145: Ideas to Implement - Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team

The Efficient Advisor: Tactical Business Advice for Financial Planners

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הוסף לפני two שנים

תוכן מסופק על ידי Libby Greiwe. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Libby Greiwe או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

The Big Pitch with Jimmy Carr

1
Phil Wang Pitches Psychological Thriller Starring WHO?! 25:00

לפני 3 ימים25:00

הפעל מאוחר יותר

רשימות

לייק

אהבתי

25:00

It’s the very first episode of The Big Pitch with Jimmy Carr and our first guest is Phil Wang! And Phil’s subgenre is…This Place is Evil. We’re talking psychological torture, we’re talking gory death scenes, we’re talking Lorraine Kelly?! The Big Pitch with Jimmy Carr is a brand new comedy podcast where each week a different celebrity guest pitches an idea for a film based on one of the SUPER niche sub-genres on Netflix. From ‘Steamy Crime Movies from the 1970s’ to ‘Australian Dysfunctional Family Comedies Starring A Strong Female Lead’, our celebrity guests will pitch their wacky plot, their dream cast, the marketing stunts, and everything in between. By the end of every episode, Jimmy Carr, Comedian by night / “Netflix Executive” by day, will decide whether the pitch is greenlit or condemned to development hell! Listen on all podcast platforms and watch on the Netflix Is A Joke YouTube Channel . The Big Pitch is a co-production by Netflix and BBC Studios Audio. Jimmy Carr is an award-winning stand-up comedian and writer, touring his brand-new show JIMMY CARR: LAUGHS FUNNY throughout the USA from May to November this year, as well as across the UK and Europe, before hitting Australia and New Zealand in early 2026. All info and tickets for the tour are available at JIMMYCARR.COM Production Coordinator: Becky Carewe-Jeffries Production Manager: Mabel Finnegan-Wright Editor: Stuart Reid Producer: Pete Strauss Executive Producer: Richard Morris Executive Producers for Netflix: Kathryn Huyghue, Erica Brady, and David Markowitz Set Design: Helen Coyston Studios: Tower Bridge Studios Make Up: Samantha Coughlan Cameras: Daniel Spencer Sound: Charlie Emery Branding: Tim Lane Photography: James Hole…

לפני שנתיים 9:54

MP3•בית הפרקים

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team
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Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind 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.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

פרקים

1. Creating a Guided Response Document (00:00:00)

2. Super Cool Group, Future Collaboration (00:09:21)

277 פרקים

#Entrepreneur #Business #Marketing #Libby Greiwe

145: Ideas to Implement - Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team

The Efficient Advisor: Tactical Business Advice for Financial Planners

published לפני שנתיים

שתפו

MP3•בית הפרקים

פרקים

1. Creating a Guided Response Document (00:00:00)

2. Super Cool Group, Future Collaboration (00:09:21)

277 פרקים

#Entrepreneur #Business #Marketing #Libby Greiwe

כל הפרקים

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
277: 3 Biohacks That Tripled My Daily Focus and Energy 13:29

לפני 16 hours13:29

13:29

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! Ready to level up your energy, focus, and productivity? In this episode, I share my latest biohacking routine—what I’m continuing, what’s new, and what’s actually working. I dive into the power-packed focus gummies that I still swear by, my honest take on mushroom coffee (spoiler: I found a brand I love!), and my new obsession with red light therapy. If you’ve been curious about what’s boosting my daily output without the caffeine crash, tune in for the exact tools I’m using to feel unstoppable. 🚀☕🔴 I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! ---------------------------------- 🔗Resources & Links These are the Brilliant Gummies I take, HERE ! Here's how you find the gummies on the website: Click the button below> Click Shop > Product Category> Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create Subscription This is the Mushroom Coffee I'm obsessed with, HERE ! This is the Red Light and New Infrared light I use, HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby 49:20

