Manage client onboarding — Best practices for accountants and advisors #DigitalMarketing #SocialMedia @MondoPlayer [Video]

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By Brad Matthews Posted in - Public Blog on December 7th, 2018 Check out the recording below to discover the best practices you can use to manage client onboarding as an accountant or advisor. This training session is presented by special guest Ian Vacin from Karbon. Ian starts by stepping...

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Posted in – Public Blog on December 7th, 2018

Check out the recording below to discover the best practices you can use to manage client onboarding as an accountant or advisor.

This training session is presented by special guest Ian Vacin from Karbon. Ian starts by stepping through the truths of onboarding — the pros, …