Episode Details

In today’s episode, Libby breaks down exactly what The First 100 Days course is, who it’s designed for, and why a remarkable onboarding experience can completely transform a financial advisory business. From creating smoother operations to increasing referrals and client retention, this episode gives advisors a behind-the-scenes look at how intentional onboarding impacts every stage of the client relationship.

In this episode, you’ll learn:

• What The First 100 Days course actually includes and how it works
• Why most onboarding processes aren’t broken — but still aren’t memorable
• How intentional onboarding improves referrals, retention, and client satisfaction
• The difference between the Fast Track and Full Course experience

Libby walks through the full structure of the course, including the psychology behind client onboarding, the three onboarding phases, and how advisors can create a process that feels both efficient and deeply personal. She also shares how advisors are using the framework to streamline operations, delegate more effectively, and create a client experience that consistently stands out.

Whether you’re a brand-new advisor building your systems from scratch or an established firm ready to elevate your client experience, this episode offers practical insight into creating an onboarding process that builds trust from day one.

Join the Systems to Scale Group Coaching Program HERE! 

Register for the Asset+Map Do It Together Webinar 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!   

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Connect with Libby on LinkedIn HERE!

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