The Human Side of Money

142: Transform Your Onboarding Process with Libby Greiwe

32 snips
Jul 2, 2025
Join Libby Greiwe, founder of The Efficient Advisor and author, as she unpacks the secret power of onboarding in financial advising. Discover how to overhaul your onboarding process to boost client confidence and satisfaction. Libby shares tips on aligning the experience with client emotions and creating memorable connections. Learn about innovative strategies like 'Domino’s pizza tracker' systems and hosting signing parties to enhance engagement. It's all about transforming uncertainty into loyalty and a steady stream of referrals!
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INSIGHT

First 100 Days Emotional Journey

  • Clients face buyer's remorse and anxiety after committing to financial services even if initially excited.
  • Advisors must support clients emotionally in the first 100 days to move them from concern to confidence.
ADVICE

Generate Early Referrals Organically

  • Capitalize on clients' willingness to refer during the first 100 days without explicitly asking.
  • Deliver remarkable experiences early to organically generate referrals.
INSIGHT

Onboarding as Emotional Bridge

  • Onboarding should transform clients from excitement but doubt to confidence and long-term relationship.
  • Use the first 100 days as a bridge easing clients into your standard service model.
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