Ep 444: Driving More Client Referrals In The First 100 Days By Crafting An Exceptional Onboarding Experience with Libby Greiwe
Release Date: 07/01/2025
Ep 448: Attracting More Ultra-HNW Clients By Taking The Time To Due Diligence More Alternative Investments with Monish Verma
Financial Advisor Success
High-net-worth individuals often already have a financial advisor, but many aren’t receiving the in-depth investment education or portfolio customization they truly need. That's where Monish Verma comes in. He joins the show today to share his strategy for converting HNW prospects into clients, as well as how a tailored approach to alternative investments and client education can become a powerful differentiator for winning (and keeping) affluent clients. Monish is the CEO of Vardhan Wealth Management, a DBA of Summit Financial, based in Farmington Hills, Michigan, that oversees $560 million...
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Ep 447: Getting A Healthy Flow Of New Clients From Centers Of Influence By Addressing The Referral Risk They Fear The Most with Dan Allison
Financial Advisor Success
Financial advisors frequently seek out relationships with Centers Of Influence (COIs) such as accountants and attorneys, but sometimes find that it's hard to get referrals from these professionals. Advisor marketing expert Dan Allison believes this is because COIs fear putting their own reputations on the line and joins the show today to explore how financial advisors can reframe COI relationships by reducing that risk and building real trust over time. Dan is the owner of The Exchange, a virtual content platform and community focused on helping financial advisors master client acquisition and...
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Ep 446: Getting Known In Your Local (Facebook Group) Community To Quickly Add $30M In The First Two Years with Misty Lynch
Financial Advisor Success
After growing her AUM by $30 million in just two years, Misty Lynch has become a go-to financial planning expert for small business owners and families within her community. This is thanks in part to her reputation inside local Facebook groups frequented by her ideal target client, where she rarely promotes herself but is frequently recommended. Misty is the owner of Sound View Financial Advisors, an RIA based in Massachusetts that manages $46 million for approximately 100 households. In this episode, Misty shares how her early content creation efforts (including a blog and a podcast) laid the...
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Ep 445: Leveraging Educational YouTube Videos To Drive Hundreds Of New Clients Per Year with James Conole
Financial Advisor Success
James Conole's firm has experienced explosive growth over the past few years (expecting to double its revenue to more than $10 million in 2025) thanks in part to his YouTube channel, which educates and builds trust with ideal prospects before they ever book a meeting. James is the founder of Root Financial, an RIA based in Encinitas, California, that oversees $1.3 billion in assets under management for 630 client households. In this episode, he shares his YouTube strategy, including how narrowing his content focus to the needs of wealthy pre-retirees and retirees led to fewer views but...
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Ep 444: Driving More Client Referrals In The First 100 Days By Crafting An Exceptional Onboarding Experience with Libby Greiwe
Financial Advisor Success
When Libby Greiwe realized that most client onboarding processes felt either clunky or cold, she decided to transform her own. What she has developed—based on her years as both a financial advisor and coach—is a system designed to create a seamless, personalized client experience that not only demonstrates professionalism, but also inspires client referrals within their first 100 days with the firm. Libby is the founder of The Efficient Advisor, a coaching and consulting business based in Loveland, Ohio, that helps financial advisors build systems to run their firms with less stress and...
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Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years with Griffin Kirsch
Financial Advisor Success
Griffin Kirsch built a $200 million AUM firm in just five years—while maintaining a 70% profit margin. Delivering high-touch planning to business owners and real estate investors without charging fees on those assets, Griffin's focus on providing hard-dollar value to his clients (especially around tax strategy and real estate decisions) has fueled deep trust and strong referral-driven growth. Griffin is the owner of GK Wealth Management, an RIA based out of Nevada that oversees $200 million in assets under management for 450 households. In this episode, he shares how his unconventional model...
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Ep 442: Attracting $100M Per Month Of Like-Minded Clients By Being Vocal About (Divisive) Issues You’re Passionate About with David Bahnsen
Financial Advisor Success
David Bahnsen has built a reputation for speaking his mind, not only on issues related to financial markets, but also on topics many advisors shy away from, like religion and politics. Which has paid off for him in the form of attracting $100 million of new client assets to his firm per month as his content has built his credibility, deepened audience engagement, and drawn in both like-minded clients and those who respect his authenticity. David is the Founder of the Bahnsen Group, an RIA based out of California that oversees approximately $7.5 billion in assets under management for 1,800...
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Ep 441: What It Really Takes To Implement And Scale Compliance As An Independent RIA Grows with Leila Shaver
Financial Advisor Success
As advisory firms grow, so does the complexity of compliance—and Leila Shaver has built a business dedicated to helping them scale without costly missteps. She provides strategic guidance that keeps firms aligned with regulatory expectations as their teams, client bases, and responsibilities expand. Leila is the founder of My RIA Lawyer, a Georgia-based legal and compliance firm serving RIAs, broker-dealers, and other financial services companies. In this episode, she shares insights into when firms typically seek outsourced compliance support, the key differences between broker-dealer...
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Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment with Nina Hajjar
Financial Advisor Success
What if you could decode a client’s financial behavior before the first meeting? Nina Hajjar has done just that by creating a custom “money personality” assessment. This innovative tool helps her advisory team better understand client behavior, tailor communication styles, and deliver more personalized, consistent service across their $500-million practice. Nina is a partner at Stratos CA in Los Angeles, and she joins the show today to share how her framework transforms the planning process, complements traditional risk analysis, and even shapes advisor training through what she calls...
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Ep 439: Scaling Financial Planning With Monday.com As A Project Management Hub In Lieu Of Wealthbox CRM with Alvin Carlos
Financial Advisor Success
Alvin Carlos made a strategic decision to build internal efficiency and client accountability into the heart of his planning process—a move that not only streamlined how his team manages financial plans and client tasks, but also helped him scale. Turning Monday.com into the operational core of his firm, he has carved out a niche in serving younger clients profitably, while keeping his tech stack lean and highly functional. Alvin is the CEO of District Capital Management, an RIA based out of Washington, D.C., that generates $850,000 of annual, primarily retainer-based, revenue serving 155...
info_outlineWhen Libby Greiwe realized that most client onboarding processes felt either clunky or cold, she decided to transform her own. What she has developed—based on her years as both a financial advisor and coach—is a system designed to create a seamless, personalized client experience that not only demonstrates professionalism, but also inspires client referrals within their first 100 days with the firm.
Libby is the founder of The Efficient Advisor, a coaching and consulting business based in Loveland, Ohio, that helps financial advisors build systems to run their firms with less stress and more efficiency. Listen in as Libby shares how she breaks down onboarding into three 30-day phases, how her firm tracked client “intel” for meaningful personalization, and what she believes is the key to client loyalty and long-term growth.
For show notes and more visit: https://www.kitces.com/444