155: Ideas to Implement: Part Two--Your Ultimate Guide to Resources from my Website and Beyond

The Efficient Advisor: Tactical Business Advice for Financial Planners

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.

Species Unite

1
Trevor Ritland: The Golden Toad 34:01

לפני 24 ימים34:01

הפעל מאוחר יותר

רשימות

לייק

אהבתי

34:01

I think you could probably go back and track the stages of grief, probably that is what I went through. But I think if you do it right, you end up at acceptance. And that's where I ended up. And that's not to say that I've fully accepted the idea that the golden toad is extinct. Personally, I do still hold out hope that it could still be out there in those forests." - Trevor Ritland This conversation is with Trevor Ritland, who—along with his twin brother Kyle—authored The Golden Toad . The book chronicles their remarkable journey into Costa Rica’s cloud forest, once home to hundreds of brilliant golden toads that would emerge for just a few weeks each year—until, one day, they vanished without a trace. What began as a search for a lost species soon became something much more profound: a confrontation with ecological grief, a meditation on hope, and a powerful call to protect the natural world while we still can. Links: SpeciesUnite.com Kyle and Trevor: https://kyleandtrevor.com/ Instagram: https://www.instagram.com/adventureterm/ Goodreads - https://www.goodreads.com/book/show/222249677-the-golden-toad Amazon - https://www.amazon.com/Golden-Toad-Ecological-Mystery-Species/dp/163576996…

לפני שנתיים 11:23

MP3•בית הפרקים

--------------------
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 the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation 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.

291 פרקים

#Entrepreneur #Business #Marketing #Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

155: Ideas to Implement: Part Two--Your Ultimate Guide to Resources from my Website and Beyond

The Efficient Advisor: Tactical Business Advice for Financial Planners

published לפני שנתיים

שתפו

MP3•בית הפרקים

Learn more about the Group Coaching & Mastermind HERE!

291 פרקים

#Entrepreneur #Business #Marketing #Libby Greiwe

כל הפרקים

The Efficient Advisor: Tactical Business Advice for Financial Planners

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291: Behind the Scenes: Is Group Coaching the Missing Link Your Advisory Practice Needs? 35:34

לפני 14 hours35:34

35:34

Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This episode dives deep into what the Systems to Scale Group Coaching Program is really all about. If you’ve ever wondered whether it’s the right fit for your stage of business—or how it can actually transform your practice—this is your go-to guide. Libby shares program structure, what kind of advisor it’s perfect for, who it’s not for, and real results from past participants. In this episode, you’ll learn: Why this 10-month coaching program helps advisors shift from overwhelmed to organized How the pod-based structure builds community, accountability, and peer wisdom What core systems and processes are developed (like onboarding, client service models, SOPs, and more) Who this program is designed for—and who it’s not The level of support, guest contributors, templates, and resources included Whether you're solo or have a full team, the Systems to Scale coaching experience is built to meet you where you are—and help you grow. Ready to finally feel less stressed and more strategic? Tune in and decide if this game-changing experience is the next right step for you and your business. Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up 49:42

לפני 4 ימים49:42

49:42

In this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready. 🎯 Ryan shares how he carved out a unique niche working with nuclear power plant employees — and why going deep instead of wide helped him streamline his messaging, attract the right clients, and confidently scale. You’ll learn: How Ryan identified and leaned into a niche that wasn’t obvious at first Why serving one type of client helped him build a more efficient, repeatable process 🛠️ The tools he uses to delegate, document, and stop being the bottleneck How “doing it messy” allowed him to build traction without waiting for perfection What it really looks like to grow a team, refine your value, and still keep it human If you’ve been afraid to narrow your focus or feel like your growth has stalled, this convo will give you the permission (and playbook) to start building a business that runs smoother, serves deeper, and grows stronger. 🙌 There’s real freedom in focus — and Ryan proves it. 🚀 Ryan's website HERE ! Connect with Ryan on LinkedIn HERE! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently 11:18

לפני 8 ימים11:18

11:18

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 today’s episode: Ever wish your schedule had a built-in safety net? 🛑✨ In this episode, Libby shares a powerful but simple addition to your Model Week: VIP Time Slots. Learn how setting aside dedicated "just in case" appointment times can create flexibility for client emergencies, last-minute prospect meetings, or even just space to be awesome. You’ll discover how a little bit of intentional planning can reduce overwhelm, help your team protect your calendar, and give you back control—without sacrificing service or sanity. 🎯 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 ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti 52:08

לפני 11 ימים52:08

52:08

Anthony Zanetti joins Libby Greiwe to discuss the transformation from a reactive advisorypractice to a well-oiled, proactive business machine. With a background in wealth management, wholesaling, and branch leadership, Anthony brings a wealth of experience instreamlining operations, implementing service models, and scaling efficiently—all whilemaintaining a strong client experience. Whether you’re looking to optimize your processes,improve client retention, or simply get your practice running more smoothly, this episode ispacked with insights! What You’ll Learn in This Episode: ✔How to transition from a reactive to a proactive service model ✔The power of client segmentation and why not all clients should be treated equally ✔Why a structured service calendar increases efficiency and client satisfaction ✔The importance of clearly articulating your value so clients can easily explain it to others ✔How strategic workflows and automation can help you scale without burning out Anthony shares real-life examples of what works (and what doesn’t) in running a successful advisory business. He also talks about his own journey—taking a leap of faith, buying into a practice, and building a model that’s better for both clients and advisors alike. Tune in now to discover how you can create a practice that’s intentional, scalable, and built for long-term success! ----------------------------------- Connect with Anthony on LinkedIn HERE ! Anthony's website HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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287: Reactive to Proactive: 4 Moves to Make Now 21:37

לפני 15 ימים21:37

21:37

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: Feeling constantly behind and like you're always reacting instead of leading? In this episode, you’ll learn four powerful strategies to help you shift from reactive to proactive in your advisory business. From building a defined client service calendar to setting clear expectations with clients, Libby shares simple ways to get out of the weeds and into a more strategic role. Organize your calendar Shift from reviews to strategy sessions Set better boundaries with clients Listen in for quick wins you can implement right away to reclaim your time and run your firm with intention. 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 ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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286: 8 Processes That Every Financial Advisor Needs to Achieve Scale 1:05:06

לפני 18 ימים1:05:06

1:05:06

Running a successful advisory firm isn’t just about giving great advice—it’s about building a business that runs smoothly, scales sustainably, and delivers an outstanding client experience. In this episode, Libby dives deep into the six core and two bonus processes every advisor should have in place to create a streamlined, self-running, and scalable practice. Whether you're solo, growing a team, or running a firm, this episode is your blueprint to operational efficiency 🚀 Here’s what you’ll learn in this episode: 👉 The 8 must-have processes that every advisor, regardless of business model, should implement 👉 How to turn your client experience into a growth and referral machine 👉 Why documenting your processes leads to better delegation, efficiency, and consistency 👉How to scale your time by productizing your planning process From onboarding to referrals, marketing to service models, this episode walks you through how to level up each area with intentional, repeatable, and client-centered strategies. If you’re ready to stop winging it and start building a business that serves you as much as it serves your clients, you won’t want to miss this episode. Check out this episode # 22 : Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines HERE! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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285: 6 Key Must Haves for a Remarkable SOP 24:59

לפני 22 ימים24:59

24:59

In this episode, we’re diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound thrilling at first, mastering these tools can completely transform your business—from client experience to team delegation and operational consistency. Whether you're starting from scratch or optimizing what you already have, this episode will walk you through exactly how to create workflows that protect your time and wow your clients. Plus, we’ve included downloadable templates to make implementation easier than ever. Here’s what you’ll learn in this episode: What a workflow and SOP actually are—and why they matter The six essential elements of a great SOP (hint: it’s more than just steps!) The most common mistakes advisors make when building workflows How to test and refine your SOPs before automating Why keeping a non-digital copy of your workflows is critical for long-term success By the end of this episode, you’ll have the clarity and tools to begin creating your onboarding SOP template—a foundational piece that will support every client interaction moving forward. This is where your onboarding process becomes referable, repeatable, and remarkable. Let’s get building! 🧩 Create SOPs with Scribe HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

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284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong 36:10

לפני 25 ימים36:10

36:10

We’re halfway through the year, advisors — and you know what that means. It’s time to hit pause, get real about what’s working (and what’s not), and make sure you’re set up to finish strong. In this episode, I’m sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for the second half of the year. Here’s what you’ll learn in this episode: 1️⃣ How to run your own S.Q.U.A.D Analysis (a fresh spin on SWOT just for advisors) 2️⃣ Which strengths you should scale — and which ones you shouldn’t 3️⃣ How to spot the quicksand that’s secretly dragging you down 4️⃣ The one-page Direction plan to keep you realistic and focused on what matters 5️⃣ How to pick your top 3 goals for the next quarter (without burning yourself out) No matter where you stand right now — ahead, behind, or coasting — this is your chance to recalibrate and play the rest of the year on purpose. Grab a notebook, your favorite coffee (mushroom for me, please), and let’s map out a second half you can feel proud of. Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

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283: Why Your Clients Feel Buyer’s Remorse (And What to Do About It) 21:29

לפני 29 ימים21:29

21:29

In today’s episode of The Efficient Advisor, we’re diving deep into the psychology that makes or breaks your client onboarding experience. There’s a lot happening in your client’s brain during those first 100 days — excitement, trepidation, and even buyer’s remorse — all at the same time. If you’ve ever had a client say yes, only to feel uncertain or disconnected later, this episode is for you. Discover how to turn those critical first 100 days into a smooth, confidence-building journey that transforms new clients into loyal fans who rave about you. In this episode, you’ll learn: 1️⃣ The hidden science behind buyer’s remorse and what it means for your practice 2️⃣ How to use the Uber effect to remove friction from your onboarding 3️⃣ Simple ways to surprise and delight clients beyond the basics 4️⃣ What most advisors get wrong after a client says yes — and how to fix it 5️⃣ The dating analogy that helps you nurture trust long after the paperwork is signed Tune in and get ready to rethink your onboarding process from your client’s perspective — because a remarkable experience doesn’t happen by accident. Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

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282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days 37:17

לפני 5 weeks37:17

37:17

What if your onboarding process could become your best marketing strategy? In this episode, Libby is joined by advisor Craig Gingerich, who shares how he turned simple strategies into a referral-generating machine. Craig took just a few actionable ideas from Libby’s First 100 Days system and turned them into major wins. Whether you're a new advisor or have been in the game for years, this episode is packed with practical tips you can start using right away to get more referrals and build deeper client relationships. 🎯📈💬🎉📬 Here’s what you’ll learn in this episode: How Craig used just two onboarding tweaks to massively increase referrals The psychology behind why the first 100 days are so powerful Creative (and easy) ways to delight new clients right out of the gate Why onboarding isn't just about paperwork—it's your secret marketing weapon The tools, scripts, and templates Craig used without reinventing the wheel You’ll walk away inspired and equipped to rethink how you welcome new clients—so they feel seen, supported, and excited to refer others. If you're curious about the First 100 Days Course Libby mentions, stick around after the interview for all the juicy details on how to enroll (and why now is the best time!). Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

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281: Unpopular Opinion: Why You Can and Should PAUSE Growth Sometimes 17:10

לפני 5 weeks17:10

17:10

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, Libby shares a refreshing perspective that challenges the hustle mindset so common in our industry. Drawing parallels between climbing Mount Everest and building a business, she explains why taking a strategic pause can be a powerful growth move. You'll learn why it's not only okay—but essential—to step back, recalibrate, and get really good at delivering on what you already have in place 🎯📉🧗 Whether you're feeling overwhelmed, refining your client experience, or just needing permission to breathe, this episode gives you practical and mindset-shifting insights to help you grow sustainably—on your terms. 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! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

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280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss 45:34

לפני 6 weeks45:34

45:34

Running an efficient, scalable advisory practice isn’t just about serving clients—it’s about having the right processes, tech, and people in place to keep everything running smoothly. In this episode, I sit down with Joe Moss, COO of an RIA and financial tech expert, to unpack the key operational strategies every financial advisor needs to optimize their practice. Joe shares his journey from real estate and staffing to transforming financial advisory operations, how advisors can rethink their tech stacks, and why hiring a COO (or thinking like one) can be a game-changer for firm efficiency. If you’re looking to streamline your business, improve your workflows, and leverage the best technology without distraction, this episode is packed with insights you won’t want to miss! 🔥 What You'll Learn in This Episode: The biggest operational mistakes advisors make and how to avoid them How to build an efficient team structure that supports firm growth The must-have tech tools for advisors (and how to stop overcomplicating tech) Why advisors struggle with delegation—and how to finally fix it The COO mindset: How to think strategically about running your firm Whether you’re ready to hire an operations leader or just want to tighten up your business, this episode will help you make smarter decisions and create a more efficient practice. 🎧 Listen now & subscribe for more insights to optimize your advisory firm! Check out Joe’s Book, The Ultimate AdvisorTech Stack for 2025, HERE ! Connect with Joe on LinkedIn HERE ! Joe's Skool Group HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

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279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem 11:16

לפני 6 weeks11:16

11:16

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! In this episode, we dive into a common misstep advisors make—solving for the wrong problem. Are you actually demand-constrained or supply-constrained? 🧩 You’ll learn how to quickly diagnose where your true bottleneck lies, what to focus on based on your answer, and what to stop wasting time on. Whether you’re drowning in clients or staring at an empty calendar, this episode will help you get clarity, cut the noise, and start making the right moves 🚀💼 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 ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

לפני 32 weeks8:26

8:26

The Efficient Advisor: Tactical Business Advice for Financial Planners

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237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework 32:31

לפני 33 weeks32:31

32:31

Systematize! Just the word alone gives me tingles up and down my spine. It’s no surprise, but it’s one of my favorite layers of my Systems to Scale Framework . Why? Because this is where we build upon all of the previous weeks and it all comes together. This is where we get real about automation, delegation, deletion, and streamlining. In this episode, we’ll dive into: Time-management techniques to implement How to automate, delegate, delete, and streamline Why you need a recommendations template SOPs, templates, & checklists GALORE! Don’t forget to download the Systems to Scale Framework™ HERE ! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love! ----------------------- Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall 10:54

לפני 33 weeks10:54

10:54

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 from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall --------- LINKS FROM THIS EPISODE: Download the Systems to Scale Framework Here ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall 56:49

לפני 34 weeks56:49

56:49

But what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTS We are stepping away from the S2S Framework this week, because the end of the year is coming, and we’ve got a small window of time to maximize your own tax savings before the end of the year. If you’re anything like me, the end of the year was all about the clients. Scrambling to get their Roth conversions done, tax harvesting, QCDs, and all the things. My own taxes were in the back of my mind, but everyone else came first . I did an episode a few months ago with a tax strategist that works with your clients… but what about a tax advisor for advisors!? Well, today I am going to introduce you to my friend Catherine. Her CPA firm specializes in doing tax strategy and advice for financial advisors. In this episode, we’re digging into: Common Tax Mistakes Financial Advisors Make —and How to Avoid Them Year-End Tax Strategies: How Advisors Can Maximize Savings Before December 31st What is a Healthy Profit Margin for an Advisory Business? The Power of Proactive Tax Planning for your Firm - What A CPA Relationship Should Look Like This episode is just for you, Advisors. An opportunity to take a step back and make sure you are taking care of your own business and your own strategy. ----------------------- LINKS FROM THIS EPISODE: Connect with Catherine here ! Catherine’s Website dominiones.com Watch Catherine’s Podcast here ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework 32:13

לפני 35 weeks32:13

32:13

It’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through! In Week 3…it’s all about creating processes for ATTRACTING your ideal client avatar and making it EASY for them to choose to do business with you. This week we’ll talk about: Productizing your offerings (How to package and price your services) Building out your “How Story” (Free Download!) Updating your brand story across all marketing channels Creating social media starts based off your brand pillars and how story Getting started in video!!!! Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love! ----------------------- LINKS FROM THIS EPISODE: Sign Up for the Systems to Scale Group Coaching & Mastermind Here ! Episode #052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision Episode #062 (and Download!): Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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233: Ideas to Implement - How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework 12:48

לפני 35 weeks12:48

12:48

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 from Tuesday's podcast: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework --------- LINKS FROM THIS EPISODE: Download the Systems to Scale Framework Here ! Book Recommendation: Built to Sell by John Warrilow Episode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework 35:36

לפני 36 weeks35:36

35:36

It’s Week 2 of the Systems to Scale Framework™ Podcast Series . As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. In Week 2…it’s all about creating some of my favorite processes. This week we’ll talk about: Building out your start-to-finish financial planning process (my favorite!!!!) How to distill these processes down into SOPs and get it documented Designing your client experience process (another favorite!) How to create SOPs and a documented client experience Establishing your client service model These five steps are some of the most CRUCIAL processes for having a business that is scalable and organized. Don’t forget to download the Systems to Scale Framework™ HERE ! ---------------------- LINKS FROM THIS EPISODE: Sign Up for the Systems to Scale Group Coaching & Mastermind Here ! Book Recommendation: Built to Sell by John Warrilow Episode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework 49:35

לפני 37 weeks49:35

49:35

This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized them for you! This is the framework that we work off of for our group coaching program… which kicks off January 9th, 2025, and the signups for that start THIS WEEK! Essentially, there are 6 layers that these processes fall into, so I think of it like a cake. Each layer has its own ingredients and when you add all the right ingredients in the right order, layer after layer, you end up with a super sweet delicious business—and a life that you love. Over the next 6 weeks together we’re going to dive into each of these 6 levels. There are: Define, Create, Attract, Systematize, Scale, and Lead. Each week we’ll walk through the layer, and what’s involved, I’ll give you a roadmap to build out that level. In today’s episode, I describe each of the 6 levels of the System to Scale Framework™ and we’ll dive right into the first level… DEFINE. Throughout this series, I’m throwing a bunch of resources, guides, templates, etc at you! These are some awesome resources to help you build out each of these levels in your business. ------------ LINKS FROM THIS EPISODE: Join the Systems to Scale Group Coaching & Mastermind HERE ! Episode #8: Elevate your Elevator Pitch & Worksheet - Here ! Episode #10: How to create a laser-focused marketing message that speaks directly to your ideal client & Workbook - Here ! Episode #30: How to add lighter fluid to all your conversations with Deirdre Van Nest - Here ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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230: The Client New Year's Letter You Need to Write Now! 37:36

לפני 38 weeks37:36

37:36

Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter. Really, Libby? A letter is going to make a difference? ABSOLUTELY, but the catch is you have to include the right things. It’s easy for clients to lose sight of all the work you do behind the scenes, but a well-crafted New Year’s letter can change that. In this episode, I’ll guide you through exactly what to include in a letter that not only recaps the services and support you provided over the past year, but also shows clients the value you bring to their lives. Plus, we’ll cover how to preview upcoming changes and improvements in a way that builds excitement and trust. We want your clients to ooze with appreciation over 2025 and excitement for working with you in 2025! In this episode we’ll cover: How to use an Impact Score to rate your Client Service Model. How to use this letter to reinforce the Behind-the-Scenes work that you do, reminding them of the value you bring Set expectations and build excitement for 2025 and the changes that come along with a new year in your business And, SO MUCH MORE! Ready to take your client communications to the next level? I’ll share tips and resources to help you craft a New Year’s letter that’s personalized, impactful, and memorable. Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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229: Tax Strategy for Your Boring W-2 Clients and Beyond 46:53

לפני 39 weeks46:53

46:53

When I was running my practice, I dreamed of having a tax professional who would do actual tax strategy. Like WAY MORE than just getting behind my Roth conversions or more traditional ideas like QCDs, but someone that could actually sit down with my clients and tell them if they should buy their car through their business, tell them what type of entity they should be, help my boring W-2 clients find clever ways to strategize to save tax dollars well in advance of tax season, figure out a way for them to deduct their Starbucks obsession (and she shares this story in this episode), or if doing an AirBnB makes sense for their lake house… you know what I’m talking about a TAX STRATEGIST… not just a CPA. Enter, Shauna the Tax Goddess. Yes, that’s the name of her company and she’s known as the Tax Goddess because she is one of the most highly credentialed tax strategists in the United States. In this episode, Shauna gives us a glimpse into the world of tax strategy and how they help advisors’ clients get creative and save boatloads of tax dollars without getting into the gray area of the tax code. We get into: How having deeper conversations leads to unique tax savings opportunities How to turn a hobby into a potential business for your clients What the IRS considers reasonable… and Shauna shares an example that might floor you as it did me! How tax strategy differs from tax preparation and basic tax ideas If nothing else, you will be entertained by this episode! S chedule a time to learn more about The Tax Goddess and what they can do for your clients! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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228: 8 Productivity Hacks to Work More Efficiently 34:08

