Libby Greiwe is an experienced financial advisor who shares with us the crucial role of client service and effective processes in the financial advisory business. Libby emphasizing how becoming a mother motivated her to streamline her operations and enhance client experiences. She highlights the importance of the first 90 days in client onboarding, breaking it down into three layers: practical tasks, setting expectations, and building human connections. Libby offers actionable strategies for advisors to improve their onboarding processes, ultimately fostering long-term client relationships and business growth.
Connect with Libby on LinkedIn (https://www.linkedin.com/in/libby-greiwe/)
Learn more about The Efficient Advisor here (https://www.theefficientadvisor.com/)
