62.2787 65.125 62.7492 65.125 63.25C65.125 63.7508 64.9299 64.2213 64.5755 64.5755Z\" fill=\"#284E36\"><\/path><path d=\"M37.75 22.75C29.4789 22.75 22.75 29.4789 22.75 37.75C22.75 46.0211 29.4789 52.75 37.75 52.75C46.0211 52.75 52.75 46.0211 52.75 37.75C52.75 29.4789 46.0211 22.75 37.75 22.75ZM37.75 50.875C30.5129 50.875 24.625 44.9871 24.625 37.75C24.625 30.5129 30.5129 24.625 37.75 24.625C44.9871 24.625 50.875 30.5129 50.875 37.75C50.875 44.9871 44.9871 50.875 37.75 50.875Z\" fill=\"#284E36\"><\/path><path d=\"M48.2561 33.7256C47.4488 31.6245 46.0432 29.828 44.1911 28.5306C42.2949 27.2022 40.0676 26.5 37.75 26.5C37.2323 26.5 36.8125 26.9198 36.8125 27.4375C36.8125 27.9552 37.2323 28.375 37.75 28.375C41.603 28.375 45.1217 30.7954 46.5059 34.3982C46.6491 34.7709 47.0043 34.9997 47.3812 34.9997C47.493 34.9997 47.6067 34.9795 47.7172 34.937C48.2005 34.7513 48.4418 34.209 48.2561 33.7256Z\" fill=\"#284E36\"><\/path><\/svg>\t<\/div>\n\t\t<\/div>\n\t\t<div class=\"qodef-m-content\">\n\t\t\t<h4 class=\"qodef-m-title\">\n\t\t\t\t\t<span class=\"qodef-m-title-text\">Step 3<\/span>\n\t\t\t<\/h4>\n\t\t\t\t\t<div class=\"qodef-m-text\"><h3>Kick-off Meeting Series<\/h3><ul><li>Meet with clients several times to inform plan development<\/li><li>May cover topics from insurance to education and social security<\/li><\/ul><\/div>\n\t\t\t<\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1212\" aria-expanded=\"false\">Needs-based<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1212\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1212\" tabindex=\"0\" hidden=\"hidden\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"20492\" class=\"elementor elementor-20492\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-26f1bd1 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"26f1bd1\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-647a03c\" data-id=\"647a03c\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-046ee68 ob-harakiri-inherit ob-has-background-overlay elementor-widget elementor-widget-heading\" data-id=\"046ee68\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_use_harakiri&quot;:&quot;yes&quot;,&quot;_ob_harakiri_writing_mode&quot;:&quot;inherit&quot;,&quot;_ob_harakiri_text_clip&quot;:&quot;none&quot;,&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">2. The Needs-based Financial Plan<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3c5fb4b ob-harakiri-inherit ob-has-background-overlay elementor-widget elementor-widget-text-editor\" data-id=\"3c5fb4b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_use_harakiri&quot;:&quot;yes&quot;,&quot;_ob_harakiri_writing_mode&quot;:&quot;inherit&quot;,&quot;_ob_postman_use&quot;:&quot;no&quot;,&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>For needs-based or modular plans, the engagement will focus on one topic at first or may even be purely educational. Having the values conversation and understanding the client\u2019s needs are crucial. Onboarding happens one step at a time, as advice is needed.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-e0895f3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"e0895f3\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-extended\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-ac62501\" data-id=\"ac62501\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5eae362 ob-has-background-overlay elementor-widget elementor-widget-qi_addons_for_elementor_faq\" data-id=\"5eae362\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"qi_addons_for_elementor_faq.