How to Build a 90-Day Client Onboarding Experience That Earns Referrals
Apple Podcasts 
Spotify 
Amazon Music 
Deezer When a new client finally says yes, what happens next?
Does your firm spring into action… or quietly go dark while the paperwork gets processed?
In this episode, Kristin reframes client onboarding as more than an administrative box to check. It's one of the most overlooked growth strategies in a firm.
Listen in to hear a real case study of the assets Kristin helped a firm build, from a one-page visual client journey to templated communications, team introductions, and a technology review meeting.
You'll learn why proactive outreach matters more than portfolio performance in the early days, why the first 90 days matter, and how to systematize the whole experience so it happens the same way for every client, every time.
Kristin shares:
- Why a firm full of onboarding paperwork can quietly cost you your next referral.
- How a simple one-page document erases most of a new client's anxiety on day one.
- Why clients are most likely to refer you in the first 90 days.
- What the biggest research firms say matters more than performance early in a relationship.
- Why going silent during the money transfer makes clients second-guess choosing you.
- How to systematize the whole 90 days so nothing slips through the cracks.
Resources:
- How Financial Advisors Can Leverage Online Reviews (Ep. 35)
- How Do I Get from Busy to Better? | Monday Advice (Deep Questions Podcast with Cal Newport)
Connect with Kristin Harad: