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

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:

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Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation is an episode from XYPN Radio by XYPN Radio.

This episode is 38:00 long.

This episode was published on Mar 12, 2025.

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