Jordan explores a unique, 12-month new client onboarding process with Thomas Meek, Director of Operations and Financial Planning at PandoWealth, an RIA that works exclusively with Chick-Fil-A franchise owners and corporate employees.

During this conversation we discuss a three meeting onboarding process, a detailed description of a 12-month onboarding engagement, and why PandoWealth does a full relationship refresh every 5 years with their clients.

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Transcript

Jordan Haines: Hello friends, Jordan here. We’re gonna try something new today, and rather than completely upend the whole format of the podcast all at once. We’re gonna try it out. We’re gonna see how it feels. We’re gonna do a little bit of prototyping in real time. I know many of you have probably listened to shows for many months or years where they will change their intro music [00:01:00] and things like that.

Sometimes for me, I’m like blindsided by it. I’m like, why did you guys do that? I had something going like, I kind of got excited, like I, to this day. The Financial Advisor Success Podcast with Kit says, I don’t think it’s changed at all. It’s the same thing. And every time I hear that, that music at the beginning it’s great stuff.

So we’re just gonna get started with a new format. I have a really interesting show for y’all today. Rather than tell you about it, I’m gonna hop into this new format with a little bit of new music. , A little jazzy, , hopefully you guys like it, but let me know.

I’d love to hear your feedback. You can get in contact with us@podcastgetelements.com. 

Hello friends, and welcome to Ality, A show where financial advisors explore modern and relevant client journeys. I’m Jordan Haynes, and today we’re exploring a really unique 12 month new client onboarding process with longtime friend of mine, Thomas Meek. Now Thomas is the Director of Operations and Financial Planning at Pando Wealth.

That’s [00:02:00] P-A-N-D-O Wealth. You could say that Thomas owns their client journey. Now, if you haven’t heard of Pando Wealth yet, you’re in for a treat because their team has built an amazing business working exclusively with Chick-fil-A, franchise owners and corporate employees. And out of the hundreds of advisors I’ve worked with over the years, this is by far one of the most unique onboarding processes I’ve seen yet.

So with that, though, enough of me talking, let’s just dig into the Pando Wealth’s new client onboarding journey.

Thomas Meek: We kick off.

immediately with an invite to a good organized meeting where they’ll meet with usually a more junior advisor, like an associate advisor on our team. Ahead of that meeting, we’re sending an invite to the software.

We’re sending a list of a few different documents or pieces of information that we’re gonna wanna have.

Now, They don’t always,

do anything with that, so sometimes. We still come into that meeting fresh with nothing,[00:03:00] 

But 

Jordan Haines: sometimes 

Thomas Meek: they they’ll upload stuff ahead of, time and that’s better for us because we can ask more dialed

in Questions, but if not, we’re helping them get set up.

We’re

asking questions about income and the different investment accounts they have, and

Basically. Just,

number and data gathering in that first get organized meeting.

Jordan Haines: so this is going to the associate support type advisor, so not the lead advisor on the relationship. Have they met with the lead advisor yet at this point? Or is it kind of like we do this as a precursor to meeting with your lead advisor? 

Thomas Meek: Yeah, they will get it. they’ll get a communication like a phone call or something ahead of time, but they’re not having

an in-depth

meeting with their advisor.

until the vision meeting, which is the one that comes after, get organized.

Jordan Haines: Yeah. your approach right now is here’s all the information we need. We highly suggest that you get this, but if we don’t, we can do it in [00:04:00] the actual get organized meeting with you. Yeah. What are you guys using right now for like softwares organ? Like, tell me about getting organized. What? What tools do you guys use right now to get organized?

All 

Thomas Meek: we are using

right now is Elements as the software

and. We will,

Jordan Haines: we 

Thomas Meek: we have this separate, secure,

document kind of link that they can upload a form and it goes directly to our CRM. So,

and anything they need to upload.

we just go there. It’s called Form Titan. It’s linked to our CS

Jordan Haines: Oh, okay. Yeah,

Thomas Meek: it’s not,

Jordan Haines: it’s 

Thomas Meek: it’s nothing to brag about.

It’s literally just a

Click here for a secure link authenticates, and then they can upload whatever they

Jordan Haines: Yeah. Okay, so, so CRM is Salesforce that you’re using right now. They’re going through FormIt to upload documents. So you pro are, I’m guessing you have like a checklist or something that you send them that’s just like, Hey, go find these and we’ll help you find them, that they’re uploading there. Cool. And then, and then their actual financial data [00:05:00] is in elements.