לפני 4 ימים49:20

49:20

Understanding human behavior is key to financial success, both for advisors and their clients. In this episode, Daniel Crosby, a psychologist turned behavioral finance expert, dives deep into why traditional goal-setting often falls short and how to create meaningful, lasting change. If you’ve ever wondered why clients set arbitrary financial goals—or why sticking to your own habits is so hard—this conversation is for you! What you’ll learn in this episode: Why most financial goals are based on social influence, not personal values How to help clients set goals that actually resonate with them The science behind forming long-term habits and staying committed Why rules and automation are more effective than willpower alone How social accountability can dramatically improve financial decisions So many advisors focus on the numbers, but real success comes from understanding the psychology behind money decisions. Tune in for actionable strategies that will transform how you and your clients approach financial planning! 🎧 Check out Daniel’s Book, The Soul of Wealth, HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track 16:56

לפני 8 ימים16:56

16:56

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we're getting real about shifting gears when life and business get chaotic. Libby shares an honest update on her upcoming book, the decision to pause for quality, and how diving into building her first digital course brought fresh clarity. You'll hear how she adjusts goals without guilt, builds in flexibility, and stays focused—even when things don’t go as planned. If you’re feeling behind or overwhelmed, this one’s a reminder that it’s okay to slow down, recalibrate, and still make serious progress 💪. I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! Episode 255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!) Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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274: The Ultimate Value Add to Make Clients for LIFE Replay with Blake Brewer 46:11

לפני 11 ימים46:11

46:11

Adding value to clients is a core value over here at the Efficient Advisor. Today’s episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we’re looking for two things… 1) How much impact does it actually have on your clients?... and 2) What is the difficulty to execute said value add? When I come across something that is lower on difficulty and HIGH on impact… I am here for it and I cannot wait to share it with this community. Today’s guest, Blake Brewer, is something really special. He’s on a mission to help parents create a lasting legacy beyond finances for their children and he partners with financial advisors to help them become indispensable in their clients’ lives. Legacy Letter - which is this awesome idea - was just featured on the Today Show. It’s that cool. And, at the end of the episode I’m going to share with you how I would create a process around this value add and how I would incorporate this into my business themes to increase my client impact. Blake joins us today to share how his father inspired him to help parents create legacies for their children. He discusses the power of words and writing letters and explains how he helps financial advisors make an impact. Get the tissues out… this story is moving. Talk about adding maximum value and impact…. Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
273: An Alternative to Surge Meetings: What I Call Cluster Meetings 11:24

לפני 15 ימים11:24

11:24

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! In this episode, we explore an alternative to the high-intensity surge meeting model: Cluster Meetings 🌿. Libby shares how she restructured her calendar to align with her family life, team capacity, and personal energy levels—without sacrificing client experience or business growth 💼. You’ll learn how theming meetings by client segment and spacing them throughout the year can still deliver efficiency, organization, and intentionality—without the burnout. If traditional surge meetings have ever felt like a bad fit, this episode offers a refreshing, sustainable approach that might be just what you need ✨. Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis 36:23

לפני 18 ימים36:23

36:23

Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer! In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—without becoming tax preparers. What You’ll Learn in This Episode: ✅ Why tax planning is one of the biggest value-adds for financial advisors ✅ How to avoid common tax-reporting mistakes that cost clients ✅ The power of proactive CPA collaboration and how to simplify the process ✅ Easy, actionable tax planning strategies for advisors at every level ✅ How to build repeatable systems for tax conversations all year long Tax planning doesn’t have to be complicated to be impactful. Steven shares simple but effective strategies that will help you educate clients, communicate more effectively with CPAs, and confidently incorporate tax planning into your advisory practice. If you want to elevate your client experience and stand out in the industry, this episode is a must-listen! 🔗 Resources & Links: 📌 Grab the 37-point tax checklist Here ! 📌 Learn more about the RTS Summit Conference Here ! Tune in and take action—your clients (and their CPAs) will thank you! 🎧 Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In 14:13

לפני 22 ימים14:13

14:13

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! In this episode we dive into the rough draft meeting—a powerful but often overlooked step in the financial planning process. You’ll learn why pausing before building out final recommendations can save time, reduce misalignment, and lead to faster, more confident client implementation. We unpack how to set up, run, and maximize the impact of this collaborative session, and share real-world examples of how it transforms client conversations. What you will learn in this episode 🤓 Why a rough draft meeting is the best way to confirm you’ve captured all client goals and data correctly How to use early-stage plan previews to surface and refine big-picture priorities (retirement age, second home, education funding) Techniques for presenting multiple strategy options (dividends vs. bucket strategies vs. annuities) and gathering client feedback Ways this meeting boosts buy-in and speeds up implementation by making recommendations familiar before the final presentation Tips for turning the rough draft meeting into a collaborative, high-value experience that clients love Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone 53:45