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-faq qodef-qi-clear qodef-behavior--none qodef-layout--simple qodef-style--standard\">\n\t<h4 class=\"qodef-e-title-holder\">\n\t<span class=\"qodef-e-title\">\n\t\t\t\tClient Profile:\t<\/span>\n\t<\/h4>\n<div class=\"qodef-e-content\">\n\t<div class=\"qodef-e-content-inner\">\n\t\t<ul><li>Gen X\/Y<\/li><li>Likely caring for parents and children<\/li><li>Financial needs: specific topics as they become relevant, like 401(k) investing advice, retirement, health benefits selections, education planning<\/li><\/ul>\t<\/div>\n<\/div>\n<\/div>\n\t<script type=\"application\/ld+json\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"Client Profile:\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<ul><li>Gen X\\\/Y<\\\/li><li>Likely caring for parents and children<\\\/li><li>Financial needs: specific topics as they become relevant, like 401(k) investing advice, retirement, health benefits selections, education planning<\\\/li><\\\/ul>\"}}]}<\/script>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d28d624 ob-has-background-overlay elementor-widget elementor-widget-qi_addons_for_elementor_faq\" data-id=\"d28d624\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"qi_addons_for_elementor_faq.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-faq qodef-qi-clear qodef-behavior--none qodef-layout--simple qodef-style--standard\">\n\t<h4 class=\"qodef-e-title-holder\">\n\t<span class=\"qodef-e-title\">\n\t\t\t\tService Model:\t<\/span>\n\t<\/h4>\n<div class=\"qodef-e-content\">\n\t<div class=\"qodef-e-content-inner\">\n\t\t<ul><li>Fee-for-service planning model<\/li><li>Clients choose what advice they need and when<\/li><li>Plan evolves as client needs become more comprehensive<\/li><\/ul>\t<\/div>\n<\/div>\n<\/div>\n\t<script type=\"application\/ld+json\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"Service Model:\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<ul><li>Fee-for-service planning model<\\\/li><li>Clients choose what advice they need and when<\\\/li><li>Plan evolves as client needs become more comprehensive<\\\/li><\\\/ul>\"}}]}<\/script>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-84ba0c1\" data-id=\"84ba0c1\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e8453d7 ob-has-background-overlay elementor-widget 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30.2822L44.4151 25.4589C46.6499 23.5538 49.5091 22.4994 52.4601 22.4711C52.4195 22.4711 52.5008 22.4707 52.4601 22.4711C55.7151 22.4711 58.8244 23.7287 61.1162 26.0206L61.507 26.4114C63.8378 28.7422 65.1214 31.8413 65.1214 35.1378C65.1214 38.4344 63.8378 41.5332 61.507 43.8636L59.5155 45.8552C59.1486 46.2221 59.1487 46.8168 59.5156 47.1837C59.8824 47.5504 60.4772 47.5504 60.844 47.1837L62.8354 45.1921C65.5209 42.5073 67 38.9367 67 35.1382C67 31.3399 65.521 27.7691 62.8353 25.0834ZM49.6254 33.2871C49.6541 33.9029 49.4332 34.4851 49.0035 34.9269C48.205 35.7476 46.8909 35.8158 46.0116 35.0825L42.0554 31.7827C41.6686 31.4602 41.0961 31.5 40.7578 31.8732L27.322 46.693L24.493 43.8641C22.1623 41.5336 20.8787 38.4347 20.8787 35.1383C20.8787 31.8419 22.1623 28.7427 24.493 26.4119L24.7533 26.1517C27.0841 23.8208 30.2062 22.5371 33.5445 22.5371C36.8827 22.5371 40.0049 23.8208 42.3357 26.1517C42.3463 26.1623 48.8535 31.7123 48.8535 31.7123C49.3226 32.1121 49.5966 32.6715 49.6254 33.2871Z\" fill=\"#284E36\"><\/path><path d=\"M56.531 48.8246C56.1768 49.2023 56.1959 49.7955 56.5735 50.1497C56.9512 50.5039 57.5445 50.4848 57.8987 50.1071C58.2529 49.7293 