Onboarding Clients
Part of onboarding includes introducing Elements to your clients, setting the right expectations with them, and guiding them through getting started with the app. The resources below should help you as you get started with clients.
How do I introduce Elements to clients?
Play Video
What should you say to a client when introducing Elements for the first time? Jordan shows you some principles for the first-time introduction
When is onboarding complete?
Play Video
Your onboarding objective is to get just enough information to engage your client in a meaningful conversation about their financial health. This means that the “completeness” of your clients’ profiles will vary depending on their situation. This video will help you understand when you have enough information.
Tips for better client onboarding
Use these resources:
Website Widgets
Use these widgets on your own website to introduce clients to Elements
Website Widgets
Click the button below to widgets available for you to plug into your own website. Be sure to follow the instructions and let us know your URL to use
Click Here
Email Template: Introducing Elements to Clients
Use this when you send an invitation to your clients
Client Invite Email Template
Click the button below to get access to a PDF template to use when inviting clients to Elements
Download here
Video: Instructions to accept invitation
Use this video to show clients exactly what to do when they get the invite from Elements
Help clients accept the invite
Click the button below to find a video that you can link to or download to show your client what to do to accept the invite
Click Here
Video: Getting started in the app
Use this video to show clients what to do first after they set up their account
Help clients get started in the app
Click the button below to find a video that you can link to or download to show your client what to do after they set up their account
Click Here
PDF: Elements Introduction
Use this PDF as an introduction to Elements
Elements Intro Flyer
Click the button below to download a PDF introducing Elements to clients
Download here
PDF: Software Security Summary
Use this if clients are concerned about security with Elements
Elements Security Summary
Click the button below to download a PDF giving clients a summary of the security backing Elements
Download here
Easy Invite Links
Guide: Easy Invite Links
This guide will show you how the easy invite links feature works
Easy Invite Links Guide
Click the button below to access the guide on how to use the easy invites link feature.
Click Here
*Easy Invite Links
Easy invite links help you quickly capture prospects (or clients) in Elements using a white labeled and customized lead capture form. This page shows you how that works
Remember these things:
Remember that the higher your level of involvement with the client initially the more likely they will be engaged with Elements.
Let the client know exactly what they should do and when they should do it by, then stick with the timeline you’ve set with them. If you don’t provide a timeframe to your clients, the likelihood of Elements falling by the wayside will increase.
Let your clients know that while account linking is a convenient technology it sometimes doesn’t work as expected, and that’s OKAY. As you learn more about Elements and how to engage clients you’ll find th
- It’s okay if they can’t connect accounts initially – initially adding values manually is good enough even if the value isn’t precise.
- It’s okay if the accounts they connect get disconnected at some point – You’ll see that most financial jobs don’t require up-to-date values any more frequently than once every 90 days or so. Elements will automatically prompt your clients to update values each quarter ensuring that the data stays up-to-date.