How Zoe Helps Advisors Streamline Onboarding & Say “Yes” to More Clients
How Zoe Helps Advisors Streamline Onboarding & Say “Yes” to More Clients
From the experience of McKenzie Lannon, CFP®
From the experience of McKenzie Lannon, CFP®
Faster onboarding: from ~2 weeks to down to 2–5 days.
More clients served: ability to accept emerging wealth clients alongside UHNW.
Better client experience: digital workflows, fewer hand-offs, no PDFs.
Advisor time saved: ~1 hour/day freed for higher-value client work.
Integration advantage: real-time dashboard, fractional shares, transfer support.
Download the Case Study
Faster onboarding: from ~2 weeks to down to 2–5 days.
More clients served: ability to accept emerging wealth clients alongside UHNW.
Better client experience: digital workflows, fewer hand-offs, no PDFs.
Advisor time saved: ~1 hour/day freed for higher-value client work.
Integration advantage: real-time dashboard, fractional shares, transfer support.
Download the Case Study
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The biggest benefit is the ability to say yes to more clients. I can onboard in a day now, something that used to take weeks.
The biggest benefit is the ability to say yes to more clients. I can onboard in a day now, something that used to take weeks.
The biggest benefit is the ability to say yes to more clients. I can onboard in a day now, something that used to take weeks.
McKenzie Lannon, CFP®
McKenzie Lannon, CFP®
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Ready to Give Your Clients More?
Transform the way you serve your clients by scaling smarter and delivering more.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Faster onboarding: from ~2 weeks to down 2–5 days.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Faster onboarding: from ~2 weeks to down 2–5 days.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Faster onboarding: from ~2 weeks to down 2–5 days.