Client Onboarding
Please note the intent of the Welcome Team is to partner with you in creating accurate and complete account records. By informing us of every detail that you know, it will prevent overlap and give the client the most professional impression of our team. Please be specific if there are any particulars that will influence the onboarding process for best results. Email Rachel with any questions.
What Happens Next?
Writing Advisor
Please Select
brianna@clearstrategyteam.com
devin@clearstrategyteam.com
dom@clearstrategyteam.com
elijah@clearstrategyteam.com
eric@clearstrategyteam.com
jharris@clearstrategyteam.com
mark@clearstrategyteam.com
mary@clearstrategyteam.com
nick@clearstrategyteam.com
paul@clearstrategyteam.com
tj@clearstrategyteam.com
todd@clearstrategyteam.com
Servicing Advisor
Please Select
brianna@clearstrategyteam.com
devin@clearstrategyteam.com
dom@clearstrategyteam.com
elijah@clearstrategyteam.com
eric@clearstrategyteam.com
jharris@clearstrategyteam.com
mark@clearstrategyteam.com
mary@clearstrategyteam.com
nick@clearstrategyteam.com
paul@clearstrategyteam.com
tj@clearstrategyteam.com
todd@clearstrategyteam.com
Client Source/Referred by
Send a Thank You gift for referral? If yes, please suggest gift budget and any message.
Split Rep Details
(A) Primary Client Name
First Name
Last Name
(A) Phone Number
Please enter a valid phone number.
(A)Email
example@example.com
(A)Date of Birth
-
Month
-
Day
Year
Date
Marital Status
Please Select
Married
Single
Widowed
Separated
Divorced
Are there details regarding spouse or significant other?
Yes
No
Is this client related to another Clear Strategy client? If so, who?
(B)Client Name
First Name
Last Name
(B)Phone Number
Please enter a valid phone number.
(B)Email
example@example.com
(B)Date of Birth
-
Month
-
Day
Year
Date
Client Address
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
MI County (for keyword & mapping purposes)
(A)Employment
Employed
Unemployed
Retired
(A)Name of Employer or Where Retired from
(A) Address of Employer
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
(A) Annual Income & Source(employment/SS/pension/other)
(A) Planned Age of Retirement
(B)Employment
Employed
Unemployed
Retired
(B)Name of Employer or Where Retired from
(B) Address of Employer
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
(B) Annual Income & Source(Employment/SS/Pension/Other)
(B) Planned Age of Retirement
Household Combined Net Worth (Approximate)
Household Combined Liquid Net Worth (Approximate)
Household Combined Expenses (Monthly - Approximate)
Special Expenses (Next 12 months)
Clear Strategy Assumed Category
Please Select
Diamond
Platinum
Gold
Silver
Bronze
Assumed Meeting Frequency
Please Select
Annually
Bi-annually
Quarterly
Monthly
Existing Account(s) / Statement(s) to collect
Owner Name
Account Number
Carrier Company
Approximate Balance
Type of Account
Ownership Type
Statement already collected?
Yes
No
Where is the statement?
Is there a forthcoming submission related to this account?
Any additional accounts?
Yes
No
Owner Name
Account Number
Carrier Company
Approximate Balance
Type of Account
Ownership Type
Statement already collected?
Yes
No
Where is the statement?
Is there a forthcoming submission related to this account?
Any additional accounts?
Yes
No
Owner Name
Account Number
Carrier Company
Approximate Balance
Type of Account
Ownership Type
Statement already collected?
Yes
No
Where is the statement?
Is there a forthcoming submission related to this account?
Any additional accounts?
Yes
No
Owner Name
Account Number
Carrier Company
Approximate Balance
Type of Account
Ownership Type
Statement already collected?
Yes
No
Where is the statement?
Is there a forthcoming submission related to this account?
Other accounts identified that we will not work with yet? Please list what is known.
Has the client expressed a preference for electronic vs paper document sharing?
Copy of Drivers License collected?
Yes
No
Where is the copy?
Upload here
Browse Files
Drag and drop files here
Choose a file
Cancel
of
What other documents have been collected?
Upload here
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Next Meeting
Is the client aware that the Welcome Team will be reaching out?
Yes
No
Are there any other details or expectations that the Welcome Team should be aware of?
Any reason the Welcome Team should not reach out yet or should limit their scope of data collection?
Can the Welcome Team invite the client to the eMoney Portal?
Yes
No
Is there any additional data or documents that the Welcome Team should make sure to collect? (ex: Trust, POA, etc.)
Do you want to be updated by email on the Welcome Team's progress?
Yes
No
Submit
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