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advisors do not lose prospects because of advice quality; they lose them because the process feels slow, confusing, or outdated before trust ever has a chance to form.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- How outdated paperwork and manual processes impact client perception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
- thomas@manettawealth.com
Connect with John Finney:
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.
Podcast: Play in new window | Download | Embed