לפני 40 weeks34:08

34:08

We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of the major things you needed to do. YET, you felt slammed all day! So here’s the questions we’re going to seek answers to today… How do you ACTUALLY get things done in your time blocks without getting distracted? What do you do if your energy is off and you just don’t feel like doing that thing you had scheduled? How do you manage your time when random tasks and crap just pop up in your business that you have to deal with? How do you not get sucked into the vortex that is random to dos, being all over the place, and juggling all the balls? I mention it all the time–that to scale your business you have got to scale yourself first…. These are the questions I hear from advisors in our coaching and these are certain questions I had for myself that I had to test, try, tweak, and seek out answers to for myself in my own business. In today’s episode, I am going to share EIGHT tips & tricks I uncovered over my nearly 2 decades in the business that worked for me when it came to actually getting done what I was supposed to… when I was supposed to do it. This includes a rapid-fire power hour, iron butt time, and the Pomodoro method. Intrigued? Let's go… --------------- Links from Today’s Episode: Grab the guided Brain Dump PDF here ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin 46:14

לפני 41 weeks46:14

46:14

Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field. In this episode we’ll share insights on: What To Do Beyond Basic Calculations: College planning involves strategies that extend far beyond simple tuition calculations. College Planning Fintech: What tools should advisors be using AND staying way from Expertise: How does an advisor build expertise in this unique category Tactical Ideas: Ross shares several tactical ideas and strategies that you can start sharing with clients today Value Addition: Advisors can significantly enhance their value by engaging in more complex college planning. Join us as we welcome Ross Riskin, whom I am calling a college planning genius. Ross will guide us through advanced strategies to elevate your college planning game from ordinary to extraordinary. Links from this episode: AICCFC Main Website Learn More About the CCFC Designation Progra m Learn More About the AICCFC | XYPN LIVE Pre-Con Event Connect with Ross Riskin Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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226: How to Design Your Perfect Schedule - Replay with Download 48:10

לפני 42 weeks48:10

48:10

The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and i’m putting in double that!" I feel that on so many levels because that was me early on. In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule. This perfect schedule, or what I call a Model Week, is a schedule that you’ve designed, with intention, that suits your personality, for your business goals, with your energy levels, and your work/life balance objectives in mind. In this podcast Libby will cover: How to build and reiterate the perfect schedule for YOU! How to use your business goals and personal goals to drive your schedule Tips and tricks on how to build it around your energy levels and personality traits Uncovering what’s broken in your schedule and how to adjust it and play with it until it works just right And, of course, I give you my template so that you can build your own model week! My goal is to help you not have to recreate the wheel… so use mine! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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225: Ideas to Implement - Complete a Time Study to Boost Productivity Now 6:58

לפני 42 weeks6:58

6:58

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: Complete a Time Study to Boost Productivity Now --------- LINKS FROM THIS EPISODE: Grab your time study template here ! Episode with Michael Kitces on Time Tracking and Model Week Episode on 8 Productivity Hacks to Work More Efficiently Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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224: Complete a Time Study to Boost Productivity Now 41:44

לפני 43 weeks41:44

41:44

On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time. Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too. Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more balance. Join us as we explore the benefits of a time study and learn actionable steps you can take to streamline your workday and increase your productivity. But, there is a right way and a wrong way to do a time study. In This Episode, We Cover: How a time study helps identify time-wasting tasks and increase efficiency in your business. The best way to actually track your time. How to actually analyze time study results and do something about it. Practical tips on delegating tasks, setting boundaries, and maximizing your energy levels throughout the day. Tools, resources, and strategies to help you conduct a time study and optimize your schedule. Tune in to learn how to take back control of your time and make the most of every day! --------- LINKS FROM THIS EPISODE: Grab your time study template here ! Episode with Michael Kitces on Time Tracking and Model Week Episode on 8 Productivity Hacks to Work More Efficiently Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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223: How to Write a Book in Just 6 Weeks with Guest Paul McManus 49:04

לפני 44 weeks49:04

49:04

Have you ever dreamed of writing a book, but found yourself held back by thoughts like: “It sounds too hard.” “I don’t know what I’d write about that hasn’t been done before.” “I’m not really good at writing.” “I don’t even know where to start—or who has the time?” You’re not alone in this. Many of us have the aspiration to write a book but get stuck at the starting line. The good news is that you can overcome these hurdles, and we’re here to help you do just that. In our latest podcast episode, we’re thrilled to have Paul McManus, a seasoned expert in book writing, join us. Paul is here to demystify the process and show us how to write a book in just 6 weeks! Imagine the possibilities of having a book that serves as your ultimate marketing tool, enhances your authority, and supports your prospecting efforts. No more excuses—if writing a book has been on your heart, this episode is your chance to make it happen. Tune in and discover how to turn your book idea into a reality faster and more easily than you ever imagined. ----------- LINKS FROM THIS SHOW: Connect with Paul McManus here ! BOOKS MENTIONED: Paul's book: The Short Book Formula Built to Sell by John Warrilow The Art of War by Sun Tzu The Prince by Niccolo Machiavelli Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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222: Ideas to Implement -Growing a National Niche Empire - Advisor Success Story 14:34

לפני 44 weeks14:34

14:34

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: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty LINK FROM THIS SHOW Find out more about Financial Cop Here Connect with Nick Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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221: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty 46:13

לפני 45 weeks46:13

46:13

Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of takeaways and practical ideas for you as you grow your financial planning business. In this episode, I interview an advisor who started off selling senior trips, became a police officer, and then built a financial planning empire by working with what he knows. Today’s episode is the ultimate power move in niche marketing and explores what it takes to grow, scale, and build a national brand. What I love about Nick is that he is so self-aware. Nick shares the hard parts about scaling and some of the struggles that come along with moving from advisor to CEO. He discusses how he’s brought in various coaches and mentors to help him avoid mistakes, build up his weaknesses, and strengthen his strengths. So, if you want to be inspired, convinced to narrow your market, and straight-up impressed, this is the episode for you! In this discussion, we dig into: - Transitioning from advisor to CEO - How to build a trustworthy team - Proactive hiring - The benefits of niching down - Building a national brand --- LINK FROM THIS SHOW Find out more about Financial Cop Here Connect with Nick Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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220: Ideas to Implement - When Part of Your Business is a Mess 10:07

לפני 45 weeks10:07

10:07

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: When Part of Your Business is a Mess Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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219: When Part of Your Business is a Mess 30:14

לפני 46 weeks30:14

30:14

Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love. In this episode we'll discuss: The reality of a messy business How to identify the messy part and what to do about it How overthinking is just procrastination in disguise The antidote to chaos And how to Bless and Release As always, you just need to identify that one RIGHT next step for your business and take some messy action! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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218: Ideas to Implement --Create a Laser-Focused Marketing Message that Speaks to Your ICA 12:27

לפני 46 weeks12:27

12:27

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 Laser-Focused Marketing Message that Speaks to Your ICA LINKS: Download Your “Laser Focused Marketing Message and ICA” Worksheet Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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217: FREE DOWNLOAD Create a Laser-Focused Marketing Message that Speaks to Your ICA 31:21