לפני 25 ימים53:45

53:45

Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate! What you'll learn in this episode: The key mistakes advisors make when choosing and using their CRM How to ensure your tech stack aligns with your business goals and client experiences The role of AI and automation in streamlining advisory services Why understanding your ideal client is crucial for scaling your firm How to transition from reactive to proactive client service with smart tech integrations If you've ever wondered whether your tech is working for you—or against you—this episode is a must-listen! Tune in and discover how to make technology your biggest business ally. ----------------------- Register HERE for the Asset+Map Webinar! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward 9:44

לפני 29 ימים9:44

9:44

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we're tackling a challenge many financial advisors face: how to politely and confidently communicate that there’s a fee for your time, expertise, and services outside your core offerings. You’ll learn simple, professional phrases you can start using right away to set boundaries—without sounding cold or salesy. We’ll reframe the mindset around charging for “quick” advice and explore how to confidently show the value behind your experience. This episode is your reminder that quick doesn’t mean cheap, and your efficiency is a gift—one worth charging for. ----------------------- Register HERE for the Asset+Map Webinar! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout 21:52

לפני 5 weeks21:52

21:52

This week, Libby gets real about burnout, white space, and the power of pressing pause. She shares her journey from soul-level exhaustion to creating an intentional retreat tradition she calls Camp Libby. It’s not about productivity—it’s about reconnecting with yourself, finding margin, and remembering what it feels like to just be. Whether you’re juggling clients, family, or all of the above, this episode is your official permission slip to take a breath. 🌿 What you’ll learn in this episode: Why creating intentional white space isn't a luxury, but a leadership tool How do you not feel guilty about this practice The evolution of “Camp Libby” and how to create your own version (no tent required) Simple ideas to incorporate margin without needing a full-on retreat How white space can reignite creativity, strategy, and your sense of self This isn’t about checking off another to-do. It’s about making space to think, feel, and dream again. Whether you create your own Camp You at a cabin, coffee shop, or quiet room in your house, this episode will inspire you to pause—and protect that pause—like your best ideas depend on it. Because they probably do. 🌸 🎧 So pour the coffee, hit play, and let this episode guide you back to clarity and calm. ☀️ Camp You starts now. What will you do with your time? ----------------------- Register HERE for the Asset+Map Webinar! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
267: Stop Doing Annual Reviews Now! And Do This Instead 6:50

לפני 5 weeks6:50

6:50

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss why it’s time to ditch the traditional “annual review” and what to do instead. You’ll discover how a simple shift in language—from review to strategy session—can elevate your client experience, change the energy in the room, and position you as the proactive guide your clients truly need. 🔥 If you’ve ever wondered how to make your client meetings feel more valuable, purposeful, and exciting—this is the episode for you. Say goodbye to passive reviews and hello to proactive planning that moves the needle. 💡📈✨ ----------------------- Register HERE for the Asset+Map Webinar! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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266: Future-Proofing Your Advisory Firm: How to Stay Relevant in an AI - Driven World With Adam Holt 46:48

לפני 6 weeks46:48

46:48

In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. As technology reshapes the industry, how can advisors stay ahead, continue to deliver exceptional value, and ensure their businesses remain competitive? Adam shares his insights on the challenges advisors face and the strategic shifts necessary to thrive in the future. Key Takeaways: How AI and automation are reshaping financial planning Why relationship currency is no longer enough to retain clients The importance of proactively delivering value before clients ask Strategies for engaging the next generation of clients Rethinking fee structures to align with the modern advisory model Adam and I explore what it takes to remain relevant in an era where technology can generate financial plans in seconds. He challenges advisors to ask themselves: Do my clients see my value as greater than the cost? If not, it’s time for a strategic shift. Tune in to learn how you can future-proof your business and create a client experience that sets you apart. ----------------------- Register HERE for the Asset+Map Webinar! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
265: Time Blocking with a Plan: How I Plan My Day to Actually Get Stuff Done 17:18

