Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
368: The Onboarding Upgrade That Created Massive ROI with Aaron Schmerling
In this episode, Libby sits down with advisor Aaron Schmerling to unpack what happens when you take a process most advisors overlook and turn it into a strategic advantage.
Aaron shares how his business was already successful and growing, but like many advisors, he hadn’t given much intentional thought to the onboarding experience. After being introduced to the First 100 Days framework, he began implementing a few key changes and quickly realized the impact on both his client experience and internal efficiency. From reducing delays in paperwork to creating a more engaging and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.