לפני 47 weeks31:21

31:21

Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking for Understanding these important things about your clients allows you to craft a message that helps you stand out from the sea of advisors and helps you add immense value…which makes you super referable! In this podcast, Libby will give you: A step-by-step exercise on how to craft your Ideal Client Avatar and ways to figure out where your “sweet spot” is for planning A specific roadmap of questions to ask that will lead you to your laser-focused language Ideas and examples of how to implement these results in different areas of your business, such as social media, planning process, referral process, and more! Tune in now to learn how to create authentic, client-centered marketing that boosts your business! LINKS: Download Your “Laser Focused Marketing Message and ICA” Worksheet Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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216: Ideas to Implement -- Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick 11:28

לפני 47 weeks11:28

11:28

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: Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick LINKS FROM THIS EPISODE: Connect with Josh Here Follow Josh on Instagram Here Listen to Josh’s Podcast Here Books Mentioned: Rocket Fuel Traction: Get a Grip on Your Business Good to Great Who Not How Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick 51:16

לפני 48 weeks51:16

51:16

It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔 In today’s podcast episode, The Efficient Advisor, Libby Greiwe , sits down with Josh Kosnick to discuss a great starting place—implementing an entrepreneurial operating system (EOS). Kosnick is an EOS pro who explores the transformative power of this system for financial advisors. We get into all things EOS, including: EOS tools you can use daily How to stop micromanaging Why you need someone with OCD if you have ADD Empowering your team Becoming an effective leader Defining, identifying, and hiring key roles Tune in now to learn how EOS can be a game-changer for your business, providing you the tools and strategies to build a business and life you love! 💞 LINKS FROM THIS EPISODE: Connect with Josh Here Follow Josh on Instagram Here Listen to Josh’s Podcast Here Books Mentioned: Rocket Fuel Traction: Get a Grip on Your Business Good to Great Who Not How Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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214: Ideas to Implement -- How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith 12:05

לפני 48 weeks12:05

12:05

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: How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith LINKS FROM THIS EPISODE: Connect with Jo Faith on LinkedIn Here Check Out Jo Faith Copywriting Here Episodes mentioned: 10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar 008: Elevate Your Elevator Pitch Use This Link to Get a Free FinMate AI Trial and Save 10% Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo Faith 51:39

לפני 49 weeks51:39

51:39

You literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read your website, email, blog, brochure, or newsletter. And if your words are not spot on, you can lose a client before you even have a chance to meet them! In this week’s episode, host Libby Greiwe sits down with copyright guru, Jo Faith , to chat about the importance of how and what you write. With Faith’s background in financial journalism, she brings expertise and deep understanding to this podcast episode. You will learn about: What You Need at the Top of Your Website Crafting a Compelling Hero Statement Client-Centered Messaging Different Calls to Action to Meet Clients at Different Stages SEO and Social Media Strategies This episode is a must-listen if you’re looking to elevate your online presence. Tune in now! LINKS FROM THIS EPISODE: Connect with Jo Faith on LinkedIn Here Check Out Jo Faith Copywriting Here Episodes mentioned: 10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar 008: Elevate Your Elevator Pitch Use This Link to Get a Free FinMate AI Trial and Save 10% Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
212: The Meeting Notes Hack That Will Change Your Life 55:30

לפני 50 weeks55:30

55:30

Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to leverage the power of AI to transform your workflows? If so, this episode is for you! 🫵 In today’s podcast, The Efficient Advisor host, Libby Greiwe, is joined by Daniel Yoo, founder of FinMate AI, an artificial intelligence tool that will revolutionize your workflow as a financial advisor! Yoo and Greiwe explore this powerful technology and address how FinMate AI can automate the following while ensuring impeccable security: Note-taking Task assignments Follow-up emails AND SO MUCH MORE! Tune in now to learn all the ways to unlock new levels of productivity and efficiency with AI tools like FinMate AI! LINKS FROM THIS EPISODE: Check out FinMate AI Here Use THIS LINK to get a free trial and save 10% Register for the Systems to Scale Group Coaching Program Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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211: 5 Tips to Get Better Conversions When Public Speaking with Deirdre Van Nest 1:06:55

לפני 51 weeks1:06:55

1:06:55

Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few practical tips—Deirdre's insights promise to do just that. You'll discover how a strategic approach to your speaking engagements can lead to remarkable outcomes, like a 93% conversion rate during my most recent virtual keynote. Whether you're delivering keynotes, hosting webinars, or leading client workshops, Deirdre's advice is a game-changer for boosting engagement and conversions. Register for the Systems to Scale Group Coaching Program Here Book a call to see if the group program is right for you and your team Here (scroll to bottom) Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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210: Ideas to Implement -- The Client Experience Cheat Code 10:39

לפני 51 weeks10:39

10:39

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: The Client Experience Cheat Code ------------------------------------------------- LINKS FROM THIS EPISODE: Register for the Systems to Scale Group Coaching Program Here Episodes mentioned: #93: 7 Processes Every Advisory Business Needs Get Your Seda France Candle Here Grab Your AI Notetaking Free Trial and 10% Discount Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
209: The Client Experience Cheat Code 44:10

לפני 52 weeks44:10

44:10

It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working! As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and satisfied…just like Disney goers! In this episode, The Efficient Advisor, Libby Greiwe, offers three ways to evaluate your client experience: Happy, mid, and sad face Five senses exercise Fresh eyes experiment Libby also gives practical hacks to streamline and enhance your client experience. She delves into how small touches, like freshly baked cookies and a hot cup of joe, make a lasting impact. These sensory details and personal touches help to build a business that becomes a magnet for referrals. If you’re looking to be equipped with tools and strategies to create a seamless and memorable client journey that sets your practice apart, tune in now…and then sign up for the Systems to Scale Group Coaching Program that launches in August for a FULL systems and processes overhaul. Spots are limited, so register today! ------------------------------------------------- LINKS FROM THIS EPISODE: Register for the Systems to Scale Group Coaching Program Here Episodes mentioned: #93: 7 Processes Every Advisory Business Needs Get Your Seda France Candle Here Grab Your AI Notetaking Free Trial and 10% Discount Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
208: Ideas to Implement -- My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” 9:48

לפני 1 year9:48

9:48

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: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” —----------------------------------------------------------------- LINKS FROM THIS EPISODE: Register for the Systems to Scale Group Coaching Program Here Grab Your AI Notetaking Free Trial and 10% Discount Here Grab Your Copy of Tools of Titans by Tim Ferris Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” 26:48

לפני 1 year26:48

26:48

What if you could transform your financial advising business by focusing on fewer, fiercely loyal clients? 🤔 In today’s episode, The Efficient Advisor, Libby Greiwe, explores how financial advisors can reduce stress by cultivating a dedicated, smaller following rather than chasing widespread recognition. This mindset shift helps to: Prioritize quality over quantity Foster genuine connections Deliver tailor-made, value-based services Alleviate workload Build a more sustainable and rewarding business Tune in today to learn the transformative power of focusing on your ideal client avatar to truly elevate your business. Let’s go! 🚀 —----------------------------------------------------------------- LINKS FROM THIS EPISODE: Register for the Systems to Scale Group Coaching Program Here Grab Your AI Notetaking Free Trial and 10% Discount Here Grab Your Copy of Tools of Titans by Tim Ferris Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen 18:14