58.2338 49.1361 57.8561 48.7819C57.4784 48.4278 56.8851 48.4468 56.531 48.8246Z\" fill=\"#284E36\"><\/path><\/g><defs><clipPath id=\"clip0_1202_870\"><rect width=\"48\" height=\"48\" fill=\"white\" transform=\"translate(19 19)\"><\/rect><\/clipPath><\/defs><\/svg>\t<\/div>\n\t\t<\/div>\n\t\t<div class=\"qodef-m-content\">\n\t\t\t<h4 class=\"qodef-m-title\">\n\t\t\t\t\t<span class=\"qodef-m-title-text\">Step 1<\/span>\n\t\t\t<\/h4>\n\t\t\t\t\t<div class=\"qodef-m-text\"><h3>Define the Scope of the Relationship<\/h3><ul><li>Sign planning agreements<\/li><li>Talk about client needs and expectations<\/li><li>Demonstrate what you\u2019ll be able to do for them by showing example clients<\/li><\/ul><\/div>\n\t\t\t<\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0475ccd ob-has-background-overlay elementor-widget elementor-widget-qi_addons_for_elementor_icon_with_text\" data-id=\"0475ccd\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"qi_addons_for_elementor_icon_with_text.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-icon-with-text qodef-layout--before-content qodef--custom-icon qodef-column-responsive--never\" >\n\t\t\t<div class=\"qodef-m-icon-wrapper\">\n\t\t\t\t<div class=\"qodef-m-icon-holder\">\n\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"86\" height=\"87\" viewBox=\"0 0 86 87\" fill=\"none\"><rect width=\"86\" height=\"86.5526\" rx=\"10\" fill=\"white\"><\/rect><path d=\"M39.083 60.1824C38.8746 59.1172 38.4449 58.11 37.8229 57.2288C37.2008 56.3476 36.4008 55.6128 35.4769 55.074C34.5887 54.5589 33.6384 54.1646 32.6501 53.901C33.531 53.2258 34.1816 52.2847 34.5097 51.2111C34.8377 50.1375 34.8267 48.9858 34.478 47.9189C34.1293 46.8521 33.4608 45.9243 32.567 45.2668C31.6732 44.6094 30.5994 44.2556 29.4977 44.2556C28.396 44.2556 27.3223 44.6094 26.4285 45.2668C25.5347 45.9243 24.8661 46.8521 24.5174 47.9189C24.1688 48.9858 24.1577 50.1375 24.4858 51.2111C24.8138 52.2847 25.4644 53.2258 26.3454 53.901C25.3578 54.1648 24.4083 54.5591 23.5208 55.074C22.597 55.6127 21.7971 56.3474 21.175 57.2285C20.553 58.1096 20.1232 59.1166 19.9147 60.1816L19.0147 64.7855C18.9798 64.9626 19.0075 65.1466 19.0927 65.3049C19.178 65.4633 19.3153 65.5857 19.4804 65.6507C25.9292 68.1865 33.0708 68.1865 39.5195 65.6507C39.6846 65.5857 39.822 65.4633 39.9072 65.3049C39.9924 65.1466 40.0201 64.9626 39.9853 64.7855L39.083 60.1824ZM25.7499 49.6257C25.7499 48.8685 25.9698 48.1284 26.3819 47.4988C26.7939 46.8693 27.3796 46.3786 28.0649 46.0888C28.7501 45.7991 29.5041 45.7233 30.2316 45.871C30.959 46.0187 31.6272 46.3833 32.1517 46.9187C32.6762 47.4541 33.0333 48.1362 33.178 48.8788C33.3227 49.6214 33.2484 50.3912 32.9646 51.0907C32.6808 51.7902 32.2001 52.3881 31.5834 52.8087C30.9667 53.2294 30.2417 53.4539 29.5 53.4539C28.5057 53.4527 27.5526 53.049 26.8496 52.3313C26.1465 51.6136 25.7511 50.6406 25.7499 49.6257ZM20.61 64.4478L21.3877 60.4818C21.5541 59.6314 21.8972 58.8274 22.3939 58.1239C22.8906 57.4204 23.5294 56.8339 24.2671 56.4039C25.8663 55.4914 27.6679 55.0123 29.5 55.0123C31.3321 55.0123 33.1336 55.4914 34.7329 56.4039C35.4707 56.834 36.1095 57.4206 36.6062 58.1242C37.1029 58.8278 37.446 59.632 37.6122 60.4825L38.39 64.4478C32.6421 66.5496 26.3578 66.5496 20.61 64.4478Z\" fill=\"#284E36\"><\/path><path d=\"M66.9853 64.7855L66.0852 60.1793C65.8769 59.1142 65.4472 58.107 64.8251 57.2257C64.203 56.3445 63.4031 55.6097 62.4791 55.0709C61.5901 54.5568 60.639 54.1635 59.6501 53.901C60.531 53.2258 61.1816 52.2847 61.5097 51.2111C61.8377 50.1375 61.8267 48.9858 61.478 47.9189C61.1293 46.8521 