144. Keep Clients For Years (Relationship Activator 5)

144. Keep Clients For Years (Relationship Activator 5)

June 28, 2026 · 16 min · Episode 144

About this episode

This episode discusses the importance of the first 100 days in client relationships and how to prevent buyer's remorse.

Imagine you've just won an election. The votes are in, and the morning after, you walk in as the person in charge. The goodwill is at its absolute peak, people are hopeful, and they are giving you the benefit of the doubt. This is the exact moment a new client signs with you. In politics, every new leader gets 100 days to prove themselves—to show what they're made of and get things moving. It's the yardstick by which their entire term will be judged. The same is true for your advisory practice. The day a client pays you is their election day. In this episode, we're diving into Relationship Activator Number Five: Win the First 100 Days . Most advisors think the job is done when the proposal is signed, and they go back to chasing the next prospect, leaving their brand-new client sitting in the quiet. This is the most expensive mistake you can make. The moment they pay, "buyer's remorse" creeps in. They wonder if they've made the right decision. I’m going to show you exactly how to kill that buyer's remorse in the first 48 hours , how to deliver an "early win" in week one, and how to use this critical 100-day window to map their transformation and set the boundaries that will keep…

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