283: Why Your Clients Feel Buyer’s Remorse (And What to Do About It) episode artwork

EPISODE · Jun 20, 2025 · 21 MIN

283: Why Your Clients Feel Buyer’s Remorse (And What to Do About It)

from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe

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 signedTune in and get ready to rethink your onboarding process from your client’s perspective — because a remarkable experience doesn’t happen by accident.Register for the Quin x Efficient Advisor Show & Tell HERE!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!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Episode metadata supplied by the publisher feed · Published Jun 20, 2025

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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...

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283: Why Your Clients Feel Buyer’s Remorse (And What to Do About It)

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This episode was published on June 20, 2025.

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