• Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation

  • Mar 12 2025
  • Durée: 38 min
  • Podcast

Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation

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  • Résumé

  • On this episode of Behind the Advisor, I'm thrilled to chat with Libby Greiwe, founder of The Efficient Advisor, about the power of a well-designed and automated client onboarding process.

    During our conversation, Libby breaks down her three-phase onboarding approach: the first 30 days focused on professionalism, days 30-60 on surprising and delighting clients, and days 60+ dedicated to "shocking and awing" clients. She shares practical examples from her own practice, including providing termination scripts for previous advisors, sending personalized thank-you notes, and conducting formal onboarding meetings.

    You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/405
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