Enhancing Client Onboarding for Success

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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Resources: 

• The First 100 Days Course

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier

Connect with Libby Greiwe: 

• The Efficient Advisor
• LinkedIn: Libby Greiwe

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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