Today’s episode is a powerful reminder that even the best financial planning recommendations can be overshadowed by a broken onboarding experience. Libby shares the story of how a process mistake during a client onboarding led to losing a nearly $2 million account — and the lessons advisors can take away to create smoother, more intentional client experiences during the first 100 days.

In this episode, you’ll learn:

• Why the first 100 days of a client relationship are emotionally critical
• How undocumented processes create friction, mistakes, and lost revenue
• What advisors can do to reduce client anxiety during onboarding
• How intentional touchpoints can increase referrals, retention, and client satisfaction

Libby walks through the real-life experience of losing a major client due to small operational breakdowns and explains how that moment became the catalyst for building a more structured onboarding process. She also shares how advisors can shift from “winging it” to creating a repeatable, high-touch experience that clients remember.

If your onboarding process feels reactive instead of intentional, this episode will give you practical insight into creating a smoother experience for both your clients and your team.

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about T2MWorks HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!   

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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