AAM Minute May 2021 - What Do You Think? Question Title * 1. Does your firm have an official client onboarding process? Yes No Not Consistently/Sometimes Question Title * 2. For those who distribute a Client Onboarding Questionnaire, how many questions long is it? 5-10 10-15 15-20 20+ Question Title * 3. What percentage of customers say that they would be more likely to stay loyal to a business that invests in onboarding procedures that welcomes them and educates them after they have signed on/purchased? 33% 55% 86% 91% Done