Organize for Onboarding Success

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 An Independent Broker/Dealer needed an objective assessment of their current onboarding processes and recommendations for preparing their organization for increased growth.

• Analyzed existing processes and staffing based on interviews with over 30 associates across its different types of onboarding and interviews with similar organizational leads in the industry.
• Recommended approach for organization structure, prioritization, and process improvements, based on projected target volumes. Included high level plan for implementation.
• Compiled backlog of process improvements to address efficiencies and staffing demands.