142: Transform Your Onboarding Process with Libby Greiwe
The Human Side of Money
Transforming Client Onboarding
This chapter emphasizes the crucial role of an effective onboarding process for financial advisors, revealing its impact on client relationships and referrals. The speakers explore how integrating human connection into standard procedures can enhance client experiences and mitigate buyer's remorse during the initial client relationship phase.
What if your onboarding process could become your most powerful referral engine?
Most advisors overlook onboarding as a strategic growth tool—and that’s a mistake.
In this episode, Brendan Frazier sits down with Libby Greiwe, founder of The Efficient Advisor, podcast host, and author of The First 100 Days: The Advisor’s Blueprint for a Remarkable Client Experience.
Libby walks through how to assess your current process, design it around your clients’ emotions, and shift their experience from uncertainty to confidence.
All while laying the foundation for lifelong loyalty and a steady stream of referrals.
You’ll Learn:
- How you can assess your onboarding process to identify areas for improvement
- Designing your onboarding experience to align with your clients’ emotions
- The three layers that make up a great onboarding process
- How a “Domino’s pizza tracker” style system can help keep clients informed and engaged
- How hosting signing parties for paperwork could reduce friction and improve the client experience
- The role of remarkable human connections and clear expectations plays in onboarding success
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About our Guest:
Libby Greiwe helps financial advisors build efficient, systematized businesses—so they can work less, feel less overwhelmed, and fall back in love with their practice.
When she began her career in financial services, Libby was logging 80-hour weeks at a large brokerage firm. It didn’t take long for her to recognize that most advisors weren’t struggling due to a lack of knowledge—they were struggling because they lacked efficient systems. That realization set her on a mission to change the way advisors work.
Through The Efficient Advisor, Libby now teaches advisors how to organize their practice, streamline operations, and deliver an exceptional client experience—while reclaiming their time and energy.
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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.
The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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