60.4608 45.9243 59.567 45.2668C58.6731 44.6094 57.5994 44.2556 56.4977 44.2556C55.396 44.2556 54.3223 44.6094 53.4285 45.2668C52.5347 45.9243 51.8661 46.8521 51.5174 47.9189C51.1688 48.9858 51.1577 50.1375 51.4858 51.2111C51.8138 52.2847 52.4644 53.2258 53.3454 53.901C52.3578 54.1648 51.4083 54.5591 50.5208 55.074C49.597 55.6127 48.7971 56.3474 48.175 57.2285C47.5529 58.1096 47.1232 59.1166 46.9147 60.1816L46.0147 64.7855C45.9798 64.9626 46.0075 65.1466 46.0927 65.3049C46.178 65.4633 46.3153 65.5857 46.4804 65.6507C52.9292 68.1865 60.0708 68.1865 66.5195 65.6507C66.6846 65.5857 66.822 65.4633 66.9072 65.3049C66.9924 65.1466 67.0201 64.9626 66.9853 64.7855ZM52.7499 49.6257C52.7499 48.8685 52.9698 48.1284 53.3819 47.4988C53.7939 46.8693 54.3796 46.3786 55.0649 46.0888C55.7501 45.7991 56.5041 45.7233 57.2316 45.871C57.959 46.0187 58.6272 46.3833 59.1517 46.9187C59.6762 47.4541 60.0333 48.1362 60.178 48.8788C60.3227 49.6214 60.2484 50.3912 59.9646 51.0907C59.6808 51.7902 59.2001 52.3881 58.5834 52.8087C57.9667 53.2294 57.2417 53.4539 56.5 53.4539C55.5057 53.4527 54.5526 53.049 53.8496 52.3313C53.1465 51.6136 52.7511 50.6406 52.7499 49.6257ZM47.61 64.4478L48.3877 60.4818C48.5541 59.6314 48.8972 58.8274 49.3939 58.1239C49.8906 57.4204 50.5294 56.8339 51.2671 56.4039C52.8663 55.4914 54.6679 55.0123 56.5 55.0123C58.3321 55.0123 60.1336 55.4914 61.7329 56.4039C62.4707 56.834 63.1095 57.4206 63.6062 58.1242C64.1029 58.8278 64.446 59.632 64.6122 60.4825L65.39 64.4478C59.6421 66.5496 53.3578 66.5496 47.61 64.4478Z\" fill=\"#284E36\"><\/path><path d=\"M48.2039 37.3326L51.3682 42.3859C51.4484 42.5142 51.5641 42.6153 51.7008 42.6761C51.8375 42.7369 51.9888 42.7548 52.1354 42.7274C52.2821 42.7001 52.4174 42.6287 52.5242 42.5225C52.6309 42.4162 52.7042 42.2799 52.7347 42.131L53.814 36.9008C59.4804 35.6482 63.2508 32.1898 63.2508 28.1878C63.2508 23.1215 57.0256 19 49.3754 19C41.7252 19 35.5 23.1215 35.5 28.1878C35.5 32.9715 41.0502 36.9391 48.2039 37.3326ZM49.3754 20.5313C56.2006 20.5313 61.7507 23.966 61.7507 28.1878C61.7507 31.4938 58.1694 34.499 53.0422 35.4951C52.8969 35.5233 52.7629 35.5947 52.6572 35.7004C52.5515 35.8061 52.4788 35.9414 52.4482 36.0892L51.6442 39.9787L49.2584 36.1704C49.1929 36.066 49.1035 35.9794 48.9979 35.918C48.8923 35.8567 48.7738 35.8224 48.6524 35.8182C42.1182 35.5831 37 32.2304 37 28.1878C37 23.966 42.5502 20.5313 49.3754 20.5313Z\" fill=\"#284E36\"><\/path><path d=\"M47.478 38.8856C47.454 38.7881 47.4114 38.6963 47.3527 38.6156C47.2939 38.5349 47.2201 38.4668 47.1356 38.4151C47.051 38.3635 46.9573 38.3294 46.8599 38.3148C46.7624 38.3001 46.6631 38.3052 46.5675 38.3298C44.1361 38.9424 41.612 39.0724 39.1326 38.7126C38.956 38.6863 38.7762 38.7263 38.6263 38.8251L35.1252 41.0961L35.6772 38.5587C35.716 38.3805 35.6912 38.194 35.6072 38.0328C35.5231 37.8716 35.3854 37.7464 35.219 37.6797C31.6384 36.2464 29.5 33.8423 29.5 31.2498C29.5 28.7041 31.5686 26.3244 35.0329 24.885C35.1242 24.8471 35.2072 24.7912 35.2773 24.7206C35.3474 24.6499 35.4032 24.5658 35.4415 24.4731C35.4798 24.3805 35.4998 24.281 35.5004 24.1804C35.501 24.0799 35.4822 23.9801 35.4451 23.887C35.4079 23.7938 35.3532 23.7091 35.284 23.6375C35.2148 23.5659 35.1324 23.509 35.0416 23.4699C34.9508 23.4309 34.8534 23.4104 34.7549 23.4098C34.6564 23.4092 34.5587 23.4284 34.4674 23.4663C30.4181 25.1492 28 28.0594 28 31.2498C28 34.3392 30.2583 37.1453 34.0752 38.8535L33.2659 42.5684C33.2335 42.7163 33.2449 42.8708 33.2986 43.0121C33.3522 43.1535 33.4458 43.2754 33.5674 43.3624C33.689 43.4494 33.8332 43.4976 33.9817 