283: Why Your Clients Feel Buyer’s Remorse (And What to Do About It)

The Efficient Advisor: Tactical Business Advice for Financial Planners · Jun 20, 2025 · 21m

In today’s episode of The Efficient Advisor, we’re diving deep into the psychology that makes or breaks your client onboarding experience. There’s a lot happening in your client’s brain during those first 100 days — excitement, trepidation, and even buyer’s remorse — all at the same time.

If you’ve ever had a client say yes, only to feel uncertain or disconnected later, this episode is for you. Discover how to turn those critical first 100 days into a smooth, confidence-building journey that transforms new clients into loyal fans who rave about you.

In this episode, you’ll learn:

1️⃣ The…