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EPISODE · May 8, 2026

Ep. 2 | The First 30 Days

from The STATS CHAT · host Brad Zinda and Kalen Sigecan

Brad Zinda and Kalen Sigecan discuss why the first 30 days with a new client can shape trust, retention, and long-term growth for financial advisors. They break down simple ways to improve the client onboarding experience, set better expectations, create stronger relationships, and generate more referrals. A valuable episode for financial advisors looking to improve client experience, strengthen onboarding, and grow their practice.

Episode metadata supplied by the publisher feed · Published May 8, 2026

What this episode covers

Brad Zinda and Kalen Sigecan discuss why the first 30 days with a new client can shape trust, retention, and long-term growth for financial advisors. They break down simple ways to improve the client onboarding experience, set better expectations, create stronger relationships, and generate more referrals. A valuable episode for financial advisors looking to improve client experience, strengthen onboarding, and grow their practice.

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How long is this episode of The STATS CHAT?

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When was this The STATS CHAT episode published?

This episode was published on May 8, 2026.

What is this episode about?

Brad Zinda and Kalen Sigecan discuss why the first 30 days with a new client can shape trust, retention, and long-term growth for financial advisors. They break down simple ways to improve the client onboarding experience, set better expectations,...

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