43.5008C34.1302 43.5041 34.2763 43.4623 34.4014 43.3807L39.2016 40.263C41.7838 40.6044 44.4058 40.4522 46.9335 39.8144C47.1263 39.7648 47.292 39.6392 47.3941 39.465C47.4962 39.2909 47.5264 39.0825 47.478 38.8856Z\" fill=\"#284E36\"><\/path><path d=\"M44.5 24.359H48.2501V25.8903H44.5V24.359Z\" fill=\"#284E36\"><\/path><path d=\"M49.75 24.359H51.25V25.8903H49.75V24.359Z\" fill=\"#284E36\"><\/path><path d=\"M52.75 24.359H56.5001V25.8903H52.75V24.359Z\" fill=\"#284E36\"><\/path><path d=\"M42.25 27.4228H51.2503V28.9541H42.25V27.4228Z\" fill=\"#284E36\"><\/path><path d=\"M52.75 27.4228H56.5001V28.9541H52.75V27.4228Z\" fill=\"#284E36\"><\/path><path d=\"M42.25 30.4849H45.2501V32.0162H42.25V30.4849Z\" fill=\"#284E36\"><\/path><path d=\"M46.75 30.4849H55.0002V32.0162H46.75V30.4849Z\" fill=\"#284E36\"><\/path><\/svg>\t<\/div>\n\t\t<\/div>\n\t\t<div class=\"qodef-m-content\">\n\t\t\t<h4 class=\"qodef-m-title\">\n\t\t\t\t\t<span class=\"qodef-m-title-text\">Step 2<\/span>\n\t\t\t<\/h4>\n\t\t\t\t\t<div class=\"qodef-m-text\"><h3>Start the Conversation<\/h3><ul><li>Ask an open-ended, direct question: What\u2019s important to you?<\/li><li>Dive into the financial need that brought them in<\/li><li>Prioritize any goals that are uncovered<\/li><\/ul><\/div>\n\t\t\t<\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-99cb20e ob-has-background-overlay elementor-widget elementor-widget-qi_addons_for_elementor_icon_with_text\" data-id=\"99cb20e\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"qi_addons_for_elementor_icon_with_text.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-icon-with-text qodef-layout--before-content qodef--custom-icon qodef-column-responsive--never\" >\n\t\t\t<div class=\"qodef-m-icon-wrapper\">\n\t\t\t\t<div class=\"qodef-m-icon-holder\">\n\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"86\" height=\"86\" viewBox=\"0 0 86 86\" fill=\"none\"><rect width=\"86\" height=\"86\" rx=\"10\" fill=\"white\"><\/rect><path d=\"M48.0625 36.8125C47.545 36.8125 47.125 37.2325 47.125 37.75C47.125 38.2675 47.545 38.6875 48.0625 38.6875C48.58 38.6875 49 38.2675 49 37.75C49 37.2325 48.58 36.8125 48.0625 36.8125Z\" fill=\"#284E36\"><\/path><path d=\"M65.9013 60.5987L53.3876 48.0849C55.4262 45.0142 56.5 41.4583 56.5 37.75C56.5 27.4113 48.0887 19 37.75 19C27.4113 19 19 27.4113 19 37.75C19 48.0887 27.4113 56.5 37.75 56.5C41.4584 56.5 45.0143 55.4261 48.0849 53.3877L51.5438 56.8466C51.5443 56.8471 51.5448 56.8475 51.5453 56.8481L60.5986 65.9013C61.3071 66.6098 62.2487 67 63.25 67C64.2513 67 65.1929 66.6098 65.9011 65.9016C66.6097 65.1935 67 64.2519 67 63.25C67 62.2481 66.6097 61.3065 65.9013 60.5987ZM47.644 51.4119L47.6438 51.4121C44.75 53.514 41.3289 54.625 37.75 54.625C28.4451 54.625 20.875 47.0549 20.875 37.75C20.875 28.4451 28.4451 20.875 37.75 20.875C47.0549 20.875 54.625 28.4451 54.625 37.75C54.625 41.3289 53.514 44.75 51.412 47.6439C50.3604 49.0926 49.0927 50.3604 47.644 51.4119ZM49.6109 52.2618C50.5812 51.4681 51.4682 50.5811 52.2618 49.6109L54.9216 52.2707C54.1128 53.2253 53.2253 54.1128 52.2707 54.9216L49.6109 52.2618ZM64.5755 64.5755C64.2212 64.9299 63.7504 65.125 63.25 65.125C62.7496 65.125 62.2788 64.9299 61.9245 64.5755L53.5999 56.251C54.5493 55.4362 55.4362 54.5494 56.2509 53.6L64.5757 61.9248C64.9299 62.2787 65.125 62.7492 65.125 63.25C65.125 63.7508 64.9299 64.2213 64.5755 64.5755Z\" fill=\"#284E36\"><\/path><path d=\"M37.75 22.75C29.4789 22.75 22.75 29.4789 22.75 37.75C22.75 46.0211 29.4789 52.75 37.75 52.75C46.0211 52.75 52.75 46.0211 52.75 37.75C52.75 29.4789 46.0211 