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The Efficient Advisor  
ONBOARDING WORKSHOP RESOURCES

Resources To Download

Here are all of the resources to go along with the virtual onboarding workshop!

Expectations of Our Engagement

List of 10 Potential Items to Include in Your EOE

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Expectations of Our Engagement

ChatGPT Prompt to Help You Build Your EOE

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Expectations of Our Engagement

Example EOE #1 - Compliments of Aspen Wealth

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Expectations of Our Engagement

Example EOE #2 - Based of Libby's EOE

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Formal Onboarding Meeting

Example Agenda

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Formal Onboarding Meeting

Pre & Post Formal OB Meeting Email Templates

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