Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
371: Curious About The First 100 Days Course? Here’s Exactly What’s Inside
In today’s episode, Libby breaks down exactly what The First 100 Days course is, who it’s designed for, and why a remarkable onboarding experience can completely transform a financial advisory business. From creating smoother operations to increasing referrals and client retention, this episode gives advisors a behind-the-scenes look at how intentional onboarding impacts every stage of the client relationship.
In this episode, you’ll learn:
What The First 100 Days course actually includes and how it works
Why most onboarding processes aren’t broken — but still aren’t memorable
How intentional…
The skinny
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