22.75 37.75 22.75ZM37.75 50.875C30.5129 50.875 24.625 44.9871 24.625 37.75C24.625 30.5129 30.5129 24.625 37.75 24.625C44.9871 24.625 50.875 30.5129 50.875 37.75C50.875 44.9871 44.9871 50.875 37.75 50.875Z\" fill=\"#284E36\"><\/path><path d=\"M48.2561 33.7256C47.4488 31.6245 46.0432 29.828 44.1911 28.5306C42.2949 27.2022 40.0676 26.5 37.75 26.5C37.2323 26.5 36.8125 26.9198 36.8125 27.4375C36.8125 27.9552 37.2323 28.375 37.75 28.375C41.603 28.375 45.1217 30.7954 46.5059 34.3982C46.6491 34.7709 47.0043 34.9997 47.3812 34.9997C47.493 34.9997 47.6067 34.9795 47.7172 34.937C48.2005 34.7513 48.4418 34.209 48.2561 33.7256Z\" fill=\"#284E36\"><\/path><\/svg>\t<\/div>\n\t\t<\/div>\n\t\t<div class=\"qodef-m-content\">\n\t\t\t<h4 class=\"qodef-m-title\">\n\t\t\t\t\t<span class=\"qodef-m-title-text\">Step 3<\/span>\n\t\t\t<\/h4>\n\t\t\t\t\t<div class=\"qodef-m-text\"><h3>Build a Financial Picture Together over Time<\/h3><ul><li>Work together to connect accounts and enter data as it becomes relevant<\/li><li>Start to understand the client\u2019s financial situation<\/li><\/ul><\/div>\n\t\t\t<\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-tab-title elementor-tab-mobile-title\" aria-selected=\"false\" data-tab=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"elementor-tab-content-1213\" aria-expanded=\"false\">Complex<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1213\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"tabpanel\" aria-labelledby=\"elementor-tab-title-1213\" tabindex=\"0\" hidden=\"hidden\">\t\t<div data-elementor-type=\"section\" data-elementor-id=\"20485\" class=\"elementor elementor-20485\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2780b9f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2780b9f\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1dbc6ef\" data-id=\"1dbc6ef\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-eaf9c8b ob-harakiri-inherit ob-has-background-overlay elementor-widget elementor-widget-heading\" data-id=\"eaf9c8b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_use_harakiri&quot;:&quot;yes&quot;,&quot;_ob_harakiri_writing_mode&quot;:&quot;inherit&quot;,&quot;_ob_harakiri_text_clip&quot;:&quot;none&quot;,&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">1. The Evolutionary Financial Plan<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a9ea6ee ob-harakiri-inherit ob-has-background-overlay elementor-widget elementor-widget-text-editor\" data-id=\"a9ea6ee\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_use_harakiri&quot;:&quot;yes&quot;,&quot;_ob_harakiri_writing_mode&quot;:&quot;inherit&quot;,&quot;_ob_postman_use&quot;:&quot;no&quot;,&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>For evolutionary plans, the task of connecting accounts and inputting data can be assigned to clients. The financial professional can focus on reviewing the client\u2019s situation, getting to know their goals and values, and engaging them with digital tools that offer financial education and access to their plan.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-4d71ce0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4d71ce0\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;_ob_glider_is_slider&quot;:&quot;no&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-extended\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-6995325\" data-id=\"6995325\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3af360f ob-has-background-overlay elementor-widget elementor-widget-qi_addons_for_elementor_faq\" data-id=\"3af360f\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"qi_addons_for_elementor_faq.