Barbara Duronslet handles all NRF onboarding and offboarding. Provide the individuals email address, cell phone number and anticipated start date to Barbara.

There are four (4) steps to the process, and they must be completed in sequential order. The steps are as follows:

Sign and return the release authorization
Complete online application
Get fingerprinted
Complete compliance required training online.

FAQS

Axiom’s onboarding process is a tailored, step-by-step journey designed for seamless integration. It includes advisor licensing and registration (if applicable), client account transfers, staff access setup, technology orientation, and customized workflow support. Axiom ensures everything is aligned for success from day one.
Axiom partners each advisor with Lane Schroder, who coordinates every aspect of the transition. Advisors receive thorough training, weekly updates, and bi-weekly check-ins throughout the first 60 days to ensure a smooth and supported start.
Axiom provides one primary point of contact to guide the entire onboarding journey, with access to specialists in wealth management, financial planning, technology, and training—ensuring expert support every step of the way.
Axiom includes your staff in the onboarding timeline with role-specific training, email setup, platform access, and personalized workflow orientation. Axiom ensures each team member feels confident, capable, and equipped from the very start.
Axiom facilitates account transfers, client documentation, and data migration for the first six months—at no cost. Axiom partners with advisors to ensure clients experience a smooth, seamless transition with minimal disruption.
Axiom builds training directly into the onboarding timeline, offering platform walk-throughs and personalized one-on-one sessions. From day one, Axiom ensures advisors feel confident and comfortable navigating every tool and resource.
Axiom assists in configuring your CRM, scheduling tools, compliance platforms, email accounts, e-signature tools, and more. Axiom’s tech team is readily available for troubleshooting, optimization, and ongoing support.
Axiom’s goal is to make every client’s experience during your transition as smooth, transparent, and reassuring as possible.
Axiom provides customizable email templates, letters, and talking points to help you and your staff communicate clearly, professionally, and consistently with clients throughout the onboarding period.
Once onboarding is complete, Axiom transitions you to our Advisor Services team for continued support. You’ll also gain access to ongoing training, marketing tools, and operational assistance, ensuring your business continues to thrive.
Axiom understands that no two practices are the same. Your onboarding plan is tailored to your specific goals, team structure, and the unique needs of your business.
Compliance Hub
Axiom’s Compliance team is involved from the start to review documentation, licensing, client notices, and platform usage. Axiom ensures every aspect of your transition is fully aligned with current regulatory standards.
Lane Schroder is your main point of contact and will guide you through every step of the process.