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

The Efficient Advisor: Tactical Business Advice for Financial Planners

Player FM - Internet Radio Done Right

הוסף לפני two שנים

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

The Agile Brand with Greg Kihlström®

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#669: It's already time to start planning for the holiday shopping season with Carey Cockrum, Cella by Randstad Digital 28:52

לפני 11 ימים28:52

הפעל מאוחר יותר

רשימות

לייק

אהבתי

28:52

Retailers are facing a rapidly evolving landscape where consumer expectations, AI advancements, and social media platforms like TikTok are redefining engagement. It feels like the holiday shopping season just ended, but when do retailers start planning for the next one, and some retailers already behind the curve for this season? Joining us today is Carey Cockrum, Director of Consulting at Cella by Randstad Digital, where she helps major brands and marketing teams optimize their strategies with data-driven insights, AI-powered content creation, and cutting-edge retail marketing trends. With the holidays just around the corner, she’s here to share what’s next for retail marketing, campaign optimization, and how brands can stay ahead in a hyper-competitive space. ABOUT CAREY COCKRUM Carey has been a part of the Creative Agency space for nearly 30 years. She has served as Designer, Creative Director, Creative Operations Lead and Agency Lead in both internal and external agencies (big and small). Carey has worked directly with C-suite stakeholders to understand organizational strategies that inform effective creative solutions. She is a bit of a data nerd and loves demonstrating results. Brands she’s supported include Fruit of the Loom, Wendy’s and Humana. In her free time, she enjoys going back to her creative roots through painting and drawing. She also spends her time improving upon the house she lives in today in Southern, MI - inside and out. RESOURCES Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

לפני שנה 49:35

MP3•בית הפרקים

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.

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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 Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

פרקים

1. 231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework (00:00:00)

2. Transformation Through Systems to Scale (00:00:01)

3. Building a Strong Financial Planning Foundation (00:07:28)

4. Building a Defined Financial Planning Foundation (00:16:21)

5. Defining Profitable Ideal Client Avatar (00:28:29)

6. Building Brand Pillars for Financial Planning (00:35:28)

7. Advisor Coaching Program Testimonials (00:47:47)

270 פרקים

#Entrepreneur #Business #Marketing #Libby Greiwe

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

published לפני שנה

שתפו

MP3•בית הפרקים

פרקים

1. 231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework (00:00:00)

2. Transformation Through Systems to Scale (00:00:01)

3. Building a Strong Financial Planning Foundation (00:07:28)

4. Building a Defined Financial Planning Foundation (00:16:21)

5. Defining Profitable Ideal Client Avatar (00:28:29)

6. Building Brand Pillars for Financial Planning (00:35:28)

7. Advisor Coaching Program Testimonials (00:47:47)

270 פרקים

#Entrepreneur #Business #Marketing #Libby Greiwe

כל הפרקים

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

לפני יומיים53:45

53:45

Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate! What you'll learn in this episode: The key mistakes advisors make when choosing and using their CRM How to ensure your tech stack aligns with your business goals and client experiences The role of AI and automation in streamlining advisory services Why understanding your ideal client is crucial for scaling your firm How to transition from reactive to proactive client service with smart tech integrations If you've ever wondered whether your tech is working for you—or against you—this episode is a must-listen! Tune in and discover how to make technology your biggest business ally. ----------------------- Register HERE for the Asset+Map Webinar! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 6 ימים9:44

9:44

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

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

לפני 9 ימים21:52

21:52

This week, Libby gets real about burnout, white space, and the power of pressing pause. She shares her journey from soul-level exhaustion to creating an intentional retreat tradition she calls Camp Libby. It’s not about productivity—it’s about reconnecting with yourself, finding margin, and remembering what it feels like to just be. Whether you’re juggling clients, family, or all of the above, this episode is your official permission slip to take a breath. 🌿 What you’ll learn in this episode: Why creating intentional white space isn't a luxury, but a leadership tool How do you not feel guilty about this practice The evolution of “Camp Libby” and how to create your own version (no tent required) Simple ideas to incorporate margin without needing a full-on retreat How white space can reignite creativity, strategy, and your sense of self This isn’t about checking off another to-do. It’s about making space to think, feel, and dream again. Whether you create your own Camp You at a cabin, coffee shop, or quiet room in your house, this episode will inspire you to pause—and protect that pause—like your best ideas depend on it. Because they probably do. 🌸 🎧 So pour the coffee, hit play, and let this episode guide you back to clarity and calm. ☀️ Camp You starts now. What will you do with your time? ----------------------- Register HERE for the Asset+Map Webinar! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 13 ימים6:50

