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 […]

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 3pm ET for an opportunity to connect with […]