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369: My $2 Million Dollar Mistake… and How to Fix it with Onboarding
Today’s episode is a powerful reminder that even the best financial planning recommendations can be overshadowed by a broken onboarding experience. Libby shares the story of how a process mistake during a client onboarding led to losing a nearly $2 million account — and the lessons advisors can take away to create smoother, more intentional client experiences during the first 100 days.
In this episode, you’ll learn:
Why the first 100 days of a client relationship are emotionally critical
How undocumented processes create friction, mistakes, and lost revenue
What advisors can do to reduce…
The skinny
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