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

The Efficient Advisor: Tactical Business Advice for Financial Planners

The Efficient Advisor: Tactical Business Advice for Financial Planners

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הוסף לפני two שנים

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

Netflix Sports Club Podcast

1
America’s Sweethearts: Dallas Cowboys Cheerleaders Season 2 - Tryouts, Tears, & Texas 32:48

לפני 25 ימים32:48

הפעל מאוחר יותר

רשימות

לייק

אהבתי

32:48

America’s Sweethearts: Dallas Cowboys Cheerleaders is back for its second season! Kay Adams welcomes the women who assemble the squad, Kelli Finglass and Judy Trammell, to the Netflix Sports Club Podcast. They discuss the emotional rollercoaster of putting together the Dallas Cowboys Cheerleaders. Judy and Kelli open up about what it means to embrace flaws in the pursuit of perfection, how they identify that winning combo of stamina and wow factor, and what it’s like to see Thunderstruck go viral. Plus, the duo shares their hopes for the future of DCC beyond the field. Netflix Sports Club Podcast Correspondent Dani Klupenger also stops by to discuss the NBA Finals, basketball’s biggest moments with Michael Jordan and LeBron, and Kevin Durant’s international dominance. Dani and Kay detail the rise of Coco Gauff’s greatness and the most exciting storylines heading into Wimbledon. We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Find more from the Netflix Sports Club Podcast @NetflixSports on YouTube, TikTok, Instagram, Facebook, and X. You can catch Kay Adams @heykayadams and Dani Klupenger @daniklup on IG and X. Be sure to follow Kelli Finglass and Judy Trammel @kellifinglass and @dcc_judy on IG. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports universe! Each episode, Adams will speak with athletes, coaches, and a rotating cycle of familiar sports correspondents to talk about a recently released Netflix Sports series. The podcast will feature hot takes, deep analysis, games, and intimate conversations. Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, or wherever you get your podcasts. New episodes on Fridays every other week.…

לפני שנה 35:36

MP3•בית הפרקים

It’s Week 2 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business.

In Week 2…it’s all about creating some of my favorite processes.
This week we’ll talk about:

Building out your start-to-finish financial planning process (my favorite!!!!)
How to distill these processes down into SOPs and get it documented
Designing your client experience process (another favorite!)
How to create SOPs and a documented client experience
Establishing your client service model

These five steps are some of the most CRUCIAL processes for having a business that is scalable and organized.

Don’t forget to download the Systems to Scale Framework™ HERE!

----------------------
LINKS FROM THIS EPISODE:
Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
Book Recommendation: Built to Sell by John Warrilow

Episode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws

Learn more about the Group Coaching & Mastermind HERE!

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

פרקים

1. 232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework (00:00:00)

2. [Ad] Tailwind Talks (00:22:54)

3. (Cont.) 232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework (00:23:41)

290 פרקים

#Entrepreneur #Business #Marketing #Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

published לפני שנה

שתפו

MP3•בית הפרקים

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!

Learn more about the Group Coaching & Mastermind HERE!

פרקים

1. 232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework (00:00:00)

2. [Ad] Tailwind Talks (00:22:54)

3. (Cont.) 232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework (00:23:41)

290 פרקים

#Entrepreneur #Business #Marketing #Libby Greiwe

כל הפרקים

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up 49:42

לפני 20 hours49:42

49:42

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 5 ימים11:18

11:18

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In today’s episode: Ever wish your schedule had a built-in safety net? 🛑✨ In this episode, Libby shares a powerful but simple addition to your Model Week: VIP Time Slots. Learn how setting aside dedicated "just in case" appointment times can create flexibility for client emergencies, last-minute prospect meetings, or even just space to be awesome. You’ll discover how a little bit of intentional planning can reduce overwhelm, help your team protect your calendar, and give you back control—without sacrificing service or sanity. 🎯 I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 8 ימים52:08

52:08

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
287: Reactive to Proactive: 4 Moves to Make Now 21:37

לפני 12 ימים21:37

21:37

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In This Episode: Feeling constantly behind and like you're always reacting instead of leading? In this episode, you’ll learn four powerful strategies to help you shift from reactive to proactive in your advisory business. From building a defined client service calendar to setting clear expectations with clients, Libby shares simple ways to get out of the weeds and into a more strategic role. Organize your calendar Shift from reviews to strategy sessions Set better boundaries with clients Listen in for quick wins you can implement right away to reclaim your time and run your firm with intention. I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 15 ימים1:05:06

1:05:06

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
285: 6 Key Must Haves for a Remarkable SOP 24:59

לפני 19 ימים24:59

24:59

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong 36:10

לפני 22 ימים36:10

36:10

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
283: Why Your Clients Feel Buyer’s Remorse (And What to Do About It) 21:29

לפני 26 ימים21:29

21:29

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 29 ימים37:17

37:17

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
281: Unpopular Opinion: Why You Can and Should PAUSE Growth Sometimes 17:10

לפני 5 weeks17:10

17:10

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, Libby shares a refreshing perspective that challenges the hustle mindset so common in our industry. Drawing parallels between climbing Mount Everest and building a business, she explains why taking a strategic pause can be a powerful growth move. You'll learn why it's not only okay—but essential—to step back, recalibrate, and get really good at delivering on what you already have in place 🎯📉🧗 Whether you're feeling overwhelmed, refining your client experience, or just needing permission to breathe, this episode gives you practical and mindset-shifting insights to help you grow sustainably—on your terms. I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss 45:34

לפני 5 weeks45:34

45:34

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem 11:16

לפני 6 weeks11:16

11:16

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we dive into a common misstep advisors make—solving for the wrong problem. Are you actually demand-constrained or supply-constrained? 🧩 You’ll learn how to quickly diagnose where your true bottleneck lies, what to focus on based on your answer, and what to stop wasting time on. Whether you’re drowning in clients or staring at an empty calendar, this episode will help you get clarity, cut the noise, and start making the right moves 🚀💼 I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden 55:08

לפני 6 weeks55:08

55:08

Video is no longer just a "nice-to-have"—it's an essential tool for financial advisors looking to build trust, streamline operations, and enhance the client experience. In this episode, Libby sits down with Katie Braden to discuss why video is so powerful and how advisors can integrate it into their business in a way that feels easy and authentic. Whether you're just getting started or looking to improve your video presence, this conversation is packed with practical insights! What you'll learn in this episode: Why video helps build trust faster than traditional marketing How to use video at different stages of the client journey The biggest mindset blocks stopping advisors from using video (and how to overcome them) Simple strategies to make video a seamless part of your business operations Best practices for using video on your website, social media, and in client communications Using video doesn't have to be overwhelming or complicated. Katie shares how to start small, focus on authenticity, and leverage video in a way that works for you. Tune in to learn how video can help you create stronger client relationships and a more efficient practice! Check out Katie's website HERE ! Connect with Katie on LinkedIn HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 7 weeks13:29

13:29

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! Ready to level up your energy, focus, and productivity? In this episode, I share my latest biohacking routine—what I’m continuing, what’s new, and what’s actually working. I dive into the power-packed focus gummies that I still swear by, my honest take on mushroom coffee (spoiler: I found a brand I love!), and my new obsession with red light therapy. If you’ve been curious about what’s boosting my daily output without the caffeine crash, tune in for the exact tools I’m using to feel unstoppable. 🚀☕🔴 I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! ---------------------------------- 🔗Resources & Links These are the Brilliant Gummies I take, HERE ! Here's how you find the gummies on the website: Click the button below> Click Shop > Product Category> Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create Subscription This is the Mushroom Coffee I'm obsessed with, HERE ! This is the Red Light and New Infrared light I use, HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 7 weeks49:20

49:20

Understanding human behavior is key to financial success, both for advisors and their clients. In this episode, Daniel Crosby, a psychologist turned behavioral finance expert, dives deep into why traditional goal-setting often falls short and how to create meaningful, lasting change. If you’ve ever wondered why clients set arbitrary financial goals—or why sticking to your own habits is so hard—this conversation is for you! What you’ll learn in this episode: Why most financial goals are based on social influence, not personal values How to help clients set goals that actually resonate with them The science behind forming long-term habits and staying committed Why rules and automation are more effective than willpower alone How social accountability can dramatically improve financial decisions So many advisors focus on the numbers, but real success comes from understanding the psychology behind money decisions. Tune in for actionable strategies that will transform how you and your clients approach financial planning! 🎧 Check out Daniel’s Book, The Soul of Wealth, HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 8 weeks16:56

16:56

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we're getting real about shifting gears when life and business get chaotic. Libby shares an honest update on her upcoming book, the decision to pause for quality, and how diving into building her first digital course brought fresh clarity. You'll hear how she adjusts goals without guilt, builds in flexibility, and stays focused—even when things don’t go as planned. If you’re feeling behind or overwhelmed, this one’s a reminder that it’s okay to slow down, recalibrate, and still make serious progress 💪. I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! Episode 255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!) Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 8 weeks46:11

46:11

Adding value to clients is a core value over here at the Efficient Advisor. Today’s episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we’re looking for two things… 1) How much impact does it actually have on your clients?... and 2) What is the difficulty to execute said value add? When I come across something that is lower on difficulty and HIGH on impact… I am here for it and I cannot wait to share it with this community. Today’s guest, Blake Brewer, is something really special. He’s on a mission to help parents create a lasting legacy beyond finances for their children and he partners with financial advisors to help them become indispensable in their clients’ lives. Legacy Letter - which is this awesome idea - was just featured on the Today Show. It’s that cool. And, at the end of the episode I’m going to share with you how I would create a process around this value add and how I would incorporate this into my business themes to increase my client impact. Blake joins us today to share how his father inspired him to help parents create legacies for their children. He discusses the power of words and writing letters and explains how he helps financial advisors make an impact. Get the tissues out… this story is moving. Talk about adding maximum value and impact…. Click Here to Learn More About Legacy Letter Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 9 weeks11:24

11:24

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! In this episode, we explore an alternative to the high-intensity surge meeting model: Cluster Meetings 🌿. Libby shares how she restructured her calendar to align with her family life, team capacity, and personal energy levels—without sacrificing client experience or business growth 💼. You’ll learn how theming meetings by client segment and spacing them throughout the year can still deliver efficiency, organization, and intentionality—without the burnout. If traditional surge meetings have ever felt like a bad fit, this episode offers a refreshing, sustainable approach that might be just what you need ✨. Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 9 weeks36:23

36:23

Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer! In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—without becoming tax preparers. What You’ll Learn in This Episode: ✅ Why tax planning is one of the biggest value-adds for financial advisors ✅ How to avoid common tax-reporting mistakes that cost clients ✅ The power of proactive CPA collaboration and how to simplify the process ✅ Easy, actionable tax planning strategies for advisors at every level ✅ How to build repeatable systems for tax conversations all year long Tax planning doesn’t have to be complicated to be impactful. Steven shares simple but effective strategies that will help you educate clients, communicate more effectively with CPAs, and confidently incorporate tax planning into your advisory practice. If you want to elevate your client experience and stand out in the industry, this episode is a must-listen! 🔗 Resources & Links: 📌 Grab the 37-point tax checklist Here ! 📌 Learn more about the RTS Summit Conference Here ! Tune in and take action—your clients (and their CPAs) will thank you! 🎧 Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 10 weeks14:13

