Why Onboarding Needs an Upgrade

The Expectation Gap

Ordering on Amazon takes one click. Hailing an Uber? Just seconds. Today’s consumers expect speed, ease, and a seamless digital experience. Now think about onboarding a new client as a financial advisor: forms to print, statements to chase, emails bouncing back and forth. In a world where prospects expect seamless digital experiences, the traditional onboarding process leaves a clear gap. Worse, it’s a missed opportunity to stand out in a crowded wealth management market. We’ve talked before about the "Rule of 3"—three meetings, three team members, and three weeks (or more) to close a prospect (read more here). That’s not just inefficiency; it’s a competitive disadvantage.

The Opportunity: A Modern Experience Is Your Edge

This is where Overvue comes in—a holistic onboarding platform built to shatter the "Rule of 3" and give you a competitive edge. With Overvue, prospects get a simple, secure link to share their identity and connect accounts. No more chasing statements or manual data entry—Overvue aggregates everything into one clear financial picture. Missing a detail? The workflow guides prospects to fill it in without the back-and-forth. Suddenly, those three meetings shrink to one, three team members become just you, and three weeks turn into days—or less. It’s onboarding that’s not only faster but feels modern and impressive, the kind of experience prospects rave about.

The Payoff: Stand Out, Close Faster, Grow Smarter

Ditching the "Rule of 3" with Overvue doesn’t just save time—it transforms how prospects see you. A streamlined, tech-savvy process keeps momentum high, reduces drop-offs, and leaves clients feeling valued, not burdened. They’re more likely to tell friends, “My advisor made it so easy,” turning them into advocates from day one. For you, it’s less time on paperwork and more time building relationships and growing your practice.

In a crowded market, a modern onboarding experience isn’t just an upgrade—it’s a competitive advantage. The firms that embrace it will win.