Are you manually populating elements on the advisor team or like the associate advisor, or are you giving the client access to it and having them upload or put their information in there? So 

Thomas Meek: we connect,

any accounts,

which it is kind of rare.

to start off of,

but we connect any accounts that we have advisor access over. We have the client connect bank accounts, and I. That usually in the go organized meeting, we will add in a lot of the manual stuff like real estate, or they don’t often have mortgage off the top of their head, so that takes some digging.

Things like that. 

Jordan Haines: So you’re getting this information, you’re plugging it in elements, they’re uploading it, you’re getting their documents. The get organized meeting is a chance for the associate advisor to just kind of get everything, get it all cleaned up, get it up to date, and then you schedule this vision meeting.

Um, I’m, as I’m gonna make an assumption that that is just like your guys’ version of a discovery, like an advisor talking about goals and values and what’s important to them. Is that a fair [00:06:00] assessment? 

Thomas Meek: Yeah, we’re targeting values

goals, concerns, and

what,

would make this relationship seem successful to them. That’s, that’s the main four things that we dig into for that hour.

Jordan Haines: so expectations would be the fourth one that you’d add in there? Yeah. What, um, are you guys talking about? Like financial information? So is there any like follow up from the advisor about like, Hey, here’s the information that you put in elements or that you gave us, or is that like, Hey, we’re gonna reserve that for another conversation?

Thomas Meek: If we need to confirm anything

that’s Not clear. Yes. But we hardly talk any.

numbers at all in that

meeting. It’s pretty much just personal.

Jordan Haines: So it’s kind of two things happening at once. One is like, let’s get the information, the actual quantitative. Now let’s get the qualitative stuff. What happens after the visionary meeting then? So you have that visionary meeting, or what are you doing with the information in there?

Is that just more like, Hey advisor, I’m gonna put it into my CRM, I’m gonna internalize that. So for future conversation we could do that? Or are you creating like a specific statement for them from that? 

Thomas Meek: We do summarize a one pager. That has [00:07:00] values goals. concerns, broken out where we

send that to them. I don’t know if they ever look at it again,

but even if, Even if they didn’t.

it’s helpful for us because we can bring up that

visual in future calls and. Go through it again and say, Hey, are these things still relevant?

Which one feels like the highest priority? Have these changed at all? Is there anything we’re

missing? That kind of stuff.

Jordan Haines: So 

Thomas Meek: we do send a deliverable that they can have,

but I would say it’s more valuable for us

because we can tailor the financial plan around

those things. And

use it to track progress in the future.

so after that vision meeting we’ve done, the data

gathering, we’ve done

Jordan Haines: gathering 

Thomas Meek: qualitative gathering. We

will follow up for more information if we don’t have it. sometimes.

they’re slow to give us stuff, so if we still need certain statements or things,

make a Final push for that. But the next meeting after is their strategy meeting

where

we’re delivering the financial plan.

So it’s

usually a few weeks in between [00:08:00] vision and

strategy.

depending on

if We already have all the information,

we can do it a little faster, but there’s still a lot of follow up

after that. Vision meeting,

And sometimes they just take, a while to schedule.

But

we

go straight into that.

where we

Start reviewing.

the plan.

Basically,

Jordan Haines: Yeah. We don’t need to get into the plan there in that conversation, I’m sure sometimes Is that bleeding into multiple conversations? Sometimes Like, Hey, let’s pick apart this part of the strategy, or is it mostly just like, let’s just get it all out there and then we’re gonna slowly implement it over the next however long that takes

Thomas Meek: we

give them access to the full, plan. I. The way most of our advisors have gone about it, I would say.

it bleeds into multiple meetings because they’re just picking out. Maybe give

A quick, high level,

summary and then pick

out the highest priority items Based on

either timing or importance,

address those. And then

maybe one or two

meetings after that, In addition,

to make sure we get through the whole thing.[00:09:00] 

Jordan Haines: what do you feel like, um, so go through strategy, is there, is there a moment that you guys are tracking at, like, you’re saying onboarding is done. Like do you track that moment and what would you say that that moment is for you and your team? 

Thomas Meek: Yeah. 

Jordan Haines: Our 

Thomas Meek: view of onboarding

being done is

if everything played out exactly like we planned 12 months after they started.

So we, we do

get organized vision strategy pretty quick.