לפני 1 year18:14

18:14

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: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen --------------------------------- LINKS FROM THIS EPISODE Register for the Systems to Scale Group Coaching Program Here Learn More About Simplicity Ops Here Browse Simplicity Ops’ Resources Here Talk to Kate Here Grab Your AI Notetaking Free Trial and 10% Discount Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen 50:49

לפני 1 year50:49

50:49

CRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and automations. But, where do you start when it comes to actually using it as a vital part of your business instead of a glorified Roladex? In today’s episode, workflow guru Kate Guillen sits down with The Efficient Advisor, Libby Greiwe, to unpack how businesses should use their CRMs not only for mere contact databases, but also dynamic operational hubs that: Streamline processes Enhance efficiency Drive growth Deliver high-level, consistent client service Libby also explains how her upcoming Systems to Scale Group Coaching and Mastermind can help you take the automation leap! Register here to secure a spot for the August 22 launch! So, if you are looking to leverage automation to free up time and energy for yourself and your team, this podcast–--and the group coaching–--are for YOU! --------------------------------- LINKS FROM THIS EPISODE Register for the Systems to Scale Group Coaching Program Here Learn More About Simplicity Ops Here Browse Simplicity Ops’ Resources Here Talk to Kate Here Grab Your AI Notetaking Free Trial and 10% Discount Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
204: Ideas to Implement -- The Exact Framework Your Business Needs FREE DOWNLOAD 14:02

לפני 1 year14:02

14:02

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: The Exact Framework Your Business Needs **FREE DOWNLOAD** __________________________ LINKS FOR THIS EPISODE Register for the Systems to Scale Group Coaching Program Here Download the Systems to Scale Framework PDF Here Episodes mentioned: Episode 10: Marketing Episode 12: Schedule Episode 22: Client Experience Episode 52: Planning Options Episode 62: Planning Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
203: The Exact Framework Your Business Needs FREE DOWNLOAD 37:03

לפני 1 year37:03

37:03

Libby Greiwe dives into her proven business framework that she uses to help advisors build out their systems and processes in her Systems to Scale Group Coaching Program . This framework creates a solid foundation to build a systematized, scalable business. Libby explains the six main layers of the framework: Define Create Attract Systematize Scale Lead If you are looking to streamline your business while building out systems and processes, this episode—and the group coaching program—are for you! Sign up for the Systems to Scale program launching August 22! __________________________ LINKS FOR THIS EPISODE Register for the Systems to Scale Group Coaching Program Here Download the Systems to Scale Framework PDF Here Episodes mentioned: Episode 10: Marketing Episode 12: Schedule Episode 22: Client Experience Episode 52: Planning Options Episode 62: Planning Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
202: Ideas to Implement -- Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder 8:59

לפני 1 year8:59

8:59

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: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder —---------------------------------------- LINKS FROM THIS EPISODE Get on the Systems to Scale Group Coaching Waitlist Here Learn More about SmartAsset Here and Mention Philip’s name Connect with Philip on LinkedIn Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
201: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder 46:42

לפני 1 year46:42

46:42

We all need leads to grow our business, but there’s a lot of skepticism around purchasing leads—it’s a scam, it’s not worth the money, the leads are less than ideal. In today’s episode, The Efficient Advisor dismantles all the suspicions with guest Philip Snyder. Phil shares his firsthand experience, shedding light on the unexpected quality and high-value clients these purchased leads can bring. Phil details what every advisor should know when contemplating online leads, including: Initial hurdles and the trial-and-error learning curve Realistic expectations to maximize success The importance of having a structured process Strategies that focus on high net worth clients If you’re looking to grow your pipeline, it may be time to harness the power of online leads. Finally, a quick plug for the upcoming group coaching session launching August 2024. We have a special $500 discount for those on the waitlist. If you’ve been wanting to level up your practice, now is the time! Join the waitlist here to secure a spot AND save some cash! 🤑 —---------------------------------------- LINKS FROM THIS EPISODE Get on the Systems to Scale Group Coaching Waitlist Here Learn More about SmartAsset Here and Mention Philip’s name Connect with Philip on LinkedIn Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
200: Ideas to Implement -- AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen 16:53

לפני 1 year16:53

16:53

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: AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen —---------------------------------------- LINKS FROM THIS EPISODE Get on the Systems to Scale Group Coaching Waitlist Here Learn more about Beemo Automation Here Connect with Ben on LinkedIn Here AI Websites: Perplexity AI Fireflies.AI Zapier Zocks Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen 58:59

לפני 1 year58:59

58:59

A lot of people squirm at the words “artificial intelligence.” And while there are interesting implications to this cutting-edge technology, there are also some amazing ways to use AI in your financial planning business. It’s SO much more than ChatGPT. In this week’s episode, host Libby Greiwe chats with AI automation expert, Ben Olsen, to uncover the secrets to smarter, more efficient financial advising with artificial intelligence. Ben details the many ways AI can be used in practices to complete mundane tasks, allowing you more time and energy to focus your efforts on what matters most—your clients. Olsen details the many benefits to AI and how it can be instrumental for advisors, including: Writing personalized emails Generating meeting summaries Organizing client service models Automating workflows AND SO MUCH MORE! If you want to integrate the latest AI tools in your practice and stay ahead of the tech curve, this episode is a must listen! Finally, a quick plug for the upcoming group coaching session launching August 2024. We have a special $500 discount for those on the waitlist. If you’ve been wanting to level up your practice, now is the time! Join the waitlist below to secure a spot AND save some cash! Now, let’s learn how to harness AI tools for research, meeting summaries, workflow automation, and much more in today’s episode! Let’s go! 🚀 Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
198: Ideas to Implement -- Strategies to Finish What You Start and Achieve Project Success 12:27

לפני 1 year12:27

12:27

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: Strategies to Finish What You Start and Achieve Project Success -------------------------- LINKS FROM THIS EPIOSDE: Get on the Systems to Scale Group Coaching Waitlist Here Grab your copy of Finish by Jon Acuff Here 92: What Business Data to Track in 2023…And How to Actually Use It With Guest Erica Pauly 168: How to Delegate More Nuanced Tasks Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
197: Strategies to Finish What You Start and Achieve Project Success 46:21

לפני 1 year46:21

46:21

Sometimes it’s so hard to finish those pesky projects on the to-do list. We start. We stop. We start again. And we stop again. The cycle goes on and on. Anyone else resonate with this?!? 🙋🏻‍♀️ In today’s episode, The Efficient Advisor host, Libby Greiwe, shares some tips and tricks for kick-starting your projects AND seeing them through to completion! ✅ Not only does she share her personal strategies, but also pulls insights from this month’s #fakebookclub book Finish by Jon Acuff. 📚 The podcast details: Effective goal setting and accountability Breaking down large tasks into smaller, achievable chunks Prioritizing projects to maintain momentum Perfectionism and the hurdle it creates to productivity Finally, Libby introduces her Systems to Scale group coaching program, designed to help advisors streamline business processes with ease using proven templates, frameworks, and collaborative environments. Get on the waitlist below for special offers! Join us now for a deep dive into practical strategies that help you finish what you start, turning your practice into a well-oiled machine of efficiency and success! Episodes Mentioned: Get on the Systems to Scale Group Coaching Waitlist Here Grab your copy of Finish by Jon Acuff Here 92: What Business Data to Track in 2023…And How to Actually Use It With Guest Erica Pauly 168: How to Delegate More Nuanced Tasks —--------------------- LINKS FROM THIS EPISODE Get on the Systems to Scale Group Coaching Waitlist Here Grab your copy of Finish by Jon Acuff Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong 11:10

