{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/8212ee0772be45d5bf083078bbf737d6\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/8212ee0772be45d5bf083078bbf737d6-bd23e7ecc89cdd38.gif","duration":440.087,"title":"Client Onboarding Process Overview 📋","description":"In this video, I walk you through the onboarding process for new clients, which is designed to be as streamlined as possible. We cover a five-step process that includes filling out a client information form and submitting financial documents. I emphasize that it's okay if it takes some time to gather everything, and I encourage you to reach out if you have any questions. Please make sure to complete the forms and send me your documents so we can move forward with your financial plan."}