How do I introduce Elements to clients?
When is onboarding complete?
Tips for better client onboarding
Use these resources:
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.