The Efficient Advisor: Tactical Business Advice for Financial Planners: Recent Episodes
Libby Greiwe
Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!
I changed my mind on a very common piece of business advice.
It's one of the most common messages we hear as entrepreneurs: build a business that runs without you. But what if we've been chasing the wrong goal? In this episode, Libby shares a mindset shift that completely changed the way she thinks about systems, delegation, and business ownership. Drawing on a recent personal experience and an unexpected epiphany, she explores why freedom and absence are not the same thing—and why building a business that allows you to spend more time doing the work you love is a much healthier and more sustainable goal.
In this episode, you'll learn:
- Why "build a business that runs without you" may not be the right goal for most financial advisors—and what to strive for instead.
- The difference between freedom and absence, and how shifting your perspective can reduce burnout and increase fulfillment.
- A simple "Freedom Audit" exercise to identify which responsibilities energize you and which ones are holding you back.
- How to use systems and delegation to protect your energy, operate in your zone of genius, and create a business that supports the life you want.
If you've ever felt like your business still depends too much on you, this episode offers a refreshing perspective. Rather than trying to remove yourself from your business entirely, you'll learn how to intentionally design your role so you can spend more time doing the work that only you can do—and that you genuinely enjoy. It's a practical mindset shift that can help you build a business that serves you, instead of one that simply demands more from you.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
You built the process... so why aren't you (or your team) following it?
This episode is all about the difference between creating great processes and actually getting your team to follow them. While most advisors spend time documenting workflows, the real challenge is building habits that stick when business gets busy. Libby shares practical strategies for turning systems into your firm's default way of operating, helping advisors reduce mistakes, create consistency, and build a business that can truly scale without relying on constant oversight.
In this episode, you'll learn:
- Why implementation is a completely different skill than process design, and why even great systems fail without consistent execution.
- Simple ways to help your team build new habits, including creating "pause points," making SOPs easy to access, and eliminating exceptions.
- How to create a culture that rewards following the process instead of celebrating lucky shortcuts that eventually create more work.
- Practical leadership strategies for auditing your systems, encouraging team feedback, and building lasting process adoption through repetition and accountability.
If you've ever built a process only to watch your team slowly drift back to the old way of doing things, this episode will give you a practical framework for making change stick. Small, consistent improvements—paired with intentional implementation—can transform the way your business operates, creating a smoother experience for both your team and your clients while helping your firm scale with confidence.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
If you only had 20 minutes to diagnose why your advisory firm feels chaotic, where would you look first? In this episode, Libby walks you through the same rapid-fire audit she uses to identify the biggest operational bottlenecks inside an advisory practice. Instead of focusing on working harder or becoming more disciplined, you'll learn how to quickly pinpoint the systems that are creating unnecessary stress, consuming your time, and keeping you stuck as the bottleneck in your business.
By the end of this episode, you'll have a simple framework you can use to perform your own 20-minute operational audit and identify exactly where to focus next.
In this episode, you'll learn:
- The four core systems Libby evaluates first to quickly identify operational bottlenecks inside an advisory practice.
- How to perform your own 20-minute business audit to uncover where your firm is losing the most time and creating unnecessary stress.
- The common warning signs that your onboarding, service model, service requests, or internal projects need attention.
- How to identify the one process improvement that will create the biggest impact instead of trying to fix everything at once.
Building a more efficient business doesn't require reinventing your entire practice overnight. It starts with identifying the one system that's creating the biggest drag on your time, energy, and client experience. Take 20 minutes, complete the audit, and commit to improving just one process this quarter. Small, intentional improvements compound into a business that gives you more capacity, more consistency, and ultimately more freedom.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
If you've ever wondered whether Systems to Scale Group Coaching is the right next step for your business, this episode is for you. Libby pulls back the curtain on exactly who the program is designed for, who should wait, and why so many successful advisors eventually realize they don't have a revenue problem—they have a capacity problem. You'll hear the philosophy behind the program, what transformation advisors can expect over the 10-month coaching experience, and answers to many of the most frequently asked questions about how the program works, what the commitment looks like, and what you can expect if you decide to join.
In this episode, you'll learn:
- Why the biggest bottleneck in a growing advisory firm is often the advisor themselves, and how documented systems create more capacity without sacrificing client experience.
- The three core beliefs that shape the Systems to Scale coaching program and why incremental process improvements outperform trying to overhaul your business all at once.
- What actually happens during the 10-month group coaching program, including how the live coaching, small accountability pods, templates, office hours, and implementation support work together to help you build lasting systems.
- Who the program is the best fit for, who should wait before joining, and how to determine whether now is the right time to focus on building the operational foundation for your business.
If you've built a successful practice but still feel like everything depends on you, this episode will help you determine whether it's time to stop being the bottleneck and start building a business that can consistently deliver an exceptional client experience without relying on your memory. Whether you decide to join the program now or sometime in the future, you'll walk away with a clearer understanding of what it takes to transition from busy advisor to true CEO.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
If you've ever looked around your business and thought, "I know I need better systems, but I have no idea where to start," this episode is for you. In today's conversation, Libby shares one of the most impactful exercises from a recent CEO Day with her alumni community—an exercise that gives advisors immediate clarity on where to focus next. Instead of chasing every new idea, you'll learn how to identify the one or two processes that will create the biggest impact in your business over the next 90 days.
In this episode, you'll learn:
- How to assess the eight core processes every advisory firm needs to build a scalable business.
- A simple five-level framework to evaluate the maturity of each process, from "winging it" to delivering an exceptional client experience.
- Why incremental improvements consistently outperform trying to overhaul your entire business at once.
- How to use the Process Assessment Wheel to prioritize the next system or workflow that will create the greatest momentum in your firm.
Building a business that runs more efficiently doesn't happen by tackling everything at once. It happens by making intentional improvements one process at a time. This exercise will help you gain clarity, focus your energy where it matters most, and create meaningful progress without feeling overwhelmed. Be sure to download the accompanying worksheet and use it during your next CEO Day to measure your progress and plan your next steps.
DOWNLOAD THE ASSESSMENT HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
One of the biggest mistakes I see growing advisory firms make is waiting too long to define roles and responsibilities. When your team is small, it's easy for everyone to pitch in wherever needed. But as your firm grows, those blurry lines quickly turn into confusion, duplicated work, bottlenecks, and frustration.
In this episode, I share one of the exercises we teach inside our Systems to Scale Group Coaching Program that helps advisors create clear job roles before they become a problem.
You'll learn why well-defined roles aren't about creating bureaucracy—they're about giving your team clarity, creating better accountability, making delegation easier, and building a business that's ready to scale. Whether you have one employee or ten, this framework will help you stop building jobs around people and start building a business that can grow intentionally.
In this episode, you'll learn:
- Why every advisory firm needs clearly defined roles and job descriptions long before you think you do.
- How to identify the core functions of your business and organize responsibilities so everyone knows exactly what they own.
- The difference between building a role around a person versus hiring the right person for a well-defined role—and why that distinction changes everything as you scale.
- How creating an organizational chart and role structure today makes delegation, hiring, annual reviews, and future growth dramatically easier.
The strongest businesses aren't built by adding more people—they're built by creating clarity. When every person understands their role, how they contribute to the firm's vision, and where opportunities for growth exist, your business becomes easier to lead, easier to scale, and far less dependent on you being involved in everything. It's one of the simplest CEO exercises you can do today that will continue paying dividends as your firm grows.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
Today, I am sharing one simple process that transformed our client experience, helped us stay on schedule, reduced unnecessary follow-up meetings, and ensured we walked into every meeting fully prepared. If you've ever had a client bring up a major planning question with five minutes left on the clock, this system is for you.
In this episode, you'll learn:
- Why sending a meeting agenda two weeks in advance dramatically improves client meetings and positions you as a more prepared, professional advisor.
- How one simple pre-meeting email uncovers important client questions before they derail your agenda.
- How this process reduces follow-up meetings, keeps meetings on time, and allows you to prepare thoughtful recommendations in advance.
- The exact framework you can automate or delegate to create a smoother client experience with very little effort.
One of the biggest time-wasters in a financial planning practice happens when important client questions don't surface until the end of the meeting. Instead of trying to cram a complex discussion into the final few minutes—or scheduling another meeting altogether—you can eliminate most of these surprises with one simple email. By sending clients your planned agenda two weeks before their meeting and inviting them to share any additional questions, you'll create a more organized experience, make clients feel heard, and give yourself the time to prepare meaningful answers. It's a small process change that delivers a surprisingly big impact for both your team and your clients.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
If you've ever wondered whether a three-day workweek is actually possible as a financial advisor, this episode is your practical roadmap. In Part 2 of this series, I move beyond the story of how I built my business and dive into exactly what it takes to intentionally reduce your schedule without sacrificing client experience or business growth. From annual planning rhythms to delegation, systems, and CEO thinking, I break down the step-by-step framework I would follow if I were building toward a three-day workweek all over again.
In this episode, you'll learn:
- How to use annual rhythms, model weeks, and time studies to identify where your time is really going and where you can reclaim it.
- The systems, delegation strategies, and business changes required to successfully reduce your workweek without compromising client service.
- Why transitioning to a shorter workweek isn't about working faster—it's about becoming a different kind of business owner and CEO.
- How to thoughtfully bring your team along through change, create buy-in, and build a business that doesn't require you to be constantly available.
Building a three-day workweek isn't about working less for the sake of working less. It's about intentionally designing a business that supports the life you want to live. Whether your goal is taking Fridays off, creating more CEO time, or simply feeling less overwhelmed, this episode will help you start building the systems and mindset needed to make it possible—one intentional step at a time.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
If you're anything like most financial advisors, you've collected hundreds of valuable resources over the years: articles, calculators, PDFs, client-friendly graphics, and planning tools. But if they're scattered across bookmarks, downloads, and random folders, they're almost impossible to find when you actually need them.
In this episode, I share one of the simplest organizational systems I've seen for creating a searchable planning resource library, inspired by one of the incredible advisors in our Systems to Scale alumni community. This easy-to-implement idea will save you time, reduce frustration, and make it easier to deliver value to clients.
In this episode, you'll learn:
- How to create a simple digital resource library that keeps your favorite planning tools, articles, calculators, and PDFs organized in one place.
- A practical folder structure you can use to organize resources by life events, planning topics, niches, and client goals.
- Why building your resource library over time is far more effective than trying to organize everything at once.
- How one advisor took a basic organizational system and transformed it into a powerful knowledge library that saves time and improves client service.
Sometimes the smallest systems create the biggest improvements in your business. A well-organized planning resource library may seem simple, but it can eliminate countless hours of searching for information and help you serve clients with greater confidence and consistency. I hope this episode inspires you to start building a system that future you will thank you for.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
If you've ever wondered what it actually takes to build a successful advisory firm while working fewer hours, this episode pulls back the curtain. After receiving more than 80 questions from advisors, I'm sharing the honest story behind my three-day workweek. From the systems and team structure that made it possible to the mistakes, trade-offs, and mindset shifts along the way, this is the first of a two-part series that dives into exactly how I redesigned my business to support the life I wanted instead of the other way around.
In this episode, you'll learn:
- Why reducing your workweek isn't about working less—it's about intentionally designing a business that doesn't require you to be constantly available.
- How I gradually reduced my schedule from 70-80 hour weeks to a sustainable three-day workweek through systems, delegation, and intentional calendar design.
- The practical strategies we used to set client expectations, protect boundaries, and deliver exceptional service without sacrificing responsiveness.
- How building documented processes, hiring the right team members, and creating a structured model week dramatically increased my productivity and revenue per hour.
If you've been dreaming about creating more freedom in your business but aren't sure where to start, this episode will challenge the way you think about time, productivity, and what it really means to build a business that serves your life. Next week, I'll dive even deeper into the numbers, team structure, client service model, and the step-by-step roadmap you can use to begin creating your own version of a more intentional workweek.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
If there's one thing every financial advisor says they value, it's time. But when it comes to running our own businesses, many of us make decisions that protect our bank account while quietly sacrificing months or even years of our lives. In this episode, I challenge that mindset and explore why buying speed, guidance, and systems is often one of the smartest investments you can make. I'll walk through a simple way to evaluate the true cost of waiting and share a practical exercise to help you stop trading time for unnecessary trial and error.
In this episode, you'll learn:
- Why advisors consistently say time is more valuable than money, but often make business decisions that suggest otherwise
- How to think about the real value of investing in systems, templates, coaching, and support based on the speed of the outcome
- A simple exercise to identify the projects that have been quietly costing you time, revenue, and peace of mind
- How adopting a CEO mindset can help you optimize for saving years instead of simply saving dollars
The best investment you can make isn't always the one that costs the least. Sometimes it's the one that helps you reclaim your time, reduce unnecessary stress, and accelerate the business and life you're trying to build. If you've been putting off an important project because you're trying to do it all yourself, I hope this episode gives you permission to stop waiting and start buying back your time.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
This week, I'm joined once again by Adam Holt, founder of Asset-Map, for a conversation every advisor needs to hear. We dive into one of the biggest challenges facing advisory firms today: technology adoption. It's easy to get excited about a new tool, but it's much harder to fully integrate it into your business and unlock its true value. We talk about why so many advisors end up underutilizing the software they already own, how successful firms approach implementation differently, and what it really takes to become a student of the tools that can help you scale.
In this episode, you'll learn:
- Why buying a tool is only the first investment—and why the real ROI comes from the time and energy spent learning how to use it effectively
- How top-performing advisors avoid "just-in-time learning" and instead create intentional systems for training, adoption, and ongoing mastery
- The role advisors should continue to play in fact-finding conversations, even when they delegate data entry and planning support to their team
- A practical framework for evaluating your technology stack during CEO time, including how to identify underutilized tools, eliminate unnecessary complexity, and maximize the value of what you already have
Whether you're considering a new piece of technology or wondering if you're getting enough value from the tools you already pay for, this episode will challenge you to think differently about implementation. The advisors who get the biggest results aren't necessarily using the most tools—they're becoming experts at the right ones.
If you've ever felt overwhelmed by technology or frustrated by software adoption, this conversation will help you build a more intentional approach to your tech stack and your business.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
One of the hardest conversations advisors have is about changing expectations with long-time clients. If you've created (or maybe inherited) a service model that's packed with quarterly meetings simply because "that's how it's always been," this episode will help you rethink what truly delivers value. I'll share a simple client script you can use to confidently transition appropriate clients to fewer meetings while strengthening—not weakening—the relationship.
In this episode you will learn:
- Why meeting less often can actually improve your client experience instead of diminishing it
- A simple script you can use to confidently transition clients from quarterly meetings to a more appropriate cadence
- How to reposition your value so clients understand that your expertise happens between meetings—not just during them
- The mindset shift every advisor needs to make when designing a client service model that is fair, scalable, and profitable
Your meeting schedule should reflect the value you deliver today—not the promises you made years ago when you first opened an account. By intentionally setting expectations, communicating the work happening behind the scenes, and building a client service model around impact instead of meeting frequency, you can create a better experience for your clients while building a more efficient business for yourself.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
As advisors, we spend a lot of time working in the business—but not nearly enough time working on the business.
In this episode, Libby pulls back the curtain on the exact quarterly CEO Day framework she recently led for her Systems to Scale alumni community. With Q2 coming to a close, she shares how to create the space for strategic thinking, avoid turning your CEO time into a glorified catch-up day, and walk away with a clear plan for the next 90 days. Whether you're a solo advisor or leading a growing team, this episode will help you become more intentional, proactive, and focused as you head into the next quarter.
In this episode, you'll learn:
- How to structure a quarterly CEO Day that actually leads to action instead of becoming another day spent answering emails and putting out fires.
- The five key business categories every advisor should review each quarter, including people, finances, processes, client experience, and technology.
- Why brain dumps and structured reflection exercises help uncover opportunities, bottlenecks, and priorities that are easy to miss during day-to-day operations.
- A practical framework for identifying your next three quarterly goals and turning them into actionable plans that actually get completed.
Libby shares the same process she used in her own advisory firm and now teaches inside her coaching programs. If you've ever wondered what it really means to "work on the business," this episode gives you a step-by-step roadmap for creating the time, clarity, and focus needed to move your firm forward. As you wrap up the quarter, consider blocking time on your calendar for your own CEO Day—you may be surprised by how much progress can come from simply creating the space to think strategically.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
If you've ever struggled to come up with meaningful gifts, memorable client experiences, or even remember the little details that matter most to your clients, this episode is for you. In this Efficient Friday episode, Libby dives into the power of building a Client Intel Process—a simple but powerful system for gathering, storing, and using personal information to deepen relationships and create remarkable client experiences.
More importantly, she shares the common mistakes advisors make when collecting client intel and how to avoid turning something thoughtful into something transactional. Based on conversations from a live Q&A with advisors inside The First 100 Days course, this episode will help you create more authentic connections with clients while using process to support—not replace—the human element of your practice.
In this episode, you'll learn:
- Why asking clients to fill out a questionnaire about their preferences can actually diminish the impact of future gifts and gestures
- How to gather meaningful client intel naturally through conversations, observation, and the practice of "double-clicking"
- Creative ways to use personal information to surprise, delight, and strengthen client relationships throughout the year
- How to build a simple process for capturing and accessing client intel so no important details get lost over time
The best client experiences aren't built on expensive gifts or elaborate gestures. They're built on making people feel seen, known, and valued. By creating a thoughtful Client Intel Process, advisors can use systems and processes to deepen human connection, strengthen trust, and create experiences clients remember long after the financial planning conversation ends.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
What if you could get back 100 to 200+ hours a year without sacrificing the quality of your investment management?
In this episode, Libby sits down with Darol Ryan, Managing Partner of Main Management, to discuss one of the biggest hidden time drains in many advisory firms: portfolio management. From researching investments and preparing for review meetings to managing custom portfolios and rebalancing accounts, advisors often spend countless hours on work that may no longer be the highest and best use of their time. Together, they explore how custom model portfolios can help advisors create scale, increase consistency, and free up valuable time to focus on clients, planning, growth, and life outside the office.
