new client onboarding

What To Expect During Our Client Onboarding Lunch & Learn

While the benefits of the Internet have helped expedite procedures and streamline what used to be tedious processes, the negative aspect has been the loss of face-to-face interactions. To counter this, our client onboarding Lunch & Learn is meant to provide incoming clients with a chance to get to know who we are, and vice versa. Here is everything else you need to know about step 4 of 5 of our Onboarding Process: the Client Onboarding Lunch & Learn.