Why the First 90 Days Matter So Much in Advisor Change | Advisor Change | Leadership
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Why the First 90 Days Matter So Much in Advisor Change | Advisor Change | Leadership
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The first 90 days of an advisor change often decide whether trust holds or starts to erode. In this episode of Advising Humans, Yasmin and Kathleen explore why advisor transitions should be treated as trust transitions, not just service handoffs. They walk through the three phases that matter most, reducing uncertainty early, rebuilding personal connection, and then proving trust through visible follow-through and tangible value. The conversation also shows why execution in this window can shape retention, referrals, growth, and enterprise value long after the transition looks complete.
Visit https://advisinghumans.com/ for show notes, episodes, and practical resources.
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