In this episode, you'll learn:
- How advisors are saving 100–200+ hours per year by moving from individually managed portfolios to scalable model-based investment management
- Why custom portfolio management often becomes the bottleneck that prevents firms from growing beyond certain asset and client thresholds
- How custom advisor models are built and tailored to fit your investment philosophy, client base, and unique planning needs
- Why the future value of financial advisors lies in relationships, behavioral coaching, tax planning, and financial advice—not spending weekends researching investments
If you've ever found yourself spending nights, weekends, or entire weeks preparing portfolio reviews, researching investments, or managing dozens of portfolio variations, this conversation will challenge you to rethink where your time is best spent. As technology and AI continue to reshape the industry, the advisors who thrive will be the ones who create efficient systems behind the scenes so they can spend more time doing what clients truly value most.
Book a call to have custom portfolios build for your business HERE!
Email Darol Ryan directly here: Ryan@mainmgt.com
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
As the end of the quarter approaches and the halfway point of the year comes into focus, many advisors are planning CEO Days to step back and think strategically about their businesses. But before you jump into goal-setting, planning, and big-picture thinking, there’s one important step that can dramatically improve the quality of your strategic work. In this episode, Libby shares why an Admin Day—or at least a few dedicated admin hours—should come before every CEO Day and how clearing mental clutter creates the space for better decisions, deeper thinking, and more productive strategy sessions.
In this episode, you'll learn:
- Why an Admin Day is the prerequisite to an effective CEO Day
- How physical and digital clutter impacts your ability to think strategically
- Why working through lingering tasks often uncovers the biggest opportunities for improvement in your business
- A simple process for clearing the runway so you can maximize your CEO time
Strategic thinking requires space, focus, and clarity—and those things are hard to access when your brain is juggling unfinished tasks and mental to-do lists. Before your next CEO Day, give yourself permission to spend some time clearing the decks first. You may be surprised how much more productive, insightful, and valuable your strategic planning becomes when you remove the noise and create room to think like a CEO.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
Efficiency is one of the most common goals financial advisors share, but very few can actually define what it means—or measure it. In this episode, Libby challenges the traditional metrics advisors often use to gauge success and introduces four simple KPIs that provide a much clearer picture of productivity, efficiency, and scalability. If you've ever wondered whether you're truly building a business that gives you more freedom, more impact, and better results without simply working longer hours, this episode will help you start tracking what really matters.
In this episode, you'll learn:
- How to calculate your revenue per hour and why it's a more meaningful metric than revenue growth alone
- The client-facing ratio that reveals where your biggest opportunities for efficiency are hiding
- A simple framework for evaluating the impact of your value-add activities and client experience initiatives
- Why tracking referrals can uncover the health of your client experience, service model, and planning process
Whether you're a solo advisor or leading a growing team, these four KPIs can help you shift from working harder to working smarter. By focusing on the metrics you can actually influence, you'll gain clearer insight into where your time is going, what's creating the most value for clients, and how to build a more scalable practice. Be sure to download the free KPI tracker mentioned in the episode and start measuring your progress.
Grab your Free KPI Download HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
If you've been listening to the podcast lately, you know we've been talking a lot about client experience, onboarding, and the first 100 days. And this week, I’m coming to you from the Ritz-Carlton in Chicago, where I’m speaking at a conference and taking notes on one of the most recognized customer experience brands in the world. As I’ve watched the little details and thoughtful touches that make the Ritz-Carlton experience so memorable, I couldn’t help but think about how easily many of those same principles can be applied inside an advisory firm. In this episode, I’m breaking down three specific Ritz-Carlton practices that advisors can use to create more memorable, consistent, and remarkable client experiences.
In this episode, you'll learn:
- How the Ritz-Carlton’s famous $2,000 Rule empowers employees to solve problems, create memorable moments, and deliver exceptional service without waiting for management approval
- Why capturing client preferences and personal details is only half the battle—and how to actually use that information to strengthen relationships and deepen client loyalty
- How daily service meetings at the Ritz create consistency across the organization and how advisors can incorporate client experience discussions into their own team meetings
- The three foundational pillars of a remarkable client experience: empowering your team, collecting meaningful client intelligence, and creating processes that ensure consistence.
The best client experiences don’t happen by accident. The Ritz-Carlton has built a reputation for excellence by intentionally empowering employees, documenting client preferences, and creating systems that reinforce exceptional service every day. The good news is that you don’t need a luxury hotel budget to apply these principles. Small, thoughtful actions backed by strong processes can help your clients feel seen, known, and valued—and that’s what creates loyalty, referrals, and lasting relationships.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, Libby sits down with Summer Webb from American Estate & Trust to unpack what alternatives actually are, why more advisors are exploring them, and how firms can offer these types of investments in a more streamlined and compliant way. Whether you're completely new to alternatives or already managing some private investments for clients, this conversation helps demystify the process and explores what it can look like to bring more sophisticated solutions into your practice without losing efficiency.
In this episode, you will learn:
- What “alternative investments” actually include — from private equity and real estate to crypto, precious metals, and private credit
- Why more everyday clients (not just ultra-high-net-worth investors) are asking advisors about alternatives
- How advisors can potentially retain more wallet share by staying involved in private investment conversations instead of sending clients elsewhere
- What it looks like operationally and compliantly to offer alternatives through a specialized custodial partner without adding unnecessary complexity to your business
If you’ve ever felt curious about alternatives but assumed they were too complicated, too niche, or only for massive family offices, this episode offers a really interesting behind-the-scenes look at how the landscape is changing. Libby and Summer explore the balance between sophistication and simplicity, and how advisors can continue evolving their businesses while still maintaining the efficiency and client experience they’ve worked so hard to build.
Learn more about AET here!
Download this fascinating fact sheet on Alternatives here!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
When onboarding feels chaotic behind the scenes, clients feel it too. In this episode, Libby breaks down one of the simplest yet most powerful systems she ever implemented to reduce client anxiety, improve communication, and create a more professional onboarding experience: the weekly client update email, also known as the “Domino’s Pizza Tracker” for your practice. Drawing from real-world lessons and a major onboarding mishap, she shares how proactive communication can completely transform how clients experience those critical first 30 days.
You’ll hear practical ways to keep clients informed without overwhelming them, how to create more accountability inside your team, and why consistency matters so much when building trust during large money movements and account transitions. If your onboarding process sometimes feels messy, reactive, or stressful, this episode will help you create a system that feels smoother for everyone involved.
In this episode you’ll learn:
- Why proactive weekly communication dramatically reduces client anxiety during onboarding
- How to structure a simple “Domino’s Pizza Tracker” email your clients will love
- The internal systems and workflows that keep onboarding organized and prevent things from falling through the cracks
- Best practices for timing, consistency, delegation, and setting expectations during the first 30 days of the client experience
This episode is packed with simple but highly effective ideas that can immediately elevate your onboarding experience without adding a ton of extra work. If you want clients to feel informed, confident, and cared for from day one, this is an episode you won’t want to miss.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, we’re diving into one what can be one of the biggest friction points of the onboarding process: helping clients gracefully leave their previous financial advisor. While most advisors focus on paperwork and transfers, this conversation is all about the psychology behind the transition and how small process tweaks can dramatically reduce friction, hesitation, and transfer delays. You’ll learn how to create a more concierge-level onboarding experience by equipping clients with the language, confidence, and support they need during a vulnerable stage of the relationship.
In this episode you will learn:
• Why the “breaking up with your advisor” conversation creates emotional friction for clients
• How to proactively reduce transfer delays and prevent previous advisors from creating doubt
• The exact type of email scripts and language that help clients navigate the transition with confidence
• How thoughtful onboarding touches like this build trust, improve client experience, and generate more referrals
This episode is a powerful reminder that the little things inside your onboarding process matter more than you think. By anticipating emotional roadblocks and giving clients the tools to navigate them, you create a smoother transition, reduce unnecessary friction, and reinforce that they made the right decision in choosing to work with you. Sometimes the most impactful client experience upgrades are also the simplest to implement.
AND DON’T FORGET TO GRAB YOUR FREE BREAK UP SCRIPT HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In today’s episode, Libby breaks down exactly what The First 100 Days course is, who it’s designed for, and why a remarkable onboarding experience can completely transform a financial advisory business. From creating smoother operations to increasing referrals and client retention, this episode gives advisors a behind-the-scenes look at how intentional onboarding impacts every stage of the client relationship.
In this episode, you’ll learn:
- What The First 100 Days course actually includes and how it works
- Why most onboarding processes aren’t broken — but still aren’t memorable
- How intentional onboarding improves referrals, retention, and client satisfaction
- The difference between the Fast Track and Full Course experience
Libby walks through the full structure of the course, including the psychology behind client onboarding, the three onboarding phases, and how advisors can create a process that feels both efficient and deeply personal. She also shares how advisors are using the framework to streamline operations, delegate more effectively, and create a client experience that consistently stands out.
Whether you’re a brand-new advisor building your systems from scratch or an established firm ready to elevate your client experience, this episode offers practical insight into creating an onboarding process that builds trust from day one.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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 GOAT is here!!! If you’ve ever referenced client experience, onboarding, or retention in your business, you’ve probably already felt his influence. This conversation goes deep into why the first 100 days matter more than most advisors realize, and why so many businesses are leaking clients before they ever have a chance to become long-term relationships. If you’ve ever thought “our onboarding is fine,” this episode might challenge that in the best possible way.
- Why the first 100 days determine whether a client stays for five years or quietly walks away
- The eight phases of the client journey—and where most advisory firms completely drop the ball
- Simple, practical ways to create a remarkable client experience (even in a virtual world)
- How small, intentional touches can accelerate referrals before you’ve even “proven” your value
This is one of those conversations that hits both strategically and tactically. It reinforces that client experience isn’t about big, flashy overhauls—it’s about intentional, repeatable moments that make people feel seen, known, and confident in their decision to work with you. If you’re serious about building a referral-driven practice and increasing client lifetime value, this is the kind of episode you don’t just listen to—you implement.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
Today’s episode is a powerful reminder that even the best financial planning recommendations can be overshadowed by a broken onboarding experience. Libby shares the story of how a process mistake during a client onboarding led to losing a nearly $2 million account — and the lessons advisors can take away to create smoother, more intentional client experiences during the first 100 days.
In this episode, you’ll learn:
- Why the first 100 days of a client relationship are emotionally critical
- How undocumented processes create friction, mistakes, and lost revenue
- What advisors can do to reduce client anxiety during onboarding
- How intentional touchpoints can increase referrals, retention, and client satisfaction
Libby walks through the real-life experience of losing a major client due to small operational breakdowns and explains how that moment became the catalyst for building a more structured onboarding process. She also shares how advisors can shift from “winging it” to creating a repeatable, high-touch experience that clients remember.
If your onboarding process feels reactive instead of intentional, this episode will give you practical insight into creating a smoother experience for both your clients and your team.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, Libby sits down with advisor Aaron Schmerling to unpack what happens when you take a process most advisors overlook and turn it into a strategic advantage.
Aaron shares how his business was already successful and growing, but like many advisors, he hadn’t given much intentional thought to the onboarding experience. After being introduced to the First 100 Days framework, he began implementing a few key changes and quickly realized the impact on both his client experience and internal efficiency. From reducing delays in paperwork to creating a more engaging and confidence-building experience for clients, this conversation highlights how small, thoughtful process improvements can drive meaningful results in a relatively short period of time.
In this episode you will learn:
- How improving your onboarding process can directly impact referrals, client trust, and overall business growth
- Why most advisors overlook onboarding and how to identify hidden opportunities within your current process
- Specific strategies like the onboarding meeting, pizza tracker, and simplifying data gathering to reduce friction and save time
- The real ROI of investing time into systems and processes, including faster implementation, fewer client delays, and increased team efficiency
This episode is a powerful reminder that your onboarding process is not just a formality, but a critical moment to build trust, create momentum, and set the tone for the entire client relationship. By making a few intentional changes, you can elevate the experience for your clients while also creating more efficiency and scalability inside your business.
Learn More About The First 100 Days Course HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
It’s not just what you give, it’s when you give it. And that timing alone can completely change how your client perceives your gift or gesture.
In this episode, we’re breaking down a counterintuitive but powerful approach to client gifting that helps you move from transactional relationships to deeply personal client connections. You’ll learn how to use timing, intention, and personalization to make your clients feel seen, valued, and remembered for the right reasons. If you’ve ever wondered how to make your client experience feel more meaningful without just adding more “stuff,” this one’s for you.
What you’ll walk away with:
- Why giving a gift at the point of transaction can actually weaken your client relationship instead of strengthening it
- How timing your client gifts outside of onboarding creates more emotional impact and memorability
- The difference between marketing swag and true client gifts (and why logos change everything)
- How to use personalization to make clients feel genuinely seen, heard, and valued in a scalable way
By the end of this episode, you’ll rethink not just what you give your clients, but when you give it.
So here’s the takeaway: great client gifting isn’t about being more generous in the moment—it’s about being more intentional over time. When you step away from transactional timing and lean into thoughtful, personalized gestures, you turn everyday business into a relationship-building experience your clients actually remember.
If this episode made you rethink your approach, your next step is simple: look at your current client journey and ask where a surprise-and-delight moment would actually feel meaningful, not mechanical. That’s where real differentiation happens.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, I’m getting really tactical about what delegation actually looks like in real life—not just the idea of it. I’m joined again by Kyle Willis from Belay, and we’re breaking down exactly what you can hand off to a virtual assistant, how to do it, and what changes when you stop trying to do everything yourself.
I share what I’m seeing inside my coaching programs as advisors step into the CEO role—building processes, defining responsibilities, and then hitting that very real question: “Okay, but how do I actually delegate this?”
What delegation looks like before, during, and after client meetings
- How I think about handing off prep work, scheduling, and follow-up without losing control
- The 10-80-10 rule and how I use it to stay involved without doing everything
- How I’ve seen email go from a constant distraction to something I barely touch
- Why giving feedback to your assistant is not optional—and how it actually makes everything easier
- How to handle the “unexpected” work (NIGOs, paperwork issues, client fires) without it ruining your day
- Why a great assistant is not just support—but a true extension of how you run your business
If you’ve been wondering what delegation actually looks like in practice, this episode will give you a clear, realistic picture of how to start.
Get the Delegation Guide & Book a Call with BELAY HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
Have you ever noticed how polished and proactive your process feels when you’re winning a new client… and then how it subtly shifts once the paperwork is signed? In this episode, we’re digging into what really happens in that first 100 days after a client says yes, and why it might be the most overlooked and highest-impact part of your entire business. If you’ve ever felt like your onboarding is “fine” but could be better, this conversation will challenge you to rethink what’s possible and show you what happens when you design that experience with intention instead of letting it happen by default.
- Why the first 100 days is the most friction-filled phase of your client experience and how small inefficiencies here quietly impact everything else
- The four major business effects of a well-designed onboarding process, including increased client longevity, higher lifetime value, more referrals, and a dramatically better client experience
- How a standout early experience creates a unique “novelty window” that drives faster referrals, often before you’ve even fully delivered your long-term value
- The practical byproducts of improving your onboarding, like faster processing times, getting paid sooner, fewer dropped balls, and a more organized, less reactive business
If you’ve been putting off refining your onboarding because nothing feels broken, this is your reminder that “not broken” isn’t the same as optimized. When you elevate your first 100 days, everything downstream gets easier, from operations to referrals to client relationships. It’s one of the highest-leverage improvements you can make in your practice.
Now, can you craft an intro and outro that I can do for this podcast? Keep the tone fun, uplifting, and professional. Highlight what the advisors listening will get out of this episode, but I want to catch their attention in the first two sentences.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
If you’ve ever felt like you’re the bottleneck in your business, or like you just need a few more hours in the day to get everything done, this episode is going to challenge that thinking. In this conversation, we unpack the real cost of trying to do it all on your own and explore what it actually looks like to buy back your time in a way that moves both your business and your life forward. From delegation to decision-making to stepping into your role as CEO, this episode is all about helping you create more capacity without burning out.
- Why doing everything yourself is quietly limiting your growth, your client experience, and your personal life
- The difference between getting time back and actually using that time to drive your business forward
- What tasks financial advisors should be delegating first to reclaim 10 to 15 hours per week
- How to think about hiring support in a lower-risk, more flexible way so you can grow without overwhelm
The biggest takeaway is that buying back your time is not just about getting tasks off your plate. It is about creating the space to think, lead, and operate at a higher level. When you stop trying to do everything yourself, you give your business the opportunity to grow and your life the opportunity to feel a whole lot better.
Get the Belay Delegation Guide HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
If you’ve ever had a client ask for something and your immediate reaction was “ugh… I really don’t want to do that,” but then you said yes anyway… this episode is for you. We’re talking about one of the most important skills for advisors: how to say no without making it weird, without damaging the relationship, and without creating a bunch of friction in your business.
In this episode, we’ll discuss:
- Why saying yes to out-of-scope requests quietly blows up your calendar, creates hidden work, and makes your process feel… not like a process anymore
- Where scope creep actually shows up in real life, from AUM-only clients asking for planning work to all those “quick favors” that somehow take 30 minutes
- A super simple four-part framework you can use to say no in a way that still feels kind, clear, and really professional
- Exact language you can borrow to redirect clients, offer a path forward, and reinforce your value without overexplaining or apologizing
At the end of the day, this is really about clarity. Your best clients don’t need you to do everything—they need you to do the right things really, really well. And when you can say no with a path, you’re not pushing people away… you’re actually building more trust and protecting the experience for everyone, including yourself.
Want to learn more about having your own app? Join us for the May 14th Show & Tell HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, we dive into the future of client communication for financial advisors. Tom Fields shares how combining technology, AI, and a client-first mindset can transform the advisory experience through a white-labeled app. From streamlining workflows to keeping clients genuinely engaged, this conversation is packed with actionable insights for advisors ready to elevate their practice.
What you’ll learn in this episode:
- How to centralize client communication and provide a seamless experience through a white-labeled app.
- Ways to leverage AI, data, and secure delivery to automate follow-ups and action items.
- Strategies to reduce friction for clients and advisory teams, increasing efficiency without losing authenticity.
- Techniques to boost client referrals and engagement by making it easy for clients to take action.
By the end of this episode, advisors will understand how to combine technology and human touch to improve client relationships, streamline operations, and stay top-of-mind with the clients who matter most.
Register for the Show & Tell HERE!
Learn more about Fynancial HERE!
