When trying to secure new clients, it’s important to quickly prove your expertise and professionalism to put them at ease and start the relationship on the right foot. Creating a clean and effortless intake process is easier than you think with the right preparation and organization. When done thoughtfully, client intake can help boost efficiency, grow your firm, and deliver an exceptional client experience.  

Watch this short, 30-minute webinar and learn 10 tips to improve your client intake experience and grow your firm. Topics discussed include: 

• Using data to better understand your clients and leads
• Strategies for proactive client preparation 
• Automation tips for easier onboarding
• How to sell without selling