Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
372: The Client Onboarding Script That Stops Transfer Drama Before It Starts
In this episode, we’re diving into one what can be one of the biggest friction points of the onboarding process: helping clients gracefully leave their previous financial advisor. While most advisors focus on paperwork and transfers, this conversation is all about the psychology behind the transition and how small process tweaks can dramatically reduce friction, hesitation, and transfer delays. You’ll learn how to create a more concierge-level onboarding experience by equipping clients with the language, confidence, and support they need during a vulnerable stage of the relationship.
In this…
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