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

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advisors do not lose prospects because of advice quality; they lose them because the process feels slow, confusing, or outdated before trust ever has a chance to form.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 Thomas and John discuss: Why onboarding is often the biggest hidden bottleneck in advisory firms How outdated paperwork and manual processes impact client perception The role client experience plays in advisor retention and growth What frictionless onboarding looks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.