לפני 6 weeks17:18

17:18

Running your day with intention doesn’t have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time blocks, writes in specific tasks, and uses structure to create more freedom. Whether you’re in the thick of client meetings or juggling team leadership with family life, this system will help you stop spinning your wheels and start finishing the right things. Here’s how Libby sets herself up to lead each day instead of react to it. What you’ll learn in this episode: How to end the day before with planning the next day out The difference between time blocking and actually assigning tasks How to identify your “Big 3” priorities and protect them The simple gratitude practice that grounds you before the chaos hits How white space can either be intentional—or where productivity goes to die If you’ve ever blocked out time for “admin” and then stared at your screen not knowing what to do next, this episode will give you a simple and powerful shift. Plus, Libby shares the exact planner she uses (spoiler: it’s not the one she used to love). Take 10 minutes tonight, plan tomorrow like a pro, and wake up already ahead. Linked resource: Libby’s current fave → Full Focus Planner Register for the Financial Planning in 10 Minutes Webinar Here! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
264: Compliance Made Simple: What You Need to Know & Do! 55:35

לפני 7 weeks55:35

55:35

Are you haunted by your past compliance experiences? You're not alone! In this episode, we sit down with Kent Keister, compliance consultant and founder of Reliant, to demystify the world of compliance for RIAs. Kent brings humor, clarity, and loads of practical wisdom to a topic that usually makes advisors cringe. Whether you're thinking about going independent, already running your own firm, or just want to understand what your Series 7 really does for you (or doesn’t), this conversation is packed with insight and “ah-ha” moments 🙌. Here’s what you’ll learn in this episode: 🔍 The truth about the SEC vs. state regulation (and what that means for you) 📅 What needs to be on your compliance calendar and how often you should update your ADV 💼 Why you might not need your Series 7 anymore—and what you give up if you drop it 💡 How outsourcing compliance can actually free up your time and reduce risk 🔥 Real talk on what happens if you neglect your compliance responsibilities (hint: probably not jail—but still not good) Kent’s approach to compliance is refreshingly practical. He shares how he helps advisors stay ahead of the game without feeling overwhelmed or bogged down in legal jargon 💬. Plus, we wrap with a few of his top productivity hacks as a business owner—including how turning off Outlook can be a game-changer ⏳. Compliance doesn’t have to be scary. It can actually be your firm’s secret weapon for long-term success. Tune in and find out why Kent is the compliance person you actually want to talk to 🤝 Register HERE for the Asset+Map Webinar! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
263: Stop Tax Season Madness: 5 Fixes Now! 15:44

לפני 7 weeks15:44

15:44

Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos. And listen, I get it. You want to help these clients. You care . But at the same time, you’re frustrated because they’ve had 15 MONTHS to do this—and you’ve sent the reminders! I can still feel that tension from when I was in the trenches myself. This used to happen to us every year. Until one year, we decided: NO MORE. In this episode, I'm breaking down exactly how we changed our approach so that tax season stopped feeling like a fire drill. I’m sharing actionable tips that you can start implementing now to protect your time, set better expectations, and serve your clients without sacrificing your sanity. Tax season doesn’t have to feel like Groundhog Day in Hell. With a little intention and structure, you can protect your time, deliver great service, and save your team (and yourself) from burnout. Tune into this week’s episode for the full breakdown—and walk away with a plan you can actually use. Let’s make next tax season feel a lot less frantic. You’ve got this! 🎧 Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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262: How You Show Up in a Crazy Market Really Matters (And What To Do!) 25:28

