{"podcast":{"title":"Behind The Advisor","slug":"behind-the-advisor-215876","podcast_index_feed_id":215876,"rss_url":"https://xyplanningnetwork.libsyn.com/rss","website_url":"https://www.xyplanningnetwork.com","image_url":"https://static.libsyn.com/p/assets/3/8/0/8/3808273f1473dae516c3140a3186d450/Behind_The_Advisor_XYPN_Podcast_Primary_Image.png","author":"Behind The Advisor","episode_count":418,"summary":"Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.","last_synced_at":"2026-07-16T00:19:14.513681+00:00","page_url":"https://stenobird.com/podcast/behind-the-advisor-215876"},"episode":{"title":"Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation","slug":"ep-405-the-art-of-client-onboarding-creating-exceptional-experiences-through-automation","published_at":"2025-03-12T11:00:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-advisor-215876/ep-405-the-art-of-client-onboarding-creating-exceptional-experiences-through-automation","show_page_url":"https://stenobird.com/podcast/behind-the-advisor-215876","url":"https://www.xyplanningnetwork.com/podcast-blog/the-art-of-client-onboarding","audio_url":"https://traffic.libsyn.com/secure/xyplanningnetwork/episode-405.mp3?dest-id=283050","summary":"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","meta_description":"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 au…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2280,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-advisor-215876/episodes/ep-405-the-art-of-client-onboarding-creating-exceptional-experiences-through-automation/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-advisor-215876/ep-405-the-art-of-client-onboarding-creating-exceptional-experiences-through-automation.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}