6:50

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss why it’s time to ditch the traditional “annual review” and what to do instead. You’ll discover how a simple shift in language—from review to strategy session—can elevate your client experience, change the energy in the room, and position you as the proactive guide your clients truly need. 🔥 If you’ve ever wondered how to make your client meetings feel more valuable, purposeful, and exciting—this is the episode for you. Say goodbye to passive reviews and hello to proactive planning that moves the needle. 💡📈✨ ----------------------- Register HERE for the Asset+Map Webinar! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 16 ימים46:48

46:48

In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. As technology reshapes the industry, how can advisors stay ahead, continue to deliver exceptional value, and ensure their businesses remain competitive? Adam shares his insights on the challenges advisors face and the strategic shifts necessary to thrive in the future. Key Takeaways: How AI and automation are reshaping financial planning Why relationship currency is no longer enough to retain clients The importance of proactively delivering value before clients ask Strategies for engaging the next generation of clients Rethinking fee structures to align with the modern advisory model Adam and I explore what it takes to remain relevant in an era where technology can generate financial plans in seconds. He challenges advisors to ask themselves: Do my clients see my value as greater than the cost? If not, it’s time for a strategic shift. Tune in to learn how you can future-proof your business and create a client experience that sets you apart. ----------------------- Register HERE for the Asset+Map Webinar! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 20 ימים17:18

17:18

Running your day with intention doesn’t have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time blocks, writes in specific tasks, and uses structure to create more freedom. Whether you’re in the thick of client meetings or juggling team leadership with family life, this system will help you stop spinning your wheels and start finishing the right things. Here’s how Libby sets herself up to lead each day instead of react to it. What you’ll learn in this episode: How to end the day before with planning the next day out The difference between time blocking and actually assigning tasks How to identify your “Big 3” priorities and protect them The simple gratitude practice that grounds you before the chaos hits How white space can either be intentional—or where productivity goes to die If you’ve ever blocked out time for “admin” and then stared at your screen not knowing what to do next, this episode will give you a simple and powerful shift. Plus, Libby shares the exact planner she uses (spoiler: it’s not the one she used to love). Take 10 minutes tonight, plan tomorrow like a pro, and wake up already ahead. Linked resource: Libby’s current fave → Full Focus Planner Register for the Financial Planning in 10 Minutes Webinar Here! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 23 ימים55:35

55:35

Are you haunted by your past compliance experiences? You're not alone! In this episode, we sit down with Kent Keister, compliance consultant and founder of Reliant, to demystify the world of compliance for RIAs. Kent brings humor, clarity, and loads of practical wisdom to a topic that usually makes advisors cringe. Whether you're thinking about going independent, already running your own firm, or just want to understand what your Series 7 really does for you (or doesn’t), this conversation is packed with insight and “ah-ha” moments 🙌. Here’s what you’ll learn in this episode: 🔍 The truth about the SEC vs. state regulation (and what that means for you) 📅 What needs to be on your compliance calendar and how often you should update your ADV 💼 Why you might not need your Series 7 anymore—and what you give up if you drop it 💡 How outsourcing compliance can actually free up your time and reduce risk 🔥 Real talk on what happens if you neglect your compliance responsibilities (hint: probably not jail—but still not good) Kent’s approach to compliance is refreshingly practical. He shares how he helps advisors stay ahead of the game without feeling overwhelmed or bogged down in legal jargon 💬. Plus, we wrap with a few of his top productivity hacks as a business owner—including how turning off Outlook can be a game-changer ⏳. Compliance doesn’t have to be scary. It can actually be your firm’s secret weapon for long-term success. Tune in and find out why Kent is the compliance person you actually want to talk to 🤝 Register HERE for the Asset+Map Webinar! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 27 ימים15:44

