125: Ideas to Implement - Level 2 Processes of the Systems to Scale Framework: CREATE

The Efficient Advisor: Tactical Business Advice for Financial Planners

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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.

All About Change

1
Tiffany Yu — Smashing Stereotypes and Building a Disability-Inclusive World 30:23

לפני 20 ימים30:23

הפעל מאוחר יותר

רשימות

לייק

אהבתי

30:23

Tiffany Yu is the CEO & Founder of Diversability, an award-winning social enterprise to elevate disability pride; the Founder of the Awesome Foundation Disability Chapter, a monthly micro-grant that has awarded $92.5k to 93 disability projects in 11 countries; and the author of The Anti-Ableist Manifesto: Smashing Stereotypes, Forging Change, and Building a Disability-Inclusive World. As a person with visible and invisible disabilities stemming from a car crash, Tiffany has built a career on disability solidarity. Now that she has found success, she works to expand a network of people with disabilities and their allies to decrease stigmas around disability and create opportunities for disabled people in America. Episode Chapters 0:00 Intro 1:26 When do we choose to share our disability stories? 4:12 Jay’s disability story 8:35 Visible and invisible disabilities 13:10 What does an ally to the disability community look like? 16:34 NoBodyIsDisposable and 14(c) 21:26 How does Tiffany’s investment banking background shape her advocacy? 27:47 Goodbye and outro For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/…

לפני שנתיים 10:42

MP3•בית הפרקים

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Level 2 Processes of the Systems to Scale Framework: CREATE
---------------------
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

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.

289 פרקים

#Entrepreneur #Business #Marketing #Libby Greiwe

125: Ideas to Implement - Level 2 Processes of the Systems to Scale Framework: CREATE

The Efficient Advisor: Tactical Business Advice for Financial Planners

published לפני שנתיים

שתפו

MP3•בית הפרקים

Learn more about the Group Coaching & Mastermind HERE!

289 פרקים

#Entrepreneur #Business #Marketing #Libby Greiwe

All episodes

1
289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently 11:18

לפני יומיים11:18

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.…

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

לפני 5 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.…

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

לפני 9 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.…

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

לפני 12 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.…

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

לפני 16 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.…

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

לפני 19 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.…

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

לפני 23 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.…

1
282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days 37:17

לפני 26 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.…

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

לפני 4 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.…

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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.…

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

לפני 5 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.…

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.…

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

לפני 6 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.…

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.…

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125: Ideas to Implement - Level 2 Processes of the Systems to Scale Framework: CREATE

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125: Ideas to Implement - Level 2 Processes of the Systems to Scale Framework: CREATE