Behind The Advisor
Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation
Mar 12, 2025
Libby Greiwe, founder of The Efficient Advisor, specializes in helping advisors thrive without burnout. In this lively chat, she reveals her three-phase client onboarding strategy to elevate experiences. Libby emphasizes the first 30 days for professionalism, then focuses on delightful surprises from days 30-60, and wraps up with memorable gestures beyond that. Practical tips, like personalized thank-you notes and termination scripts, showcase how small changes can dramatically enhance client relationships and boost trust.
38:00
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Quick takeaways
- Libby Greiwe highlights that a well-structured and automated client onboarding process enhances client satisfaction and retention rates significantly.
- The podcast emphasizes the crucial role of standard operating procedures in streamlining operations and minimizing errors for financial advisors.
Deep dives
The Journey to Efficiency
The founder of Efficient Advisor, Libby Grywe, shares her transformative journey from being overwhelmed with a massive client base to cultivating a streamlined, efficient practice. After realizing she was working excessively without sustainable systems, Libby was motivated by personal change when she discovered she was pregnant. This pivotal moment led her to optimize her business model, aiming for a work-life balance while maintaining her financial success. By identifying core processes within her firm, she catalyzed a shift from a high-pressure workload to a well-structured operational approach.
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