15:44

Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos. And listen, I get it. You want to help these clients. You care . But at the same time, you’re frustrated because they’ve had 15 MONTHS to do this—and you’ve sent the reminders! I can still feel that tension from when I was in the trenches myself. This used to happen to us every year. Until one year, we decided: NO MORE. In this episode, I'm breaking down exactly how we changed our approach so that tax season stopped feeling like a fire drill. I’m sharing actionable tips that you can start implementing now to protect your time, set better expectations, and serve your clients without sacrificing your sanity. Tax season doesn’t have to feel like Groundhog Day in Hell. With a little intention and structure, you can protect your time, deliver great service, and save your team (and yourself) from burnout. Tune into this week’s episode for the full breakdown—and walk away with a plan you can actually use. Let’s make next tax season feel a lot less frantic. You’ve got this! 🎧 Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 4 weeks25:28

25:28

Markets are a mess, your inbox is full, and you’re probably feeling like you’re having the same conversation 100 times in a row. Maybe you're exhausted, maybe a little discouraged, and definitely stretched thin between trying to market yourself, stay visible, and manage nervous clients. I see you. This work is hard. I wanted to create a special podcast for you—interrupting our planned content calendar—to address this, because it can feel SO HEAVY! But I want to give you a little mindset shift today—and some tactical things you can do right now to support your clients and your business. This comes from my own experience of managing clients through the 2008 crisis and many ups and downs since then. And, because of the strategies we’re going to talk about, we actually brought on SO MANY clients during down markets—they were our biggest onboarding years because we were proactive and client-centric. 📌 In this episode, you’ll learn: 📞 Why having the same conversation over and over is normal —and how to manage the emotional drain 🧠 The two main reasons clients panic (and how to talk them off the ledge) 🔥 Why silence isn't golden when it comes to client communication 💡 One-to-one and one-to-many strategies for calming fears and staying visible 📈 How down markets can actually be a growth opportunity if you show up intentionally You don’t have to be everything to everyone right now—but you do have to be present. How you show up in times like this becomes a cornerstone of your client experience. And remember, clients are watching closely—now more than ever. So take a breath, pick your message, and keep showing up. You’ve got this. Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 5 weeks13:17

13:17

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster 🚀 In this episode, you'll learn how to stop wasting time on small tweaks and start focusing on high-impact actions that actually move the needle in your business. Libby introduces the "Ship It" framework, which helps you assess when to stop perfecting and start executing. You'll discover how to prioritize tasks that have a real impact, like refining processes, using automation, and leveraging AI. 📈🚀✅ Tune in to hear actionable tips on how to stop overanalyzing and start getting things done—because taking action is what leads to real growth! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 5 weeks44:04

44:04

In this episode, Libby dives into the critical elements of a successful CEO Day for financial advisors. Focusing on how to effectively review the first quarter, Libby shares strategies and tips for evaluating business performance, setting goals, and preparing for the next phase. Whether you're a seasoned advisor or new to the business, this episode will guide you in making the most of your CEO Day for strategic planning and long-term success. We will cover: Reflection questions you need to ask The 5 areas of your business that you need to assess as CEO The Start, Stop, Continue framework Libby’s Flexible Goal Setting strategy And how to break down 90-day goals into mile markers You’ll walk away with some very specific tactics and exercises to really help you move the needle in your business! Episodes Mentioned: # 96: A Simple Tool to Create the Right Momentum in Your Business (Start, Stop, Continue) # 243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1 # 244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2 Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 6 weeks3:19

3:19

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel. And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: 🎙️ The Art of Calendar Editing: Create a No Fluff Week✂️📖 In this episode, Libby Greiwe shares a powerful mindset shift: treat your calendar like an author treats a book. Just as great writers cut unnecessary details to strengthen their story, business owners must edit their schedules ruthlessly. Are your meetings, tasks, and commitments truly moving your business forward? Libby challenges you to take five minutes to trim the fluff and create a well-edited calendar—because a well-managed schedule leads to a best-selling life. Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 6 weeks49:07