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-faq qodef-qi-clear qodef-behavior--none qodef-layout--simple qodef-style--standard\">\n\t<h4 class=\"qodef-e-title-holder\">\n\t<span class=\"qodef-e-title\">\n\t\t\t\tClient Profile:\t<\/span>\n\t<\/h4>\n<div class=\"qodef-e-content\">\n\t<div class=\"qodef-e-content-inner\">\n\t\t<ul><li>Gen Y\/Z<\/li><li>Interested in DIY investments and\/or crypto assets<\/li><li>Less complex financial circumstances, cares deeply about financial wellness<\/li><li>Financial needs: budgeting, saving, debt management, getting organized<\/li><\/ul>\t<\/div>\n<\/div>\n<\/div>\n\t<script type=\"application\/ld+json\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"Client Profile:\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<ul><li>Gen Y\\\/Z<\\\/li><li>Interested in DIY investments and\\\/or crypto assets<\\\/li><li>Less complex financial circumstances, cares deeply about financial wellness<\\\/li><li>Financial needs: budgeting, saving, debt management, getting organized<\\\/li><\\\/ul>\"}}]}<\/script>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c687717 ob-has-background-overlay elementor-widget elementor-widget-qi_addons_for_elementor_faq\" data-id=\"c687717\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"qi_addons_for_elementor_faq.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-faq qodef-qi-clear qodef-behavior--none qodef-layout--simple qodef-style--standard\">\n\t<h4 class=\"qodef-e-title-holder\">\n\t<span class=\"qodef-e-title\">\n\t\t\t\tService Model:\t<\/span>\n\t<\/h4>\n<div class=\"qodef-e-content\">\n\t<div class=\"qodef-e-content-inner\">\n\t\t<ul><li>Subscription-based planning fees<\/li><li>Episodic advice<\/li><li>Plan evolves as the client grows<\/li><li>Hybrid delivery: mobile access to plan, client can self-educate<\/li><\/ul>\t<\/div>\n<\/div>\n<\/div>\n\t<script type=\"application\/ld+json\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"Service Model:\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"<ul><li>Subscription-based planning fees<\\\/li><li>Episodic advice<\\\/li><li>Plan evolves as the client grows<\\\/li><li>Hybrid delivery: mobile access to plan, client can self-educate<\\\/li><\\\/ul>\"}}]}<\/script>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-7fc1ca6\" data-id=\"7fc1ca6\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;_ob_column_hoveranimator&quot;:&quot;no&quot;,&quot;_ob_column_has_pseudo&quot;:&quot;no&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-fcb3530 ob-has-background-overlay elementor-widget elementor-widget-qi_addons_for_elementor_icon_with_text\" data-id=\"fcb3530\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"qi_addons_for_elementor_icon_with_text.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-icon-with-text qodef-layout--before-content qodef--custom-icon qodef-column-responsive--never\" >\n\t\t\t<div class=\"qodef-m-icon-wrapper\">\n\t\t\t\t<div class=\"qodef-m-icon-holder\">\n\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"86\" height=\"86\" viewBox=\"0 0 86 86\" fill=\"none\"><rect width=\"86\" height=\"86\" rx=\"10\" fill=\"white\"><\/rect><g 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fill=\"#284E36\"><\/path><path d=\"M44.5 24.359H48.2501V25.8903H44.5V24.359Z\" fill=\"#284E36\"><\/path><path d=\"M49.75 24.359H51.25V25.8903H49.75V24.359Z\" fill=\"#284E36\"><\/path><path d=\"M52.75 