Follow Tom on LinkedIn HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
There’s a phrase that shows up in a lot of advisory firms that seems harmless on the surface, but quietly creates friction in both the team dynamic and the client experience. In this episode, we unpack why the term “junior advisor” might be doing more damage than you realize and how small language shifts can have a big impact on trust, confidence, and the way your clients perceive your team.
- How the label “junior advisor” subtly undermines authority and creates doubt before a meeting even begins
- Why the language you use internally becomes the experience your clients have externally
- A simple but powerful reframe that helps build trust and elevate every advisor on your team
- How small word choices, like “staff” versus “team,” can completely change the feel of your business
At the end of the day, this is about being intentional with the words you use and recognizing the weight they carry. When you remove labels that create hierarchy or hesitation, you make it easier for your team to step into their role and for clients to trust them more quickly. Sometimes the smallest changes create the biggest shifts.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this short but impactful episode, Libby shares two simple yet powerful phrases that can completely change the way you communicate with clients, guide conversations, and ultimately drive better outcomes. Inspired by real coaching conversations and even insights from psychology, these small language shifts can help you set boundaries, reduce resistance, and lead clients more effectively. She also opens with an important reminder for advisors who feel behind in their business—growth requires evolution, and it is okay to build systems as you go.
- How to use the phrase “I hope you can appreciate” to set boundaries with clients while maintaining trust and rapport
- Why replacing the word “but” with “and” can reduce defensiveness and keep conversations collaborative
- Practical ways to guide client conversations without creating resistance or tension
- A mindset shift for advisors who feel behind and how to reframe growth as a natural part of scaling a business
These two phrases may seem simple, but when used consistently, they can dramatically improve how clients respond, how conversations flow, and how confidently you lead. Start incorporating them into both your client interactions and everyday conversations, and notice how quickly the dynamic begins to shift.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, we’re flipping the script on how financial advisors approach growth and process-building. Instead of chasing perfection or trying to build everything at once, you’ll hear why thinking smaller is actually the fastest way to make meaningful progress. If you’ve ever felt stuck, overwhelmed, or unsure where to start, this conversation will give you a practical and refreshing way forward.
In this episode you will learn:
- Why trying to go from zero to 100 is the biggest mistake advisors make when improving processes
- How focusing on small, manageable steps leads to faster and more sustainable progress
- A simple framework to identify quick wins you can implement in under an hour
- How imperfect action consistently beats overplanning and inaction
At the end of the day, building an efficient advisory business doesn’t come from doing everything at once. It comes from doing a few things well, consistently, and improving them over time. Start small, stay consistent, and trust the process.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
There are two types of advisors heading into Q2: those stuck in reactive mode, feeling busy but behind, and those who intentionally step back to lead their business forward. In this episode, Libby walks through what it actually looks like to shift into CEO mode by conducting a quarterly business review. Drawing from her own recent CEO retreat, she breaks down simple but powerful ways advisors can step out of the day-to-day, recalibrate their priorities, and make smarter decisions about where to focus next. This is about getting out of the weeds long enough to design a business that actually works for you, not the other way around.
In this episode you will learn:
- How to shift from operator mode into CEO mode and why that shift is the key to scaling your business
- A simple framework for conducting a Q1 business review, including how to evaluate goals, identify gaps, and recalibrate for Q2
- How to use data instead of gut instinct to assess your offers, conversion rates, and overall business performance
- How to identify capacity constraints, reduce operational load, and create more time through delegation, automation, and process improvements
If you’ve been feeling busy but not necessarily clear or productive, this episode is your invitation to step back and get intentional. Even a few hours spent thinking like a CEO can dramatically change the trajectory of your next quarter.
Watch My Goal Setting Video HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
If you’ve ever wondered why some advisors seem to keep leveling up no matter how successful they already are, this episode is a powerful reminder that it’s not about knowing more—it’s about staying open. After speaking to a room full of elite, top-performing advisors, I walked away noticing a shared trait: they’re relentlessly coachable, curious, and willing to tweak even what’s already working.
In this episode you will learn:
- How to identify if your reaction to new ideas is quietly capping your growth
- A simple mindset shift to move from “I already know that” to actual execution
- Why top advisors focus on small refinements instead of massive overhauls
- How to apply the “marginal gains” approach to continuously improve your business
The best advisors aren’t waiting until something breaks to improve it—they’re actively looking for ways to get just a little bit better every day. This episode will challenge you to take a closer look at how you respond to new ideas and where you might be leaving growth on the table.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
This episode dives into a powerful and often overlooked strategy for financial advisors: using targeted digital marketing to consistently attract high-net-worth clients. Through a real-world case study, you’ll hear how a repeatable system using short-form video ads can generate meaningful conversations with qualified prospects every single week. The discussion highlights not only the marketing strategy itself, but also the importance of clarity in messaging, operational readiness, and long-term commitment to growth.
Here’s what you’ll learn in this episode:
- How to turn a complex financial service into a clear, compelling marketing message that attracts the right clients
- Why focusing on one specific client pain point can outperform broad, generic messaging
- The evolution from traditional marketing methods to scalable digital campaigns that actually convert
- What systems and processes must be in place to successfully handle and close high-quality inbound leads
This conversation is a strong reminder that effective marketing is not about doing more, but about doing the right things consistently. When paired with the right infrastructure and mindset, digital marketing can become a scalable and predictable growth engine for advisory firms.
Connect with Skyler: skyler@valiconsulting.com
Learn more about Vali here: http://valiconsulting.com/
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
Imagine your inbox is multiplying like rabbits, your calendar looks like a jigsaw puzzle, and every client seems to need you yesterday. Overwhelm is real, especially for financial advisors juggling tax season, client requests, and life outside the office. In this episode, Libby Greiwe walks you through practical strategies to regain clarity, take control of your time, and move from feeling paralyzed to feeling empowered and productive.
In this episode, you’ll learn:
- How to prepare in advance for high-demand seasons and build buffer days that actually save your sanity.
- The power of clearing your physical and mental space to gain clarity and prioritize effectively.
- Techniques to distinguish between must-do tasks and nice-to-dos, and how to schedule them in your calendar strategically.
- Ways to delegate, outsource, and reflect to prevent overwhelm from repeating in future seasons.
By the end of this episode, you’ll have actionable steps to regain control of your calendar, prioritize like a pro, and approach high-pressure seasons with confidence. You’ll walk away knowing that overwhelm doesn’t have to derail your productivity or your peace of mind.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, I sit down with Rob Bartenstein (President) and Scott Wilson (Senior Managing Partner), the co-founders of Kestra Private Wealth Services, to explore how the industry has evolved over time and what independence looks like now. From their early days at broker dealers to leadership roles at major wirehouses, they share the pivotal moments that led them to build a business centered around the advisor-client relationship. We talk through the challenges advisors face within traditional firm structures and what it really takes to transition into a more supported, independent model.
In this episode you’ll learn:
- The key differences between corporate-driven advisory models and advisor-first independence
- The four core pillars every advisor should consider when transitioning to independence
- What advisors often underestimate about running their own business
- And, how to properly prepare for a smooth and successful transition, including client retention strategies
This episode is all about helping you think more intentionally about your business model and what’s possible if it truly aligned with your values and goals.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, Libby explores one of the most common sources of friction inside advisory firms: the homework advisors give their clients. While assigning tasks like uploading statements, linking accounts, or completing paperwork may seem efficient from the advisor’s perspective, it often slows the process down and creates frustration for clients who already have full, busy lives. Libby shares practical examples from her own firm and her First 100 Days onboarding framework to explain why client homework creates drag in the planning process and how advisors can redesign their workflows to make doing business easier for clients.
- Why assigning homework to clients often creates friction that slows down onboarding, data gathering, and implementation
- How advisors accidentally ask clients to solve the very problem they hired an advisor to help with—getting organized
- Practical ways to reduce friction in the data-gathering process, including simplifying checklists, removing unnecessary requests, and hosting a guided “get organized” meeting
- How scheduling tasks like application paperwork, account setup, and onboarding steps with clients can dramatically speed up implementation and improve the overall client experience
Ultimately, reducing friction is not just about creating a better experience for clients—it also leads to a more efficient business for advisors. When advisors help clients complete tasks together instead of assigning them homework, processes move faster, information becomes more accurate, and clients feel more supported throughout the planning journey.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, Libby and Robyn Crane tackle a topic that makes a lot of advisors uncomfortable: referrals. But instead of rehashing outdated scripts or awkward one-liners, this conversation goes much deeper into the psychology behind why clients do or do not refer, what makes referral conversations actually work, and how advisors can position themselves to attract better-fit clients more consistently. They also explore the connection between capacity, client experience, messaging, and marketing, making this a valuable episode for advisors who want to grow intentionally instead of just hoping the next introduction shows up.
- Why traditional referral asks often feel awkward and inconsistent, and what to do instead
- How the psychology of safety, emotional alignment, and micro-commitments influences whether clients will make an introduction
- Why knowing your ideal client and being able to describe them clearly is essential for better referrals and stronger marketing
- How advisors can think beyond referrals and use positioning, messaging, and platforms like LinkedIn to attract ideal clients more consistently
Referrals are not just about asking more often. They are about creating the kind of conversations, client experience, and brand positioning that make people want to introduce you in the first place. If you have ever struggled with how to ask for referrals without sounding awkward, or if you are ready to become more intentional about attracting the right clients, this conversation will give you plenty to think about.
To learn more about Robyn's upcoming webinar, go HERE!
To learn more about Robyn's Position Yourself For Profits Event, go HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
There are many forms of compensation that matter to employees. Salary, benefits, and bonuses often get the most attention, but they are not the only things that drive loyalty and engagement. In this episode, Libby Greiwe shares a powerful but often overlooked “currency” that financial advisors can offer their teams without increasing payroll costs. Drawing from her own experience running a successful advisory firm, she explains how intentional flexibility can strengthen employee loyalty, improve morale, and ultimately create a stronger business.
- Why flexibility is one of the most powerful and underrated forms of compensation for employees
- How “structured flexibility” allows advisors to offer freedom while maintaining accountability
- Practical examples of how flexible scheduling can support working parents and busy professionals
- Why building a thoughtful employee experience leads to stronger loyalty and long-term team retention
When advisors focus on building an employee experience that supports both professional success and personal life, the results can be remarkable. Thoughtful policies that prioritize trust and flexibility can create a workplace where people feel valued, empowered, and committed to helping the business grow.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, Libby shares 5 practical ways financial advisors can keep client meetings running on time — starting on time and, just as importantly, ending on time. She breaks down how to balance client experience with practice efficiency so meetings don’t bleed into follow-up work, team time, or personal time. If your meetings routinely run over, this episode is for you.
What You Will Learn:
- Why starting and ending meetings on time directly impacts client perception and professionalism
- How using a structured agenda keeps meetings focused and prevents last-minute surprises
- Simple time-setting techniques to reset expectations throughout the meeting
- Why having a visible clock and a structured close improves productivity and accountability
- Creative ways to create a natural “hard stop” for chatty clients while protecting your schedule
Running efficient meetings isn’t about rushing clients — it’s about respect, clarity, and structure. When you control the time, you protect your energy, your team, and your client experience. Try implementing one or two of these strategies in your next meeting and track the difference.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, Libby sits down with advisor Matt McManus to unpack exactly how he 5X’d his business in five years. But this isn’t a story about flashy marketing funnels or viral social media. It’s about clarity, community, and connection. If you’ve been wondering what’s actually working in 2026 to attract ideal clients, this conversation is packed with practical, affordable, relationship-driven ideas you can implement right away.
Here’s what you’ll learn:
- Why niching into first responders (ages 48–60, at or near retirement) changed everything — and why you don’t have to pick a niche on day one
- The 12 (plus 1 bonus) guerrilla marketing strategies Matt uses every year — from retirement workshops and recognition programs to appreciation weeks and surprise station drop-offs
- How to turn sporting events, client appreciation suites, and community dinners into natural referral engines without making it awkward
- Why vulnerability, wellness conversations, and sharing your personal journey can build deeper trust than credentials ever will
One of the biggest takeaways? This growth didn’t happen overnight. Matt didn’t launch all 12 strategies at once. He systematized one, then layered in the next. He blocked them on the calendar in advance. He aligned them with his ideal client avatar. And he focused on showing up shoulder-to-shoulder with his community instead of sitting across the table trying to sell.
If you’re heading into this year wondering how to create real momentum, this episode is your reminder that relationships still win. Get organized, get intentional, get involved — and watch what happens when your community starts seeing you as one of their own.
Follow Matt McManus HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
Conference season is one of the most energizing times of the year for financial advisors. From fresh marketing ideas to meaningful connections and leadership growth, the upside can be huge. But without a plan, it can just as easily turn into overwhelm, shiny object syndrome, and a notebook full of ideas that never see the light of day. In this episode, I walk you through a simple four-phase framework — before, during, after, and six months later — so you can actually measure ROI from the events you attend and make sure they move the needle in your business.
In this episode, you’ll learn:
- How to schedule the right debriefs and CEO time before you even leave for a conference so you don’t waste the momentum when you return
- How to set a clear conference goal that filters sessions, networking, and opportunities through what actually matters to your business
- A smarter way to take notes that prioritizes action over inspiration so you leave with a plan, not just a pile of quotes
- How to protect your team from idea overload and bring back focused, strategic priorities instead of a firehose of change
- What to measure six months later so you can determine whether a conference truly delivered ROI — in time saved, revenue gained, relationships built, or friction reduced
Conference season does not have to equal overwhelm. With the right structure, it can become one of the most profitable and strategic investments you make all year. When you approach events with intention before you go, discipline while you’re there, and measurable follow-through afterward, you stop attending based on vibes and start attending based on results. Choose one action from this episode and put it on your calendar today — your future self (and your bottom line) will thank you.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
Your inbox is either running your day… or you are. 📥⏳
In this episode, Libby tackles the silent productivity killer inside most advisory firms: email. If you’ve ever felt busy all day but unsure what you actually accomplished, this conversation will hit home.
If you want more energy at the end of the day and less reactive chaos in your business, this episode is your permission slip to stop living in your email.
Here’s what you’ll learn:
- Why your inbox is not a to-do list — and how fragmented attention is secretly stealing 2–3 hours a day
- The difference between checking and processing email (and why blending them is the root of overwhelm)
- The 4 D’s framework: delete, delegate, do, or defer — and how to move tasks out of your inbox for visual “inbox zero”
- How templates can save you 40+ hours a year and dramatically reduce decision fatigue
- Why the more emails you send, the more you receive — and how setting boundaries protects your time and client experience 📊✨
Libby also shares practical tactics like blocking email windows in your model week, removing work apps from your phone, using delayed send to train client expectations, and reducing unnecessary back-and-forth communication with your team. Because clean systems reduce mental load — and mental load is what keeps you feeling stuck in reactive mode.
You don’t scale your business by answering more emails — you scale it by reducing friction. 🚀 Your inbox doesn’t get to be the CEO. You do.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
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
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
Revenue growth can feel exciting—but if you don’t know your margins, you’re flying blind. 💸 In this episode, we break down the difference between leverage and true scale, what healthy operating margins can look like at different stages of growth, and why stepping into your CEO role means knowing more than just your top-line number.
You’ll learn the four numbers every advisor should be able to calculate in under 60 seconds, how to determine your real take-home percentage, and where profitability often leaks inside growing firms. With Q1 CEO Day around the corner, this is your cue to tighten the machine, protect your margins, and build a business that actually funds your life. 📊🚀
Quin + Knudge Webinar Details HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
My guest, Nicole Burdick, took her brand from vanilla to vibrant—and in this episode, she walks through exactly how she built a brand (and a practice) that feels more like her: clear, magnetic, and profitable without being draining.
In this episode we’ll dive into:
- Her “this is it” moment for building a truly magnetic brand (and why it pushed her to leave her team)
- The difference between an ideal client avatar and an ideal client community—and how to define the qualitative fit that energizes you
- What “niching” really means when you’re trying to serve clients well
- How she right-sized her practice by letting go of disengaged clients—and the gut-check question that made the decision clear
- How to turn your brand values into messaging that makes prospects feel seen, safe, and understood
If you’ve been feeling those quiet “stirrings” that your business could look different—more aligned, more you—this conversation is your permission slip. Nicole’s story is a reminder that clarity creates courage, and a brand built on real values doesn’t just attract the right clients…it repels the wrong ones (which is a win).
Check our Nicole’s book HERE!
Find Nicole on LinkedIn HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this quick Efficient Friday episode, Libby breaks down a stat that should stop every advisor in their tracks: 85% of clients have thought about switching advisors in the last year 😬. She challenges you to look honestly at the impact you’re delivering, the experience your clients are having, and whether your time is being spent on things that actually matter to them—or just feel productive.
You’ll learn how to evaluate your client service model, identify low-impact activities that drain time, and redesign your processes to deepen relationships, reduce friction, and consistently deliver real value year after year 🚀💡. This episode is a call to step into your CEO role, gut-check what you’re doing, and intentionally build a practice your clients never want to leave.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
Running a financial advisory firm often looks appealing from the outside: freedom, flexibility, and income potential. But the reality of being a true business owner requires an entirely different skill set. In this episode, Libby sits down with Hannah Moore to have an honest, vulnerable conversation about what it really takes to move from advisor to CEO, including the emotional, operational, and leadership challenges that often go unspoken ✨
In this episode, you’ll learn:
- Why owning a firm is fundamentally different from being a great financial advisor, and why most advisors are unprepared for that shift
- How Hannah navigated massive business transitions, including reducing her client base, growing two companies, and building a leadership team
- What it actually looks like to delegate meaningful responsibilities like sales calls and client relationships
- How ego, identity, and grief can quietly hold advisors back from scaling their firms
- Why self-awareness is one of the most important traits of successful advisors and CEOs
This episode is a powerful reminder that growth doesn’t come from doing more, but from letting go, building trust in your team, and stepping fully into the CEO role. If you’re feeling stretched, overwhelmed, or stuck in the day-to-day, this conversation will help you see what’s possible on the other side of intentional leadership.
Find Hannah on LinkedIn HERE!
Learn more about Amplified Planning HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, Libby Greiwe shares a practical perspective on using AI in your advisory practice without sacrificing authenticity 🤖. You’ll hear a real-world example of how AI-driven efficiency can unintentionally erode trust and what that means for client experience and your brand.
