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

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Text version: https://stenobird.com/podcast/behind-the-advisor-215876/ep-405-the-art-of-client-onboarding-creating-exceptional-experiences-through-automation.md
Podcast: [Behind The Advisor](https://stenobird.com/podcast/behind-the-advisor-215876)
Published: 2025-03-12T11:00:00+00:00
Episode link: https://www.xyplanningnetwork.com/podcast-blog/the-art-of-client-onboarding
Audio file: https://traffic.libsyn.com/secure/xyplanningnetwork/episode-405.mp3?dest-id=283050
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JSON: https://stenobird.com/v1/public/podcasts/behind-the-advisor-215876/episodes/ep-405-the-art-of-client-onboarding-creating-exceptional-experiences-through-automation
Duration seconds: 2280

## Resource

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: https://www.xyplanningnetwork.com/405

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## Transcript

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