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In today’s episode of The Efficient Advisor, we’re diving deep into the psychology that makes or breaks your client onboarding experience. There’s a lot happening in your client’s brain during those first 100 days — excitement, trepidation, and even buyer’s remorse — all at the same time.
If you’ve ever had a client say yes, only to feel uncertain or disconnected later, this episode is for you. Discover how to turn those critical first 100 days into a smooth, confidence-building journey that transforms new clients into loyal fans who rave about you.
In this episode, you’ll learn:
- The hidden science behind buyer’s remorse and what it means for your practice
- How to use the Uber effect to remove friction from your onboarding
- Simple ways to surprise and delight clients beyond the basics
- What most advisors get wrong after a client says yes — and how to fix it
- The dating analogy that helps you nurture trust long after the paperwork is signed
Tune in and get ready to rethink your onboarding process from your client’s perspective — because a remarkable experience doesn’t happen by accident.
Related: The Fast-Track Referral Formula: Two Smart Moves for Your First 100 Days