Libby walks through simple, actionable ways to use AI thoughtfully, like setting expectations, timing your follow-ups, and adding small personal touches so clients still feel seen, known, and heard 💬✨. The takeaway is clear: AI should support better client experiences, not replace the human connection that makes your practice stand out.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, Libby sits down with transition expert Shelby to unpack the increasingly complex landscape of advisor independence. With more channels, platforms, and business models than ever before, many advisors feel the pull to explore new options — but don’t know where to start. Together, they walk through how to think strategically about change, avoid costly missteps, and design a transition that truly supports your long-term vision 🚀📊🤝
You’ll learn:
- How to evaluate whether your current frustrations are simple nuisances or true deal breakers 🔍
- The three critical “fit” factors every advisor must consider before making a move
- What a successful transition really involves beyond just repapering accounts
- Why client communication and experience can make or break your move
- Who should be on your transition team to protect your business and your clients
If you’ve been quietly wondering whether you’re in the right place — or if there’s a better option out there — this conversation will give you clarity, structure, and confidence to explore what’s next. It’s a thoughtful, practical roadmap for any advisor considering a major career move.
Connect with Shelby Nicholl HERE!
Learn more about Muriel Consulting HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
This Efficient Friday, Libby challenges financial advisors to think beyond org charts and revenue and focus on something even more powerful: personal development. You’ll learn how asking the right questions about who you’re becoming, who you’re learning from, and where you need to be stretched can directly impact your business growth 📈
In this episode, you’ll discover how to create a simple, realistic personal development plan that supports both your life and your firm, using small daily actions and quarterly focus to build momentum for the year ahead 🚀✨
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, Libby sits down with Mando to unpack how financial advisors can intentionally use LinkedIn as a repeatable marketing and prospecting system. They dive into what actually works, what most advisors get wrong, and why consistency, clarity, and relevance matter far more than chasing the latest algorithm trend. This conversation is a behind-the-scenes look at how one advisor built a thriving practice by treating social media like a real business development strategy, not a side project. 🚀📈💡🤝🧠
In this episode, you will learn:
- Why defining your ideal client beyond income and net worth is the foundation of effective marketing
- How LinkedIn can function like a modern prospecting system when content, comments, and messages work together
- The difference between top, middle, and bottom of funnel content and how to balance them without burning goodwill
- How to use profile views, comments, and connection requests as natural conversation starters
- What a realistic time commitment looks like and how to fit LinkedIn into your weekly schedule
This episode is a reminder that growth doesn’t come from gimmicks or shortcuts, but from showing up consistently with intention and clarity. If you’ve been curious about using LinkedIn more strategically or want a better way to attract the right clients without cold calling, this conversation will give you a clear framework to start taking action today.
Find out more about Mando's LinkedIn marketing community HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
Hiring doesn’t have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one of the biggest drivers of stress, frustration, and team dysfunction in advisory firms. Whether you’re actively hiring or just thinking ahead, this conversation will help you step into your role as CEO, clarify what your business truly needs, and design a team structure that actually supports growth instead of creating more work.
In this episode, you’ll learn:
- Why hiring a person before defining the role often leads to burnout, confusion, and poor performance
- How to use a simple org chart exercise to identify role gaps, overlaps, and misaligned responsibilities
- The difference between stewarding people and stewarding results—and how great leaders balance both
- Why more help isn’t always the answer, and when clarity and systems matter more than another hire
- How defining roles creates better onboarding, stronger accountability, and clearer growth paths for your team
Hiring well starts long before interviews and job descriptions. When you design roles intentionally and align them with your vision, hiring becomes less stressful and far more effective. This episode will help you slow down, think like a CEO, and build a team that makes your business feel easier to run—not harder.
Learn more about Claire’s hiring process HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026 📅🚀
You’ll learn simple, realistic ways to turn ideas into progress, including how to use implementation power hours, accountability partners, and focused implementation days. This episode is a practical reminder that growth doesn’t come from more information, but from consistent follow-through on the right priorities 💡
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, Libby Greiwe of The Efficient Advisor shares a candid and powerful conversation about building a successful advisory business without sacrificing your life, values, or well-being. From working through burnout to redefining success on her own terms, Libby opens up about resilience, boundaries, and what it really takes to create a business that supports the life you want. This episode is packed with honest reflections, practical wisdom, and encouragement for advisors who want more than just growth for growth’s sake 🎙️💡💬🌱✨
In this episode, you will learn:
- How Libby built and sold a seven-figure advisory firm while working just three days a week
- Why aligning your calendar, boundaries, and values is critical to long-term fulfillment
- A powerful mindset shift for saying yes without burning yourself out
- Why investing in yourself through coaching, support, and systems accelerates growth
- How embracing imperfection and finding your voice can transform your career and confidence
This conversation is a reminder that success doesn’t have to come at the cost of your health, family, or happiness. Libby’s journey shows that it’s possible to build a thriving advisory business while honoring your values, protecting your time, and trusting your gut along the way. If you’re feeling stretched thin or questioning what success really looks like, this episode will leave you feeling validated, inspired, and empowered to do things differently.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, Libby shares an unpopular but critical perspective on how financial advisors should think about “future potential” clients. She explains why treating clients based on who they might become leads to burnout, resentment, and misaligned service models—and how this quiet mistake often causes your best clients to subsidize everyone else 💭📊🔥
You’ll learn how to treat clients fairly based on where they are today, protect your time and energy, and create a service model that scales without overcommitting to “someday” promises. If you’ve ever felt overworked or stretched too thin, this episode will hit home.
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!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why creating a standardized framework is one of the most powerful growth levers advisors can implement. This conversation is rich with actionable insights, real-world scenarios, and practical guidance for building a more scalable practice. 🚀📘🔍🎯🤝
What you will learn in this episode:
- How clearly defining your ideal client avatar drives stronger branding, messaging, and client alignment
- Why productizing your planning process increases clarity, buying readiness, and client commitment
- The business benefits of building repeatable, documented SOPs that enable team delegation and consistent delivery
- How naming and branding your process creates shared language that clients remember, use, and refer others with
- How Jeremy leveraged his process to write a book, amplify referrals, and accelerate prospect conversion
As Libby and Jeremy discuss, the advisors who thrive aren’t necessarily the ones who know the most—they're the ones who make their expertise tangible, teachable, and repeatable. This episode will help you rethink your planning workflow, elevate your client experience, and build a more efficient, more referable advisory business.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, Libby shares a powerful two-question framework to help you reshape your business heading into 2026. You’ll learn how to identify the five tasks you should stop doing, the five priorities you should start doing, and how this simple exercise can reshape your capacity, clarity, and client experience. 🚀
You’ll also hear how advisors have used this method during CEO Days and year-end planning to drive measurable progress, plus a practical tip for holding yourself accountable. Download the worksheet, run the exercise, and set the stage for a more intentional and efficient year. 📈✨
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!
Grab the CEO Day Questions HERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not because of a lack of motivation, but because of a lack of true accountability. In this episode, neurobiology-based performance and accountability expert Brian Ford breaks down why traditional views of discipline and accountability fail, how advisors can build systems that actually work, and what it takes to sustain long-term behavior change. Brian shares the science, psychology, and practical frameworks that help advisors stop relying on motivation alone and start building systems that drive real follow-through. 🌟
What You Will Learn in This Episode:
• 📊 Why accountability is really about awareness rather than perfection or shame
• 🧠 How your brain, ego, and evolutionary psychology influence follow-through
• ⏰ The role of time-based feedback loops and how to design daily or weekly accountability structures
• 🛠️ How environment and systems—not willpower—create lasting habits and disciplined behavior
• 🔄 How to shift from the strain-and-recover cycle to the grow-and-sustain cycle for long-term success
Whether you want to finally make your 2026 goals stick or build more consistent follow-through inside your practice, this episode gives you the frameworks, mindset, and systems to get there. Brian also invites listeners to join his 21-day New Year accountability challenge, designed to help advisors build the foundational systems needed for lasting behavior change.
Register for Brian’s Accountability GroupHERE!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this episode, you’ll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create unforgettable client experiences. You’ll hear real examples of small but meaningful moments that turn mistakes into connection, empower your team, and elevate your brand far beyond portfolios and planning tools.
You’ll also discover how giving your team simple freedom, creativity, and a small monthly “surprise & delight budget” can turn everyday interactions into lasting loyalty, referrals, and genuine client love. From laptops delivered across town to coffee sent with a smile, this episode reminds us that great client experience isn’t about perfection — it’s about how you make people feel ✨.
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!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
This episode features an inspiring conversation between Libby and advisor Eva Stukenberg, who shares her journey from feeling stuck on the hamster wheel to building a thriving, intentional, 5X-growth practice. Eva opens up about the small shifts that created massive momentum, the mindset work that changed everything, and the systems that transformed her team, her client experience, and her quality of life. This episode is packed with practical insights for any advisor ready to move from reactive to proactive, from overwhelmed to organized, and from doing everything to doing only what matters most. 🌱✨
What You’ll Learn in This Episode
• How small, consistent improvements compound into a flywheel of long-term growth 🔄
• The power of defining and designing your business around your ideal client avatar
• Practical systems to move from reactive chaos to proactive preparation
• Ways to elevate your client experience through thoughtful touches and intentional processes 💬
• Why mindset shifts like “Why not me? Why not now?” can change your entire trajectory 🚀
Eva and Libby dig into real examples of how clarity, systems, and intentional decision-making shape both your business and your personal life. From transforming meeting prep and follow-up, to creating emotional, memorable client events, to building the right team around you, this conversation shows what sustainable growth actually looks like for a modern advisor 🎧
If you’re ready to take the long view, make meaningful changes, and design a practice that supports both your clients and the life you want to live, this episode gives you a clear roadmap forward.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In today’s episode, we’ll discuss:
Year-end processing doesn’t have to feel like an annual stress cycle. In this episode, you’ll learn five simple strategies to make December smoother, more predictable, and far less overwhelming 🎄. From setting client expectations shockingly early to moving cognitive work upstream and protecting your calendar, you’ll discover how small shifts can dramatically change your year-end experience.
You’ll also hear how to intentionally punt work to January, rethink production pressure, and use a quick debrief to improve every single year. If you’re craving more margin, calm, and control in December, this conversation will help you build a business that supports your life, not your stress levels ✨📅.
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!
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the heart of creating a scalable and sustainable client service model. She breaks down the mindset shifts advisors need, the math behind revenue per hour, how to segment your book intentionally, and why aligning your service model with profitability is the key to delivering exceptional client experiences. This is a thoughtful, practical, and empowering conversation to help you reshape your ongoing service in a way that benefits you, your team, and your clients.
What you’ll learn in this episode:
• Why advisors struggle with mental blocks around pricing, fees, and client segmentation
• How to calculate your true revenue per hour and use it to make better capacity decisions
• A step-by-step process for segmenting clients and defining aligned service levels
• How to avoid client subsidization and ensure each household is serviced profitably
• Ways to right-size service for clients who don’t meet your hourly rate, without sacrificing care or professionalism
As Libby walks through each step, you’ll gain clarity, confidence, and a practical roadmap to redesign your client service model so you can serve clients exceptionally well without overwhelming your team. This episode will help you work smarter, stay focused on what matters, and build a practice you love managing every single day ✨.
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
In this quick episode, you’ll learn a simple but powerful tool advisors can use to maintain strong boundaries, protect their time, and still deliver a seamless client experience. We explore why scheduled send and delay delivery matter, how they shape client expectations, and how they support the structure of your Model Week. 📅⚙️
You’ll also discover how this tiny habit reinforces your professionalism, creates predictable communication patterns, and helps clients feel more confident in your process. It’s a small change that delivers big efficiency wins.
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!
Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!)
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.
In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practice to a truly scalable, CEO-led firm. Todd shares the behind-the-scenes shifts, the unexpected realizations, and the tangible systems he built through coaching that helped him move from “doing all the things” to running a business with clarity, confidence, and a long-term vision. From refining processes to elevating the client experience, this conversation is packed with real advisor wins and practical inspiration.
In this episode you’ll learn:
• Why even successful advisors hit a wall when their practice starts feeling like a “real business”
• How documenting processes changed the game for Todd’s team of eight and created repeatability for the next generation
• The planning, tax, and client-experience upgrades that now keep almost every client showing up for reviews
• How shifting into the CEO role brought Todd clarity, confidence, and a bigger mission for his firm
• Why group coaching amplified his growth far beyond what he expected
Todd’s story is an amazing reminder that growth doesn’t require being a “hot mess.” Sometimes the biggest leaps come from refining what’s already working, creating structure around what’s been living in your head, and surrounding yourself with advisors who are building remarkable businesses too. His journey shows what’s possible when you finally step into the CEO seat, create repeatable systems, and elevate your client experience with intention.
Learn more about the Group Coaching & Mastermind HERE!
Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!)
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.
In this episode, you'll learn how to create a simple, high-value year-end tax letter that makes tax season easier for your clients, their CPAs, and your team. You'll hear what to include, how to frame it as a value-add, and how to streamline the process so it becomes a repeatable system instead of a stressful scramble.
We cover suggested sections for your letter, how to reinforce the behind-the-scenes work you do all year, and a practical workflow to prepare these summaries for your best clients. This episode helps you elevate your client experience, strengthen your CPA relationships, and clearly communicate the value of your planning expertise.
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!
Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!)
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.
Creating a business you love doesn’t have to be a fantasy, and in this episode, Libby brings back her best friend and long-time advisor Jen for a real, transparent look at what it takes to reclaim your time, refine your systems, and run a thriving advisory firm with intention. 🎙️ Jen shares how her practice has evolved over the last several years, what she’s leveled up, and how she continues to work just three days a week while raising four kids, supporting a collegiate athlete, and still growing her business. 🌱 This episode is packed with real strategies, practical examples, and the mindset shifts required to build a practice that runs smoothly even when you step away. 🚀
What You’ll Learn in This Episode:
- How Jen structures her refined model week, including dedicated CEO time and client relationship time 🔎
- The step-by-step way she built (and continues to level up) eight distinct meeting types with matching agendas, notes templates, and workflows
- How she trained her team and created processes that allowed her to take a full month away from the business
- What it really looks like to shift service models and separate financial planning from investment-only relationships
- The role business besties, coaching, and intentional planning play in staying energized and evolving after 18 years in the business 🤝
Whether you’re dreaming of shorter workweeks, more meaningful CEO time, or a business that keeps moving even when you take time off, this episode offers the inspiration and tactical insight every advisor needs. Jen’s story proves that with systems, intention, and support, sustainable success is absolutely possible. ✨ Enjoy the episode!
Learn more about the Group Coaching & Mastermind HERE!
Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!)
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.
Ever stop to think how one small word can change the entire vibe of your business? In this episode, Libby breaks down why saying “s—--” might be holding you back — and how a simple language shift can transform how clients see your firm and how your team sees themselves.
You’ll learn how swapping your language builds confidence, strengthens culture, and positions your practice as a cohesive, professional unit. 🧠✨
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!
Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!)
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.
In this episode of The Efficient Advisor, Libby sits down with Jen, a powerhouse financial advisor and mom of four who has tripled her revenue in just three years—all while working only three days a week. Jen shares the mindset shifts, systems, and team-building strategies that allowed her to scale her practice with confidence and ease. This conversation is packed with real, actionable advice for advisors who want to grow their businesses without burning out.
In this episode, you’ll learn:
- How Jen defined her niche and specialized in serving pre-retirees and widowed women to grow her practice faster.
- The key systems and templates that freed her time while improving client service and consistency.
- Why hiring the right team members—even when it’s scary—is essential to scaling sustainably.
- How creating a “model week” transformed her time management and family balance.
- The importance of investing in coaching, continued learning, and accountability to reach new levels of success.
As Libby and Jen reflect on their years of coaching together, they show what’s possible when you put in the work, trust the process, and build your business intentionally. You’ll walk away inspired to simplify, systematize, and scale—while still having time for the people and things you love most.
Learn more about the Group Coaching & Mastermind HERE!
Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!)
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.
Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention.
What you’ll learn in this episode:
- The difference between a task-based virtual assistant and a strategic executive assistant
- How to decide what to delegate and when to hire help
- Mindset shifts that make delegation more effective and less exhausting
- Best practices for onboarding and leading an executive assistant
- Tools and systems to track accountability and ensure high-quality results
By the end of this episode, you’ll have practical strategies for building the right kind of support, freeing up your time, and creating more efficiency in your advisory business.
Learn more about Athena Executive Services HERE!
Learn more about the Group Coaching & Mastermind HERE!
Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!)
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.
In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to step out of the whirlwind of client work and focus on your business, not just in it. She breaks down the five key areas to review during your CEO day: money, people, processes, problem-solving, and clients.
You’ll learn how to use this time to evaluate revenue streams, fine-tune team dynamics, and strengthen your client experience — all while building a more strategic, efficient advisory business that runs smoothly year-round.
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!
Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!)
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.
In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive coach, and behavior strategist. Angela shares valuable insights that help financial advisors understand themselves and their clients better, ultimately leading to stronger relationships and improved performance. Whether you’re looking to increase your self-awareness or boost your client impact, this episode is packed with actionable takeaways.
What you’ll learn in this episode:
- How emotional intelligence impacts leadership and team performance
- The difference between being busy and being effective
- Why understanding your own behavioral patterns can transform your business and life
- How to have hard conversations with empathy and clarity
- Strategies to stay grounded and aligned with your purpose
Angela also shares practical tools you can use immediately and encourages advisors to explore how self-awareness can drive both personal growth and business success.
Tune in to gain a deeper understanding of yourself and those around you—so you can lead with purpose, connect authentically, and grow intentionally.
Check out Angela’s book, Win-Win Workplace 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.
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!
Feeling pulled in too many directions? In this quick Efficient Friday episode, Libby breaks down Warren Buffett’s famous two-list strategy for focus and productivity. You’ll learn how to identify your top five life and business goals—and why saying “no” to everything else might be the most powerful move you can make.
💡 Discover how this simple but transformative exercise helps advisors (and humans!) eliminate distractions, prioritize what truly matters, and accelerate success both personally and professionally.
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!
Register for the Quin Show & Tell Event HERE!
Check out the Science of Scaling Book 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.
