Watch This Lesson on Breaking Up (Without the Awkwardness)

In this sample module from the First 100 Days Course, I’ll show you how one simple but powerful client-facing tool can remove massive friction, speed up transfers, and eliminate awkward hand-offs from previous advisors. You’ll walk away with language, scripts, and an actionable framework to help your clients move forward with confidence. Imagine what the full onboarding experience could look like with every step dialed in like this…