Client Onboarding

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
Servicing Advisor
Client Source/Referred by
Send a Thank You gift for referral? If yes, please suggest gift budget and any message or details here
Split Rep Details
CLIENT DETAILS - please share as much as possible, so that the Welcome Team doesn't ask for information we already have
(A) Primary Client Name

First NameLast Name
(A) Phone Number
Please enter a valid phone number.
(A)Email
example@example.com
(A)Date of Birth

MonthDayYear
Date
Marital Status
Are there details regarding spouse or significant other?

YesNo
Is this client related to another Clear Strategy client? If so, who?
(B)Client Name

First NameLast Name
(B)Phone Number
Please enter a valid phone number.
(B)Email
example@example.com
(B)Date of Birth

MonthDayYear
Date
Client Address

Street Address

Street Address Line 2

CityState

Zip Code
MI County (for keyword & mapping purposes)
(A)Employment

EmployedUnemployedRetired
(A)Name of Employer or Where Retired from
(A) Address of Employer

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
(A) Annual Income & Source(employment/SS/pension/other)
(A) Planned Age of Retirement
(B)Employment

EmployedUnemployedRetired
(B)Name of Employer or Where Retired from
(B) Address of Employer

Street Address

Street Address Line 2

CityState / 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
Assumed Meeting Frequency
CLIENT ACCOUNTS - are there account statements that we need details on or that you want the Welcome Team to collect?
Owner Name
Account Number
Carrier Company
Approximate Balance
Type of Account
Ownership Type
Statement already collected?

YesNo
Where is the statement?
Is there a forthcoming submission related to this account?
Any additional accounts?

YesNo
Owner Name
Account Number
Carrier Company
Approximate Balance
Type of Account
Ownership Type
Statement already collected?

YesNo
Where is the statement?
Is there a forthcoming submission related to this account?
Any additional accounts?

YesNo
Owner Name
Account Number
Carrier Company
Approximate Balance
Type of Account
Ownership Type
Statement already collected?

YesNo
Where is the statement?
Is there a forthcoming submission related to this account?
Any additional accounts?

YesNo
Owner Name
Account Number
Carrier Company
Approximate Balance
Type of Account
Ownership Type
Statement already collected?

YesNo
Where is the statement?
Is there a forthcoming submission related to this account?
Any other accounts identified that you want noted in RT that we will not work with yet?
Has the client expressed a preference for electronic vs paper document sharing?
Copy of Drivers License collected?

YesNo
Where is the copy?
What other documents have been collected?
Is the client aware that the Welcome Team will be reaching out?

YesNo
Any other details or expectations that the Welcome Team should be aware of?
Any reason the Welcome Team should not reach out or should limit their scope of data collection?
Can the Welcome Team invite the client to the eMoney Portal?

YesNo
Is there any additional data or documents that the Welcome Team should make sure to collect? (ex: Trust, POA, etc.)
Any other notes or insights that the Welcome Team should know or that should be entered into Redtail IMP INFO about this client?
Do you want to be updated by email on the Welcome Team's progress?

YesNo
Should be Empty:

Client Onboarding

CLIENT DETAILS - please share as much as possible, so that the Welcome Team doesn't ask for information we already have

CLIENT ACCOUNTS - are there account statements that we need details on or that you want the Welcome Team to collect?