As the year winds down, it’s the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In this episode, Libby shares how to craft a meaningful New Year’s letter that not only reminds clients of your value but also builds excitement for what’s ahead. Whether you’ve been sending these letters for years or you’re starting fresh, this episode breaks down the “why” and “how” behind a powerful communication piece that can elevate your client experience.
In this episode, you’ll learn:
- Why a New Year’s letter is a low-effort, high-impact addition to your client service model
- How to recap your value and highlight the behind-the-scenes work clients don’t see
- What to include to set expectations and generate excitement for the year ahead
- Tips for choosing the right delivery method—snail mail, email, or video—to match your client base
- How to use this exercise to improve your impact score and follow through on your client service commitments
Wrapping up, Libby reminds advisors that a New Year’s letter isn’t just a nice touch—it’s a strategic move that builds trust, reinforces your role as a proactive partner, and ensures your clients start the year feeling confident and cared for. Tune in to learn how to make this simple tool a powerful piece of your client experience system.
Listen to Episode 249 HERE!
Check out the 37-Point Checklist 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.
How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks down how multi-advisor teams can create a unified client experience that feels consistent across the firm while still giving each advisor room to shine.
You’ll learn how to define your firm’s baseline client experience, standardize key service elements, and design flexible systems that empower every advisor to deliver with confidence. From centralizing prep and decentralizing delivery to codifying your sales process and building G1-to-G2 playbooks, this episode is packed with practical steps to help your team work smarter, not harder.
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.
Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, and “pre-suasion” that sets the stage for meaningful connections from the very first impression. 🚀
In this episode, you’ll learn:
- Why 95% of client decisions are emotional and subconscious—and what that means for your marketing.
- How to shift from persuasion to pre-suasion and create trust before the first meeting.
- The difference between blending in and standing out by highlighting your unique personal DNA.
- Why copying others’ tactics leads to sameness, and how discovery and inner work help you truly differentiate.
- How to design client experiences that build trust and reduce doubt in the critical first 100 days.
At its core, this episode is about helping advisors move from grinding to growing by using the right tools—understanding the psychology of decision-making, embracing authenticity, and creating marketing that truly resonates. 🌟
Whether you’re struggling to convert prospects, refine your client experience, or stand out in a crowded field, Dr. Wilson’s insights will give you a fresh perspective on what really moves clients to choose you.
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Dr. Joshua I. Wilson, Ph.D., C.M.T. is the founder of NeuBeFi, where he helps advisory firms and WealthTechs grow through neuro-behavioral strategy—applying behavioral finance and neuroscience to transform how firms communicate, differentiate, and attract ideal clients.
NeuBeFi’s flagship program, the Magnetic Marketability Amplifier™, guides firms through a complete process to discover their emotional signal, codify their story, and turn market invisibility into magnetic growth. Joshua also provides coaching and advisory services for leadership teams and is a sought-after speaker on behavioral finance, brand differentiation, and advisor growth.
- Take the free Magnetism Audit to uncover your firm’s emotional signal.
- Learn more: neubefi.com
- Connect on LinkedIn: linkedin.com/in/drjoshuawilson
- Join the advisor waitlist, inquire about coaching, or book Joshua to speak at your next event: info@neubefi.com
- Follow Joshua on YouTube for short, science-backed insights on advisor 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!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions that align with your goals instead of your guilt.
In this episode, you’ll learn:
- Why advisors are great at financial math but often fail at “calendar math”
- How to pause before saying yes and evaluate what you’ll need to subtract
- Practical ways to politely decline opportunities while maintaining relationships
- How to set boundaries that protect your time, energy, and family commitments
- Why honoring your limits isn’t selfish—it’s an act of stewardship
At the end of the day, your best “yeses” are the ones that align with your priorities. This episode is a refreshing reminder that saying “no” more often can actually be the most empowering step toward a business and life you love.
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
As financial advisors, we’re always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest clients experience your polished onboarding process, your long-term clients may still be operating under the “old rules.” That’s where re-onboarding comes in. In this episode, we dive into how to reintroduce your long-standing clients to your current practice in a way that feels natural, client-centered, and value-driven.
What you’ll learn in this episode:
- Why re-onboarding is essential to keeping long-term clients aligned with your evolving practice
- How to introduce re-onboarding without it feeling awkward or forced
- Practical strategies for resetting expectations, updating processes, and reinforcing value
- Ways to tie re-onboarding to housekeeping tasks that strengthen client relationships
- How re-onboarding can open the door to referrals and reinforce your positioning as an advisor
Re-onboarding doesn’t need to be complicated—it’s a simple but powerful tool for reinforcing your value, realigning client expectations, and making sure everyone experiences the best version of your practice today. Tune in and discover how to use re-onboarding as a lever for growth and stronger client 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!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Looking to make your client experience stand out this holiday season? 🍂 In this episode, I share simple yet impactful Thanksgiving ideas that show appreciation while staying efficient. From personalized cards to memorable gifts and even hosting a pie pick-up event, you’ll learn creative ways to connect with clients without overwhelming your schedule.
The goal isn’t just a seasonal gesture—it’s creating meaningful, repeatable touchpoints that strengthen relationships and keep you top of mind. With a little planning, these thoughtful traditions can become effortless highlights in your client experience year after year.
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.
Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a unique and refreshingly easy process for generating more introductions. Instead of adding friction or pressure, Adam shares how he flips the script and creates an experience that builds trust, strengthens relationships, and makes referring feel natural.
Here’s what you’ll learn in this episode:
- A powerful mindset shift that removes pressure when asking for introductions
- How involving new clients in the thank-you process deepens connections
- Why small, thoughtful touches (like handwritten cards and gift cards) amplify trust
- The psychology behind why this approach works better than traditional referral asks
- How to avoid over-engineering the process and keep it authentic and simple
By the end of this conversation, you’ll see how a small change in your approach can lead to big results in building trust and getting consistent referrals. This episode is packed with ideas you can apply right away to make your client experience stand out.
Grab Adam’s Script HERE!
Grab the cards Adam uses HERE!
Want to see this on YouTube? You can do that HERE!
Adam's Links:
- Twitter(X)
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.
In this episode, Libby shares why setting clear boundaries with clients isn’t just about protecting your personal time—it’s about elevating your professionalism and creating a business that lasts. 🚪 You’ll learn how to confidently say no to Saturday meetings while still making clients feel cared for and supported.
We’ll cover practical scripts, strategies to handle pushback gracefully, and ways to frame boundaries as a benefit to your clients. 🌟 By the end, you’ll see how healthy boundaries build respect, trust, and sustainability in your advisory practice—without sacrificing client experience. 💬
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.
Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with Gabe, co-founder of Quin, to explore how an AI-powered assistant is transforming the way financial advisors handle everyday tasks. From CRM updates to inbox management, Quin is designed to feel like a true digital team member that lightens the workload and creates more space for meaningful client engagement.
In this episode, you’ll learn:
- How Quin differs from tools like ChatGPT and why it’s tailored specifically for advisors
- Real-world use cases of how Quin manages tasks like email, meeting prep, and CRM updates
- Ways advisors can integrate Quin into their practice alongside current staff for maximum efficiency
- How much time Quin can save per week and how that impacts profitability and client experience
- What’s next on the roadmap for Quin, including future integrations and smarter automation
By the end, you’ll have a clear picture of how AI assistants like Quinn can give you back 15–20 hours each week, allowing you to focus on client relationships and scaling your practice. This isn’t about replacing people—it’s about removing the tasks no one enjoys and giving your team the freedom to work on what matters most.
Learn more about Quin 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.
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!
Ever feel like your best ideas are lost in a sea of sticky notes, screenshots, and scattered documents? 📚 In this episode, I share how I built my own “second brain” — a simple system to capture, organize, and actually use all those sparks of inspiration.
You’ll learn why having one central hub for your thoughts makes you more creative, efficient, and consistent as a financial advisor 💡. Plus, I’ll give you a quick action step you can implement today to finally stop losing track of your ideas 🚀.
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!
Grab the book, Building a Second Brain, 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.
Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through my Client Intel Process, a practical framework to help you capture, organize, and use personal details about your clients in a way that feels natural and meaningful. This process helps deepen connections, create memorable experiences, and ultimately strengthen trust.
What you’ll learn in this episode:
- The four parts of the Client Intel Process: what to gather, how to capture it, where to store it, and how to use it
- Simple strategies to capture information without making conversations feel awkward or like an interview
- Where and how to store client intel so it’s easy to access and use effectively
- Creative ways to put intel into action through conversations, gifts, events, and surprise-and-delight moments
By the end of this episode, you’ll have the tools to start building a client intel system that allows you and your team to consistently create personalized, remarkable client experiences. Start small, keep it simple, and you’ll be amazed at how quickly it transforms your client relationships.
Grab the Client Intel Process PDF HERE!
Grab the 30-Day Tiny Habits Challenge 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.
In this episode, we dive into simple but powerful strategies to reduce stress and overwhelm in your advisory practice. Learn how to handle unexpected client requests without derailing your day by setting clear expectations and using a Model Week to protect your time.
You’ll also discover when it’s okay to “punt” client questions to future meetings, how to avoid unnecessary urgency, and why most issues aren’t true emergencies ⏳. Walk away with tools to create a calmer, more structured work environment while still delivering excellent client service.
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!
Grab your 3-Day Challenge Sheet 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.
Today’s episode… it’s Opposite Day! Today, Libby is the one being interviewed. Dillion Kazemi and Montel Hawkins of the Live Your Aim Podcast ask Libby some big questions around selling her firm, her framework for decision making for her business, and get pretty personal… but it a good & tactical way!
Libby shares how she leaned into her authenticity, built her business around her values, and created systems and processes that allowed her to thrive both professionally and personally. This episode is packed with wisdom for financial advisors who want to grow their firms with intention while still living a life they love.
Here’s what you’ll learn in this episode:
- How Libby built a seven-figure advisory practice while working part-time
- The systems and processes that create efficiency without sacrificing client experience
- Why saying “no” can be the most powerful growth strategy
- How to embrace your uniqueness and turn it into your superpower in business
- The importance of designing your practice by intention rather than default
Whether you’re just starting out or looking to scale your firm sustainably, this episode will challenge you to rethink what success looks like and inspire you to build a business that serves both your clients and your life.
Check out the Live Your Aim Podcast HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
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 the importance of setting healthy boundaries around your cell phone as a financial advisor 📱. Many advisors start their businesses by giving clients their personal number, but as your practice grows, this can quickly lead to blurred lines and overwhelm.
You’ll learn simple, practical strategies to shift client communication from your personal phone to your office line, how to reset expectations with clients, and why this change creates more balance, efficiency, and peace of mind 🙌. Tune in to discover how stronger boundaries can help you serve clients better while protecting your own time and energy.
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.
Sometimes the smallest shifts create the biggest results. In this episode, Libby challenges you to focus on just one tiny habit for 30 days. Drawing inspiration from James Clear’s book Atomic Habits, she shares why less really can be more when it comes to creating lasting change in your business and life. Instead of overloading yourself with too many new goals, this simple framework will help you build momentum, reduce overwhelm, and actually stick with the changes you want to make.
Here’s what you’ll learn in this episode:
- Why one small daily action can transform your business and life
- The science of compound growth through habits and the “1% better” principle
- How identity-based habits drive deeper, more lasting change
- The four keys to creating habits that actually stick (make it obvious, attractive, easy, and satisfying)
- How to join Libby’s 30-Day Challenge and use the free tracker to stay accountable
If you’ve been feeling pulled in a thousand directions, this episode will help you simplify, focus, and finally see results. Pick one habit, commit for 30 days, and watch how much shifts in your practice and your life.
Grab your 30-Day Challenge Download 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.
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 simple but powerful leadership strategy that can completely transform how you guide your team. If you’ve ever felt overwhelmed by decision fatigue or frustrated that all problems land on your desk, this approach will help shift that dynamic.
You’ll learn how to empower your team to bring not just problems, but also two to three potential solutions. This shift encourages ownership, critical thinking, and creativity—ultimately helping your practice run smoother and freeing you up to focus on the bigger picture.
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.
In this episode of The Efficient Advisor, Libby sits down with marketing and branding expert Robyn Crane to explore how financial advisors can future-proof their business in an AI-driven world. Robyn shares her personal journey from struggling advisor to seven-figure business owner and reveals her BRAND formula for creating an authentic personal brand that attracts affluent clients — without getting replaced by technology. From overcoming limiting beliefs to aligning with your ideal client, this conversation is packed with both inspiration and tactical steps you can apply right away. 💡
What you’ll learn in this episode:
- Why authentic connection is your biggest advantage over AI
- How to “borrow the belief” to overcome self-doubt and take action
- The power of aligning with a specific person when building your brand
- How to nail your messaging so it speaks directly to your ideal client
- Why vulnerability and personal storytelling are essential for trust-building
Whether you’re just starting to think about your personal brand or looking for ways to stand out in a crowded market, this episode will help you embrace AI as a tool — not a threat — and position yourself as the go-to advisor for your dream clients. 🌟
Learn more about Robyn's upcoming event HERE! Use promo code: LIBBY to save!
Want to attend Robyn's 60-Minute Masterclass August 28th? Check that out 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.
We often think that only big moves create transformation in business, but it’s the tiny daily habits that add up to create massive impact. In this episode, Libby shares 11 small but mighty shifts that helped her grow her practice to seven figures, streamline her workweek, and create more time for family and life outside the office. These are practical strategies you can start implementing today to reduce stress, reclaim your focus, and build a business that serves you—not the other way around.
What you’ll learn in this episode:
- How to switch from reactive mornings to proactive ones for maximum productivity
- Why checking email only twice a day can save your sanity and boost efficiency
- The importance of limiting yourself to three business goals each quarter
- How to create space for big-picture thinking through CEO days and brain dumps
- Why white space, shutdown routines, and even prayer can transform your business mindset
These tiny habits aren’t overwhelming, but when stacked together they can completely change the way you work and the results you achieve. Listen in to learn which ones you can adopt right away to start making meaningful shifts in your business and your life.
Items Mentioned in This Episode:
LIbby's Weighted Vest
Libby's Favorite Planner
Building a Second Brain by Tiago Forte
Episode #178 on Theming your Day with Michael Kitces
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.
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 short but powerful episode:
Libby shares the one game-changing shift that transformed her from reactive and overwhelmed to calm and proactive. If you've ever found yourself scrambling the night before a client meeting or derailed by surprise issues, this strategy will resonate.
You’ll learn how building just a bit of margin into your schedule (think: a simple two-week buffer) can reduce stress, improve your client experience, and help you lead like a true CEO—not just put out fires all day.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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Connect with Anthony on LinkedIn HERE!
Anthony's website HERE!
Get Anthony's Client Service Calendar 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.
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.
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.
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.
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.
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.
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.
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!
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!).
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.
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!
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!
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.
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!
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!
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.
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!
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!
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.
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!
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!
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.
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!
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!
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🔗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!
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.
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!
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!
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.
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!
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!)
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.
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!
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
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.
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!
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 ✨.
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.
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!
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! 🎧
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.
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!
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
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.
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!
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!
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.
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!
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!
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.
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!
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!
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.
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!
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!
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.
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!
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!
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.
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!
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!
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.
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!
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!
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.
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!
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! 🎧
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.
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!
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.
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.
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!
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!
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.
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!
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
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.
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!
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.
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.
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!
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.
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Connect with Maddy on LinkedIn 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.
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!
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.
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.
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!
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
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Connect with Amber on LinkedIn HERE!
Check out Amber's website 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.
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!
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!
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.
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!
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!
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Connect with Niki on LinkedIn 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.
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!
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!
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.
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!
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!
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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.
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!
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! 💡
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.
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!
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!
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Connect with Jackie on LinkedIn 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.
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!
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!
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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
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.
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!
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.
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Watch the AI Made Easy Webinar 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.
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!
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!
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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!
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.
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!
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
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.
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!
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!
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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.
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!
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!
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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.
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!
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!
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Links to Include with this episode:
Register Here for the AI Automation Made Easy Live Event
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.
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!
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!
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.
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!
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!
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.
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!
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!
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.
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!
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!
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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!
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.
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!
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!
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.
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!
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!
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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.
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!
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!
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.
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!
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.
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LINKS FROM THIS EPISODE:Connect with Catherine here!
Catherine’s Website dominiones.com
Watch Catherine’s Podcast 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.
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!
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!
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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
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.
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!
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
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.
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!
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
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.
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!
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!
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.
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!
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.
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.
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!
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!
Schedule a time to learn more about The Tax Goddess and what they can do for your clients!
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.
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!
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!
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.
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!
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 Program
Learn More About the AICCFC | XYPN LIVE Pre-Con Event
Connect with Ross Riskin
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.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
The 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!
Brains on the Outside
Ridiculous solutions to real business problems.
Listen on: Apple Podcasts Spotify
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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
Brains on the Outside
Ridiculous solutions to real business problems.
Listen on: Apple Podcasts Spotify
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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
Brains on the Outside
Ridiculous solutions to real business problems.
Listen on: Apple Podcasts Spotify
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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 DaughertyLINK FROM THIS SHOW
Find out more about Financial Cop Here
Connect with Nick Here
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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
Brains on the Outside
Ridiculous solutions to real business problems.
Listen on: Apple Podcasts Spotify
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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!
School of Podcasting -Launch, Grow, Monetize Your Podcast
Unlimited Podcast Coaching
Listen on: Apple Podcasts Spotify
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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
School of Podcasting -Launch, Grow, Monetize Your Podcast
Unlimited Podcast Coaching
Listen on: Apple Podcasts Spotify
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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
School of Podcasting -Launch, Grow, Monetize Your Podcast
Unlimited Podcast Coaching
Listen on: Apple Podcasts Spotify
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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 FaithLINKS 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%
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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%
School of Podcasting -Launch, Grow, Monetize Your Podcast
Unlimited Podcast Coaching
Listen on: Apple Podcasts Spotify
The Brandon T. Adams Audio Experience
Welcome to The Brandon T. Adams Audio Experience, hosted by entrepreneur, investor,...
Listen on: Apple Podcasts Spotify
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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
School of Podcasting -Launch, Grow, Monetize Your Podcast
Unlimited Podcast Coaching
Listen on: Apple Podcasts Spotify
The Brandon T. Adams Audio Experience
Welcome to The Brandon T. Adams Audio Experience, hosted by entrepreneur, investor,...