Then

we Have two or three more meetings that first

year

and we try to culminate it.

if they followed exactly when we’re prompting them to schedule the next meeting, it would land around a

year After, but we use that first

year

as getting the foundation set. So We call that 12 month meeting, our foundations

meeting because

we wanna make sure

we’ve basically

go through the

financial plan with them and

show them all the things that have been completed.

[00:10:00] if there’s anything outstanding, we’ll carry it over.

but 

Jordan Haines: from 

Thomas Meek: our view, 12.

months is a pretty reasonable amount of time to be able to get

All the basic things done and then you can continue.

into maintenance mode or whatever you wanna call it.

Jordan Haines: So is is what’s happening? So you, if you create the strategy, let’s say, let’s say this 90 days, um, hypothetical. So a client starts, you do the vision, you get their information, you create the financial plan, the financial strategy, you have the strategy conversations.

Let’s say you finish those strategy conversations at 90 days between 90 days and 12 months. After they sign the dotted line, is it mostly just like that’s gonna be a little bit more personalized and customized to the client where it’s just like, okay, we’re gonna move assets over, we’re gonna do the tax strategy, we’re gonna do the insurance stuff, we’re gonna do the estate plan things.

That’s when you’re just kind of implementing it in that timeframe? Or is there like a specific schedule that you follow between that 90 days and the 12 month check-in or foundation’s conversation? Yeah, [00:11:00] 

Thomas Meek: I would say zero to 90 days is a pretty

Good estimate.

for getting through that strategy meeting.

Fast forward another 90. We have what we call our first implementation call.

So

Jordan Haines: basically three 

Thomas Meek: meetings in the first three months,

Three months later.

a meeting. So you’re at the

six month Mark. And then at nine months either meeting or just uh, kind of check in from, the advisor depending on,

where they feel like they’re at.

and then.

12 months

a more solid, let’s really get back together

meeting. So any anywhere from two to three meetings within month three to 12.

Jordan Haines: And do you like, do you map that out with clients before? So like if I’m a new client and I sign up, you’re like, here’s the process, you know, we’re gonna do the strategy, we’re gonna do this thing. And then you have month six, month nine, 12 month. Like, hey, let’s [00:12:00] look back and see all the things that we did.

Is that like, do you have visuals that you show them or like map it out with clients ahead of time? 

Thomas Meek: Yeah, we’ve got a visual

that we created this last year that shows them

exactly.

what they can expect in

The first year. and exactly What

they can expect

years two through five, roughly. Also, we can get into that

Jordan Haines: So what are the big things you’re looking at then at this 12 month meeting? Like what, what are the things that you’re looking at and saying like, yeah, we were successful. I, my assumption here is that the point of this meeting is to kind of prove success or like show success, whatever that looks like. So what are, are there, is it like a standard set of things that you’re looking at?

I know you’re using elements, so is it like a specific score? Is it like more subjective where it’s like, look at the goals, here’s a checklist of the things that we finished. What are the things that you guys look at in that meeting?

Thomas Meek: So in our financial plan deliverable,

Jordan Haines: Hello friends, it’s Jordan here. I wanna cut in for a second to add a little bit of color and context into the question that I asked just asked Thomas and what [00:13:00] he’s going to reveal here through the rest of the call where I think this could be one of the most important takeaways from this conversation.

A number of years ago as we were building elements for the first time, I was tasked with creating our onboarding program. When we brought on a new financial advisor, I was responsible for creating the training curriculum that basically taught them how to use elements. Now, up until that point, there had never been a curriculum.

We had never trained another advisory firm on how to use elements and plug it into their practice. And so there was a lot of things that I was learning, and so I went down a lot of deep rabbit holes. And what I found is that there is a lot of research out there around the world of customer success and new customer onboarding in tech companies or in service companies that are outside of financial advice.

And many of you have heard of me talk about time to value in the past, a really important metric in onboarding. But one of the really interesting things I found a few years ago, and I can’t remember, for the life of me, and I went and did a little bit of research to see if I could find out my notes and I couldn’t.

Um, there was an individual, an influencer or a thought leader in the world of customer [00:14:00] success who did a lot of research around, I think it was like a hundred to 200 different. Companies successful, not successful. High retention, lower retention, just a really broad sample set. And what the only consistent theme that he found among all of these different firms, these different organizations, was that those organizations who tracked something, who monitored something, who measured something for their clients and their customers.