24.359H56.5001V25.8903H52.75V24.359Z\" fill=\"#284E36\"><\/path><path d=\"M42.25 27.4228H51.2503V28.9541H42.25V27.4228Z\" fill=\"#284E36\"><\/path><path d=\"M52.75 27.4228H56.5001V28.9541H52.75V27.4228Z\" fill=\"#284E36\"><\/path><path d=\"M42.25 30.4849H45.2501V32.0162H42.25V30.4849Z\" fill=\"#284E36\"><\/path><path d=\"M46.75 30.4849H55.0002V32.0162H46.75V30.4849Z\" fill=\"#284E36\"><\/path><\/svg>\t<\/div>\n\t\t<\/div>\n\t\t<div class=\"qodef-m-content\">\n\t\t\t<h4 class=\"qodef-m-title\">\n\t\t\t\t\t<span class=\"qodef-m-title-text\">Step 2<\/span>\n\t\t\t<\/h4>\n\t\t\t\t\t<div class=\"qodef-m-text\"><h3>Client Connects Accounts<\/h3><ul><li>Offer access to client portal or app<\/li><li>Task client with connecting all relevant accounts<\/li><li>Task client with data entry<\/li><\/ul><\/div>\n\t\t\t<\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eb6888e ob-has-background-overlay elementor-widget elementor-widget-qi_addons_for_elementor_icon_with_text\" data-id=\"eb6888e\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_ob_widget_stalker_use&quot;:&quot;no&quot;,&quot;_ob_poopart_use&quot;:&quot;yes&quot;,&quot;_ob_shadough_use&quot;:&quot;no&quot;,&quot;_ob_allow_hoveranimator&quot;:&quot;no&quot;}\" data-widget_type=\"qi_addons_for_elementor_icon_with_text.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-icon-with-text qodef-layout--before-content qodef--custom-icon qodef-column-responsive--never\" >\n\t\t\t<div class=\"qodef-m-icon-wrapper\">\n\t\t\t\t<div class=\"qodef-m-icon-holder\">\n\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"86\" height=\"86\" viewBox=\"0 0 86 86\" 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26.5 37.75 26.5C37.2323 26.5 36.8125 26.9198 36.8125 27.4375C36.8125 27.9552 37.2323 28.375 37.75 28.375C41.603 28.375 45.1217 30.7954 46.5059 34.3982C46.6491 34.7709 47.0043 34.9997 47.3812 34.9997C47.493 34.9997 47.6067 34.9795 47.7172 34.937C48.2005 34.7513 48.4418 34.209 48.2561 33.7256Z\" fill=\"#284E36\"><\/path><\/svg>\t<\/div>\n\t\t<\/div>\n\t\t<div class=\"qodef-m-content\">\n\t\t\t<h4 class=\"qodef-m-title\">\n\t\t\t\t\t<span class=\"qodef-m-title-text\">Step 3<\/span>\n\t\t\t<\/h4>\n\t\t\t\t\t<div class=\"qodef-m-text\"><h3>Analyze Client Inputs<\/h3><ul><li>Review client data<\/li><li>Continue the planning conversation to zero in on the most important goals<\/li><li>Identify client values to inform plan development<\/li><\/ul><\/div>\n\t\t\t<\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Three Highly Efficient Client Onboarding Workflows Kick-off Planning Relationships with a Simple, Organized Experience The client onboarding process is notoriously difficult to scale\u2014especially with manual, labor-intensive processes in place. Whether your clients are just starting out or are in need of comprehensive advice, the following workflows will help you streamline onboarding for a better, more [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-20511","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Three Highly Efficient Client Onboarding Workflows - Azzad Asset Management<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Three Highly Efficient Client Onboarding Workflows - Azzad Asset Management\" \/>\n<meta property=\"og:description\" content=\"Three Highly Efficient Client Onboarding Workflows Kick-off Planning Relationships with a Simple, Organized Experience The client onboarding process is notoriously difficult to scale\u2014especially with manual, labor-intensive processes in place. 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