Behind the Curtain Finance

Why Advisor Onboarding Is Broken and How Tech Is Changing the Game with John Finney, CFP® (Ep. 15)

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Most advisors do not lose prospects because of advice quality; they lose them because the process feels slow, confusing, or outdated before trust ever has a chance to form.

In this episode, Thomas Manetta sits down with John Finney, CFP®, Co-Founder of Overvue, to pull back the curtain on one of the most overlooked friction points in financial services: onboarding. Together, they explore how the way advisors gather information sets the tone for trust, confidence, and long-term relationships.

Thomas and John discuss:

  • Why onboarding is often the biggest hidden bottleneck in advisory firms
  • How outdated paperwork and manual processes impact client perception
  • The role client experience plays in advisor retention and growth
  • What frictionless onboarding looks like for both tech-savvy and non-tech clients
  • Why scalable, independent advisory practices are becoming more realistic
  • And more!

    • Connect with Thomas Manetta: 

    • (415) 640-2121
    • LinkedIn: Thomas Manetta
    • Manetta Wealth 
    • [email protected] 

      • Connect with John Finney:

      • LinkedIn: John Finney
      • Overvue
      • [email protected]

        • About our Guest: 

        John Finney is the Co-Founder of Overvue, a platform built to simplify and modernize the onboarding experience between financial advisors and clients. With a background in wealth management, John focuses on solving real operational problems that improve efficiency, accuracy, and client experience.

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        Behind the Curtain FinanceBy Thomas Manetta