- This event has passed.
March 8 @ 12:00 pm - 1:00 pm EST
The client intake process is an integral part of the client/counselor relationship. In this stage, the counselor collects data to get a better understanding of the clients current financial state in order to guide their counseling sessions. Every counselor has a different way to onboard their clients.
Join us on Tuesday, March 8th at noon ET for an opportunity to connect with other practitioners and discuss the client intake process. Come prepared to share best practices on how you onboard your clients, collect data, and/or ask questions!
This event will also be hosted at 3pm eastern. To attend the 3pm session, please click here.