In this episode of The Rare Advisor, Aaron Grady reveals how to transform the first four weeks of a client relationship into a powerful engine for client advocacy—without ever having to ask for referrals. Learn how to create emotional connection, professional contrast, and a first-class onboarding experience that turns new clients into raving fans. Aaron breaks down a simple, four-step process—thank you card, welcome packet, personalized gift, and a care meeting—to help financial advisors stay top of mind, build trust, and intentionally trigger word-of-mouth introductions. If you're ready to elevate your client experience and grow your advisory practice through advocacy by design, check out this episode.

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The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With decades of experience coaching successful advisors, your host, along with other leaders in the industry, discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, this podcast shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

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