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advisors do not lose prospects because of advice quality; they lose them because the process feels slow, confusing, or outdated before trust ever has a chance to form.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• How outdated paperwork and manual processes impact client perception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:

• LinkedIn: John Finney
• Overvue
• jfinney@overvueproposals.com

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.