Planning Timeline from day1 onboarding client
Let’s say we are gonna oversimplify timeline for onboarding a new client.
1)Day 1 appt they haven’t brought anything or sent anything before hand because they wanna meet. But while there they get comfortable pull up statements on phone and send to you and agree to open accounts and bring money. You fill out transfer paperwork etc.
2)………
What does the progression for financial planning look like for yall?
Do yall ask for docs and start working before the assets hit? Do yall do insurance on its own, estate planning l its own, investment recommendations on its own. Retirement planning on its own etc…
If you do how many appts and how much time in between.
Thanks!
Update:
I can’t separate first appt from trying to close business. Ima sales guy.
I don’t wanna do any work until assets are en route or in already.
Will yall gather hella docs even if they aren’t clients with assets en route or with you already?