14:13

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! In this episode we dive into the rough draft meeting—a powerful but often overlooked step in the financial planning process. You’ll learn why pausing before building out final recommendations can save time, reduce misalignment, and lead to faster, more confident client implementation. We unpack how to set up, run, and maximize the impact of this collaborative session, and share real-world examples of how it transforms client conversations. What you will learn in this episode 🤓 Why a rough draft meeting is the best way to confirm you’ve captured all client goals and data correctly How to use early-stage plan previews to surface and refine big-picture priorities (retirement age, second home, education funding) Techniques for presenting multiple strategy options (dividends vs. bucket strategies vs. annuities) and gathering client feedback Ways this meeting boosts buy-in and speeds up implementation by making recommendations familiar before the final presentation Tips for turning the rough draft meeting into a collaborative, high-value experience that clients love Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 10 weeks53:45

53:45

Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate! What you'll learn in this episode: The key mistakes advisors make when choosing and using their CRM How to ensure your tech stack aligns with your business goals and client experiences The role of AI and automation in streamlining advisory services Why understanding your ideal client is crucial for scaling your firm How to transition from reactive to proactive client service with smart tech integrations If you've ever wondered whether your tech is working for you—or against you—this episode is a must-listen! Tune in and discover how to make technology your biggest business ally. ----------------------- Register HERE for the Asset+Map Webinar! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 11 weeks9:44

9:44

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we're tackling a challenge many financial advisors face: how to politely and confidently communicate that there’s a fee for your time, expertise, and services outside your core offerings. You’ll learn simple, professional phrases you can start using right away to set boundaries—without sounding cold or salesy. We’ll reframe the mindset around charging for “quick” advice and explore how to confidently show the value behind your experience. This episode is your reminder that quick doesn’t mean cheap, and your efficiency is a gift—one worth charging for. ----------------------- Register HERE for the Asset+Map Webinar! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 11 weeks21:52

21:52

This week, Libby gets real about burnout, white space, and the power of pressing pause. She shares her journey from soul-level exhaustion to creating an intentional retreat tradition she calls Camp Libby. It’s not about productivity—it’s about reconnecting with yourself, finding margin, and remembering what it feels like to just be. Whether you’re juggling clients, family, or all of the above, this episode is your official permission slip to take a breath. 🌿 What you’ll learn in this episode: Why creating intentional white space isn't a luxury, but a leadership tool How do you not feel guilty about this practice The evolution of “Camp Libby” and how to create your own version (no tent required) Simple ideas to incorporate margin without needing a full-on retreat How white space can reignite creativity, strategy, and your sense of self This isn’t about checking off another to-do. It’s about making space to think, feel, and dream again. Whether you create your own Camp You at a cabin, coffee shop, or quiet room in your house, this episode will inspire you to pause—and protect that pause—like your best ideas depend on it. Because they probably do. 🌸 🎧 So pour the coffee, hit play, and let this episode guide you back to clarity and calm. ☀️ Camp You starts now. What will you do with your time? ----------------------- Register HERE for the Asset+Map Webinar! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 12 weeks6:50

6:50

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss why it’s time to ditch the traditional “annual review” and what to do instead. You’ll discover how a simple shift in language—from review to strategy session—can elevate your client experience, change the energy in the room, and position you as the proactive guide your clients truly need. 🔥 If you’ve ever wondered how to make your client meetings feel more valuable, purposeful, and exciting—this is the episode for you. Say goodbye to passive reviews and hello to proactive planning that moves the needle. 💡📈✨ ----------------------- Register HERE for the Asset+Map Webinar! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 12 weeks46:48

46:48

In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. As technology reshapes the industry, how can advisors stay ahead, continue to deliver exceptional value, and ensure their businesses remain competitive? Adam shares his insights on the challenges advisors face and the strategic shifts necessary to thrive in the future. Key Takeaways: How AI and automation are reshaping financial planning Why relationship currency is no longer enough to retain clients The importance of proactively delivering value before clients ask Strategies for engaging the next generation of clients Rethinking fee structures to align with the modern advisory model Adam and I explore what it takes to remain relevant in an era where technology can generate financial plans in seconds. He challenges advisors to ask themselves: Do my clients see my value as greater than the cost? If not, it’s time for a strategic shift. Tune in to learn how you can future-proof your business and create a client experience that sets you apart. ----------------------- Register HERE for the Asset+Map Webinar! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 13 weeks17:18

17:18

Running your day with intention doesn’t have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time blocks, writes in specific tasks, and uses structure to create more freedom. Whether you’re in the thick of client meetings or juggling team leadership with family life, this system will help you stop spinning your wheels and start finishing the right things. Here’s how Libby sets herself up to lead each day instead of react to it. What you’ll learn in this episode: How to end the day before with planning the next day out The difference between time blocking and actually assigning tasks How to identify your “Big 3” priorities and protect them The simple gratitude practice that grounds you before the chaos hits How white space can either be intentional—or where productivity goes to die If you’ve ever blocked out time for “admin” and then stared at your screen not knowing what to do next, this episode will give you a simple and powerful shift. Plus, Libby shares the exact planner she uses (spoiler: it’s not the one she used to love). Take 10 minutes tonight, plan tomorrow like a pro, and wake up already ahead. Linked resource: Libby’s current fave → Full Focus Planner Register for the Financial Planning in 10 Minutes Webinar Here! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 13 weeks55:35

55:35

Are you haunted by your past compliance experiences? You're not alone! In this episode, we sit down with Kent Keister, compliance consultant and founder of Reliant, to demystify the world of compliance for RIAs. Kent brings humor, clarity, and loads of practical wisdom to a topic that usually makes advisors cringe. Whether you're thinking about going independent, already running your own firm, or just want to understand what your Series 7 really does for you (or doesn’t), this conversation is packed with insight and “ah-ha” moments 🙌. Here’s what you’ll learn in this episode: 🔍 The truth about the SEC vs. state regulation (and what that means for you) 📅 What needs to be on your compliance calendar and how often you should update your ADV 💼 Why you might not need your Series 7 anymore—and what you give up if you drop it 💡 How outsourcing compliance can actually free up your time and reduce risk 🔥 Real talk on what happens if you neglect your compliance responsibilities (hint: probably not jail—but still not good) Kent’s approach to compliance is refreshingly practical. He shares how he helps advisors stay ahead of the game without feeling overwhelmed or bogged down in legal jargon 💬. Plus, we wrap with a few of his top productivity hacks as a business owner—including how turning off Outlook can be a game-changer ⏳. Compliance doesn’t have to be scary. It can actually be your firm’s secret weapon for long-term success. Tune in and find out why Kent is the compliance person you actually want to talk to 🤝 Register HERE for the Asset+Map Webinar! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 14 weeks15:44

15:44

Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos. And listen, I get it. You want to help these clients. You care . But at the same time, you’re frustrated because they’ve had 15 MONTHS to do this—and you’ve sent the reminders! I can still feel that tension from when I was in the trenches myself. This used to happen to us every year. Until one year, we decided: NO MORE. In this episode, I'm breaking down exactly how we changed our approach so that tax season stopped feeling like a fire drill. I’m sharing actionable tips that you can start implementing now to protect your time, set better expectations, and serve your clients without sacrificing your sanity. Tax season doesn’t have to feel like Groundhog Day in Hell. With a little intention and structure, you can protect your time, deliver great service, and save your team (and yourself) from burnout. Tune into this week’s episode for the full breakdown—and walk away with a plan you can actually use. Let’s make next tax season feel a lot less frantic. You’ve got this! 🎧 Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 14 weeks25:28

25:28

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 15 weeks13:17

13:17

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster 🚀 In this episode, you'll learn how to stop wasting time on small tweaks and start focusing on high-impact actions that actually move the needle in your business. Libby introduces the "Ship It" framework, which helps you assess when to stop perfecting and start executing. You'll discover how to prioritize tasks that have a real impact, like refining processes, using automation, and leveraging AI. 📈🚀✅ Tune in to hear actionable tips on how to stop overanalyzing and start getting things done—because taking action is what leads to real growth! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 15 weeks44:04

44:04

In this episode, Libby dives into the critical elements of a successful CEO Day for financial advisors. Focusing on how to effectively review the first quarter, Libby shares strategies and tips for evaluating business performance, setting goals, and preparing for the next phase. Whether you're a seasoned advisor or new to the business, this episode will guide you in making the most of your CEO Day for strategic planning and long-term success. We will cover: Reflection questions you need to ask The 5 areas of your business that you need to assess as CEO The Start, Stop, Continue framework Libby’s Flexible Goal Setting strategy And how to break down 90-day goals into mile markers You’ll walk away with some very specific tactics and exercises to really help you move the needle in your business! Episodes Mentioned: # 96: A Simple Tool to Create the Right Momentum in Your Business (Start, Stop, Continue) # 243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1 # 244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2 Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 16 weeks3:19

3:19

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel. And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: 🎙️ The Art of Calendar Editing: Create a No Fluff Week✂️📖 In this episode, Libby Greiwe shares a powerful mindset shift: treat your calendar like an author treats a book. Just as great writers cut unnecessary details to strengthen their story, business owners must edit their schedules ruthlessly. Are your meetings, tasks, and commitments truly moving your business forward? Libby challenges you to take five minutes to trim the fluff and create a well-edited calendar—because a well-managed schedule leads to a best-selling life. Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 16 weeks49:07

49:07

Running a successful financial advisory firm isn't just about growing your client base—it's about attracting the right clients. In this episode, I sit down with Maddy Roche to explore the power of intentional prospecting, refining your ideal client profile, and creating a process that makes client acquisition smoother and more fulfilling. 🚀 Things you'll learn in this episode: How to identify and attract your ideal clients 🎯 The impact of eliminating energy-draining clients 🔥 Strategies to refine your discovery calls 🗣️ Setting clear boundaries to maintain efficiency and work-life balance ⏳ The power of strong branding in creating the right client pipeline 🏆 By the end of this conversation, you'll have actionable insights to elevate your client acquisition strategy while building a firm that feels aligned with your values and goals. ----------------------- Connect with Maddy on LinkedIn HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
257: Maximizing Your Tech Stack: Save Time, Cut Costs & Boost Efficiency (Efficient Friday!) 7:16

לפני 17 weeks7:16

7:16

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: 🎙️ Becoming a Student of Your Tech Stack 🚀🔍 Are you a master of your tools, or are you working off of minimal viable product!? In this episode, Libby shares a game-changing mindset shift—becoming a student of the technology you already have. Learn how mastering your existing tools can save you time, money, and frustration while unlocking powerful features you never knew existed. Plus, discover how automation tools like Zapier and AI can supercharge your workflows without the headache of switching platforms. Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 17 weeks58:41

58:41

In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression. So today we dive into: How I more than quadrupled my hourly rate How creating a killer client experience helped me work less Why picking a niche was critical to our efficiency and how it drives referrals Being okay with pushing back on clients’ calendars and fitting them into MY model week How I organized my time, built a team, AND SO SO MUCH MORE ----------------------- Connect with Amber on LinkedIn HERE ! Check out Amber's website HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

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 18 weeks14:40

14:40

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: The 3-Goal Strategy: A Proven System to Get More Done in Less Time 🚀 Want to achieve more without feeling overwhelmed? In this episode, Libby shares her game-changing goal-setting strategy designed for busy financial advisors 🎯. As an Enneagram 7 with a love for new ideas, she reveals how limiting herself to just three goals per quarter has helped her stay focused, build momentum, and accomplish big projects faster. You'll learn how to map out your year, prioritize what truly matters, and create space for future ideas without derailing your current progress 📅. Plus, Libby shares real-life examples from her coaching program to help you implement this approach in your own business 🚀. Don't miss this practical and efficient strategy for taking control of your goals! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

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 18 weeks41:21

41:21

In this episode, I sit down with Niki Clark, a marketing expert specializing in financial advisors. We dive into how AI is revolutionizing the way advisors manage their businesses and why embracing new technologies can lead to greater efficiency and success. If you're curious about how AI can work for you, this episode is a must-listen! 🔹 What You’ll Learn: How AI tools can help financial advisors streamline their workflows 🤖 How to trail your AI model, like ChatGPT, to fit your unique voice 🎤 Why simplifying your messaging is key to better client engagement ✍️ How to leverage marketing strategies to stand out in the crowded financial space 📈 Practical steps to get started with AI and automation today ⚡ AI isn't just the future—it’s already here. Tune in to hear Niki’s insights on how you can use it to your advantage. 🎧 Listen now and start optimizing your business! ----------------------- Connect with Niki on LinkedIn HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

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 19 weeks9:19

9:19

In this week’s Efficient Friday, we’re diving into two simple yet powerful phrases that can transform the way you communicate with clients. Whether you're setting boundaries or handling objections, these small language tweaks can make a big impact. By making just a slight adjustment in how you frame your responses, you can create stronger client relationships, improve understanding, and make conversations more collaborative. 🎯 In this episode, you’ll learn: How the phrase "I hope you can appreciate..." softens tough conversations and sets clear boundaries 🙌 Why replacing "but" with "and" makes your messaging feel more collaborative and positive The psychology behind word choices and how they impact client reactions Real-life examples of these phrases in action and why they work so well How small shifts in language can help you attract the right clients and gently repel the wrong ones 🎯 Language is a powerful tool, and with these two simple swaps, you’ll find yourself having smoother, more productive client conversations. Give them a try, and you might be surprised at the results! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 19 weeks1:07:55

1:07:55

Artificial intelligence is transforming the financial advisory space faster than ever. In this episode, Ben Olsen of Bmo Automation returns to break down the latest AI advancements, how advisors can leverage them, and why ignoring AI is no longer an option. From automating client communication to optimizing workflows, Ben shares real-world strategies for integrating AI into your practice. Key takeaways from this episode: 🔹 The three ways advisors can implement AI: DIY, Build, or Buy 🔹 How AI can streamline client onboarding, meeting prep, and follow-ups 🔹 Using AI for personalized email outreach and content creation 🔹 Compliance and security considerations when integrating AI 🔹 The future of AI in financial advisory and what’s coming next AI isn’t just a futuristic concept—it’s already revolutionizing how advisors work. Tune in to learn how to stay ahead of the curve and make AI your efficiency bestie! 🎧 Listen now and start leveraging AI in your practice! ----------------------- Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 20 weeks11:13

11:13

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: Why Uber feels so effortless compared to hailing a taxi! In this episode, we break down how Uber removed friction from the ride experience—and how financial advisors can apply the same thinking to their client journey. From onboarding to account access, every touchpoint matters. We’ll explore what friction looks like in your practice, how to identify it, and simple ways to create smoother, more enjoyable client interactions. When you remove roadblocks, you don’t just make things easier—you make yourself indispensable. Ready to Uber-ize your client experience? Let’s go! 💡 Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 20 weeks53:38

53:38

Women will influence over $34 trillion in assets by 2030, yet many financial advisors still overlook a crucial reality: women are not a niche—they are half the population. In this episode, I sit down with Jackie Wilkie of First Trust Portfolios to discuss why every advisor needs to rethink how they engage with female investors. We dive into how to better connect with women clients, avoid common mistakes that lead to asset attrition, and create an experience that resonates with both partners in a household. Jackie shares powerful insights and actionable strategies to help advisors future-proof their practices and build deeper, lasting relationships with women investors. 💡 What You’ll Learn in This Episode: Why women investors are often overlooked—and how to change that 🏦 The biggest risk advisors face with asset attrition after a life transition ⚠️ How to engage both partners in a client relationship 💬 Proven strategies to create female-friendly client experiences 🎯 Creative event ideas that help women clients become your biggest advocates 🍷 If you want to retain more clients, strengthen relationships, and stay ahead of the $34 trillion wealth transfer, this episode is a must-listen! 🎧 Listen now & subscribe for more actionable strategies for financial advisors! ----------------------- Connect with Jackie on LinkedIn HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 21 weeks26:51

26:51

Are you doing things in your business just because you think you're supposed to? Too often, financial advisors continue running the same client service playbook without questioning its true value. In this episode, we introduce an unconventional KPI—your Impact Score—to help you evaluate whether your client service efforts are making a real difference. By measuring both impact and effort, you can determine if it’s time to refine your approach, shift your focus, or even cut out initiatives that no longer serve your clients. Key takeaways from this episode: How to use the Impact Score (1-4 scale) to evaluate meetings, webinars, events, and client touchpoints Why some of your long-standing service offerings may no longer be as valuable as you think The power of "killing your darlings"—eliminating low-impact, high-effort activities to free up resources A step-by-step process to audit your service calendar and maximize value for your clients How to shift your time and energy toward more high-impact activities that create real client engagement By the end of this episode, you’ll have a clear framework to assess whether your efforts are truly moving the needle or if it’s time to redirect that energy elsewhere. Let’s make sure every touchpoint in your client experience is purposeful, impactful, and worth your time! ----------------------- Episode 106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer Episode 182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer Episode 95: 4 KPIs to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD* Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

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 22 weeks1:17:37

1:17:37

Ready to supercharge your efficiency with AI the easy way? In this episode, I sit down with AI consultant and former financial advisor Ben Olsen to explore how AI is revolutionizing the financial planning industry. We dive into practical applications that can help advisors become more efficient, boost profitability, and enhance the client experience. 🎧 What You’ll Learn in This Episode: How AI can increase your revenue per hour while cutting your workload ⏳💰 The best ways to use ChatGPT for newsletters, emails, and client research 📩📊 The rise of AI-powered note-taking tools for financial advisors 📝🤖 Why automations and integrations are the future of advisor efficiency 🔄🚀 How to get quick wins with AI without overhauling your entire tech stack ⚙️✨ Ben shares real-world examples of how AI is transforming firms and why 2025 will be a defining year for AI adoption in financial services. Whether you’re an AI skeptic or ready to dive in, this conversation will open your eyes to new possibilities. ---------------------- Watch the AI Made Easy Webinar HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 24 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 Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

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

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 27 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 Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

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

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

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

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
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 32 weeks8:26

8:26

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

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 32 weeks32:31

32:31

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 33 weeks10:54

10:54

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall --------- LINKS FROM THIS EPISODE: Download the Systems to Scale Framework Here ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

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 33 weeks56:49

56:49

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

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 34 weeks32:13

32:13

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 35 weeks12:48

12:48

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items from Tuesday's podcast: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework --------- LINKS FROM THIS EPISODE: Download the Systems to Scale Framework Here ! Book Recommendation: Built to Sell by John Warrilow Episode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

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 35 weeks35:36

35:36

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

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 36 weeks49:35

49:35

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

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 37 weeks37:36

37:36

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
229: Tax Strategy for Your Boring W-2 Clients and Beyond 46:53

לפני 38 weeks46:53

46:53

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 39 weeks34:08

34:08

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

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 40 weeks46:14

46:14

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

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 41 weeks48:10

48:10

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
225: Ideas to Implement - Complete a Time Study to Boost Productivity Now 6:58

לפני 42 weeks6:58

6:58

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Complete a Time Study to Boost Productivity Now --------- LINKS FROM THIS EPISODE: Grab your time study template here ! Episode with Michael Kitces on Time Tracking and Model Week Episode on 8 Productivity Hacks to Work More Efficiently Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
224: Complete a Time Study to Boost Productivity Now 41:44

לפני 42 weeks41:44

41:44

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 43 weeks49:04

49:04

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 44 weeks14:34

14:34

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty LINK FROM THIS SHOW Find out more about Financial Cop Here Connect with Nick Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 44 weeks46:13

46:13

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 45 weeks10:07

10:07

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: When Part of Your Business is a Mess Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
219: When Part of Your Business is a Mess 30:14

לפני 45 weeks30:14

30:14

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
218: Ideas to Implement --Create a Laser-Focused Marketing Message that Speaks to Your ICA 12:27

לפני 46 weeks12:27

12:27

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Create a Laser-Focused Marketing Message that Speaks to Your ICA LINKS: Download Your “Laser Focused Marketing Message and ICA” Worksheet Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
217: FREE DOWNLOAD Create a Laser-Focused Marketing Message that Speaks to Your ICA 31:21

לפני 46 weeks31:21

31:21

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
216: Ideas to Implement -- Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick 11:28

לפני 47 weeks11:28

11:28

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick LINKS FROM THIS EPISODE: Connect with Josh Here Follow Josh on Instagram Here Listen to Josh’s Podcast Here Books Mentioned: Rocket Fuel Traction: Get a Grip on Your Business Good to Great Who Not How Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick 51:16

לפני 47 weeks51:16

51:16

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
214: Ideas to Implement -- How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith 12:05

לפני 48 weeks12:05

12:05

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith LINKS FROM THIS EPISODE: Connect with Jo Faith on LinkedIn Here Check Out Jo Faith Copywriting Here Episodes mentioned: 10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar 008: Elevate Your Elevator Pitch Use This Link to Get a Free FinMate AI Trial and Save 10% Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo Faith 51:39

לפני 48 weeks51:39

51:39

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 49 weeks55:30

55:30

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 50 weeks1:06:55

1:06:55

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
210: Ideas to Implement -- The Client Experience Cheat Code 10:39

לפני 51 weeks10:39

10:39

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: The Client Experience Cheat Code ------------------------------------------------- LINKS FROM THIS EPISODE: Register for the Systems to Scale Group Coaching Program Here Episodes mentioned: #93: 7 Processes Every Advisory Business Needs Get Your Seda France Candle Here Grab Your AI Notetaking Free Trial and 10% Discount Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
209: The Client Experience Cheat Code 44:10

לפני 51 weeks44:10

44:10

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 52 weeks9:48

9:48

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” —----------------------------------------------------------------- LINKS FROM THIS EPISODE: Register for the Systems to Scale Group Coaching Program Here Grab Your AI Notetaking Free Trial and 10% Discount Here Grab Your Copy of Tools of Titans by Tim Ferris Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 52 weeks26:48

26:48

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

לפני 1 year16:53

16:53

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 1 year58:59

58:59

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 1 year12:27

12:27

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Strategies to Finish What You Start and Achieve Project Success -------------------------- LINKS FROM THIS EPIOSDE: Get on the Systems to Scale Group Coaching Waitlist Here Grab your copy of Finish by Jon Acuff Here 92: What Business Data to Track in 2023…And How to Actually Use It With Guest Erica Pauly 168: How to Delegate More Nuanced Tasks Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 1 year46:21

46:21

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

לפני 1 year10:02

10:02

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman 44:24

לפני 1 year44:24

44:24

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships 6:45

לפני 1 year6:45

6:45

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships -------------------------------------------------- Links from Today’s Episode Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
187: REPLAY How to Design an On-Boarding Process to Increase the Life of Your Client Relationships 46:32

לפני 1 year46:32

46:32

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
186: REPLAY Design Your Perfect Schedule To Get It All Done in Less Time 47:45

לפני 1 year47:45

47:45

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
185: Ideas to Implement - Free Download Client Intel Process 10:17

לפני 1 year10:17

10:17

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: *Free Download* Client Intel Process ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn more about one-on-one coaching Here Learn More About the Retirement Tax Services Summit Here Grab Your Focus Gummies Here Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Enroll in The Perfect RIA masterclass Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
184: Free Download Client Intel Process 37:44

לפני 1 year37:44

37:44

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer 8:22

לפני 1 year8:22

8:22

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer ---------------------- LINKS FROM THIS EPISODE Connect with John on LinkedIn Here Learn More About the Retirement Tax Services Summit Here ! Grab Your Focus Gummies Here ! Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Episodes Mentioned: #106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer 31:35

לפני 1 year31:35

31:35

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
181: Ideas to Implement - Even More Good Ideas You Can Implement Today 11:29

לפני 1 year11:29

11:29

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Even More Good Ideas You Can Implement Today --------------------------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax Services Summit Here ! Grab Your Focus Gummies Here ! Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription” Episodes Mentioned: #044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships - find it on iTunes here ! #91: When A Prospect Says, “I’m Interviewing Several Advisors” and What to Do About It - find it on iTunes here ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
180: Even More Good Ideas You Can Implement Today 23:47

לפני 1 year23:47

23:47

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

לפני 1 year8:34

8:34

The Efficient Advisor: Tactical Business Advice for Financial Planners

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165: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP 43:51

לפני 1 year43:51

43:51

The financial planning landscape is ever-evolving, and advisors regularly find themselves second guessing their structure—BDs to IBDs and RIAs. A transition can seem daunting, but starting anew can bring freedom and independence. In this episode, Stephen Taylor, attorney turned Certified Financial Planner, joins The Efficient Advisor, Libby Greiwe, to share his insights and experiences on making such a pivotal move in the industry. Together, they tackle some of the most common questions advisors confront when thinking through a transition, including: Compliance Technology Portfolio management Commission trails, and so much more. This conversation will guide you through thinking about a business transition without being overwhelmed by the operational side. So, take a break and tune in now to hear from those who have taken the steps and walked this journey out successfully! ----------------------------------- LINKS FROM THIS EPISODE Connect with Stephen on LinkedIn here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

לפני 2 years8:17

8:17

The Efficient Advisor: Tactical Business Advice for Financial Planners

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152: Free to Fee—How to Start Charging for Planning, Even in a BD World w/ Bryan Jansen 50:17

לפני 2 years50:17

50:17

As every advisor knows, financial planning is a careful dance between building trust, offering expert advice, and growing a profitable business. Charging fees is too often seen as a massive hurdle many don’t want to scale. But if we’re being honest, this mindset will never drive your business towards profitability and sustainability. Our guest, Brian Jansen, candidly reveals the common fears and insecurities of transitioning from a free to fee-based service model and shares the invaluable lessons he's learned from his own missteps in pricing. In this episode, Bryan and I discuss: Understanding the mindset shift to change from Free to Fee Establishing your “profitability-adjusted burn rate” and how to use that to calculate your fee Language of how to make the switch with existing clients Why you don’t drop your fee in year two to adjust for “less work” Whether you're a seasoned financial advisor or a newbie to the industry, this episode is a must-listen, promising to equip you with insights to confidently set your fees and value your services. —-------------------------------------- LINKS FROM THIS EPISODE Check out Bryan’s website here Connect with Bryan on LinkedIn here Episodes Mentioned: #95: KPI’s to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD* Get on the Systems to Scale Group Coaching Waitlist Here Download the Family Template Here Enroll in The Perfect RIA Masterclass Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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151: Ideas to Implement - Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!) 9:04

לפני 2 years9:04

9:04

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!) —---------------------------------------------- LINKS FROM THIS EPISODE: Episodes Mentioned: Episode #93: 7 Processes Every Advisory Business Needs Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment Get on the Systems to Scale Group Coaching Waitlist Here Download the Family Tree Template Here Enroll in The Perfect RIA Masterclass Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
150: Two Phrases to NEVER USE When Following Up With a Prospect (and What to Say Instead!) 21:18

לפני 2 years21:18

21:18

There is serious science behind what we say and how we say it. And we all know that in order to run a successful practice, following-up with potential and existing clients is critical. But the WAY in which we follow-up is actually one of the key factors that will determine a client’s level of engagement. In this episode, Libby shares two phrases to NEVER USE when checking in with your prospects. Instead, she offers up a few alternative suggestions that will encourage your clients to take action and do the thang! So, how do advisors stay top of mind without sounding passive, desperate, or needy?!? Tune in to this week’s podcast to learn the most effective methods and strategies for following-up with your clients! Your business (and clients) will thank you! —---------------------------------------------- LINKS FROM THIS EPISODE: Episodes Mentioned: Episode #93: 7 Processes Every Advisory Business Needs Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment Get on the Systems to Scale Group Coaching Waitlist Here Download the Family Tree Template Here Enroll in The Perfect RIA Masterclass Here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
149: Ideas to Implement - Five Strategies I Used to Work 25 Hours a Week 20:58

לפני 2 years20:58

20:58

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Five Strategies I Used to Work 25 Hours a Week. ------------------------- LINKS FROM THIS EPISODE: Download the Family Tree Template Here Enroll in The Perfect RIA One Page Financial Plan Masterclass Here Episodes Mentioned: Episode #12: Designing Your Perfect Schedule to Get it All Done in Less Time Episode #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
148: Five Strategies I Used to Work 25 Hours a Week 51:19

לפני 2 years51:19

51:19

If you could cut your work week from 80 hours down to 25 without sacrificing revenue and maintaining your sanity, would you be the first to sign up?!? Many of you are shouting “HECK YES” through your computer screen! In this episode, Libby shares the five strategies she instituted in her business to decrease her time spent at the office while improving her work-life balance. By working intentionally and sticking to systems and processes, Libby, with her small and mighty team, was able to transform her business, boost her earnings, cut her hours, and create a life that she loved. The five key strategies discussed in this week’s podcast include: Establishing a Model Week Creating a niche Streamlining, streamlining, streamlining Building the right team Finding and addressing the pressure points It’s time to stop working yourself to death! Implement these time-saving strategies today so you have energy for the things you love outside the office! —-------------------------------------------------- LINKS FROM THIS EPISODE: Download the Family Tree Template Here Episodes Mentioned: Episode #12: Designing Your Perfect Schedule to Get it All Done in Less Time Episode #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar Get on the Systems to Scale Group Coaching Waitlist Here Check out the heatless curlers Libby mentioned here Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
147: Ideas to Implement - How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship 9:40

לפני 2 years9:40

9:40

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship ---------------------------- Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
146: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship 21:35

לפני 2 years21:35

21:35

Managing client data can be overwhelming and cumbersome without tools to stay organized. Why struggle to remember every detail when you can implement a foolproof process to capture and update client information on the regular? In this episode, Libby shares one of her favorite tools to deepen relationships and human-to-human interaction. The Family Tree Template allows you to manage data better, create stronger client bonds, and build a more efficient and effective practice by training your team to update client intel routinely. You will learn the added benefits of using a Family Tree Template, including : Creating a structured and systematic approach to data management Building meaningful connections with your clients Managing a team that is well-informed about clients’ family structure Optimizing your organizational skills Listen to today’s episode and discover how the Family Tree Template could help you better understand your clients, identify new opportunities, and strengthen existing relationships! --------------------------------------------- Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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145: Ideas to Implement - Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team 9:54

לפני 2 years9:54

9:54

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 to Tuesday's podcast: Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team ----------------------------------------------------------- Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
144: Create a “Guided Responses” Cheat Sheet to Improve Client Service and Empower Your Team 30:15

לפני 2 years30:15

30:15

Every advisor has overheard a team member on the phone and thought “Oh man, that is NOT how I would have said that!” And, even with coaching and discussion, it’s hard for your team to remember those exact words or phrases the next time something pops up. Enter The Guided Response Document. Consider this the ultimate customer service cheat sheet. In this episode, Libby explains how a Guided Response Document can help you craft clear, effective responses to put clients at ease and answer their questions. This not only enhances your customer experience, but also creates consistency and saves you and your staff oodles of time and stress. We'll be giving you an example of what your very own Excel sheet might look like, such as keyword topics, potential responses, and notes. Libby details additional benefits of a Guided Response Document, including : Giving your team the language you want them to use Empowering your team with the right responses when receiving pushback Creating a consistent brand voice Serving as a training tool for new hires Streamlining back office processes After walking through this master document with Libby, you will undoubtedly be able to handle any client interaction with eloquence and precision! ---------------------------------------------------- Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
143: Ideas to Implement - 2 Ways to Waste Less Time Every Single Week for You and Your Team 7:54

לפני 2 years7:54

7:54

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
142: 2 Ways to Waste Less Time Every Single Week for You and Your Team 55:15

לפני 2 years55:15

55:15

Everyone wishes there were more hours in the day, but we unfortunately only have so much time to accomplish our professional and personal goals. Stop wasting critical time and start implementing strategies to run your business more productively so you can minimize stress and boost your efficiency. In this episode, you’ll hear Libby deliver a compelling keynote message on two strategies to waste less time. She details the importance of streamlining your processes to make your company run smoother and creating standard operating procedures (SOPs) that help teams perform complex tasks accurately and consistently. In this episode, Libby also addresses the importance of: Tackling a big filing issue that is costing your team SO MUCH TIME Mastering your model week to optimize your time Connecting an advisor’s schedule and the team’s schedule to coordinate more with less stress By understanding and applying these proven methods, you will ensure your business is the most efficient and effective in delivering your desired financial results, all within a healthy work life balance. Listen to this talk and be sure to share it with your support team today! —---------------------------------------- LINKS FROM THIS EPISODE: Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
141: Ideas to Implement - Better Financial Planning Through Emotional Intelligence with Brendan Fraizer 8:04

לפני 2 years8:04

8:04

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Better Financial Planning Through Emotional Intelligence with Brendan Fraizer —------------------------------------- LINKS FROM THIS EPISODE Check out Brendan's website Here Connect with Brendan on LinkedIn Here Episodes Mentioned: #8: Elevate Your Elevator Pitch - Here on iTunes #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunes Books Mentioned: Essentialism by Greg McKeown Building a Second Brain by Tiago Forte Connect with Libby on LinkedIn Here! Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist 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! 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! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! 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.…

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The Efficient Advisor: Tactical Business Advice for Financial Planners « » 232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework

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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

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1. 232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework (00:00:00)

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The Efficient Advisor: Tactical Business Advice for Financial Planners « »
232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework