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 a strategic advantage.

Aaron shares how his business was already successful and growing, but like many advisors, he hadn’t given much intentional thought to the onboarding experience. After being introduced to the First 100 Days framework, he began implementing a few key changes and quickly realized the impact on both his client experience and internal efficiency. From reducing delays in paperwork to creating a more engaging and confidence-building experience for clients, this conversation highlights how small, thoughtful process improvements can drive meaningful results in a relatively short period of time.

In this episode you will learn:

How improving your onboarding process can directly impact referrals, client trust, and overall business growth
Why most advisors overlook onboarding and how to identify hidden opportunities within your current process
Specific strategies like the onboarding meeting, pizza tracker, and simplifying data gathering to reduce friction and save time
The real ROI of investing time into systems and processes, including faster implementation, fewer client delays, and increased team efficiency

This episode is a powerful reminder that your onboarding process is not just a formality, but a critical moment to build trust, create momentum, and set the tone for the entire client relationship. By making a few intentional changes, you can elevate the experience for your clients while also creating more efficiency and scalability inside your business.

Learn More About The First 100 Days Course HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

368: The Onboarding Upgrade That Created Massive ROI with Aaron Schmerling

The Efficient Advisor: Tactical Business Advice for Financial Planners