What if your onboarding process could become your best marketing strategy? In this episode, Libby is joined by advisor Craig Gingerich, who shares how he turned simple strategies into a referral-generating machine. Craig took just a few actionable ideas from Libby’s First 100 Days system and turned them into major wins. Whether you're a new advisor or have been in the game for years, this episode is packed with practical tips you can start using right away to get more referrals and build deeper client relationships. 🎯📈💬🎉📬
Here’s what you’ll learn in this episode:
- How Craig used just two onboarding tweaks to massively increase referrals
- The psychology behind why the first 100 days are so powerful
- Creative (and easy) ways to delight new clients right out of the gate
- Why onboarding isn't just about paperwork—it's your secret marketing weapon
- The tools, scripts, and templates Craig used without reinventing the wheel
You’ll walk away inspired and equipped to rethink how you welcome new clients—so they feel seen, supported, and excited to refer others.
If you're curious about the First 100 Days Course Libby mentions, stick around after the interview for all the juicy details on how to enroll (and why now is the best time!).
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.
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