לפני 8 weeks25:28

25:28

Markets are a mess, your inbox is full, and you’re probably feeling like you’re having the same conversation 100 times in a row. Maybe you're exhausted, maybe a little discouraged, and definitely stretched thin between trying to market yourself, stay visible, and manage nervous clients. I see you. This work is hard. I wanted to create a special podcast for you—interrupting our planned content calendar—to address this, because it can feel SO HEAVY! But I want to give you a little mindset shift today—and some tactical things you can do right now to support your clients and your business. This comes from my own experience of managing clients through the 2008 crisis and many ups and downs since then. And, because of the strategies we’re going to talk about, we actually brought on SO MANY clients during down markets—they were our biggest onboarding years because we were proactive and client-centric. 📌 In this episode, you’ll learn: 📞 Why having the same conversation over and over is normal —and how to manage the emotional drain 🧠 The two main reasons clients panic (and how to talk them off the ledge) 🔥 Why silence isn't golden when it comes to client communication 💡 One-to-one and one-to-many strategies for calming fears and staying visible 📈 How down markets can actually be a growth opportunity if you show up intentionally You don’t have to be everything to everyone right now—but you do have to be present. How you show up in times like this becomes a cornerstone of your client experience. And remember, clients are watching closely—now more than ever. So take a breath, pick your message, and keep showing up. You’ve got this. Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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261: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster (Efficient Friday!) 13:17

לפני 8 weeks13:17

13:17

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster 🚀 In this episode, you'll learn how to stop wasting time on small tweaks and start focusing on high-impact actions that actually move the needle in your business. Libby introduces the "Ship It" framework, which helps you assess when to stop perfecting and start executing. You'll discover how to prioritize tasks that have a real impact, like refining processes, using automation, and leveraging AI. 📈🚀✅ Tune in to hear actionable tips on how to stop overanalyzing and start getting things done—because taking action is what leads to real growth! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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260 - How to Review Your Q1 Business Goals Even if You’ve Only Got an Hour (Q1 CEO DAY!) 44:04

לפני 9 weeks44:04

44:04

In this episode, Libby dives into the critical elements of a successful CEO Day for financial advisors. Focusing on how to effectively review the first quarter, Libby shares strategies and tips for evaluating business performance, setting goals, and preparing for the next phase. Whether you're a seasoned advisor or new to the business, this episode will guide you in making the most of your CEO Day for strategic planning and long-term success. We will cover: Reflection questions you need to ask The 5 areas of your business that you need to assess as CEO The Start, Stop, Continue framework Libby’s Flexible Goal Setting strategy And how to break down 90-day goals into mile markers You’ll walk away with some very specific tactics and exercises to really help you move the needle in your business! Episodes Mentioned: # 96: A Simple Tool to Create the Right Momentum in Your Business (Start, Stop, Continue) # 243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1 # 244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2 Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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259: Time Management Mastery: Edit Your Calendar Like a Best-Selling Book (Efficient Friday!) 3:19

לפני 9 weeks3:19

3:19

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel. And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: 🎙️ The Art of Calendar Editing: Create a No Fluff Week✂️📖 In this episode, Libby Greiwe shares a powerful mindset shift: treat your calendar like an author treats a book. Just as great writers cut unnecessary details to strengthen their story, business owners must edit their schedules ruthlessly. Are your meetings, tasks, and commitments truly moving your business forward? Libby challenges you to take five minutes to trim the fluff and create a well-edited calendar—because a well-managed schedule leads to a best-selling life. Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche 49:07

לפני 10 weeks49:07

49:07

Running a successful financial advisory firm isn't just about growing your client base—it's about attracting the right clients. In this episode, I sit down with Maddy Roche to explore the power of intentional prospecting, refining your ideal client profile, and creating a process that makes client acquisition smoother and more fulfilling. 🚀 Things you'll learn in this episode: How to identify and attract your ideal clients 🎯 The impact of eliminating energy-draining clients 🔥 Strategies to refine your discovery calls 🗣️ Setting clear boundaries to maintain efficiency and work-life balance ⏳ The power of strong branding in creating the right client pipeline 🏆 By the end of this conversation, you'll have actionable insights to elevate your client acquisition strategy while building a firm that feels aligned with your values and goals. ----------------------- Connect with Maddy on LinkedIn HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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257: Maximizing Your Tech Stack: Save Time, Cut Costs & Boost Efficiency (Efficient Friday!) 7:16

לפני 10 weeks7:16

7:16

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: 🎙️ Becoming a Student of Your Tech Stack 🚀🔍 Are you a master of your tools, or are you working off of minimal viable product!? In this episode, Libby shares a game-changing mindset shift—becoming a student of the technology you already have. Learn how mastering your existing tools can save you time, money, and frustration while unlocking powerful features you never knew existed. Plus, discover how automation tools like Zapier and AI can supercharge your workflows without the headache of switching platforms. Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza 58:41

