When onboarding feels chaotic behind the scenes, clients feel it too. In this episode, Libby breaks down one of the simplest yet most powerful systems she ever implemented to reduce client anxiety, improve communication, and create a more professional onboarding experience: the weekly client update email, also known as the “Domino’s Pizza Tracker” for your practice. Drawing from real-world lessons and a major onboarding mishap, she shares how proactive communication can completely transform how clients experience those critical first 30 days.

You’ll hear practical ways to keep clients informed without overwhelming them, how to create more accountability inside your team, and why consistency matters so much when building trust during large money movements and account transitions. If your onboarding process sometimes feels messy, reactive, or stressful, this episode will help you create a system that feels smoother for everyone involved.

In this episode you’ll learn:

Why proactive weekly communication dramatically reduces client anxiety during onboarding
How to structure a simple “Domino’s Pizza Tracker” email your clients will love
The internal systems and workflows that keep onboarding organized and prevent things from falling through the cracks
Best practices for timing, consistency, delegation, and setting expectations during the first 30 days of the client experience

This episode is packed with simple but highly effective ideas that can immediately elevate your onboarding experience without adding a ton of extra work. If you want clients to feel informed, confident, and cared for from day one, this is an episode you won’t want to miss.

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

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Learn more about Asset-Map financial planning software HERE!

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Connect with Libby on LinkedIn HERE!

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