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Wealth Management Client Onboarding Process for Financial Advisors

From beginning to growth

We understand that a change like this can often seem like a daunting task, so we have a team of people who are dedicated to making this a seamless and easy process for you and your team.

But it doesn't end there. After the transition, our Operations, Compliance, and Portfolio Management teams will provide you with support that nourishes your growth. Together, we're able to deliver a truly unique and unified client and partner experience.


Our 4-step
onboarding process

STEP 1 Preliminary transition & execution discussions

We will begin our proactive planning and outline process details.
This way, we can actively shape, and map out, the future you're looking for at Bellwether, rather than just trying to get ahead of events, or waiting for them to happen.

STEP 2 Solution implementation & process exposure

You'll meet the rest of the team that is dedicated to helping you, your team, and your clients through the transition—and growth.

STEP 3 Training & autonomy

Once you understand the basics of how we operate, we'll dive into more detail and start your process and software training. You will always have our support, but we want to make sure you have the autonomy you need in order to grow. So this stage of the transition is when you and your team will start to learn everything you'll need to know about the Bellwether way or custodian software you'll be working with, as well as how our processes work. For everything from account opening, to little things like how to set up your email or where to find certain documents, we'll make sure you're fully equipped, and set up for success, as you begin this journey.

STEP 4 Welcome to the Bellwether team!

You're all aboard, but the support doesn't stop there. You're part of the team now. You will have our continued support, from beginning to growth—and that's a promise. As Bellwethers, we fly together, lead together, and learn together. We're all in this together.

Review a sample of our client quarterly report


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