{"id":10421,"date":"2026-07-22T21:51:25","date_gmt":"2026-07-22T21:51:25","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=10421"},"modified":"2026-07-22T21:52:30","modified_gmt":"2026-07-22T21:52:30","slug":"3-ways-to-streamline-new-client-onboarding","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/3-ways-to-streamline-new-client-onboarding\/","title":{"rendered":"3 Ways to Streamline New Client Onboarding"},"content":{"rendered":"<p>May&#8217;s Best Practices email walks advisors through a three-step onboarding workflow that helps them gather client information, review it, and move into planning more efficiently. It shows how to start with data gathering only by selecting <em>Onboarding Only<\/em> from the client invitation flow, review what the client submitted before building the plan, and share results through <em>Presentation View<\/em> before enabling full <em>Client Portal<\/em> access, helping advisors move from onboarding into planning without rework.<\/p>\n<div>\n<p>The email also highlights an upcoming webinar on standardizing and personalizing the client experience using the <em>Premium Client Portal<\/em>, an on-demand session on combining innovation with empathy in planning conversations, and <em>Data Migration Services<\/em> to support advisors onboarding a large number of new clients.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>May&#8217;s Best Practices email walks advisors through a three-step onboarding workflow that helps them gather client information, review it, and move into planning more efficiently. It shows how to start with data gathering only by selecting Onboarding Only from the client invitation flow, review what the client submitted before building the plan, and share results [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":10636,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[25,24],"tags":[],"class_list":["post-10421","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-best-practices","category-engagement"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>3 Ways to Streamline New Client Onboarding - eMoney<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 Ways to Streamline New Client Onboarding - eMoney\" \/>\n<meta property=\"og:description\" content=\"May&#8217;s Best Practices email walks advisors through a three-step onboarding workflow that helps them gather client information, review it, and move into planning more efficiently. 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