49:07

Running a successful financial advisory firm isn't just about growing your client base—it's about attracting the right clients. In this episode, I sit down with Maddy Roche to explore the power of intentional prospecting, refining your ideal client profile, and creating a process that makes client acquisition smoother and more fulfilling. 🚀 Things you'll learn in this episode: How to identify and attract your ideal clients 🎯 The impact of eliminating energy-draining clients 🔥 Strategies to refine your discovery calls 🗣️ Setting clear boundaries to maintain efficiency and work-life balance ⏳ The power of strong branding in creating the right client pipeline 🏆 By the end of this conversation, you'll have actionable insights to elevate your client acquisition strategy while building a firm that feels aligned with your values and goals. ----------------------- Connect with Maddy on LinkedIn HERE ! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 7 weeks7:16

7:16

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: 🎙️ Becoming a Student of Your Tech Stack 🚀🔍 Are you a master of your tools, or are you working off of minimal viable product!? In this episode, Libby shares a game-changing mindset shift—becoming a student of the technology you already have. Learn how mastering your existing tools can save you time, money, and frustration while unlocking powerful features you never knew existed. Plus, discover how automation tools like Zapier and AI can supercharge your workflows without the headache of switching platforms. Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 7 weeks58:41

58:41

In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression. So today we dive into: How I more than quadrupled my hourly rate How creating a killer client experience helped me work less Why picking a niche was critical to our efficiency and how it drives referrals Being okay with pushing back on clients’ calendars and fitting them into MY model week How I organized my time, built a team, AND SO SO MUCH MORE ----------------------- Connect with Amber on LinkedIn HERE ! Check out Amber's website HERE ! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 8 weeks14:40

14:40

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 8 weeks41:21

41:21

In this episode, I sit down with Niki Clark, a marketing expert specializing in financial advisors. We dive into how AI is revolutionizing the way advisors manage their businesses and why embracing new technologies can lead to greater efficiency and success. If you're curious about how AI can work for you, this episode is a must-listen! 🔹 What You’ll Learn: How AI tools can help financial advisors streamline their workflows 🤖 How to trail your AI model, like ChatGPT, to fit your unique voice 🎤 Why simplifying your messaging is key to better client engagement ✍️ How to leverage marketing strategies to stand out in the crowded financial space 📈 Practical steps to get started with AI and automation today ⚡ AI isn't just the future—it’s already here. Tune in to hear Niki’s insights on how you can use it to your advantage. 🎧 Listen now and start optimizing your business! ----------------------- Connect with Niki on LinkedIn HERE ! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 9 weeks9:19

9:19

In this week’s Efficient Friday, we’re diving into two simple yet powerful phrases that can transform the way you communicate with clients. Whether you're setting boundaries or handling objections, these small language tweaks can make a big impact. By making just a slight adjustment in how you frame your responses, you can create stronger client relationships, improve understanding, and make conversations more collaborative. 🎯 In this episode, you’ll learn: How the phrase "I hope you can appreciate..." softens tough conversations and sets clear boundaries 🙌 Why replacing "but" with "and" makes your messaging feel more collaborative and positive The psychology behind word choices and how they impact client reactions Real-life examples of these phrases in action and why they work so well How small shifts in language can help you attract the right clients and gently repel the wrong ones 🎯 Language is a powerful tool, and with these two simple swaps, you’ll find yourself having smoother, more productive client conversations. Give them a try, and you might be surprised at the results! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 9 weeks1:07:55

1:07:55

Artificial intelligence is transforming the financial advisory space faster than ever. In this episode, Ben Olsen of Bmo Automation returns to break down the latest AI advancements, how advisors can leverage them, and why ignoring AI is no longer an option. From automating client communication to optimizing workflows, Ben shares real-world strategies for integrating AI into your practice. Key takeaways from this episode: 🔹 The three ways advisors can implement AI: DIY, Build, or Buy 🔹 How AI can streamline client onboarding, meeting prep, and follow-ups 🔹 Using AI for personalized email outreach and content creation 🔹 Compliance and security considerations when integrating AI 🔹 The future of AI in financial advisory and what’s coming next AI isn’t just a futuristic concept—it’s already revolutionizing how advisors work. Tune in to learn how to stay ahead of the curve and make AI your efficiency bestie! 🎧 Listen now and start leveraging AI in your practice! ----------------------- Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 10 weeks11:13

