How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks down how multi-advisor teams can create a unified client experience that feels consistent across the firm while still giving each advisor room to shine.

You’ll learn how to define your firm’s baseline client experience, standardize key service elements, and design flexible systems that empower every advisor to deliver with confidence. From centralizing prep and decentralizing delivery to codifying your sales process and building G1-to-G2 playbooks, this episode is packed with practical steps to help your team work smarter, not harder. 

I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, and “pre-suasion” that sets the stage for meaningful connections from the very first impression. 🚀

In this episode, you’ll learn:

• Why 95% of client decisions are emotional and subconscious—and what that means for your marketing.
• How to shift from persuasion to pre-suasion and create trust before the first meeting.
• The difference between blending in and standing out by highlighting your unique personal DNA.
• Why copying others’ tactics leads to sameness, and how discovery and inner work help you truly differentiate.
• How to design client experiences that build trust and reduce doubt in the critical first 100 days.

At its core, this episode is about helping advisors move from grinding to growing by using the right tools—understanding the psychology of decision-making, embracing authenticity, and creating marketing that truly resonates. 🌟

Whether you’re struggling to convert prospects, refine your client experience, or stand out in a crowded field, Dr. Wilson’s insights will give you a fresh perspective on what really moves clients to choose you.

--

Dr. Joshua I. Wilson, Ph.D., C.M.T. is the founder of NeuBeFi, where he helps advisory firms and WealthTechs grow through neuro-behavioral strategy—applying behavioral finance and neuroscience to transform how firms communicate, differentiate, and attract ideal clients.

NeuBeFi’s flagship program, the Magnetic Marketability Amplifier™, guides firms through a complete process to discover their emotional signal, codify their story, and turn market invisibility into magnetic growth. Joshua also provides coaching and advisory services for leadership teams and is a sought-after speaker on behavioral finance, brand differentiation, and advisor growth.

• Take the free Magnetism Audit to uncover your firm’s emotional signal. 
• Learn more: neubefi.com 
• Connect on LinkedIn: linkedin.com/in/drjoshuawilson 
• Join the advisor waitlist, inquire about coaching, or book Joshua to speak at your next event: [email protected]
• Follow Joshua on YouTube for short, science-backed insights on advisor growth.

Register for the Qui

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions that align with your goals instead of your guilt.

In this episode, you’ll learn:

• Why advisors are great at financial math but often fail at “calendar math”
• How to pause before saying yes and evaluate what you’ll need to subtract
• Practical ways to politely decline opportunities while maintaining relationships
• How to set boundaries that protect your time, energy, and family commitments
• Why honoring your limits isn’t selfish—it’s an act of stewardship

At the end of the day, your best “yeses” are the ones that align with your priorities. This episode is a refreshing reminder that saying “no” more often can actually be the most empowering step toward a business and life you love.

Register for the Quin Show & Tell Event HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

As financial advisors, we’re always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest clients experience your polished onboarding process, your long-term clients may still be operating under the “old rules.” That’s where re-onboarding comes in. In this episode, we dive into how to reintroduce your long-standing clients to your current practice in a way that feels natural, client-centered, and value-driven.

What you’ll learn in this episode:

• Why re-onboarding is essential to keeping long-term clients aligned with your evolving practice
• How to introduce re-onboarding without it feeling awkward or forced
• Practical strategies for resetting expectations, updating processes, and reinforcing value
• Ways to tie re-onboarding to housekeeping tasks that strengthen client relationships
• How re-onboarding can open the door to referrals and reinforce your positioning as an advisor

Re-onboarding doesn’t need to be complicated—it’s a simple but powerful tool for reinforcing your value, realigning client expectations, and making sure everyone experiences the best version of your practice today. Tune in and discover how to use re-onboarding as a lever for growth and stronger client relationships.

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

Looking to make your client experience stand out this holiday season? 🍂 In this episode, I share simple yet impactful Thanksgiving ideas that show appreciation while staying efficient. From personalized cards to memorable gifts and even hosting a pie pick-up event, you’ll learn creative ways to connect with clients without overwhelming your schedule.

