Libby Greiwe

Libby Greiwe, founder of The Efficient Advisor, revolutionizes client onboarding in the financial advisory world. She discusses transforming cold processes into warm, personalized experiences that encourage referrals within clients' first 100 days. Libby breaks onboarding into three 30-day phases, emphasizing clear communication and emotional connection. She highlights the significance of client 'intel' for building loyalty and creating memorable interactions. Her practical strategies ensure a seamless journey, fostering trust and long-term growth.

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.

In this discussion with Libby Greiwe, a seasoned financial advisor and author, listeners delve into the art of creating exceptional client experiences in tax planning. Libby shares her journey in building an efficient practice that prioritizes client satisfaction, likening it to the seamless service of Uber. They talk about the significance of streamlining the onboarding process, setting clear expectations during tax seasons, and continuously refining practices to meet client needs. Plus, Libby offers insights from her upcoming book to help elevate client interactions.