11:13

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: Why Uber feels so effortless compared to hailing a taxi! In this episode, we break down how Uber removed friction from the ride experience—and how financial advisors can apply the same thinking to their client journey. From onboarding to account access, every touchpoint matters. We’ll explore what friction looks like in your practice, how to identify it, and simple ways to create smoother, more enjoyable client interactions. When you remove roadblocks, you don’t just make things easier—you make yourself indispensable. Ready to Uber-ize your client experience? Let’s go! 💡 Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 10 weeks53:38

53:38

Women will influence over $34 trillion in assets by 2030, yet many financial advisors still overlook a crucial reality: women are not a niche—they are half the population. In this episode, I sit down with Jackie Wilkie of First Trust Portfolios to discuss why every advisor needs to rethink how they engage with female investors. We dive into how to better connect with women clients, avoid common mistakes that lead to asset attrition, and create an experience that resonates with both partners in a household. Jackie shares powerful insights and actionable strategies to help advisors future-proof their practices and build deeper, lasting relationships with women investors. 💡 What You’ll Learn in This Episode: Why women investors are often overlooked—and how to change that 🏦 The biggest risk advisors face with asset attrition after a life transition ⚠️ How to engage both partners in a client relationship 💬 Proven strategies to create female-friendly client experiences 🎯 Creative event ideas that help women clients become your biggest advocates 🍷 If you want to retain more clients, strengthen relationships, and stay ahead of the $34 trillion wealth transfer, this episode is a must-listen! 🎧 Listen now & subscribe for more actionable strategies for financial advisors! ----------------------- Connect with Jackie on LinkedIn HERE ! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 11 weeks26:51

26:51

Are you doing things in your business just because you think you're supposed to? Too often, financial advisors continue running the same client service playbook without questioning its true value. In this episode, we introduce an unconventional KPI—your Impact Score—to help you evaluate whether your client service efforts are making a real difference. By measuring both impact and effort, you can determine if it’s time to refine your approach, shift your focus, or even cut out initiatives that no longer serve your clients. Key takeaways from this episode: How to use the Impact Score (1-4 scale) to evaluate meetings, webinars, events, and client touchpoints Why some of your long-standing service offerings may no longer be as valuable as you think The power of "killing your darlings"—eliminating low-impact, high-effort activities to free up resources A step-by-step process to audit your service calendar and maximize value for your clients How to shift your time and energy toward more high-impact activities that create real client engagement By the end of this episode, you’ll have a clear framework to assess whether your efforts are truly moving the needle or if it’s time to redirect that energy elsewhere. Let’s make sure every touchpoint in your client experience is purposeful, impactful, and worth your time! ----------------------- Episode 106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer Episode 182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer Episode 95: 4 KPIs to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD* Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 12 weeks1:17:37

1:17:37

Ready to supercharge your efficiency with AI the easy way? In this episode, I sit down with AI consultant and former financial advisor Ben Olsen to explore how AI is revolutionizing the financial planning industry. We dive into practical applications that can help advisors become more efficient, boost profitability, and enhance the client experience. 🎧 What You’ll Learn in This Episode: How AI can increase your revenue per hour while cutting your workload ⏳💰 The best ways to use ChatGPT for newsletters, emails, and client research 📩📊 The rise of AI-powered note-taking tools for financial advisors 📝🤖 Why automations and integrations are the future of advisor efficiency 🔄🚀 How to get quick wins with AI without overhauling your entire tech stack ⚙️✨ Ben shares real-world examples of how AI is transforming firms and why 2025 will be a defining year for AI adoption in financial services. Whether you’re an AI skeptic or ready to dive in, this conversation will open your eyes to new possibilities. ---------------------- Watch the AI Made Easy Webinar HERE ! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 13 weeks53:21