The goal isn’t just a seasonal gesture—it’s creating meaningful, repeatable touchpoints that strengthen relationships and keep you top of mind. With a little planning, these thoughtful traditions can become effortless highlights in your client experience year after year.

I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a unique and refreshingly easy process for generating more introductions. Instead of adding friction or pressure, Adam shares how he flips the script and creates an experience that builds trust, strengthens relationships, and makes referring feel natural. 

Here’s what you’ll learn in this episode:

• A powerful mindset shift that removes pressure when asking for introductions
• How involving new clients in the thank-you process deepens connections
• Why small, thoughtful touches (like handwritten cards and gift cards) amplify trust
• The psychology behind why this approach works better than traditional referral asks
• How to avoid over-engineering the process and keep it authentic and simple

By the end of this conversation, you’ll see how a small change in your approach can lead to big results in building trust and getting consistent referrals. This episode is packed with ideas you can apply right away to make your client experience stand out.

Grab Adam’s Script HERE!

Grab the cards Adam uses HERE!

Want to see this on YouTube? You can do that HERE!

Adam's Links:

• LinkedIn
• Twitter(X)

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

In this episode, Libby shares why setting clear boundaries with clients isn’t just about protecting your personal time—it’s about elevating your professionalism and creating a business that lasts. 🚪 You’ll learn how to confidently say no to Saturday meetings while still making clients feel cared for and supported.

We’ll cover practical scripts, strategies to handle pushback gracefully, and ways to frame boundaries as a benefit to your clients. 🌟 By the end, you’ll see how healthy boundaries build respect, trust, and sustainability in your advisory practice—without sacrificing client experience. 💬

I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with Gabe, co-founder of Quin, to explore how an AI-powered assistant is transforming the way financial advisors handle everyday tasks. From CRM updates to inbox management, Quin is designed to feel like a true digital team member that lightens the workload and creates more space for meaningful client engagement.

In this episode, you’ll learn:

• How Quin differs from tools like ChatGPT and why it’s tailored specifically for advisors
• Real-world use cases of how Quin manages tasks like email, meeting prep, and CRM updates
• Ways advisors can integrate Quin into their practice alongside current staff for maximum efficiency
• How much time Quin can save per week and how that impacts profitability and client experience
• What’s next on the roadmap for Quin, including future integrations and smarter automation

By the end, you’ll have a clear picture of how AI assistants like Quinn can give you back 15–20 hours each week, allowing you to focus on client relationships and scaling your practice. This isn’t about replacing people—it’s about removing the tasks no one enjoys and giving your team the freedom to work on what matters most.

Learn more about Quin HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!

Ever feel like your best ideas are lost in a sea of sticky notes, screenshots, and scattered documents? 📚 In this episode, I share how I built my own “second brain” — a simple system to capture, organize, and actually use all those sparks of inspiration.

You’ll learn why having one central hub for your thoughts makes you more creative, efficient, and consistent as a financial advisor 💡. Plus, I’ll give you a quick action step you can implement today to finally stop losing track of your ideas 🚀.

I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

Grab the book, Building a Second Brain, HERE! 

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through my Client Intel Process, a practical framework to help you capture, organize, and use personal details about your clients in a way that feels natural and meaningful. This process helps deepen connections, create memorable experiences, and ultimately strengthen trust.

What you’ll learn in this episode:

• The four parts of the Client Intel Process: what to gather, how to capture it, where to store it, and how to use it
• Simple strategies to capture information without making conversations feel awkward or like an interview
• Where and how to store client intel so it’s easy to access and use effectively
• Creative ways to put intel into action through conversations, gifts, events, and surprise-and-delight moments

By the end of this episode, you’ll have the tools to start building a client intel system that allows you and your team to consistently create personalized, remarkable client experiences. Start small, keep it simple, and you’ll be amazed at how quickly it transforms your client relationships.

Grab the Client Intel Process PDF HERE!

Grab the 30-Day Tiny Habits Challenge HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.