Podcast Episodes
Back to Search375: The 3 Ritz-Carlton Client Experience Secrets Every Advisor Should Steal
Episode 375
If you've been listening to the podcast lately, you know we've been talking a lot about client experience, onboarding, and the first 100 days. And th…
1 month ago
374: Alternatives Don’t Have to Be Complicated: A Streamlined Way to Offer Private Investing
Episode 374
In this episode, Libby sits down with Summer Webb from American Estate & Trust to unpack what alternatives actually are, why more advisors are explor…
1 month, 1 week ago
373: The Onboarding Client Experience Hack I Stole from Domino’s Pizza
Episode 373
When onboarding feels chaotic behind the scenes, clients feel it too. In this episode, Libby breaks down one of the simplest yet most powerful system…
1 month, 1 week ago
372: The Client Onboarding Script That Stops Transfer Drama Before It Starts
Episode 372
In this episode, we’re diving into one what can be one of the biggest friction points of the onboarding process: helping clients gracefully leave the…
1 month, 2 weeks ago
371: Curious About The First 100 Days Course? Here’s Exactly What’s Inside
Episode 371
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 ca…
1 month, 2 weeks ago
370: Never Lose A Customer Again - Author Joey Coleman is Here!
Episode 370
The GOAT is here!!! If you’ve ever referenced client experience, onboarding, or retention in your business, you’ve probably already felt his influenc…
1 month, 3 weeks ago
369: My $2 Million Dollar Mistake… and How to Fix it with Onboarding
Episode 369
Today’s episode is a powerful reminder that even the best financial planning recommendations can be overshadowed by a broken onboarding experience. L…
1 month, 3 weeks ago
368: The Onboarding Upgrade That Created Massive ROI with Aaron Schmerling
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…
1 month, 4 weeks ago
367: When NOT to Give a Client Gift: Timing is Everything
Episode 367
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.
I…
2 months ago
366: Delegation in Real Life - What It Looks Like Day-to-Day
Episode 366
In this episode, I’m getting really tactical about what delegation actually looks like in real life—not just the idea of it. I’m joined again by Kyle…
2 months ago