לפני 1 year11:10

11:10

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: Project Management vs Client Tasks with Guest Lauren Hong —------------------------------------------------ LINKS FROM THIS EPISODE Connect with Lauren on LinkedIn Here Check out Out & About Communications Here Visit Asana’s website Here Learn more about ClickUp Here Check out Trello Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
195: Project Management vs Client Tasks with Guest Lauren Hong 50:01

לפני 1 year50:01

50:01

Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them all in the air, and oftentimes it’s a total unorganized mess! Nothing would feel better than to get ALL. THE. THINGS. organized once and for all! In this week’s episode, host Libby Greiwe chats with Lauren Hong, founder of Out & About Communications, about using platforms to streamline tasks and enhance team collaboration so you can achieve business goals with precision and efficiency. Hong details the many benefits of using project management tools, including: Project Management vs Task Management Avoiding recurring mistakes Automating workflows When and when not to use your CRM Maintaining a comprehensive log of activities If your goal is to create an organized, efficient, and enjoyable business environment, take a listen to this week’s episode for practical organizational tips that will help your business soar to the next level! —------------------------------------------------ LINKS FROM THIS EPISODE Connect with Lauren on LinkedIn Here Check out Out & About Communications Here Visit Asana’s website Here Learn more about ClickUp Here Check out Trello Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion 14:05

לפני 1 year14:05

14:05

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: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion ----------------- LINKS FROM THIS EPISODE Episode #146: How to Use a Template to Stay Organized and Deepen the Client Relationship Grab Your Ticket for the RTS Tax Summit Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion 24:37

לפני 1 year24:37

24:37

Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that you should be taking your best clients out to dinner... but when? You've got a calendar full of soccer practices and baseball games. Are you missing out on the secret sauce of the client experience? This episode is a breath of fresh air for advisors feeling overwhelmed by the expectation of social engagement, reinforcing that stellar service during business hours lays the groundwork for client satisfaction and the growth of your practice. You can build a high referable practice without killing yourself or going over the top. Join me for this frank discussion on what I call "The Dentist Rule." Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
192: Ideas to Implement - Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor 8:16

לפני 1 year8:16

8:16

VEach 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: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor . Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
191: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor 23:55

לפני 1 year23:55

23:55

One of the hardest roles advisors face is helping a potential client “break up” with their previous advisor. It can get awkward, dicey, and downright weird. 🥴 But you can turn this tricky situation into a peaceful process for your clients and make a GREAT first impression if you do it well! In today’s episode, Libby shares some tips for this break up process that worked well in her advisory practice, including: Choosing your words carefully—language matters What to do before you even move money—help reduce retention risk Providing them helpful language—eliminate hard feelings when they break up with their advisor And much more! Tune in now to learn some tricks on keeping it classy when engaging with potential clients. Your business…and clients…will thank you! 🙏 Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
190: Ideas to Implement - Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman 10:02

לפני 1 year10:02

10:02

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: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman. —--------------------------------------- LINKS FROM THIS EPISODE Connect with Spencer on LinkedIn Here Learn More About the Retirement Tax Services Summit Here ! Grab Your Focus Gummies Here ! Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman 44:24

לפני 1 year44:24

44:24

Burnout is real! We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of your to-do list. 🌪️ In today’s episode, Libby shines the light on burnout as she talks with guest Spencer Sherman. Together, Libby and Spencer tackle some important topics, including: Finding your flow state Mindfulness exercises to cultivate a less reactive mind Turning off your “to do list” mindset Allowing more space for your clients in meetings Finding balance between success and enough If you’re looking to lighten the load and have more margin in your life, tune in to this week’s episode for some practical and tactical advice that will enhance your own performance and happiness. Let’s go! 🚀 —--------------------------------------- LINKS FROM THIS EPISODE Connect with Spencer on LinkedIn Here Learn More About the Retirement Tax Services Summit Here ! Grab Your Focus Gummies Here ! Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships 6:45

לפני 1 year6:45

6:45

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: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships -------------------------------------------------- Links from Today’s Episode Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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187: REPLAY How to Design an On-Boarding Process to Increase the Life of Your Client Relationships 46:32

לפני 1 year46:32

46:32

You’ve heard it before…you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you! Long story short---your On-Boarding Process is CRITICAL. What you do during this time frame really really really matters. You need to demonstrate your professionalism, your organization, your commitment to customer service, and set the tone for how they will engage with you and your team. This sets the stage for what it will be like to work with your practice. Get this right…and you’ll have happy clients that turn into referral-generating machines. In today’s episode, we’re doing a deep dive into: Why the first 100 days matter most What is an on-boarding process How to systematize and delegate parts of this process How to lay down the law of working with you (kindly) How to surprise & delight your clients on any budget Why every advisor isn’t doing this The onboarding process we used in my practice -------------------------------------------------- Links from Today’s Episode Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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186: REPLAY Design Your Perfect Schedule To Get It All Done in Less Time 47:45

לפני 1 year47:45

47:45

The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!" I feel that on so many levels because that was me early on. And the number one question I got from corporate folks is, "If you could share just ONE thing with advisors from an efficiency standpoint, especially advisors in those early years of their careers, what would you share?" Luckily, the answer for both of those questions is the same thing! I get to kill two birds with one stone. But what that means is that this is foundational to working efficiently! In today’s episode, I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule. This perfect schedule, or what I call a Model Week, is a schedule that you’ve designed, with intention, that suits your personality, for your business goals, with your energy levels, and your work/life balance objectives in mind. In this episode, I will: Help you design a 'Model Week' that works for your business and life goals Share tips and tricks to maximize productivity Give examples of things that have worked and haven't worked for myself and other advisors Help you build margin and white space Guide you in methods to figure out how to tweak your schedule until it works perfectly for YOU! --------------------------------- Links from Today’s Episode Download the Model Week Template and Sample Templates Here ! Episodes Mentioned: 178: Michael Kitces on Time Management & Building Your Model Week Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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185: Ideas to Implement - Free Download Client Intel Process 10:17

לפני 1 year10:17

10:17

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: *Free Download* Client Intel Process ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn more about one-on-one coaching Here Learn More About the Retirement Tax Services Summit Here Grab Your Focus Gummies Here Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Enroll in The Perfect RIA masterclass Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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184: Free Download Client Intel Process 37:44

לפני 1 year37:44

37:44

It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰 As advisors, it’s important to take note of even the littlest details your clients share so you can create personalized experiences that make them feel known. In this episode, Libby shares about her Client Intel Process and how using this template to capture information allowed her and her team to create a customized, professional touch for all her client interactions. And, Libby shares a FREE DOWNLOAD that you can start using ASAP in your business to collect, store, and utilize client information to create truly tailored experiences. So, let’s dive into the Client Intel Process and, most importantly, how to integrate it into your business! ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn More About One-on-One Coaching Here Learn More About the Retirement Tax Services Summit Here Grab Your Focus Gummies Here Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Enroll in The Perfect RIA masterclass Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer 8:22

