Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
365: Why Your First 100 Days Are Costing You Referrals (And How to Fix It)
Have you ever noticed how polished and proactive your process feels when you’re winning a new client… and then how it subtly shifts once the paperwork is signed? In this episode, we’re digging into what really happens in that first 100 days after a client says yes, and why it might be the most overlooked and highest-impact part of your entire business. If you’ve ever felt like your onboarding is “fine” but could be better, this conversation will challenge you to rethink what’s possible and show you what happens when you design that experience with intention instead of letting it happen by…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.