Listen on: Apple Podcasts Spotify
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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)
School of Podcasting -Launch, Grow, Monetize Your Podcast
Unlimited Podcast Coaching
Listen on: Apple Podcasts Spotify
The Brandon T. Adams Audio Experience
Welcome to The Brandon T. Adams Audio Experience, hosted by entrepreneur, investor,...
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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 H
School of Podcasting -Launch, Grow, Monetize Your Podcast
Unlimited Podcast Coaching
Listen on: Apple Podcasts Spotify
The Brandon T. Adams Audio Experience
Welcome to The Brandon T. Adams Audio Experience, hosted by entrepreneur, investor,...
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: **Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
---------------------------------**LINKS FROM THIS EPISODE
Register for the Systems to Scale Group Coaching Program Here
Learn More About Simplicity Ops Here
Browse Simplicity Ops’ Resources Here
Talk to Kate Here
Grab Your AI Notetaking Free Trial and 10% Discount Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
CRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and automations. But, where do you start when it comes to actually using it as a vital part of your business instead of a glorified Roladex?
In today’s episode, workflow guru Kate Guillen sits down with The Efficient Advisor, Libby Greiwe, to unpack how businesses should use their CRMs not only for mere contact databases, but also dynamic operational hubs that:
- Streamline processes
- Enhance efficiency
- Drive growth
- Deliver high-level, consistent client service
Libby also explains how her upcoming Systems to Scale Group Coaching and Mastermind can help you take the automation leap! Register here to secure a spot for the August 22 launch!
So, if you are looking to leverage automation to free up time and energy for yourself and your team, this podcast–--and the group coaching–--are for YOU!
LINKS FROM THIS EPISODE
Register for the Systems to Scale Group Coaching Program Here
Learn More About Simplicity Ops Here
Browse Simplicity Ops’ Resources Here
Talk to Kate Here
Grab Your AI Notetaking Free Trial and 10% Discount Here
School of Podcasting -Launch, Grow, Monetize Your Podcast
You’re don't know where to learn to podcast. Now You do. Click the link.
Listen on: Apple Podcasts Spotify
FranchiseU!
FranchiseU! is for those in, or considering, careers within the world of franchising.
Listen on: Apple Podcasts Spotify
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: The Exact Framework Your Business Needs FREE DOWNLOAD****
__________________________
LINKS FOR THIS EPISODE
Register for the Systems to Scale Group Coaching Program Here
Download the Systems to Scale Framework PDF Here
Episodes mentioned:
Episode 10: Marketing
Episode 12: Schedule
Episode 22: Client Experience
Episode 52: Planning Options
Episode 62: Planning
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Libby Greiwe dives into her proven business framework that she uses to help advisors build out their systems and processes in her Systems to Scale Group Coaching Program. This framework creates a solid foundation to build a systematized, scalable business.
Libby explains the six main layers of the framework:
- Define
- Create
- Attract
- Systematize
- Scale
- Lead
If you are looking to streamline your business while building out systems and processes, this episode—and the group coaching program—are for you! Sign up for the Systems to Scale program launching August 22!
__________________________
LINKS FOR THIS EPISODE
Register for the Systems to Scale Group Coaching Program Here
Download the Systems to Scale Framework PDF Here
Episodes mentioned:
Episode 10: Marketing
Episode 12: Schedule
Episode 22: Client Experience
Episode 52: Planning Options
Episode 62: Planning
School of Podcasting -Launch, Grow, Monetize Your Podcast
You’re don't know where to learn to podcast. Now You do. Click the link.
Listen on: Apple Podcasts Spotify
FranchiseU!
FranchiseU! is for those in, or considering, careers within the world of franchising.
Listen on: Apple Podcasts Spotify
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: **Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder
—----------------------------------------**LINKS FROM THIS EPISODE
Get on the Systems to Scale Group Coaching Waitlist Here
Learn More about SmartAsset Here and Mention Philip’s name
Connect with Philip on LinkedIn Here
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
We all need leads to grow our business, but there’s a lot of skepticism around purchasing leads—it’s a scam, it’s not worth the money, the leads are less than ideal.
In today’s episode, The Efficient Advisor dismantles all the suspicions with guest Philip Snyder. Phil shares his firsthand experience, shedding light on the unexpected quality and high-value clients these purchased leads can bring.
Phil details what every advisor should know when contemplating online leads, including:
- Initial hurdles and the trial-and-error learning curve
- Realistic expectations to maximize success
- The importance of having a structured process
- Strategies that focus on high net worth clients
If you’re looking to grow your pipeline, it may be time to harness the power of online leads.
Finally, a quick plug for the upcoming group coaching session launching August 2024. We have a special $500 discount for those on the waitlist. If you’ve been wanting to level up your practice, now is the time! Join the waitlist here to secure a spot AND save some cash! 🤑
—----------------------------------------
LINKS FROM THIS EPISODE
Get on the Systems to Scale Group Coaching Waitlist Here
Learn More about SmartAsset Here and Mention Philip’s name
Connect with Philip on LinkedIn Here
School of Podcasting -Launch, Grow, Monetize Your Podcast
You’re don't know where to learn to podcast. Now You do. Click the link.
Listen on: Apple Podcasts Spotify
Life Money & More
A Podcast About Life, and Money. Hosted by Youtuber, and Real Estate Agent Sage Weiss
Listen on: Apple Podcasts Spotify
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: **AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
—----------------------------------------**
LINKS FROM THIS EPISODE
Get on the Systems to Scale Group Coaching Waitlist Here
Learn more about Beemo Automation Here
Connect with Ben on LinkedIn Here
AI Websites:
Perplexity AI
Fireflies.AI
Zapier
Zocks
Get on the Systems to Scale Group Coaching Waitlist Here
Learn more about Bee Automation Here
Connect with Ben on LinkedIn Here
AI Websites:
Perplexity AI
Fireflies.AI
Zapier
Zocks
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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 ...
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
School of Podcasting -Launch, Grow, Monetize Your Podcast
You’re don't know where to learn to podcast. Now You do. Click the link.
Listen on: Apple Podcasts Spotify
David C Barnett Small Business and Deal Making M&A SMB
I discuss buying, selling, financing and managing small and medium sized businesses...
Listen on: Apple Podcasts Spotify
What If? So What?
We discover what’s possible with digital and make it real in your business
Listen on: Apple Podcasts Spotify
Get on the Systems to Scale Group Coaching Waitlist Here
Learn more about Bee Automation Here
Connect with Ben on LinkedIn Here
AI Websites:
Perplexity AI
Fireflies.AI
Zapier
Zocks
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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 ...
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
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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:
92: What Business Data to Track in 2023…And How to Actually Use It With Guest Erica Pauly
168: How to Delegate More Nuanced Tasks
—---------------------
LINKS FROM THIS EPISODE
Get on the Systems to Scale Group Coaching Waitlist Here
Grab your copy of Finish by Jon Acuff
School of Podcasting -Launch, Grow, Monetize Your Podcast
You’re don't know where to learn to podcast. Now You do. Click the link.
Listen on: Apple Podcasts Spotify
David C Barnett Small Business and Deal Making M&A SMB
I discuss buying, selling, financing and managing small and medium sized businesses...
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Project Management vs Client Tasks with Guest Lauren Hong
—------------------------------------------------LINKS FROM THIS EPISODE
Connect with Lauren on LinkedIn Here
Check out Out & About Communications Here
Visit Asana’s website Here
Learn more about ClickUp Here
Check out Trello Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them all in the air, and oftentimes it’s a total unorganized mess! Nothing would feel better than to get ALL. THE. THINGS. organized once and for all!
In this week’s episode, host Libby Greiwe chats with Lauren Hong, founder of Out & About Communications, about using platforms to streamline tasks and enhance team collaboration so you can achieve business goals with precision and efficiency.
Hong details the many benefits of using project management tools, including:
- Project Management vs Task Management
- Avoiding recurring mistakes
- Automating workflows
- When and when not to use your CRM
- Maintaining a comprehensive log of activities
If your goal is to create an organized, efficient, and enjoyable business environment, take a listen to this week’s episode for practical organizational tips that will help your business soar to the next level!
—------------------------------------------------
LINKS FROM THIS EPISODE
Connect with Lauren on LinkedIn Here
Check out Out & About Communications Here
Visit Asana’s website Here
Learn more about ClickUp Here
Check out Trello Here
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: **Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
-----------------**LINKS FROM THIS EPISODE
Episode #146: How to Use a Template to Stay Organized and Deepen the Client Relationship
Grab Your Ticket for the RTS Tax Summit Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that you should be taking your best clients out to dinner... but when? You've got a calendar full of soccer practices and baseball games. Are you missing out on the secret sauce of the client experience?
This episode is a breath of fresh air for advisors feeling overwhelmed by the expectation of social engagement, reinforcing that stellar service during business hours lays the groundwork for client satisfaction and the growth of your practice.
You can build a high referable practice without killing yourself or going over the top. Join me for this frank discussion on what I call "The Dentist Rule."
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
VEach week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor .
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
One of the hardest roles advisors face is helping a potential client “break up” with their previous advisor. It can get awkward, dicey, and downright weird. 🥴 But you can turn this tricky situation into a peaceful process for your clients and make a GREAT first impression if you do it well!
In today’s episode, Libby shares some tips for this break up process that worked well in her advisory practice, including:
- Choosing your words carefully—language matters
- What to do before you even move money—help reduce retention risk
- Providing them helpful language—eliminate hard feelings when they break up with their advisor
- And much more!
Tune in now to learn some tricks on keeping it classy when engaging with potential clients. Your business…and clients…will thank you! 🙏
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: **Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman.
—---------------------------------------**LINKS FROM THIS EPISODE
Connect with Spencer on LinkedIn Here
Learn More About the Retirement Tax Services Summit Here!
Grab Your Focus Gummies Here!
Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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”
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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!
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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 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
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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!
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Michael Kitces on Time Management & Building Your Model Week---------------------------------------
LINKS FROM THIS EPISODE
Connect with Michael on LinkedIn Here
Learn more about Toggl Here
Check out my guest appearance on Michael’s podcast Here
Episodes Mentioned:
12: Designing Your Perfect Schedule to Get it All Done in Less Time
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different!
In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚
Michael has perfected the art of time management over the years with some innovative strategies. He shares in depth about his favorite time hacks, including:
- Focus management versus time management
- Structuring model weeks
- Creating theme days
- Getting started with time blocking
So, if you’re struggling to find balance or simply want to tweak your week, stop what you’re doing 🛑, grab a pad and pen to take notes 📝, and get ready to learn from the self-proclaimed Chief Financial Planning Nerd! 🤓
LINKS FROM THIS EPISODE
Connect with Michael on LinkedIn Here
Learn more about Toggl Here
Check out my guest appearance on Michael’s podcast Here
Episodes Mentioned:
12: Designing Your Perfect Schedule to Get it All Done in Less Time
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Five Good Ideas You Can Implement Today
----------------------LINKS FROM THIS EPISODE
Learn More About the Retirement Tax Services Summit Here!
Grab Your Focus Gummies Here!
Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
Episodes Mentioned:
12: Designing Your Perfect Schedule to Get it All Done in Less Time
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
“Ideas are easy. Implementation is hard.”After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do things in an easier way.
In today’s podcast episode, Libby shares five of her simplest yet most effective ideas that help advisors, including:
- A simple language change to shift clients’ perspective of reviews
- How adding special VIP time slots can reduce stress in your schedule
- Why you should celebrate firing clients with your team
- How to create happy face experiences
- And much more!
A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can implement TODAY! Let’s go! 🚀
LINKS FROM THIS EPISODE
Learn More About the Retirement Tax Services Summit Here!
Grab Your Focus Gummies Here!
Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
Episodes Mentioned:
12: Designing Your Perfect Schedule to Get it All Done in Less Time
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
LINKS FROM THIS EPISODE
Connect with Carter on LinkedIn Here!
Learn More About the Advisor Client Acquisition Kit Here!
Check Out Carter’s Estate Planning Package Here!
Learn More About the Retirement Tax Services Summit Here!
Grab Your Focus Gummies Here!
Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day.
In today’s episode, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some really cool stuff. This innovative, comprehensive solution is aimed at revolutionizing marketing efforts and solidifying an advisor's online presence. It offers tons of tools, including:
- Website design
- Custom video content
- Drip marketing campaigns
- Client acquisition and retention
- A done-for-you estate planning service
If you’re looking to invest in resources that free you from time consuming tasks and can lead to a more balanced life, be sure to tune into today’s episode for immediate, high-impact actions to streamline your business.
LINKS FROM THIS EPISODE
Connect with Carter on LinkedIn Here!
Learn More About the Advisor Client Acquisition Kit Here!
Check Out Carter’s Estate Planning Package Here!
Learn More About the Retirement Tax Services Summit Here!
Grab Your Focus Gummies Here!
Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle
----------------------LINKS FROM THIS EPISODE
Check out the podcast Real AF with Andy Frisella here
Grab your copy of Think and Grow Rich here
Order The Book on Mental Toughness here
Get The Five-Minute Journal here
Purchase this month’s #fakebookclub book The Slight Edge here
Learn more about one-on-one coaching here
Enroll in the Perfect RIA masterclass here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time.
In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel financial advisors to the next level, including:
- Making relational deposits before withdrawals
- Fostering trust and support within relationships
- Investing in personal and professional development
- Selectively consuming literature
- Practicing mental fortitude and discipline
If you want some practical guidance to excel in today’s crazy financial advisory world, tune in to this week’s episode. You’ll leave feeling inspired with ideas on how to pave your own path to excellence!
LINKS FROM THIS EPISODE
Check out the podcast Real AF with Andy Frisella here
Grab your copy of Think and Grow Rich here
Order The Book on Mental Toughness here
Get The Five-Minute Journal here
Purchase this month’s #fakebookclub book The Slight Edge here
Learn more about one-on-one coaching here
Enroll in the Perfect RIA masterclass here
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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 NEW Favorite Focus Hack for Increased Productivity (and a few other tools!)
LINKS FROM THIS EPISODECheck out the Retirement Tax Services 2024 Tax Planning Summit here!Find the Best Self Journal I use here**!
Get your gummies here (and follow these instructions!)Click Shop > Product Category - Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create Subscription
Episode 16: 8 Productivity Hacks to Work More Efficiently - Here!Episode 12: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
If I can find a way to increase my focus and efficiency… OF COURSE I’m going to share it. 🤗 In today's episode, I have got a couple of productivity ideas for you. One that is brand new, and has been honestly so unbelievable for me. It’s giving me an extra 90+ minutes a day of major focus and helping me crush my to-do list like a boss. 💪 No joke! But this one…it’s a little unusual.
And I’ve got a few other tips and tricks I use, as a business owner with ADD, that genuinely help me prioritize and crush through the things that ACTUALLY move the needle in my business. So, if you want to get more out of your time…let’s dive in!
LINKS FROM THIS EPISODECheck out the Retirement Tax Services 2024 Tax Planning Summit here!Find the Best Self Journal I use here!
Get your gummies here (and follow these instructions!)Click Shop > Product Category - Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create Subscription
Episode 16: 8 Productivity Hacks to Work More Efficiently - Here!Episode 12: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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: Delegating Tasks That Are Nuanced FREE DOWNLOAD****
LINKS FROM THIS EPISODE
Grab the Asset Transfer Script Download here!
Learn more about one-on-one coaching here
Enroll in the Perfect RIA masterclass here
Episodes mentioned:
23: Delegate More Effectively with Fewer Errors [My System!]
44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
One of the biggest challenges for any advisor is delegating tasks that require knowledge, experience, and education—the stuff that lives in your head based on years of experience. It often feels too daunting to explain all the details to someone, so we continue to do ALL. THE. THINGS. 🙃
In today’s episode, Libby walks you through the steps she took to hand off to her Director of Operations the intricate process of coordinating account transfers, and how crafting airtight standard operating procedures became her map to success. She details stages of delegation that reduce oversight and save time, including:
- Training employees through observation
- Empowering employees to independently handle tasks and update procedures
- Investing time for professional development
- Creating scripts and checklists
By stepping aside and empowering others to lead the charge, you’ll be able to redirect your time and energy toward what a CEO does best—strategy and vision. 🎯 💡 Tune in now for some tips on mastering delegation so you can focus on scaling your business to the next level! 🤑
LINKS FROM THIS EPISODE
Grab the Asset Transfer Script Download here!
Learn more about one-on-one coaching here
Enroll in The Perfect RIA masterclass here
Episodes mentioned:
23: Delegate More Effectively with Fewer Errors [My System!]
44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
We all know that building a dynamic, cohesive team you can trust is essential to scaling a successful advisory practice, but how do you go about finding, hiring, and retaining great employees? Acquiring the right people—in the right role—is one of the hardest yet most critical aspects to growth. No people = no scale. 📈
Alanah Phillips, recruiting, hiring, and training extraordinaire, joins The Efficient Advisor, Libby Greiwe, to discuss how to find “unicorn”employees in today’s market without having to invest in “nap pods” or add crop tops to the dress code! 😳
In this episode, Alanah explains how to build a dream team by:
- Examining your hiring process
- Creating a culture that balances work and life
- Embracing modernization and fostering flexibility
- Integrating new employees with a transparent onboarding process
If you're scaling your team or simply planning ahead, this podcast is brimming with practical tips you can implement to create a flourishing business environment. Let’s go! 🚀
LINKS FROM THIS EPISODE
Connect with Alanah on LinkedIn here
Visit Alanah’s website here
Episodes Mentioned:
85: Is the grass really greener on the other side? How do I know if I’m with the right firm? With guest Alanah Philips
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP-----------------------------------
LINKS FROM THIS EPISODE
Connect with Stephen on LinkedIn here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis-----------------------------------
LINKS FROM THIS EPISODE
Check out Matt’s website here
Connect with Matt on LinkedIn here
Enroll in the One-Page Financial Plan Masterclass here
Books Mentioned:
Delivering Massive Value by Matthew Jarvis
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Today’s busy world leaves us no other option than to make every second count. Whether it’s at home or work, we must optimize our resources to maximize our time.
