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Episode 13: How to NOT lose a client in 10 days episode artwork

EPISODE · Apr 18, 2026

Episode 13: How to NOT lose a client in 10 days

from Money on the Table · host Tony Layson and Skyelyn Layson

In this episode, we flip the script on the classic rom-com trope to explore the critical first days of a new financial advisory relationship. We break down the common communication pitfalls and "red flag" behaviors that cause nervous investors to jump ship before the ink is even dry. Tune in to learn proven onboarding strategies that build immediate trust and cement long-term client loyalty from day one.

What this episode covers

In this episode, we flip the script on the classic rom-com trope to explore the critical first days of a new financial advisory relationship. We break down the common communication pitfalls and "red flag" behaviors that cause nervous investors to jump ship before the ink is even dry. Tune in to learn proven onboarding strategies that build immediate trust and cement long-term client loyalty from day one.

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This episode was published on April 18, 2026.

What is this episode about?

In this episode, we flip the script on the classic rom-com trope to explore the critical first days of a new financial advisory relationship. We break down the common communication pitfalls and "red flag" behaviors that cause nervous investors to...

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