53:21

Thinking about selling your practice someday? Or maybe you're eyeing an acquisition to scale your firm? In this episode, I sit down with Ted Jenkin the "Jerry Maguire" of financial advisors, to break down the smartest strategies for buying, selling, and structuring your business for long-term success. Ted shares insights from his own experience selling Oxygen Financial and how he now helps advisors maximize the value of their firms—whether they’re looking to sell, acquire, or simply increase profitability. We dive into the key numbers that matter, the biggest mistakes advisors make, and how to position your business for a lucrative exit. 💡 What You’ll Learn in This Episode: ✔️ Creative ways to structure a sale if your kids (or successors) are buying you out ✔️ What makes a financial advisory practice valuable & sellable ✔️ How to structure your firm to maximize its sale price ✔️ The legal & financial must-haves before you sell ✔️ Why private equity deals might be more lucrative than you think If selling (or buying) a practice is on your radar—whether now or in the future—you don’t want to miss this episode! ----------------------- Learn more about Ted’s firm here! www.esladvisors.com https://www.jptdpartners.com/valuation Check out the AI Made Easy Webinar Replay Here ! 🎧 Listen now & subscribe for more efficiency & growth strategies for financial advisors! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
246: An Unconventional KPI That Will Change Your Client Experience Immediately 39:25

לפני 14 weeks39:25

39:25

Are you overwhelmed with tracking endless KPIs that don’t seem to actually move your business forward? You’re not alone. In this episode, I share how I went from drowning in dashboards to focusing on unconventional KPIs that truly matter. It’s time to stop thinking like an advisor and start thinking like a CEO. I’ll introduce you to the Impact Score , one of my favorite tools for transforming how you measure success in your business. What You’ll Learn in This Episode: Why traditional KPIs might be holding you back and how to identify the ones that actually matter. What an Impact Score is and how it can help you measure your effectiveness with clients, your team, and your overall business. How to shift from “procrastination masquerading as productivity” to tracking metrics that create real results. A fresh framework for stepping into the CEO role and aligning your focus with the areas that drive referrals, improve client experiences, and increase profitability. If you’re ready to rethink how you work on your business, tune in now and let’s dive into what truly makes an impact! ----------------------- Episode #106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme 58:47

לפני 15 weeks58:47

58:47

Behavioral finance… it can feel like a buzz term. But what it is really? Is behavioral finance really an actual need? How does it REALLY help you as an advisor deliver better financial advice? Where does it show up in your email copy, on your website, and in your meetings? In today’s episode, marriage counselor turned behavioral therapist Ashley Quamme, shares with us how integrating behavioral finance actually makes your financial planning process more efficient! She gives us very tactical advice (think specific things you can say and do) to integrate behavioral finance into our client relationships without it coming across as weird or jarring. And, if you’re one of those advisors that is worried about AI taking over you job, this is where you can use your humanity to differentiate yourself. In this episode we cover: What IS behavioral finance and how do we make it not feel too ‘woo woo’ What language do we use and where do we use it? What kinds of questions can we ask to get into deep conversations with our clients? Does it ACTUALLY improve the quality of financial advice we are delivering? And, so much more! ----------------------- Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2 1:02:04

לפני 16 weeks1:02:04

1:02:04

What would happen if you hit pause, took a step back, and gave yourself the time and space to reimagine your business? In this week’s episode of The Efficient Advisor, I’m sharing the results of my CEO Day Retreat —a two-day intensive that reshaped how I’ll approach 2025. For financial advisors, it’s easy to get stuck in the grind of daily operations, but what if you took a moment to ask: *Is this business serving my goals and my life the way I want it to?* Whether you’ve already planned your year or feel like you’re winging it, this episode is packed with actionable ideas you can use to rethink and refine your business strategy. Here’s what you’ll get from today’s episode: 1️⃣ Clarity on how to refocus your energy on the most impactful areas of your business so you can work fewer hours while achieving more. 2️⃣ How to identify and address pain points in your business—because the cracks in your foundation often hold the key to your biggest growth opportunities. 3️⃣ Lessons learned from overcommitting and how to keep shiny-object syndrome from derailing your progress. 4️⃣ Tips for setting quarterly goals that are specific, actionable, and aligned with your long-term vision for your practice. 5️⃣ How to pivot with purpose , whether you’re considering new offers, refining your services, or simply taking time to enhance what you’ve already built. Let’s dive in! ----------------------- Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1 36:48

