Onboarding
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Understanding your Practice and Goals.
We consider your current state and practice objectives by working with you to complete a Practice Assessment. Our collaborative and interactive approach to this important step promotes visioning and solidifies your practice goals and objectives as well as the logistical issues of assimilating your practice.
Developing Your Practice Plan.
We draft an on-boarding plan tailored to your practice. Together we discuss and agree to the best way to proceed based upon your input and the experience of working with hundreds of advisors.
Document and Client Meeting Preparation.
Dynamic facilitates the preparation of necessary firm and custodian documents and coordinates any custodian and registration issues. In many cases, only a couple of forms are required to be signed. Most can be handled electronically. We address your questions and potential client concerns, and ensure you’re ready for any client meetings.
Regular Process Checks and Collaboration.
Dynamic facilitates planned calls with you and staff to stay on track, ensures you are well informed, and sets in motion the steps to further develop your practice. All this while always looking for opportunities to produce better results for you and your clients.
Contact Dynamic for your free consultation
Schedule a demo today to find out more and meet the team!
(888) 997-4212 
Click for Dynamic’s Form CRS (Client Relationship Summary) and Dynamic’s ADV Firm Brochure. For additional information click here.
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