The Efficient Advisor: Tactical Business Advice for Financial Planners
365: Why Your First 100 Days Are Costing You Referrals (And How to Fix It)
<p>Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place! </p>
Show Notes
Have you ever noticed how polished and proactive your process feels when you’re winning a new client… and then how it subtly shifts once the paperwork is signed? In this episode, we’re digging into what really happens in that first 100 days after a client says yes, and why it might be the most overlooked and highest-impact part of your entire business. If you’ve ever felt like your onboarding is “fine” but could be better, this conversation will challenge you to rethink what’s possible and show you what happens when you design that experience with intention instead of letting it happen by default.
Why the first 100 days is the most friction-filled phase of your client experience and how small inefficiencies here quietly impact everything else
The four major business effects of a well-designed onboarding process, including increased client longevity, higher lifetime value, more referrals, and a dramatically better client experience
How a standout early experience creates a unique “novelty window” that drives faster referrals, often before you’ve even fully delivered your long-term value
The practical byproducts of improving your onboarding, like faster processing times, getting paid sooner, fewer dropped balls, and a more organized, less reactive business
If you’ve been putting off refining your onboarding because nothing feels broken, this is your reminder that “not broken” isn’t the same as optimized. When you elevate your first 100 days, everything downstream gets easier, from operations to referrals to client relationships. It’s one of the highest-leverage improvements you can make in your practice.
Now, can you craft an intro and outro that I can do for this podcast? Keep the tone fun, uplifting, and professional. Highlight what the advisors listening will get out of this episode, but I want to catch their attention in the first two sentences.
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
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