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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
(  / libby-greiwe  )

Learn more about The Efficient Advisor here (https://www.theefficientadvisor.com/)

To Your Success,


Sten J. Morgan, CFP®, ChFC®
http://www.HowToChargeLive.com
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https://eadvisornetwork.com/podcast/

Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning at age 25 and was named a "40 under 40" advisor by Investment News at age 30. As president of Legacy, he strives to effect positive change in the industry, coach and support other advisors, and bring true value and vision to his clients. In 7 Mindsets of Success: What You Really Need to Do to Achieve Rapid, Top-Level Success (Morgan James Publishing, February 2017), he shares tips and advice for building a successful business, including the seven mindsets that helped him become a top financial advisor with his own firm at such a young age.

Sten J. Morgan, CFP®, ChFC®