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 client anxiety during onboarding
• How intentional touchpoints can increase referrals, retention, and client satisfaction

Libby walks through the real-life experience of losing a major client due to small operational breakdowns and explains how that moment became the catalyst for building a more structured onboarding process. She also shares how advisors can shift from “winging it” to creating a repeatable, high-touch experience that clients remember.

If your onboarding process feels reactive instead of intentional, this episode will give you practical insight into creating a smoother experience for both your clients and your team.

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about T2MWorks HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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 confidence-building experience for clients, this conversation highlights how small, thoughtful process improvements can drive meaningful results in a relatively short period of time.

In this episode you will learn:

• How improving your onboarding process can directly impact referrals, client trust, and overall business growth
• Why most advisors overlook onboarding and how to identify hidden opportunities within your current process
• Specific strategies like the onboarding meeting, pizza tracker, and simplifying data gathering to reduce friction and save time
• The real ROI of investing time into systems and processes, including faster implementation, fewer client delays, and increased team efficiency

This episode is a powerful reminder that your onboarding process is not just a formality, but a critical moment to build trust, create momentum, and set the tone for the entire client relationship. By making a few intentional changes, you can elevate the experience for your clients while also creating more efficiency and scalability inside your business.

Learn More About The First 100 Days Course HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about T2MWorks HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

It’s not just *what* you give, it’s *when* you give it. And that timing alone can completely change how your client perceives your gift or gesture.

In this episode, we’re breaking down a counterintuitive but powerful approach to client gifting that helps you move from transactional relationships to deeply personal client connections. You’ll learn how to use timing, intention, and personalization to make your clients feel seen, valued, and remembered for the right reasons. If you’ve ever wondered how to make your client experience feel more meaningful without just adding more “stuff,” this one’s for you.

What you’ll walk away with:

• Why giving a gift at the point of transaction can actually weaken your client relationship instead of strengthening it
• How timing your client gifts outside of onboarding creates more emotional impact and memorability
• The difference between marketing swag and true client gifts (and why logos change everything)
• How to use personalization to make clients feel genuinely seen, heard, and valued in a scalable way

By the end of this episode, you’ll rethink not just what you give your clients, but when you give it.

So here’s the takeaway: great client gifting isn’t about being more generous in the moment—it’s about being more intentional over time. When you step away from transactional timing and lean into thoughtful, personalized gestures, you turn everyday business into a relationship-building experience your clients actually remember.

If this episode made you rethink your approach, your next step is simple: look at your current client journey and ask where a surprise-and-delight moment would actually feel meaningful, not mechanical. That’s where real differentiation happens.

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about T2MWorks HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.