The First 100 Days Course:Â
The Advisor's Blueprint to a Remarkable Onboarding ExperienceÂ
This course is specifically designed for…
Advisors who care deeply about how their clients feel from the very first interaction—and who know that a remarkable onboarding experience is the secret to earning more referrals. You’re the kind of advisor who wants every client to feel seen, supported, and confident they made the right choice.
You’re ready to stop winging it and start running a streamlined, thoughtful process that builds trust, reduces friction, and turns new clients into loyal advocates.
(And yes—this course works no matter where you practice. Advisors from all over the world are welcome!)
*All videos are captioned for the hearing impaired.
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ENROLL NOW
"Following Libby’s guidance, we upgraded our client experience to target stacking as much value in the first 90 days as possible. We expected happier clients. What we found was it turned into our leading marketing channel. Thanks to Libby, we went from two ideal client referrals per year to more than twenty. In my opinion, there is no better way to run a practice."
Craig G - CFP, C(k)P, CHSA
Financial Advisor
With The First 100 Days Course; Building Your Remarkable Onboarding Process Is As Easy As 1, 2, 3
Whether You're...
✨ An advisor who’s just getting started and wants to do it right from day one. You know delivering an elevated client experience is the key to building trust, getting referrals, and growing your business—and you want a proven path to fast-track that success.
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✨ An advisor who’s been at this for a while but isn’t excited about their current onboarding experience. You know your clients deserve more than a patchwork of emails and checklists—and you’re ready to finally build a system that reflects the care and professionalism you bring to every relationship.
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✨ An advisor who’s ready to get organized and stop winging it. You’re done redoing your process every time a new client signs on, and you’re craving structure, clarity, and a repeatable framework you can delegate with confidence.
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You're in the right place!
Check Out What's Inside!
Module 01:Â
4 Lessons
In this module, you'll learn the “why” behind exceptional onboarding, how it fuels referrals, and how to get the most out of this course, and how to structure your time as we kick off your journey to a remarkable client experience.
You'll hear from a fellow advisor that transformed his business using just a couple of the techniques taught in this course.Â
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Module 02:
5 Lessons
In this module, we’ll explore the psychology of your clients during onboarding and how to design a process that supports them emotionally while building trust and confidence. You’ll learn to identify friction points through both the Business Processing Lens and the Client Experience Lens, so you can address the back-end inefficiencies and the front-end feelings.
We’ll break down the three essential layers of a remarkable onboarding experience and guide you through assessing your current process. You’ll begin building your ideal onboarding workflow—complete with real examples to inspire and simplify as you go.
Module 03:
7Â Lessons
Phase One of Onboarding is all about setting the tone with professionalism, empathy, and intention. Your client just made a big decision, and during this early window, they’re watching closely to see if they made the right call. This module focuses on creating a seamless, trust-building experience through proactive communication, clear expectations, and thoughtful touchpoints.
You’ll walk through key actions that help reinforce their decision and reduce buyer’s remorse. When done well, this phase builds lasting trust and sets the stage for a strong, referable client relationship.
Module 04:Â
4 LessonsÂ
Phase 2 is all about deepening trust with intentional touch points that surprise and delight—making clients feel confident, cared for, and excited to work with you long-term. You'll get step-by-step instructions to host your formal onboarding meeting that will surprise & delight your clients AND get them set up functionally with your firm hassle-free.Â
Module 05:
4 Lessons
Phase 3 is where you wow your clients with thoughtful, unexpected touches that reinforce your value, solidify loyalty, and make your experience unforgettable. We'll talk about gestures or gifts that fit any budget and the Day 90 Check-In that seals the onboarding experience deal.Â
You'll receive The Efficient Advisor Gift Giving Guide which is full of thoughtful gift ideas for any budget.Â
Module 06:
5 Lessons
In the final module, we’ll tie it all together—helping you implement your new onboarding process, refine your SOPs, and confidently take the next steps to elevate your client experience.
You’ll learn what to do if something goes off track (because yes, even great processes hit bumps!), how to adapt your onboarding for different types of clients without overcomplicating things, and how to ensure your communication feels thoughtful, polished..
This phase is all about action—so you walk away with a fully built, ready-to-use process you can launch with clarity and confidence.
Module 07:
BONUS CONTENT
I’ve included a few extra resources to support you along the way—little bonuses designed to make your implementation smoother, your experience richer, and your results even better. Think of them as thoughtful tools to keep in your back pocket as you build out your onboarding journey.
Hear How The First 100 Days Principles Changed Craig's Practice...
He implemented just a few steps from The First 100 Days Course and turned his onboarding into his #1 marketing strategy.... um... yes please!
Frequently Asked Questions
There are two ways to approach this course:
- To do the entire course in order. Taking in each lesson, doing the work, and implementing. This method is for advisors that want to do it all… they like the background of each piece, the why in addition to the how. The advisor that likes to really understand the details before implementing. The ones that want to get each and every hard earned penny out you spent out of this course. This will take approx. 8 hours to complete.
- To take the Fast Track: This is for the type of advisor that just wants to get the most results out of the smallest effort. I've identified the biggest needle movers for you and you can just watch those lessons and do the work. This will take approx. 4 hours to complete.Â
There are 7 modules (outlined above on this page). Each has several lessons. You'll watch the video for each lesson, download the resources (templates, cheat sheets, guides, and more!). You'll make it your own, add it to your onboarding workflow, and implement!
(And don't worry, I'll show you how to do this!)
I've got you! I'm here to answer your questions... I want nothing more than for you to be successful with this course!Â
You can email me at [email protected].
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You have access to this course for as long as it's around! As far as I'm concerned, it's lifetime access.
As I update the course materials, you'll receive those updates too. No additional cost! Â
Nope! It doesn’t matter what kind of business you run, who your ideal client is, or what your compensation structure is… everyone needs systems and processes!
We have had all types of advisors experience great transformation from this program.
After 16 years with a Broker Dealer, Libby speaks fluent B/D and is able to adapt processes for advisors who don’t control their tech stack or have stringent compliance guidelines.
But, regardless of your structure, you will be able to apply everything to your business in one way, shape or form.Â
We are excited to offer two main payment options:
- You can pay in full via credit card right at the beginning. This is the most cost-effective option.
- For a small surcharge, you can pay monthly over a 2-month period.Â
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I do not do refunds for digital products. And you won't need it anyways... I am confident that you will get results if you do the work!
The First 100 Days Course
is Right For You If:
- You’ve built a solid business and are now ready to scale—but your onboarding process hasn’t kept up. You want to deliver an exceptional client experience without sacrificing your time or sanity.
- You’ve pieced together your onboarding from templates, emails, and best guesses—and it shows. You’re craving a clear, repeatable system that feels professional, polished, and easy to maintain.
- You care deeply about how clients feel from the moment they say “yes”—but you’re not sure how to turn that care into a system. You want your onboarding to feel intentional, memorable, and referable.
WANT TO LEARN MORE?
In this video, I’ll share why onboarding is the most powerful (and often overlooked) part of your client journey—and how getting it right can lead to more referrals, deeper trust, and a business that doesn’t burn you out.
I was an advisor just like you...
Wanting to grow my business, deliver an exceptional client experience, and still have a life outside the office. I knew referrals were the key, but I didn’t want to hustle harder—I wanted to work smarter.
Through a lot of trial, error, and fine-tuning, I found a way to create an onboarding process that felt meaningful for clients and manageable for my team.
It worked—really well. And now, I’m obsessed with helping other advisors do the same. This course is everything I wish I had when I was building my firm, and I can’t wait to show you what’s possible.
ENROLL NOW
