369: My $2 Million Dollar Mistake… and How to Fix it with Onboarding

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 criticalHow undocumented processes create friction, mistakes, and lost revenueWhat advisors can do to reduce client anxiety during onboardingHow intentional touchpoints can increase referrals, retention, and client satisfactionLibby 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.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar 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.