לפני 1 year8:22

8:22

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: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer ---------------------- LINKS FROM THIS EPISODE Connect with John on LinkedIn Here Learn More About the Retirement Tax Services Summit Here ! Grab Your Focus Gummies Here ! Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Episodes Mentioned: #106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer 31:35

לפני 1 year31:35

31:35

Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute. In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌 The goal of this virtual event was to help his clients create a lasting legacy beyond finances for their children. John gives all the details of his letter-writing event and shares how this tool not only deepened family bonds for his clients, but also redefined the advisor-client relationship. If you need an innovative value-add that is lower on difficulty and massive on impact, this may be just the thing for you! Take a listen today! P.S. The Legacy Letter was also featured on the Today Show…it’s that cool! 😎 ---------------------- LINKS FROM THIS EPISODE Connect with John on LinkedIn Here Learn About The Legacy Letter Here Learn More About the Retirement Tax Services Summit Here ! Grab Your Focus Gummies Here ! Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Episodes Mentioned: #106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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181: Ideas to Implement - Even More Good Ideas You Can Implement Today 11:29

לפני 1 year11:29

11:29

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: Even More Good Ideas You Can Implement Today --------------------------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax Services Summit Here ! Grab Your Focus Gummies Here ! Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Episodes Mentioned: #044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships - find it on iTunes here ! #91: When A Prospect Says, “I’m Interviewing Several Advisors” and What to Do About It - find it on iTunes here ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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180: Even More Good Ideas You Can Implement Today 23:47

לפני 1 year23:47

23:47

Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away. In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including: A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can implement TODAY! Let’s go! 🚀 ______________ LINKS FROM THIS EPISODE Learn More About the Retirement Tax Services Summit Here ! Grab Your Focus Gummies Here ! Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Episodes Mentioned: #044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships - find it on iTunes here ! #91: When A Prospect Says, “I’m Interviewing Several Advisors” and What to Do About It - find it on iTunes here ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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179: Ideas to Implement - Michael Kitces on Time Management & Building Your Model Week 8:39

לפני 1 year8:39

8:39

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: Michael Kitces on Time Management & Building Your Model Week --------------------------------------- LINKS FROM THIS EPISODE Connect with Michael on LinkedIn Here Learn more about Toggl Here Check out my guest appearance on Michael’s podcast Here Episodes Mentioned: #12: Designing Your Perfect Schedule to Get it All Done in Less Time Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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178: Michael Kitces on Time Management & Building Your Model Week 45:06

לפני 1 year45:06

45:06

When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different! In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚ Michael has perfected the art of time management over the years with some innovative strategies. He shares in depth about his favorite time hacks, including: Focus management versus time management Structuring model weeks Creating theme days Getting started with time blocking So, if you’re struggling to find balance or simply want to tweak your week, stop what you’re doing 🛑, grab a pad and pen to take notes 📝, and get ready to learn from the self-proclaimed Chief Financial Planning Nerd! 🤓 --------------------------------------- LINKS FROM THIS EPISODE Connect with Michael on LinkedIn Here Learn more about Toggl Here Check out my guest appearance on Michael’s podcast Here Episodes Mentioned: #12: Designing Your Perfect Schedule to Get it All Done in Less Time Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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177: Ideas to Implement - Five Good Ideas You Can Implement Today 12:30

לפני 1 year12:30

12:30

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: Five Good Ideas You Can Implement Today ---------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax Services Summit Here ! Grab Your Focus Gummies Here ! Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Episodes Mentioned: #12: Designing Your Perfect Schedule to Get it All Done in Less Time Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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176: Five Good Ideas You Can Implement Today 31:29

לפני 1 year31:29

31:29

“Ideas are easy. Implementation is hard.” After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do things in an easier way. In today’s podcast episode, Libby shares five of her simplest yet most effective ideas that help advisors, including: A simple language change to shift clients’ perspective of reviews How adding special VIP time slots can reduce stress in your schedule Why you should celebrate firing clients with your team How to create happy face experiences And much more! A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can implement TODAY! Let’s go! 🚀 ---------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax Services Summit Here ! Grab Your Focus Gummies Here ! Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Episodes Mentioned: #12: Designing Your Perfect Schedule to Get it All Done in Less Time Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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175: Ideas to Implement - Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson 8:03

לפני 1 year8:03

8:03

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: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson ---------------------- LINKS FROM THIS EPISODE Connect with Carter on LinkedIn Here ! Learn More About the Advisor Client Acquisition Kit Here ! Check Out Carter’s Estate Planning Package Here ! Learn More About the Retirement Tax Services Summit Here ! Grab Your Focus Gummies Here ! Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson 52:03

לפני 1 year52:03

52:03

We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day. In today’s episode, our guest, Carter Wilcoxson , discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some really cool stuff. This innovative, comprehensive solution is aimed at revolutionizing marketing efforts and solidifying an advisor's online presence. It offers tons of tools, including: Website design Custom video content Drip marketing campaigns Client acquisition and retention A done-for-you estate planning service If you’re looking to invest in resources that free you from time consuming tasks and can lead to a more balanced life, be sure to tune into today’s episode for immediate, high-impact actions to streamline your business. ---------------------- LINKS FROM THIS EPISODE Connect with Carter on LinkedIn Here ! Learn More About the Advisor Client Acquisition Kit Here ! Check Out Carter’s Estate Planning Package Here ! Learn More About the Retirement Tax Services Summit Here ! Grab Your Focus Gummies Here ! Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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173: Ideas to Implement - Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle 8:17

לפני 1 year8:17

8:17

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: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle ---------------------- LINKS FROM THIS EPISODE Check out the podcast Real AF with Andy Frisella here Grab your copy of Think and Grow Rich here Order The Book on Mental Toughness here Get The Five-Minute Journal here Purchase this month’s #fakebookclub book The Slight Edge here Learn more about one-on-one coaching here Enroll in the Perfect RIA masterclass here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle 46:12

לפני 1 year46:12

46:12

Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time. In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel financial advisors to the next level, including: Making relational deposits before withdrawals Fostering trust and support within relationships Investing in personal and professional development Selectively consuming literature Practicing mental fortitude and discipline If you want some practical guidance to excel in today’s crazy financial advisory world, tune in to this week’s episode. You’ll leave feeling inspired with ideas on how to pave your own path to excellence! ---------------------- LINKS FROM THIS EPISODE Check out the podcast Real AF with Andy Frisella here Grab your copy of Think and Grow Rich here Order The Book on Mental Toughness here Get The Five-Minute Journal here Purchase this month’s #fakebookclub book The Slight Edge here Learn more about one-on-one coaching here Enroll in the Perfect RIA masterclass here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation 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.…

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The Efficient Advisor: Tactical Business Advice for Financial Planners « » 155: Ideas to Implement: Part Two--Your Ultimate Guide to Resources from my Website and Beyond

155: Ideas to Implement: Part Two--Your Ultimate Guide to Resources from my Website and Beyond

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The Efficient Advisor: Tactical Business Advice for Financial Planners « »
155: Ideas to Implement: Part Two--Your Ultimate Guide to Resources from my Website and Beyond