EPISODE · Jun 17, 2025 · 37 MIN
282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days
from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe
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 referralsThe psychology behind why the first 100 days are so powerfulCreative (and easy) ways to delight new clients right out of the gateWhy onboarding isn't just about paperwork—it's your secret marketing weaponThe tools, scripts, and templates Craig used without reinventing the wheelYou’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!).Register for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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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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 deep...
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282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days
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