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154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond
Manage episode 384964420 series 3460679
I am excited to share a few additional resources to piggyback off Episode 137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond.
As I’ve said, being a financial advisor is HARD, but having tested, effective tools and resources will help your business thrive in this fast-paced environment. The Efficient Advisor website is FULL of FREE and some paid resources that I’ve found. I’m excited to share with you what’s out there and where to find them! You’ll see everything from a one-page financial plan masterclass, to a cheat sheet for delegating better, to a letter template that will get those prospects to book that next appointment.
In this episode, I have put together some extra resources that will help you do things:
- Better
- Faster
- Smarter
- Cheaper
- Easier
Can I get an “A-to-the-Men!”
So, grab a hot cup of joe and tune in to this episode as we dive into the world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease.
—-------------------------------
LINKS FROM THIS EPISODE:
Episodes Mentioned:
Episode #137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond
Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
Webpages Mentioned:
The Efficient Advisor Resource Library
Libby’s Favorite Things
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass 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!
פרקים
1. 154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond (00:00:00)
2. [Ad] Audience Connection (00:10:21)
3. (Cont.) 154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond (00:11:09)
276 פרקים
154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond
The Efficient Advisor: Tactical Business Advice for Financial Planners
Manage episode 384964420 series 3460679
I am excited to share a few additional resources to piggyback off Episode 137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond.
As I’ve said, being a financial advisor is HARD, but having tested, effective tools and resources will help your business thrive in this fast-paced environment. The Efficient Advisor website is FULL of FREE and some paid resources that I’ve found. I’m excited to share with you what’s out there and where to find them! You’ll see everything from a one-page financial plan masterclass, to a cheat sheet for delegating better, to a letter template that will get those prospects to book that next appointment.
In this episode, I have put together some extra resources that will help you do things:
- Better
- Faster
- Smarter
- Cheaper
- Easier
Can I get an “A-to-the-Men!”
So, grab a hot cup of joe and tune in to this episode as we dive into the world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease.
—-------------------------------
LINKS FROM THIS EPISODE:
Episodes Mentioned:
Episode #137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond
Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
Webpages Mentioned:
The Efficient Advisor Resource Library
Libby’s Favorite Things
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass 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!
פרקים
1. 154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond (00:00:00)
2. [Ad] Audience Connection (00:10:21)
3. (Cont.) 154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond (00:11:09)
276 פרקים
כל הפרקים
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1 276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby 49:20

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

1 274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer* 46:11

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

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

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

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


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


1 266: Future-Proofing Your Advisory Firm: How to Stay Relevant in an AI - Driven World With Adam Holt 46:48

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

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

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

1 262: How You Show Up in a Crazy Market Really Matters (And What To Do!) 25:28

1 261: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster (Efficient Friday!) 13:17

1 260 - How to Review Your Q1 Business Goals Even if You’ve Only Got an Hour (Q1 CEO DAY!) 44:04

1 259: Time Management Mastery: Edit Your Calendar Like a Best-Selling Book (Efficient Friday!) 3:19

1 258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche 49:07


1 256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza 58:41

1 255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!) 14:40

1 254: AI Hacks for Marketing: Better Results with Training and Prompt Engineering with Niki Clark 41:21


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

1 251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!) 11:13

1 250: How to Future-Proof Your Practice & Capture the 34 Trillion Dollar Shift with Guest Jackie Wilkie 53:38

1 249: Impact Score: Rate Your Client Service Model 26:51

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

1 247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin 53:21
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