לפני 11 weeks58:41

58:41

In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression. So today we dive into: How I more than quadrupled my hourly rate How creating a killer client experience helped me work less Why picking a niche was critical to our efficiency and how it drives referrals Being okay with pushing back on clients’ calendars and fitting them into MY model week How I organized my time, built a team, AND SO SO MUCH MORE ----------------------- Connect with Amber on LinkedIn HERE ! Check out Amber's website HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!) 14:40

לפני 11 weeks14:40

14:40

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: The 3-Goal Strategy: A Proven System to Get More Done in Less Time 🚀 Want to achieve more without feeling overwhelmed? In this episode, Libby shares her game-changing goal-setting strategy designed for busy financial advisors 🎯. As an Enneagram 7 with a love for new ideas, she reveals how limiting herself to just three goals per quarter has helped her stay focused, build momentum, and accomplish big projects faster. You'll learn how to map out your year, prioritize what truly matters, and create space for future ideas without derailing your current progress 📅. Plus, Libby shares real-life examples from her coaching program to help you implement this approach in your own business 🚀. Don't miss this practical and efficient strategy for taking control of your goals! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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254: AI Hacks for Marketing: Better Results with Training and Prompt Engineering with Niki Clark 41:21

לפני 12 weeks41:21

41:21

In this episode, I sit down with Niki Clark, a marketing expert specializing in financial advisors. We dive into how AI is revolutionizing the way advisors manage their businesses and why embracing new technologies can lead to greater efficiency and success. If you're curious about how AI can work for you, this episode is a must-listen! 🔹 What You’ll Learn: How AI tools can help financial advisors streamline their workflows 🤖 How to trail your AI model, like ChatGPT, to fit your unique voice 🎤 Why simplifying your messaging is key to better client engagement ✍️ How to leverage marketing strategies to stand out in the crowded financial space 📈 Practical steps to get started with AI and automation today ⚡ AI isn't just the future—it’s already here. Tune in to hear Niki’s insights on how you can use it to your advantage. 🎧 Listen now and start optimizing your business! ----------------------- Connect with Niki on LinkedIn HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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253: Two Phrases That Transforms Client Communication Instantly (Efficient Friday!) 9:19

לפני 12 weeks9:19

9:19

In this week’s Efficient Friday, we’re diving into two simple yet powerful phrases that can transform the way you communicate with clients. Whether you're setting boundaries or handling objections, these small language tweaks can make a big impact. By making just a slight adjustment in how you frame your responses, you can create stronger client relationships, improve understanding, and make conversations more collaborative. 🎯 In this episode, you’ll learn: How the phrase "I hope you can appreciate..." softens tough conversations and sets clear boundaries 🙌 Why replacing "but" with "and" makes your messaging feel more collaborative and positive The psychology behind word choices and how they impact client reactions Real-life examples of these phrases in action and why they work so well How small shifts in language can help you attract the right clients and gently repel the wrong ones 🎯 Language is a powerful tool, and with these two simple swaps, you’ll find yourself having smoother, more productive client conversations. Give them a try, and you might be surprised at the results! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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252: A Menu of Things AI Can Do For You to Pick From with Ben Olsen 1:07:55

לפני 13 weeks1:07:55

1:07:55

Artificial intelligence is transforming the financial advisory space faster than ever. In this episode, Ben Olsen of Bmo Automation returns to break down the latest AI advancements, how advisors can leverage them, and why ignoring AI is no longer an option. From automating client communication to optimizing workflows, Ben shares real-world strategies for integrating AI into your practice. Key takeaways from this episode: 🔹 The three ways advisors can implement AI: DIY, Build, or Buy 🔹 How AI can streamline client onboarding, meeting prep, and follow-ups 🔹 Using AI for personalized email outreach and content creation 🔹 Compliance and security considerations when integrating AI 🔹 The future of AI in financial advisory and what’s coming next AI isn’t just a futuristic concept—it’s already revolutionizing how advisors work. Tune in to learn how to stay ahead of the curve and make AI your efficiency bestie! 🎧 Listen now and start leveraging AI in your practice! ----------------------- Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!) 11:13

לפני 13 weeks11:13

11:13

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: Why Uber feels so effortless compared to hailing a taxi! In this episode, we break down how Uber removed friction from the ride experience—and how financial advisors can apply the same thinking to their client journey. From onboarding to account access, every touchpoint matters. We’ll explore what friction looks like in your practice, how to identify it, and simple ways to create smoother, more enjoyable client interactions. When you remove roadblocks, you don’t just make things easier—you make yourself indispensable. Ready to Uber-ize your client experience? Let’s go! 💡 Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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250: How to Future-Proof Your Practice & Capture the 34 Trillion Dollar Shift with Guest Jackie Wilkie 53:38

לפני 14 weeks53:38

53:38

Women will influence over $34 trillion in assets by 2030, yet many financial advisors still overlook a crucial reality: women are not a niche—they are half the population. In this episode, I sit down with Jackie Wilkie of First Trust Portfolios to discuss why every advisor needs to rethink how they engage with female investors. We dive into how to better connect with women clients, avoid common mistakes that lead to asset attrition, and create an experience that resonates with both partners in a household. Jackie shares powerful insights and actionable strategies to help advisors future-proof their practices and build deeper, lasting relationships with women investors. 💡 What You’ll Learn in This Episode: Why women investors are often overlooked—and how to change that 🏦 The biggest risk advisors face with asset attrition after a life transition ⚠️ How to engage both partners in a client relationship 💬 Proven strategies to create female-friendly client experiences 🎯 Creative event ideas that help women clients become your biggest advocates 🍷 If you want to retain more clients, strengthen relationships, and stay ahead of the $34 trillion wealth transfer, this episode is a must-listen! 🎧 Listen now & subscribe for more actionable strategies for financial advisors! ----------------------- Connect with Jackie on LinkedIn HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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249: Impact Score: Rate Your Client Service Model 26:51

לפני 15 weeks26:51

26:51

Are you doing things in your business just because you think you're supposed to? Too often, financial advisors continue running the same client service playbook without questioning its true value. In this episode, we introduce an unconventional KPI—your Impact Score—to help you evaluate whether your client service efforts are making a real difference. By measuring both impact and effort, you can determine if it’s time to refine your approach, shift your focus, or even cut out initiatives that no longer serve your clients. Key takeaways from this episode: How to use the Impact Score (1-4 scale) to evaluate meetings, webinars, events, and client touchpoints Why some of your long-standing service offerings may no longer be as valuable as you think The power of "killing your darlings"—eliminating low-impact, high-effort activities to free up resources A step-by-step process to audit your service calendar and maximize value for your clients How to shift your time and energy toward more high-impact activities that create real client engagement By the end of this episode, you’ll have a clear framework to assess whether your efforts are truly moving the needle or if it’s time to redirect that energy elsewhere. Let’s make sure every touchpoint in your client experience is purposeful, impactful, and worth your time! ----------------------- Episode 106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer Episode 182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer Episode 95: 4 KPIs to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD* Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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248: AI Automation Made Easy: How to do DIY AI in Your Advisory Business 1:17:37

לפני 16 weeks1:17:37

1:17:37

Ready to supercharge your efficiency with AI the easy way? In this episode, I sit down with AI consultant and former financial advisor Ben Olsen to explore how AI is revolutionizing the financial planning industry. We dive into practical applications that can help advisors become more efficient, boost profitability, and enhance the client experience. 🎧 What You’ll Learn in This Episode: How AI can increase your revenue per hour while cutting your workload ⏳💰 The best ways to use ChatGPT for newsletters, emails, and client research 📩📊 The rise of AI-powered note-taking tools for financial advisors 📝🤖 Why automations and integrations are the future of advisor efficiency 🔄🚀 How to get quick wins with AI without overhauling your entire tech stack ⚙️✨ Ben shares real-world examples of how AI is transforming firms and why 2025 will be a defining year for AI adoption in financial services. Whether you’re an AI skeptic or ready to dive in, this conversation will open your eyes to new possibilities. ---------------------- Watch the AI Made Easy Webinar HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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