In today’s episode of The Efficient Advisor, we’re diving deep into the psychology that makes or breaks your client onboarding experience. There’s a lot happening in your client’s brain during those first 100 days — excitement, trepidation, and even buyer’s remorse — all at the same time.

If you’ve ever had a client say yes, only to feel uncertain or disconnected later, this episode is for you. Discover how to turn those critical first 100 days into a smooth, confidence-building journey that transforms new clients into loyal fans who rave about you.

In this episode, you’ll learn:

1️⃣ The hidden science behind buyer’s remorse and what it means for your practice
2️⃣ How to use the Uber effect to remove friction from your onboarding
3️⃣ Simple ways to surprise and delight clients beyond the basics
4️⃣ What most advisors get wrong after a client says yes — and how to fix it
5️⃣ The dating analogy that helps you nurture trust long after the paperwork is signed

Tune in and get ready to rethink your onboarding process from your client’s perspective — because a remarkable experience doesn’t happen by accident.

Learn more about the Group Coaching & Mastermind HERE!

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

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Agent Model Risks (with Matt Perkins) | Episode 270