לפני 17 weeks36:48

36:48

Happy New Year! 🎉 As we kick off the first podcast of 2025, Libby reflects on her personal and professional journey through 2024 and shares actionable insights from her recent CEO Day retreat. This episode is all about the power of reflection, the hard decisions that shape your business, and how to set yourself up for a successful year ahead. Libby opens up about her unique approach to goal setting, how she handles shiny object syndrome, and the essential questions she asks herself to reflect on the past year before planning for the future. Whether you're ready to hit the ground running or taking a slower, more intentional approach to the new year, this episode offers something valuable for you. What This Episode Covers: What to reflect on before jumping into goal-setting for the new year. Libby’s CEO Day process , including key exercises to assess your business and life. How to embrace moderation with goals and overcome shiny object syndrome. Libby also shares personal stories from 2024, how she adapted her goals after a challenging season, and the mindset shifts that helped her regain control of her business. Grab your journal, a cup of coffee, and let’s get real about making 2025 the year of intentional growth! ----------------------- Links to Include with this episode: Register Here for the AI Automation Made Easy Live Event Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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242: Ideas to Implement -What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework 14:29

לפני 20 weeks14:29

14:29

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 from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework --------- LINKS FROM THIS EPISODE: Download the Systems to Scale Framework Here ! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework 38:16

לפני 20 weeks38:16

38:16

It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we're officially wrapping up! In Week 6…it’s all about creating processes for LEADING your business. This week we’ll talk about: The two roles you have as CEO How to modernize your org chart Establishing the right next step for your business 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 ! Book Mentioned: Who, Not How by Hardy & Sullivan - get it here ! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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240: Group Coaching FAQs - All About the Systems to Scale Group Coaching & Mastermind 20:33

לפני 21 weeks20:33

20:33

Frequently Asked Questions: In today’s episode, Libby dives into all the details of the Systems to Scale Group Coaching Program. Today she will cover: What is the delivery format? How much time do I need to commit to the program to get the most out of it? Can my team join me for free? (Hint: YES!) What will we cover? How often and when do we meet? Who is this program right for? Who is it not right for? What can I expect? Libby invites you to join us to participate in the next round of the Systems to Scale Group Coaching & Mastermind! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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239: - Understanding How to Scale Your Processes & Team - Level 5 of the Systems to Scale Framework 26:15

לפני 21 weeks26:15

26:15

It’s Week 5 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 5…it’s all about creating processes for SCALING your processes This week we’ll talk about: How do identify which pieces of your process are the easiest to scale How to design the right role for YOUR business Crafting 3-year plan to scale 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 ! Book Mentioned: Who, Not How by Hardy & Sullivan - get it here ! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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238: Ideas to Implement - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework 8:26

לפני 22 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 22 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! ----------------------- Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 23 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 ! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 23 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 ! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 24 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 Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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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 25 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 Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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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 25 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 Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 26 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 ! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 27 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. Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 28 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 29 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 ! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 30 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 Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 31 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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The Efficient Advisor: Tactical Business Advice for Financial Planners « » 231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework

פרקים

1. 231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework (00:00:00)

2. Transformation Through Systems to Scale (00:00:01)

3. Building a Strong Financial Planning Foundation (00:07:28)

4. Building a Defined Financial Planning Foundation (00:16:21)

5. Defining Profitable Ideal Client Avatar (00:28:29)

6. Building Brand Pillars for Financial Planning (00:35:28)

7. Advisor Coaching Program Testimonials (00:47:47)

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

פרקים

1. 231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework (00:00:00)

2. Transformation Through Systems to Scale (00:00:01)

3. Building a Strong Financial Planning Foundation (00:07:28)

4. Building a Defined Financial Planning Foundation (00:16:21)

5. Defining Profitable Ideal Client Avatar (00:28:29)

6. Building Brand Pillars for Financial Planning (00:35:28)

7. Advisor Coaching Program Testimonials (00:47:47)

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The Efficient Advisor: Tactical Business Advice for Financial Planners « »
231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework