123: Ideas to Implement - Level One of the Systems to Scale Framework: DEFINE

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.

The Wednesday Season 2 Official Woecast

1
Here We Woe Again: Jenna Ortega, Creators Al Gough & Miles Millar 31:46

לפני 8 ימים31:46

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לייק

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31:46

BE WARNED! This podcast will contain spoilers for Wednesday Season 2, episodes 1-4. Join host Caitlin Reilly each week as she takes you deep into the twisted world of Wednesday with an amazing group of guests! And producer Thing will be helping out to make sure everything goes to plan - well, mostly, anyway... In this episode: Jenna Ortega peels back the layers on the new tension between Wednesday and Enid. And that terrifying vision! Plus… Series showrunners Al Gough and Miles Millar reveal why they made Morticia Addams such a central character in this season, and what it means for Wednesday. Whether you’re a normie or an outcast, the Wednesday Season 2 Official Woecast will be the place for all things Nevermore! For more juicy details about Wednesday Season 2, head over to Tudum.com to get all of the latest updates. 1:15 Preparing for Season 2 3:25 Evolving Wednesday’s look for Season 2 4:12 Addams clan expands for Season 2 6:12 Joanna Lumley joining the cast 7:38 Wednesday and Enid's Friendship 9:00 Wednesday’s Vision 10:50 Jenna is a Producer 13:45 Al and Miles introduction 14:03 Wednesday takes down a Serial Killer 15:05 Intergenerational Relationships & the Addams Women 17:48 Catherine Zeta-Jones as Morticia in Season 2 20:48 Wednesday and Enid’s relationship 24:04 Steve Buscemi joining the cast 26:19 Wednesday’s popular! 27:45 Boy with the Clockwork Heart stop motion sequence…

לפני שנתיים 9:28

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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 One of the Systems to Scale Framework: DEFINE
---------------

LINKS FROM THIS EPISODE:
Get on the Systems to Scale Group Coaching Waitlist 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!

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!
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.

297 פרקים

#Entrepreneur #Business #Marketing #Libby Greiwe

123: Ideas to Implement - Level One of the Systems to Scale Framework: DEFINE

The Efficient Advisor: Tactical Business Advice for Financial Planners

published לפני שנתיים

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MP3•בית הפרקים

Learn more about the Group Coaching & Mastermind HERE!

297 פרקים

#Entrepreneur #Business #Marketing #Libby Greiwe

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The Efficient Advisor: Tactical Business Advice for Financial Planners

1
297: Charge What You’re Worth: Sten Morgan’s Blueprint for Confident, Value-Driven Advising 48:22

לפני 3 ימים48:22

48:22

In this episode, financial advisor Sten Morgan joins Libby to talk about redefining what it means to bring value to your clients. From charging for advice to becoming a confident communicator, Sten shares practical steps to help advisors grow personally and professionally. He breaks down how to stand out in a crowded industry, build trust quickly, and create a business model centered around meaningful impact. Whether you're a new advisor or seasoned pro, you’ll leave this episode with tools to level up your practice. What You Will Learn in This Episode: Why your advice (not products) is your most valuable asset How to use whiteboarding to simplify complex strategies and wow clients What it takes to shift from scarcity to abundance in your mindset A practical approach to pricing your services with confidence How to scale your advisory business through systems and communication Sten’s message is clear: financial advisors have the power to create massive impact—if they recognize their own value and learn how to communicate it. His approach blends strategy, heart, and practical tools to help you lead with confidence and clarity. If you’re ready to make a bigger difference and grow your practice on your terms, this is an episode you won’t want to miss. Sten's website HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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296: How I’m Cutting 10 Hours a Week From My Work Schedule (And You Can Too!) 18:10

לפני 7 ימים18:10

18:10

As summer chaos sets in and the lines between work and life begin to blur, it’s easy to drift away from structure and feel the weight of inefficiency. In this episode, Libby pulls back the curtain on her own schedule reset—sharing how she’s reclaiming 10 hours a week by returning to a themed model week. This practical episode is packed with strategies you can use to restructure your time, reset your rhythm, and reduce the overwhelm. This week we’re digging into: Why lack of structure adds invisible hours to your workload How to use a themed model week to regain control of your schedule Simple ways to design a schedule that fits your energy and goals Why "white space" might be your most effective growth strategy Practical tips for building your own version of a model week This episode is your gentle nudge to stop the constant summer balance-hustle thing and start working intentionally again. With just a pen, paper, and a little vision, you can create a schedule that aligns with your life—not works against it. Whether you need more rest, more structure, or more space to finish what you’ve started, Libby’s approach will help you make it happen. 🎧 Tune in and take the first step toward building a week that works for you . Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
295: 200M AUM & Still Drowning? How Jessica Systematized Her Firm & Reclaimed Her Sanity 32:03

לפני 10 ימים32:03

32:03

Running a thriving financial advisory firm sounds like the dream, but what happens when success outpaces your systems? In this episode, Jessica Cole, CFP®, ChFC®, founder of Synergy Wealth Partners, shares her journey of leading a booming advisory business with over $200 million AUM — and hitting a breaking point. With too many clients, no clear processes, and team members constantly asking “what do I do now?”, Jessica turned to group coaching to bring structure and sanity to her fast-growing practice. She gets candid about imposter syndrome, burnout, and how leaning into her Ideal Client Avatar changed everything. Here’s what you’ll learn in this episode: How a “successful but messy” firm can still fall short without the right systems Why identifying your Ideal Client Avatar (ICA) is a total game changer Tips for prioritizing implementation when you’re too busy to do it all The importance of an intro call before discovery meetings — and how it saved time and energy How being part of a pod (small peer group) helps normalize struggle and create connection This conversation is packed with honesty, humor, and tactical insight. Whether you're new to the business or scaling rapidly, you'll walk away feeling seen — and armed with ideas to build smarter. Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
294: One Question to Help You CRUSH August 9:55

לפני 14 ימים9:55

9:55

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! It’s the first of the month — your built-in Slingshot Day ! In this quick-hit episode, Libby shares the powerful question that can reset your focus and fuel massive momentum in your life and business. You’ll learn how to turn a single intentional decision into real progress — no waiting for New Year’s, no perfection required. Whether it’s a tiny habit or a big commitment, today is your launchpad. Ready to make August 31st you proud? Let’s go! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
293: How to Save 30+ Hours a Month with Smart Workflows and Automation With Lorie Jones 47:46

לפני 17 ימים47:46

47:46

Ready to transform the way you handle client service? In this episode, I’m joined by Lorie Jones, a seasoned Financial Advisor who has over 20 years of experience supporting top-performing financial advisors. Lorie shares her secrets for creating a high-touch client experience, building efficient systems, and managing the chaos that can come with growth. Whether you’re a solo advisor or run a team, you’ll walk away with actionable strategies to elevate your client service model. What you’ll learn in this episode: How to build replicable and consistent service systems that scale with your business The secret behind proactive communication that makes clients feel truly cared for Tips for documenting processes so your team can function smoothly and confidently Why Lorie says “the client doesn’t always know what they need” and how to respond How to think like a COO even if you’re just starting out or running lean This episode is packed with wisdom for advisors who want to deliver world-class service without burning out. Lorie’s perspective will help you refine your systems, take control of your calendar, and set your team up for success. Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
292: The 6-Step Framework to Systematize, Simplify & Scale Your Advisory Firm 39:42

לפני 24 ימים39:42

39:42

If you’ve ever felt like your business is running you instead of the other way around, this episode is a game changer. Libby breaks down the Systems to Scale Framework—a proven, practical, and powerful method to help financial advisors get out of overwhelm and into systems that actually work. Whether you're flying solo or leading a team, these six layers of business development will help you scale with ease, reclaim your time, and fall back in love with your business again. 🎯 Here’s what you’ll learn in this episode: • Why defining your sweet spot (skills + passion + profitability) is the foundation of everything • How to design a laser-focused ideal client avatar and use it to craft better marketing and service • How to package and price your offers in a way that’s simple to sell and easy to buy • How templates, workflows, and SOPs help you serve more clients without adding time • What it really means to step into a CEO role—and how to develop a hungry, loyal team By the end of this episode, you’ll have a clear map to create systems that scale—so you can spend more time doing what you love inside and outside your business. 🏖 Ready to get started? Download the free Systems to Scale Framework and take your next right step today HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 28 ימים35:34

35:34

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 4 weeks49:42

49:42

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 5 weeks11:18

11:18

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In today’s episode: Ever wish your schedule had a built-in safety net? 🛑✨ In this episode, Libby shares a powerful but simple addition to your Model Week: VIP Time Slots. Learn how setting aside dedicated "just in case" appointment times can create flexibility for client emergencies, last-minute prospect meetings, or even just space to be awesome. You’ll discover how a little bit of intentional planning can reduce overwhelm, help your team protect your calendar, and give you back control—without sacrificing service or sanity. 🎯 I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 5 weeks52:08

52:08

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 6 weeks21:37

21:37

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In This Episode: Feeling constantly behind and like you're always reacting instead of leading? In this episode, you’ll learn four powerful strategies to help you shift from reactive to proactive in your advisory business. From building a defined client service calendar to setting clear expectations with clients, Libby shares simple ways to get out of the weeds and into a more strategic role. Organize your calendar Shift from reviews to strategy sessions Set better boundaries with clients Listen in for quick wins you can implement right away to reclaim your time and run your firm with intention. I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 6 weeks1:05:06

1:05:06

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

לפני 7 weeks24:59

24:59

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

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 7 weeks36:10

36:10

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

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 8 weeks21:29

21:29

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

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The Efficient Advisor: Tactical Business Advice for Financial Planners « » 123: Ideas to Implement - Level One of the Systems to Scale Framework: DEFINE

123: Ideas to Implement - Level One of the Systems to Scale Framework: DEFINE

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דומה לThe Efficient Advisor: Tactical Business Advice for Financial Planners

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123: Ideas to Implement - Level One of the Systems to Scale Framework: DEFINE