Join FPA New England & John is the co-founder of Overvue. Onboarding is more than just paperwork. It’s your chance to make a lasting impression. When the process is designed with the client in mind, it becomes an experience worth sharing. Join our webinar to learn how a client-first approach solves their pain points while helping you address back office challenges. Discover how Overvue empowers clients to securely share their data in minutes, making onboarding a seamless and modern experience for everyone involved.
1 CFP CE Pending Approval