Their retention rates were significantly higher on average than those who did not. And to add even more to that, even if the client or the customer wasn’t achieving that thing that was being tracked, just the sole fact that they were monitoring or measuring that thing psychologically did something for clients and customers that made them wanna stick around.

The reason I call this out and I ask this question to Thomas is I wanna get at what they are actually tracking. What is the thing that they’re monitoring? It’s very rare for me to find a financial advisor who is tracking something explicitly with clients, something [00:15:00] that they’re revisiting and showing beyond.

Just, you know, did you check off this thing? Off the list? I think it’s really helpful to have something objective that you can look at and monitor track. And measure with your clients, especially in the first few months or the first year of that relationship. Okay, enough of me talking. Let’s get back to the interview with me and Thomas.

I.

Thomas Meek: we’ve got a page. towards the beginning That is all of our recommendations. broken out by high medium.

and low priority.

So let’s say

Zero to 90 days

and then

low priority might.

be, we just need to complete it within this first year.

We’ll, We’ll just pull that up in the meeting and show all the check boxes. and go Through, like, here’s all the things we got done.

Maybe here’s

what’s Outstanding.

if there’s anything left.

But then you can advisor discretion can kind of

decide if they want to bring up the values [00:16:00] goals?

concerns, and see like, okay,

Did we address your concerns that you had 12 months ago

if we Didn’t Let’s

figure out how we can do that, but we should

have by addressing those in the financial plan itself.

Jordan Haines: So are you, are you using that as like a, do you wanna keep going or was this last year good enough to clients? Does that make sense? Like, is this like a renewal moment for you or is it kind of just like, no, we do it anyway, like it’s just the 12 month check-in and then from here and we can get into like, what does that look like after the 12 months?

Um, but like from here it’s just like, okay, now we’re in maintenance mode. Is that just kind of like, it’s more of an organic, okay. We’re in maintenance mode now.

Thomas Meek: I would call it a launching moment,

not Launching away from the firm, but launching into the next phase. Like we probably can get better at this, but we want it to feel like more of a celebration. Like, Look at all this stuff that you just got done in a year, and What a great,

path you’re on. Let’s keep

going. 

Jordan Haines: cool. Yeah. Um. Tell me, [00:17:00] okay. This one is somewhat speculating unless you track it, then I’d love to hear it.

What do you feel like is your very first, so like first 90 days, what’s the very first like aha moment? Um, in the world of tech, they call this first value, right? What was the first valuable thing that most clients can look to? Not, not like from your, not from like advisor to, to client, but from client standpoint.

They’re like going through this process and something happens and they’re like, yeah, that was awesome. Like that was really helpful. What do you think that is and do you guys track that?

We 

Thomas Meek: don’t track it. but If I was to pick out

a few of the things where clients,

are like, oh, that is why I

hired you. 

Jordan Haines: They feel 

Thomas Meek: feel really basic. And any advisor could do them. They’re really technical things but like the Backdoor Roth strategy, a lot of people just don’t know.

Some people don’t even think they can make IRA contributions if they’re making over a certain [00:18:00] level.

So that’s an easy win. I would say

donor advise fund

and using securities.

to fund a donor-advised fund is a really big one where people are like,

I never even thought about this before, those are the more functional.

things.

I couldn’t peg a certain emotional.

thing unless it’s somebody that’s

closer to Retirement, or they feel like,

oh my gosh, wow, I can do it. that. That kind of thing. 

Jordan Haines: Hmm. So if I’m understanding you right, there’s those like specific functional things that are like more strategic in nature, right? Like, we did this thing. Um, and I didn’t know I could do that before, and they’re like, oh, I saved on taxes or something.

Like there’s some functional benefit to them that they’re realizing. Um, the more emotional ones might come in with retirement where they kind of feel prepared or ready. Um, what about like getting organized? Do you, do you feel like that’s a valuable process for clients? Like how do you approach that as well?

Or is that just kind of like, uh, we gotta get it done and then we’ll do the plan and the [00:19:00] strategy or recommendations?

Thomas Meek: I think it’s less

satisfying than

I thought it would be as an advisor.

Like, I think there I. we would all assume at our firm, that people want to get organized and have everything together. Sometimes people are finding investment accounts that they didn’t even know

they had, but I don’t think it’s that much of a wow factor. Some clients love seeing everything in one place. like we’ve got a few clients who check.

their stuff every single

day, but.

For the most part, I think it’s less satisfying.

for people or

Not as much of a win as I originally thought it might be.

Jordan Haines: huh. 

Thomas Meek: Now

if they,

if they run into a situation where they should have been organized,

like, uh, not to laugh, but like if, if somebody passes away

or something, like,

yeah. You probably wish you [00:20:00] would’ve been organized because now your spouse doesn’t know where anything is, but. In the grand scheme of all the jobs we’re doing for clients, I don’t think it lands that high.

Jordan Haines: And maybe what it is I, that makes sense to me, honestly, just given what you said is like the, like a, a common thing that people are resolving, which is like, I make more money than I ever have. Um, sometimes I often describe this as like. The presenting situation or symptom for a lot of those people is like, I need someone to help me find my blind spots.

Or like, I don’t know what I don’t know. And so when you say things like, oh, we did, uh, Roth conversion or some tax strategy, or something like that, like, it probably is really valuable to the people that had no idea what that was to begin with. And they’re kind of like, oh, like, okay, you are helping me actually identify blind spots.

Is that why that 12 month, like, do you feel, feel like a lot of people walk away from that 12 month check-in, like feeling really good? Like, oh yeah. Like we did a lot of things. Do you get feedback from people in that call? Either? I 

Thomas Meek: I can’t think [00:21:00] of specific.

feedback. 

Jordan Haines: Hmm. 

Thomas Meek: I’m not, I’m not sure it, it would, it’s hard to know.

We, we probably should, now you’re making me wanna ask people, but

we could show them 

Jordan Haines: a 

Thomas Meek: a list of 20 out of 25 things. that they checked off. But unless it, unless they feel better, then it didn’t do that much. Or

For the relationship

itself,

it obviously it did do something,

We accomplished a lot.

Jordan Haines: but if 

Thomas Meek: if they don’t feel

either like there’s a, a

strong trusting relationship, or they don’t feel like there’s something to build on,

then, I don’t know how much we really accomplished

for the relationship’s sake.

Jordan Haines: Yeah.

Thomas Meek: We could probably go more into

that, but. 

Jordan Haines: Well, let’s, let’s table that for now. 

Thomas Meek: One last thing. We designed the service calendar in a way

that is Basically a five year cycle.

So[00:22:00] 

we’re kind of like, we’re kind of like refreshing

every five years. So. 

Jordan Haines: So 

Thomas Meek: halfway through that five year cycle,

we’re like pretty deeply

looking back at some of the vision,

stuff from the beginning and seeing

how progress is being made. and then after that five years, we’re maybe not giving them a full new financial plan again. But It’s almost like we’re starting from scratch and like clean slate.

What are your values, goals and concerns

now because five years from now 

Jordan Haines: you’re getting a lot 

Thomas Meek: different.

than you are today.

Jordan Haines: Do you frame that to people when they start with you, like, Hey, we’re gonna refresh this every five years, or something like that? Like, is that an expectation that you give to people? Not

Thomas Meek: I’m Not sure like how much that resonates with them or they remember it. 

Jordan Haines: love that. I’ve never tried something like that, but the reason I liked it is it kind of like.

Implies a a long-term relationship. It’s like, Hey, look, in five years, like a lot of the decisions we make are gonna impact your long-term life, and we’re gonna check in in five [00:23:00] years to see if you’re still on track. Like, I don’t know, there’s some part of me that’s like, I’m really curious on what’s gonna happen in five years.

And even if I’m not like having the greatest time, or I’m doubting half the time, like, do I need a financial advisor? I’m looking at that and I’m saying, yeah, what’s gonna happen in five years? I don’t know. I 

Thomas Meek: that.

was the goal because if you just say

We’re in

maintenance mode forever, it’s like,

Okay, but how are you

justifying yourself 12 years

from now? if you are, if you seem like you’re coasting,

but if you are somewhat

regularly refreshing and Rediscovering your client and helping them revisit those things, Their values might be different five years 

Jordan Haines: Yeah. And I, 

Thomas Meek: How else? how else are you gonna know that?

unless you intentionally build that

Jordan Haines: I think advisors listening to this are probably gonna be like. Oh yeah, I do that once a year. I think there’s something different about putting five years on it, you know, like, or three years or two years. I don’t, it doesn’t matter, right? Like we do this thing, we created a framework out of a long-term relationship that is more than just like Wash, Rin, repeat, I.

Annually, I think we’re so used to just [00:24:00] like wash, rinse, repeat for all the subscriptions, for all the services or consulting or whatever. Like it’s just, I get the same thing once a year or whatever that is. And I think what you’ve done is like, okay, yes, there is some level of maintenance, right? There’s a level of like, we’ll stick with it.

We’ll meet two times a year. We’ll talk about these things and at the same time, your life is gonna change enough that in five years we’re gonna have to refresh this thing and this is what that’s going to look like. And let’s point towards that five year check-in or three years, whatever that it’s gonna be.

Jordan Haines: Okay, I have one last question we’re gonna finish up here.

Um, I love your client journey and we could spend three or four hours just diving into it and asking why on a lot of things. What would you feel. If you could say that your entire service, like Panda Wealth, what is the service solving for in the lives of your clients? Like the whole thing beginning to end, what is it solving for?

Thomas Meek: If

I was to boil it down?[00:25:00] 

it would be to help them be intentional with their money.

Maybe that sounds just like,

ah, we’re doing financial planning. That’s not

Jordan Haines: that’s not 

Thomas Meek: what I mean.

necessarily.

What I mean is a lot of them come to

us because they either.

Uh, something that comes up a lot.

a, a job to be that comes up a lot is I wanna be a good steward of my income or assets in general,

But that, that the way that plays out is helping

them regularly make sure that they are

somewhat close to the path that they said they want to be on. And I think that’s hard to do.

if

They,

leave

or if they wanna do it on their own

A big

value is accountability and helping them identify what that. path is, but

helping them be intentional and stay intentional. I don’t know if that’s a good answer, but that’s my answer. I.[00:26:00] 

Jordan Haines: is it, is it that you’re solving for chaos? A little bit. Like I don’t, maybe the chaos isn’t the right word, but in like unintentionally, like I’m just kind of doing stuff. Sometimes in the past I’ve called it random acts of finance. Like I’m just kind of doing things and I think maybe what you’re finding is you want to have good stewardship over your money.

Or live your intentional life. Is that fair? 

Thomas Meek: Yeah. I mean, our, our mission statement

is that we grow wealth

to empower.

purposeful living and giving.

So we’re, We’re trying to help people

be purposeful with their money

for life and,

for generosity.

but the way it plays out could be slightly different for

different people

on how they interpret it. But like, one, way it could be like avoiding regret, like. Like, we’re helping you not regret all your decisions.

20 years from now.

Um, And then for other people it’s like, uh, that maybe are not

negative focus in that way. More [00:27:00] like cup half full people are like, we’re helping you feel really good about the decisions you’re making.

Jordan Haines: I, 

Thomas Meek: It could go both ways. 

Jordan Haines: yeah. I feel like when I hear you use the word empower and just. I think the words that you’re like the cup half full and empower, those two words tell me that it’s more of, um, a positive empowerment rather than like, solve my problems. It’s more like, help me grow or help me do better than I am. It’s not like everyone that comes to you is screwed.

It’s like, no, everyone that comes to you is probably doing okay, all things considered, and they wanna do even better or they want to do more or they want to be more intentional. So the thing that you’re solving for is empowerment. To do whatever that thing is, to grow or to progress in their life in some form or fashion.

Is that fair? 

Thomas Meek: Yeah. I would say they don’t want to, they don’t wanna make the wrong decisions, and they might be okay. if they Never.

worked with an advisor.

Jordan Haines: Yeah,

Thomas Meek: They could

probably,

still retire [00:28:00] at some point if they did some general things on their own.

but it is taking it to the next

level of like, Okay.

maybe you could be okay on your own, but

you Could be great and people around you. Could be great if you do this the right way.

I.

Jordan Haines: Yeah, man. I love it.

 

Jordan Haines: Well, there you go. My friends, Thomas and I talked for a long time about lots of other things. But today I wanted to highlight specifically their new client onboarding process and this five year refresh, which I think is just absolutely fascinating.

this is the first of, uh, many. Conversations I’m going to have with people who use elements, people who don’t, and we’re not necessarily gonna always highlight them using elements, but I wanna focus on their client journey, how they’re creating modern and relevant client journeys, and I hope that as you have feedback you’re willing to share, please feel free to find me on LinkedIn.

You know my name. You’re welcome to also email us at podcast@getelements.com. That’s GET [00:29:00] elements.com. With that, friends, we’ll see you next week.