The Client Mindset at Transition: It’s More Important than the Paperwork.

💥 What if smoother transitions, stronger loyalty, and more referrals had less to do with paperwork—and everything to do with mindset?

💥 What if understanding what your clients are actually going through could change the way you design every system in your firm?

In this episode of Advisors Off Script, host Shelby Nicholl sits down with Libby Greiwe, founder of The Efficient Advisor, to explore the client mindset at transition and why overlooked psychology—not process alone—often determines trust, confidence, and long-term retention.

Together, Shelby and Libby unpack how transitions trigger stress for clients, where advisors unintentionally create friction, and how intentional onboarding, communication, and system design can turn moments of change into powerful relationship-building opportunities.

In this episode:

• Why client stress peaks during transitions—and how to reduce it without adding more work

• How expectation-setting and communication prevent friction before it starts

• Ways to use re-onboarding, process design, and “remarkable moments” to deepen trust

• How advisors are using AI and smart systems to scale while preserving the human touch

Whether you’re managing firm transitions or refining your onboarding experience, this episode will reshape how you think about systems, trust, and the moments that matter most.

Produced by Shelby Nicholl. Edited by Aaron Sherman. 
 
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll.
License code: EV5ON7Y3CSESDSEU