In this episode, financial planning extraordinaire, Matt Jarvis, joins The Efficient Advisor host, Libby Greiwe, to discuss themes and trends he has seen throughout his decades of experience that successful advisors are using to streamline their practices.
Matt shares his expertise on running a seamless, efficient financial advisory business by utilizing:
- Communication strategies
- Financial planning software
- Document management systems
- Customizable templates
Matt also shares some tips and tricks for how he and his team use one-page financial plans to deliver advice quicker and easier to clients. His successful approach is a testament to the power of simplicity and clarity in financial planning.
Don't forget to connect with The Efficient Advisor on LinkedIn and Facebook to keep the conversation going!
—-------------------------------------
LINKS FROM THIS EPISODE
Check out Matt’s website here
Connect with Matt on LinkedIn here
Enroll in the One-Page Financial Plan Masterclass here
Books Mentioned:
Delivering Massive Value by Matthew Jarvis
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Empathy and support are essential components of the advising process, but sometimes it’s hard to connect with clients on such a deep level. Our guest today, Jeremy Keil, shares some powerful and effective tools he has used over the years to strengthen his relationship bond with clients.
In this episode, Libby and Jeremy dissect the following three levels of communication:
- Surface-level
- Goals and underlying motivations
- Vulnerable, profound discussions
While all three levels are necessary to building trust and meaningful relationships, it’s the third level of communication—vulnerable, profound discussions—that cements an advisor's indispensability. Jeremy's insights on asking strategic questions are key to building lasting bonds with your clients.
Libby and Jeremy discuss the transformative power of motivational interviewing, a nuanced form of communication that can strengthen the bond between financial advisors and their clients. Originating from psychology, motivational interviewing helps guide discussions about change and helps clients articulate their financial goals, while highlighting the importance of tailoring advice to a client's unique life situation.
Whether you're a seasoned financial advisor or new on the block, this episode is laden with strategies and insights to communicate with intention and foster trust with your clients. Let’s go!
—------------------------------------
LINKS FROM THIS EPISODE:Check out Jeremy’s website hereConnect with Jeremy on LinkedIn hereWebsites Mentioned:
Welcome to the Motivational Interviewing Website! | Motivational Interviewing Network of Trainers (MINT)Books Mentioned:
Motivational Interviewing: Helping People Change and Grow
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Here I am doing an experiment for myself this year related to goals. I’ve been having a lot of conversations with advisors lately who are struggling to set clear goals. They have great revenue… what’s another 10% really going to do? They are having a hard time connecting deeply with the why behind the goals… since they are VERY happy with their business and their lives.
So today I want to offer up a different acronym for goal setting if you’re in a place where you need to mix it up and just need a different approach. This might be a fun addition to come along side some of your traditional business goals. Maybe you just need a shot in the arm to get your reinvigorated about your business?
Let me introduce to you F.U.N. goals.
____________________________________________
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Every interaction with a client is an opportunity to strengthen your bond and relationship with them. But in order to engage in effective communication, advisors must first learn the art of connecting through and using a variety of different “communication love languages.”
In this episode, Libby shares with you the nuances of how to execute an effective communications audit within your financial planning business. This exercise breaks down all the different ways you are communicating to make sure you are effectively speaking in a variety of mediums.
Speaking different communication languages to hit clients in slightly different ways and formats is critical to ensure your clients do not miss any valuable information. Some communication styles Libby addresses include:
- Video
- Text
- Face-to-face
- Phone
- Snail mail
- Social media
Learn how to make every touch point matter by tuning into today’s episode. After all, clients are the lifeblood to your business, so take the time to build a process to communicate effectively.
—------------------------------------
LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching & Mastermind Program Here
Episodes Mentioned:
Episode #157: Scaling Your Business with The Efficient Advisor’s Group Coaching Program
Books Mentioned:
Never Lose a Customer Again by Joey Coleman
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
We’ve all been in a situation where what we expected was DEFINITELY not what we got (like pretty much every time I order something off Instagram)! It’s frustrating, confusing, and certainly disappointing.
However, when everyone is on the same page, everything flows so much easier. When client expectations are not aligned with your practice, it can quickly sour the relationship, or worse, break trust altogether.
Enter the “Expectations of Our Engagement” resource.
In this episode, Libby explains why this document is critical to every practice and outlines how it will help you:
- Maintain successful client-advisor relationships
- Prevent misunderstandings and disappointments
- Guide and set the tone for client interactions
- Outline clear expectations from you, your team, and clients
Clarity and transparency go a loooooong way in this business. So, tune in today to learn how setting some solid expectations can foster, enrich, and grow your client relationships and ensure everyone is on the same page!
—------------------------------------
LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching & Mastermind Program Here
Episodes mentioned:
Episode #157: Scaling Your Business with The Efficient Advisor’s Group Coaching Program
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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: Scaling Your Business with The Efficient Advisor's Group Coaching Program
LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching & Mastermind Program Here
Systems to Scale download is available here
Episodes Mentioned:
Episode #122: Level 1 Processes of the Systems to Scale Framework: DEFINE
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Every advisor dreams of a successful practice that runs like a well oiled machine, allowing you more time outside the office to enjoy the things you love. If that feels impossible or out of reach…the only thing standing in your way is that you don’t have the necessary systems and processes in place for your business to run effectively and efficiently.
And it’s SO much easier than you think!
In this episode, Libby guides you through the many challenges that advisors grapple with and shares pearls of wisdom drawn from her own experience of building and selling a thriving referral-only practice.
Together with Libby, you'll delve into The Efficient Advisor’s Systems to Scale Group Coaching and Mastermind Program, a carefully designed toolkit that puts you back in the driver's seat by:
- Defining your sweet spot
- Creating your planning process
- Attracting your clients
- Systemizing your processes
- Scaling your business
- Leading through delegation
So, are you ready to take the leap and transform your practice? We’re here to help you make that leap easier! Let’s go!
—------------------------------------
LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching & Mastermind Program Here
Systems to Scale download is available here
Episodes Mentioned:
Episode #122: Level 1 Processes of the Systems to Scale Framework: DEFINE
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
About 10 years ago I conducted this experiment in my business. It's an atypical exercise FOR SURE, but it had such a profound and lasting impact on my business. What I learned from this 'Year of No' has continued to be the framework for how I make decisions about my time now--a decade later.
After doing this for a year I gained major clarity on:
- Where I was wasting time
- What was time well spent
- What mattered in my business and life
- What didn't matter in my business or life
- What propelled me forward
- What kept me stuck
- What caused me overwhelm
- What gave me peace and control
In today's episode I share about this experiment that I did and how you can do a modified version to gain CLARITY and CONTROL over your calendar.
Let's go!
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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: Part Two---Your Ultimate Guide to Resources from my Website and Beyond
LINKS FROM THIS EPISODE:
Episodes Mentioned:
Episode #137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond
Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
Webpages Mentioned:
The Efficient Advisor Resource Library
Libby’s Favorite Things
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
I am excited to share a few additional resources to piggyback off Episode 137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond.
As I’ve said, being a financial advisor is HARD, but having tested, effective tools and resources will help your business thrive in this fast-paced environment. The Efficient Advisor website is FULL of FREE and some paid resources that I’ve found. I’m excited to share with you what’s out there and where to find them! You’ll see everything from a one-page financial plan masterclass, to a cheat sheet for delegating better, to a letter template that will get those prospects to book that next appointment.
In this episode, I have put together some extra resources that will help you do things:
- Better
- Faster
- Smarter
- Cheaper
- Easier
Can I get an “A-to-the-Men!”
So, grab a hot cup of joe and tune in to this episode as we dive into the world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease.
—-------------------------------
LINKS FROM THIS EPISODE:
Episodes Mentioned:
Episode #137: Your Ultimate Guide to Resources, Tools and Templates from my Website and BeyondEpisode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
Webpages Mentioned:
The Efficient Advisor Resource Library
Libby’s Favorite Things
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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 to Fee---How to Start Charging for Planning, Even in a BD World With Bryan Jansen
—-----------------------------------------
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
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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**
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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!
---------------------------------------------
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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
-----------------------------------------------------------**
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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!
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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 Ways to Waste Less Time Every Single Week for You and Your Team
—----------------------------------------
LINKS FROM THIS EPISODE:
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!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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:
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
In the world of finance, the behavioral aspect plays a crucial role. It's an aspect that often goes unnoticed but can significantly impact the relationship between a financial advisor and their clients.
In this episode, I am joined by Brendan Frazier, a seasoned consultant to financial advisors turned financial planner, to discuss this fascinating correlation and how it affects financial planning.
Brendan embarked on a journey to explore the emotional dynamics in financial planning after observing a common theme among advisors. They often felt more like therapists than financial advisors, addressing not just the monetary aspects but also the emotional dynamics of their clients' financial decisions. Inspired by this trend, Brendan started going deep into the world of behavioral finance, making him the perfect guest to discuss this topic with me.
In this episode we discuss:
- What Brendan calls the “3 Es” question that opens clients up right away
- The delicate balance between curiosity and structure in a meeting
- Strategies to strengthen trust with clients
- Why understanding the emotional side of money is critically important to financial planning
- Brendan’s strategies to incorporate behavioral finance in his interview proce
—-------------------------------------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 Wait
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
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: **Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane
---------------**
LINKS FROM THIS EPISODE:
Book mentioned in this episode: The Road Less Stupid by Keith Cunnigham
Grab Robyn's 7-Step Marketing Plan here!
Connect with Robyn on LinkedIn
Check out her Position Yourself for Profits event 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
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!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
Get ready to transform your prospecting efforts as I sit down with Robyn Crane, a marketing dynamo known for her successful strategies. Robyn shares her five-step Revenue Accelerator System and her unique approach to ‘cloning your ideal client’. This episode is all about maximizing your marketing reach and doing money-making activities that turn into ACTUAL revenue.
Take a virtual walk with us through Robyn's journey, which began with a moment of self-realization at a Tony Robbins event, and how it moulded her outlook towards business growth in her own advisory business. Robyn walks us through her Revenue Accelerator System and shares the 5 Ms to make your marketing way more effective. You do not want to miss this episode!
LINKS FOR THIS EPISODE:
Book mentioned in this episode: The Road Less Stupid by Keith Cunnigham
Grab Robyn's 7-Step Marketing Plan here!
Connect with Robyn on LinkedIn
Check out her Position Yourself for Profits event 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
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!
Make More with Matt Heslin
Explore strategies to thrive financially, build legacy, and enhance life experiences.
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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!
I say this at least once a month or more on this podcast. Being a financial advisor is HARD. Running your own business is HARD. And having tools in your toolkit is your ticket to not just keeping up, but truly thriving in this fast-paced many hats environment is critical. I have put together a list of resources for you that will help you do all the things better, faster, smarter, cheaper, or easier.
Part of my ambition for The Efficient Advisors is to be a hub of vetted resources. A place where advisors can come to look for tools and resources that are industry specific, tried and tested, and well respected that can help you advance whatever it is you’re trying to do in your business. And I’ve shared how I feel about sharing the thing…
The website is FULL of FREE and some paid resources that I’ve found and I’m going to share with you what’s out there and where to find them! But… there are so many I’m going to have to break this down into a couple episodes… so be on the look out for a resources part 2 in a few weeks.
Get ready to dive into a world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease.
LINKS FROM THIS EPISODE:
Episodes Mentioned:
4: Steal My Email Templates
5: 6 Ways Delay Delivery in Outlook Will Make Your Life Easier
112: How to Help Your Clients Not Get Killed on Taxes
28: Steal My SOP (Death of a Client)
Grab the 8606 Roth Conversion Cheat Sheet Here!
Get on the Systems to Scale Group Coaching Waitlist Here!Connect with Libby on LinkedInHere!
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!
Can you imagine the power that technology and artificial intelligence hold for the future of financial advising? We're bringing you an exhilarating conversation that peels back the layers of this fascinating subject. Our special guest, John Pendergast, CEO of Blue Leaf, provides a wealth of wisdom on how financial advisors can leverage digital magic to transform client engagement. John unravels how the perfect balance of contact and the use of technology can revolutionize the client-advisor relationship. We also delve into how to create a comprehensive, immersive client experience that goes beyond the traditional financial advising.
This episode is brimming with valuable insights and strategies on how financial advisors can use digital tools to create up to 150-200 meaningful connections in a year. We explore how to use various digital channels such as email, mobile messaging, and web platforms to provide tailored experiences to clients. We unravel how an all-in-one platform like Blue Leaf can streamline this process, and John provides expert guidance on how to navigate the balance of contact to engage clients more deeply.
In our captivating conversation, we take a deep-dive into the transformative world of generative AI in financial planning. We explore how generative AI can solve client problems, craft investment policy statements, and even help advisors break out of writing ruts. However, don't think we shy away from the challenges - we address potential pitfalls and how to navigate them. We wrap up by discussing how tools like Air Table or Monday can aid in small business training. This episode is a treasure trove of knowledge, guiding you to transform your client engagement approach with a touch of digital magic!
LINKS FOR THIS EPISODE:
Check out John's company Blue Leaf Here!
Learn more about John's podcast The Augment Advisor
Books John mentioned:
Extreme Ownership by Jocko Willink
How to Tell a Story by Meg Bowles
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!
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: **Yankee Outfielder to CFP: Kevin Thompson's Transition from MLB to Financial Planner and Broker Dealer to RIA
LINKS FOR THIS EPISODE:**
Find Kevin's Book MBL to CFP here!
Learn more about dowealth.com here!
Connect with Kevin on LinkedIn
Check out Episode #85 all about breaking up with your B/D on iTunes 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!
From New York Yankee to Certified Financial Planner! Today's guest, Kevin Thompson, former Yankees outfielder, walks us through his extraordinary path, from his encounters with a Ponzi scheme to his transition to an RIA, and ultimately, the establishment of his successful financial planning practice. He candidly shares anecdotes from his Major League Baseball days, including memorable ones with Derek Jeter, and how his Ponzi scheme experiences shaped his approach to financial planning.
Join us as Kevin shares his strategies on managing client relationships and maintaining productivity in his specialized financial planning practice for those aged 55 and older. He emphasizes on the importance of building human connections in business and shares his dedicated process to ensure his clients feel cared for.
In this discussion, Kevin discusses the fine balance between providing top-notch service and running a profitable business. His story, filled with inspiring, relatable, and educational moments, paints a vivid picture of the transition from a celebrated sports career to a flourishing role as a Certified Financial Planner. So, tune in, and embark on this inspiring journey with us, and Kevin Thompson, as we delve into the world of financial planning through the eyes of a former MLB player. Don't miss out on this unique perspective!
LINKS FOR THIS EPISODE:
Find Kevin's Book MBL to CFP here!
Learn more about dowealth.com here!
Connect with Kevin on LinkedIn
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!
I LOVE when I find a good resource for advisors. When I think about what I ultimately want for the Efficient Advisor, a big piece of that vision is to be a hub for solid, vetted resources. A place where advisors can come to get great ideas to help them grow and leverage their practices.
Today’s guest, Kelly Augspurger, is one of those resources. Kelly is a total rockstar in the insurance world and what she does is super cool and I can’t wait to share it with you because I know she fills a huge gap for people.
I can’t tell you how many times I’m working with advisors and there is just a certain chunk of financial planning they just don’t do –not because they don’t think it’s important- but because they just don’t have the time to be the expert on everything, they don’t have the capacity to take the right amount of time to execute it well, or sometimes they just don’t have the desire or interest to explore that part of the planning world. I get it… and that’s why God invented people like Kelly.
In 2022, Kelly was named “HOT 100 insurance professionals” by Insurance Business America and “Top 10 Women of Distinction in Insurance” by Success Pitchers. She’s also an instructor for the CLTC® training program. She knows her stuff and we’re going to talk today about how you can leverage someone like Kelly to help you close the gap in those areas of planning you’re just not into.
LINKS FOR THIS EPISODE:
Find Kelly's standing desk here!
Visit Kelly's website here!
Listen to Kelly's Podcast here!
Check out Kelly's Video on YouTube on LTC Insurance
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!
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 halfway through!
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!
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!
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**!
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!
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 4 Processes of the Systems to Scale Framework: SYSTEMATIZE
LINKS FROM THIS EPISODE:
Sign Up for the Systems to Scale Group Coaching & Mastermind 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!
It’s Week 4 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 4…it’s all about creating processes for SYSTEMATIZING your processes
This week we’ll talk about:
- Building Time Management Systems
- Automations and Delegations
- Templates, SOPs, 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!
LINKS FROM THIS EPISODE:
Sign Up for the Systems to Scale Group Coaching & Mastermind 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!
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 3 Processes of the Systems to Scale Framework: ATTRACT
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
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!
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
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!
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!
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 this 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 forgot 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:
Get on the Systems to Scale Group Coaching Waitlist 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 LawsSuccessful 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!
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!
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 August 24th and the signups for that start happening here in the next couple of weeks!
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 is: Define, Create, Attract, Systematize, Scale, and Lead. Each week we’ll walk through the layer,what’s involved, I’ll give you a roadmap to build out that level.
In today’s episode, I’m going to 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 going to try to throw 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:
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!
If you are growing a team… today’s episode is right up your alley. I don’t care if you’re a solo advisor just adding support staff, a 2-person advisory team wanting to expand to just 4, or if you’re like my guest today… wanting to grow to a 400-advisor wide firm… this episode is full of amazing nuggets for any advisor in any team structure.
In today’s episode my guest Jeremy Straub, touches on systems and processes, culture, and intentionality. He lays out for us exactly what it takes to grow your team and how to step into that CEO role and starting thinking about your business more strategically and more systematically. And if you listen to the show… you know that that is my jam. I love when an advisor hits that inflection point and steps into that role. Everything changes. I truly believe that’s when you really create that shift into building a business that you love that serves you, your family, and your desired lifestyle.
LINKS FROM THIS EPISODE:
Get on the Systems to Scale Group Coaching Waitlist Here!
Check out Jeremy's Podcast here!
Books Mentioned:
12-Week Year by Brian Moran - Check it out here!
Traction by Gino Wickman - Check it out 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!
Let’s face it! This job is hard. In today’s episode I want to share a strategy I used in my own business - and over here at The Efficient Advisor – to help me not let a bad 5 minutes ruin an entire days. It’s important to protect your mindset when there is just SO MUCH TO DO. This job is hard enough on it’s own…
Maybe it’s not closing the client or the ‘slam dunk’ account you thought you would. Maybe you’re feeling a bit of imposter syndrome. Perhaps it’s just an annoying email from a client complaining about how the market is down and you’re not doing your job.
Whatever it is, it sucks. This job is hard enough on its own, and couple that with the 5,764,000 hats we wear as advisors…. It’s easy to have the wind ripped right out of your sails.
Today I’m going to share with you a SUPER SIMPLE TACTICAL thing you can create in your business - in less than five minutes - to help you reduce and eliminate those little pesky mindset traps.
LINKS FROM THIS EPISODE:
Get on the Systems to Scale Group Coaching 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!
One thing I absolutely LOVE about this industry is that there are so many different ways to do this business. I don’t care what your compensation model is, if you do traditional planning, reverse planning, fee-only…. Whatever your special sauce is— the one thing that is common amongst all types of business models is the need to make it scalable.
And to me, scaling a business is increasing your capacity so that you can increase revenue, without necessarily adding in more of your time and without sacrificing your margins long term. Meaning, you can build a business that you love. That honors how you want to do life. That brings you joy and happiness and all the things… without consuming every moment. Without you being tethered to your phone all weekend or checking email during the kids’ soccer games. You know what I mean. The business that allows you to live out your passion and serve clients in the way you want to that makes you feel good.
Today I want to introduce you to a coaching client of mine… Trent. What Trent is doing with his business is so cool, so interesting, and scalable. What I love about Trent’s business model is that he took what he loved, eliminated what he didn’t, found his groove, and really went for it. I think his story might just inspire you to think outside the box a bit when it comes to building your business and your offerings.
LINKS FROM THIS EPISODE:
Connect with Trent on Twitter here!
Connect with Trent on LinkedIn here!
Planning Tool Trent mentioned - NewRetirement
Custodian Trent Mentioned: Altruist
Book Mention: Built to Sell by John Warrilow
Get on the Systems to Scale Group Coaching 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!
You don’t often hear me speak directly to new advisors...but, that’s about to change!
I’ve got a guest who is going to speak straight to those advisors in their first couple of years that are adjusting to variable compensation, trying to figure out how to run the financial side of a business, and growing their practice. My guest Mike Witkowski has been successfully launching new advisors for over 13 years and has refined his process down into his M.O.N.E.Y. strategy. His M.O.N.E.Y. strategy has helped new advisors create stable income from a variable revenue source in a way that creates consistency, puts your spouse's mind at ease, and helps you create a financial plan for the future of the business. Mike’s specialty is simplifying the complexities of launching a new practice.
So whether you’ve been in the business 5 months, 5 years, or are a veteran advisor helping develop and mentor new advisors, I think Mike’s approach to managing income is a helpful tool for any advisor at any level.
LINKS FROM THIS EPISODE:
Learn more about Mike here!
Book Mention: G2: Building the Next Generation by Philip Palaveev
Book Mention: New Financial Advisor by Nick Murray
Book Mention: Built to Sell by John Warrilow
Get on the Systems to Scale Group Coaching 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!
Time to open the mailbag! Libby is taking a break from the traditional format to answer some commonly asked questions from listeners. Today we're digging into:
- What's up the group coaching program and do you have a launch date?
- How do I create a process to capture personal preferences and unique intel on clients and what I do with it?
- What's the best way to whittle down my schedule and start taking more days off?
What's important to you is important to me! So, let's dive in!
_____________________________
LINKS FROM THIS EPISODE:
Get on the Systems to Scale Group Coaching 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!
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: **Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan
---------------**
LINKS FROM THIS EPISODE:
Get on the Systems to Scale Group Coaching Waitlist Here!
Grab the 37-Point Tax Checklist Here!
(Email your receipt to efficientadvisor@gmail.com to get your BONUS)
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!
There are so many things vying for your time and I know your calendar is PACKED! I know if you were an outsider, like a wholesaler, trying to get on my calendar… you needed to be providing MAJOR value.
In today’s episode, we’re going to dive into how to get the most out of your internal and external wholesaler relationships… and I’m not just talking about marketing money.
A great wholesaler can really become an integral part of your practice's growth and does SO MUCH MORE than just “push” a product or fund family. But, the catch is that you need to know how to separate the good ones from the not so good ones and how to best utilize them as a resource for your business.
LINKS FROM THIS EPISODE:
Get on the Systems to Scale Group Coaching 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!
I know as an advisor I love to hear from others who have actually done it. Not theoretical business advice or something from another industry applied to advisors. But a real life success story who did the thing. I know you’re right there with me on enjoying hearing from advisors who have been in the trenches too…and oh boy do I have a treat for you today!
My guest, advisor Matt Reiner, is a modern-day renaissance man. He and his brother stepped into their dad’s advisory practice and grew it to a 4.3 billion dollar firm. Yes, that’s billion with a B. He also founded Benjamin, an IA fintech company and he’s written a really fun fable-based business book. He’s a busy dude.
Today we talk a lot about how he has reiterated his business over and over and has grown from a few employees to 70. Matt shares a lot of stories about what they did right AND what they did wrong.
And I know 4.3 billion isn’t everybody’s jam… not everyone wants to grow a firm that big and have so many people… but even if that’s not your goal, this is a great interview chock full of practice advice for advisors at any level.
LINKS FROM THIS EPISODE:
Grab Matt's book here!
Check out Matt on LinkedIn here!
Learn more about Matt at his website!
Grab the 37-Point Tax Checklist Here!
(Email your receipt to efficientadvisor@gmail.com to get your BONUS)
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!
Tags: CoachFinancial AdvisorFinancial PlannerWomen
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 Help Your Clients Not Get Killed on Taxes with Steven Jarvis
---------------**
LINKS FROM THIS EPISODE:
Grab Steven's Book Don't Get Killed On Taxes Here!
Grab the 37-Point Tax Checklist Here!
(Email your receipt to efficientadvisor@gmail.com to get your BONUS)
Sign up for the RTS Webinar Here: Use Promo Code “LIBBY” to save 50%
Curious about the Retirement Tax Services Conference in Las Vegas? Click HERE for more info!
Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value
Check out Steven's tax content 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!
He’s baaack! I’ve talked about this before on the podcast… but integrating tax planning into our business changed everything. I think when we started collecting tax returns, plugging them into our software, doing analysis, looking for areas of opportunity… we really separated ourselves from other advisors. When we got really good at this– that’s when we started to stand out from our competitors. I felt so good about the planning that we did and how much value we added to clients. Demystifying taxes, savings clients, money, and being thoughtful about their future tax situation was adding so much value to our planning services.
There’s a catch though, I didn’t always know what to do with a tax return when I got them, especially if it was a simple W-2 return, and it took FOREVER to build up my tax acumen and create a process around tax return analysis to really integrate it into the DNA of my business.
Steve Jarvis of Retirement Tax Services (yep, you remember him from Episode #40) is back and today we’re going to talk about how you can help your clients NOT get killed on taxes. And… do you know about the Augusta Rule for tax free income!? You will now! Ready to increase your acumen so that you can deliver even more value to your clients? ---------------
LINKS FROM THIS EPISODE:
Grab Steven's Book Don't Get Killed On Taxes Here!
Grab the 37-Point Tax Checklist Here!
(Email your receipt to efficientadvisor@gmail.com to get your BONUS)
Sign up for the RTS Webinar Here: Use Promo Code “LIBBY” to save 50%
Curious about the Retirement Tax Services Conference in Las Vegas? Click HERE for more info!
Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value
Check out Steven's tax content 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!
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: Tips & Tricks from the Trenches - Advisor Success Story
LINKS FROM THIS EPISODE:
Grab Derrick's book here!
Check out Derrick on LinkedIn here!
Learn more about Derrick at his website!
Grab the 37-Point Tax Checklist Here!
(Email your receipt to efficientadvisor@gmail.com to get your BONUS)
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!
At the efficient advisor we talk a lot about ideal client avatars, elevated elevator pitches, and how to stand out from the competition. I love to share my experience and the experiences of advisors that I work with, but it is SO MUCH BETTER when you get a guest on who figured these things out and used them to start, build, and sell a super successful practice – and who is SO willing to share his journey!
Today’s guest, Derrick Kinney, host of the Good Money Podcast and author of Good Money Revolution, shares his journey as an advisor and how he cracked the code on the world of financial services.
Derrick shares with us:
- How he stumbled across his ideal client avatar
- His exercise to determine who he should be working with
- Stories about how he honed his skills and focus
- How a 5-day sabbatical every year transformed his business and his relationships
- And, the way he uses his business experiences to teach his kids lessons about life
You are going to enjoy this dose of advisor inspiration and affirmation that you can grow your advisor business your way on your terms.
LINKS FROM THIS EPISODE:
Grab Derrick's book here!
Check out Derrick on LinkedIn here!
Learn more about Derrick at his website!
Grab the 37-Point Tax Checklist Here!
(Email your receipt to efficientadvisor@gmail.com to get your BONUS)
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!
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: Hiring and Retaining Amazing Employees with Head Hunter Claire Myers Vitale-------------------------- LINKS FROM THIS EPISODE:Learn more about Claire's offerings HERE!
Connect with Claire on LinkedIn Here
Check out the compensation study Claire mentioned here
Org Chart Exercise mentioned --> Episode #70: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team
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!
You need a team to scale. But, where do you find good employees? The kind that want to grow, are anxious to take on more work and are an ideal fit for your business? Today I have guest Claire Myers Vitale, a head hunter who specializes in helping financial advisors build out their firms from executive assistant to fully licensed directors of operations. Claire works exclusive in the financial planning world and is the perfect person to talk to about what it takes to find a good hire in 2023.
In today’s episode we dive into:
- What are ideal candidates looking for in a job and benefits these days?
- How to write a job description that actually draws in the right people?
- Why a head hunter is waaaayyyy better than hoping people come to you!
- How upward mobility in a small business is really important for attracting talent.
- Some shocking facts about what your current employees might be considering this year.
- And, when to start the hiring process.
Whether you are going to attempt this on your own, or consider using a recruiter, today’s episode is chalk full of actionable advice to consider when making your next hire.
Oh, and this you might find interesting… Claire’s team offers a 90-day employee guarantee for listeners of the Efficient Advisor. HOW COOL IS THAT!?
-------------------------- LINKS FROM THIS EPISODE:Learn more about Claire's offerings HERE
Connect with Claire on LinkedIn Here
Check out the compensation study Claire mentioned here
Org Chart Exercise mentioned --> Episode #70: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team
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!
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 Ultimate Value Add for 2023: Low Difficulty, High Impact-----------------
LINKS FROM THIS EPISODE:
Check out The Legacy Letter Challenge Here
Connect with Blake Brewer on LinkedIn Here
Grab Libby's Process for Executing The Legacy Letter Challenge 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!
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 for 2023.
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 impact….
LINKS FROM THIS EPISODE:
Check out The Legacy Letter Challenge Here
Connect with Blake Brewer on LinkedIn Here
Grab Libby's Process for Executing The Legacy Letter Challenge 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!
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: Follow Up Emails Made Easy - My Hack to Sending Them ConsistentlyLINKS FROM THIS EPISODE:
LINKS FROM THIS EPISODE:
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!
At least once a week in my one-on-one coaching sessions I get asked about building a better follow up email process. It’s funny because at face value it seems so simple, but yet it’s one of those things that’s so hard to execute consistently. Until now!
In today’s episode I’m sharing my follow up email hack that is so simple you’ll be palm to forehead by the end of the episode. And, it’s so easy, you’ll be able to implement it by the end of the week. Money back guarantee.
A good note-taking system does SO 👏🏻 MUCH 👏🏻 MORE 👏🏻 than just capture what you did in the meeting.
A great note taking system should:
1️⃣ Double as a robust compliance document
2️⃣ Assign tasks to your team without you having to have an additional action or conversation
3️⃣ Capture what you discussed, what you did do, what your clients declined to do and why, assign homework to you or your clients, and capture what you said you’d do next time…
4️⃣ It should be converted into a follow up email communication with your clients (again… without you taking another action)
My goal when I help advisors create their meeting note process is for them to be DONE with that file until it’s time to prep for the next meeting.
It feels so good to walk away from a meeting and know everything you dreamt up will be executed and nothing will fall through the cracks.
LINKS FROM THIS EPISODE:
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!
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: This “Extra” Touch is Easy & Effective - The First 100 Days and Beyond
LINKS FROM THIS EPISODE:
Check out the Episode on Video #017: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO
Different Video Services Mentioned in this Episode:
Vidyard
Loom
Bom Bom
Check out my special contributors on LinkedIn:
Eric Negron
Kit Lancaster
Rob Read
Russ Thornton
____________________________________
Grab the 37-Point Tax Checklist Here!
Email your receipt to efficientadvisor@gmail.com to get your BONUS.
Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
The first 100 days of the client relationship are critical. The data shows that thesefirst couple months of your client relationship and how you perform, interact, and connect is disproportionately important to the longevity of the client-advisor relationship. Meaning… if you crush it in the first 100 days you will keep your clients longer. And, the goal is to turn prospects into clients and clients into referral generating machines.
In your onboarding there are 3 layers, and we’ve talked about this, there is the 1) paperwork functional layer, the 2) setting expectations of how you’re going to work together layer, and the 3) human-to-human connection layer.
When I’m helping an advisor or a team build out their onboarding process, we’re always talking about ways to go above and beyond. How do we make this a little more of a unique experience. Essentially, how to take your onboarding from good, to great, to exceptional.
In today’s episode, we’re going to talk about some low-hanging fruit type extras. The ones that are easy to implement and effective. And if I were still in practice, I’d be doing this… no question.
And the coolest part about this simple add-on, is it can serve you clients and your business in so many ways.
_____________________________________
LINKS FROM THIS EPISODE:
Check out the Episode on Video #017: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO
Different Video Services Mentioned in this Episode:
Vidyard
Loom
Bom Bom
Check out my special contributors on LinkedIn:
Eric Negron
Kit Lancaster
Rob Read
Russ Thornton
____________________________________
Grab the 37-Point Tax Checklist Here!
Email your receipt to efficientadvisor@gmail.com to get your BONUS.
Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value
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!
Each week I am going to 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 this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt
LINKS FROM THIS EPISODE:
Listen to Ben's podcasts Retirement Starts Today and Retirement Tax Podcast.
Check out Ben's advisory business, Capital City Wealth Management, here!
Connect with Ben on LinkedIn here.
Grab the 37-Point Tax Checklist Here!
Email your receipt to efficientadvisor@gmail.com to get your BONUS.
Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value
Check out Steven's tax content 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!
One of my favorite things to talk about is how to get to a place where ideal clients are finding their way to you.
I remember, early on in my business, doing all the things: cold calls, events at my church, taking any scraps of clients I could get from my mentor... That eventually evolved into workshops and more sophisticated marketing, then that evolved into our referral events, and then that evolved into eventually just getting inbound referrals.
It took a long time for me. It was a process that I had to test, I had to tweak, I had to refine… over years and years and years. And, let’s be honest, the environment now is so different than when I started my business back in 2004. So, if I had to start my business over in today’s environment, knowing what I know now, what would I do differently?
Well, to help me answer that question, today I have Ben Brandt, financial advisor and podcast host extraordinaire, to help me answer that question. Ben’s experience of turning his marketing strategy into an endless line of qualified prospects is a good one. And, I think any and every advisor can benefit from his story.
LINKS FROM THIS EPISODE:
Listen to Ben's podcasts Retirement Starts Today and Retirement Tax Podcast.
Check out Ben's advisory business, Capital City Wealth Management, here!
Connect with Ben on LinkedIn here.
Grab the 37-Point Tax Checklist Here!
Email your receipt to efficientadvisor@gmail.com to get your BONUS.
Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value
Check out Steven's tax content 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!
Each week I am going to 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: Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me!
LINKS FROM THIS EPISODE:
Connect with Matt Delzingaro here on LinkedIn.
Connect with Libby here on LinkedIn.
Grab the 37-Point Tax Checklist Here!
Email your receipt to efficientadvisor@gmail.com to get your BONUS.
Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value
Check out Steven's tax content 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!
It feels like every entrepreneur lists “freedom” as one of their goals in working for themselves. But often, I find that Advisors are burning out from being in the tornado of their business. Handling the most pressing matters that are popping up and working reactively instead of this vision they had of a proactive and strategic practice.
In today’s episode we flip the script and I am interviewed by my friend Matt Delzingaro, host of Coffee with Delzie. In this episode we dive into:
- Where do advisors start when it comes to creating systems and processes?
- What are the three SIMPLE solutions I suggest?
- What exercises does an Advisor need to do to really identify where and how to scale?
This is a fun episode because we get into lots of detail. Matt does a great job interviewing and asking a lot of questions! And, I love getting into the nuts and bolts of building a scalable business that you run… instead of it running you.
LINKS FROM THIS EPISODE:
Connect with Matt Delzingaro here on LinkedIn.
Connect with Libby here on LinkedIn.
Grab the 37-Point Tax Checklist Here!
Email your receipt to efficientadvisor@gmail.com to get your BONUS.
Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value
Check out Steven's tax content 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!
In today’s episode I’m going to give you a super simple CEO tool that you can use in multiple different ways in your office. This is a quick exercise that you can use in several different formats… to create that unstoppable momentum in your business.
If you have been listening to this podcast for a while, you all know how much I love me a good CEO Day. A day where you step out of the office, preferably quarterly, and really spend some structured time working ON your business. Doing the things that CEOs do. Reviewing & revamping processes, analyzing financials, adding in that 1% better experience for your client, assessing your team and your own leadership… All the things to make sure you’re driving momentum to the right activities.
This easy exercise will help you:
START doing activities that drive impact and value,
STOP doing the activities that aren’t delivering results, and
CONTINUE doing what’s working and perhaps double down on that.
If your goal is to run an efficient practice that’s effective, then you’ll want this tool in your toolbox.
_________________________Connect with Libby here on LinkedIn.
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!
When I’m coaching advisors, one of the top goals they share is that they want to become more efficient.
So I ask, what does working more efficiently look like for you? How will you know when you’ve arrived there? Is it just a feeling? Do you have an overwhelm scale? How do you actually measure efficiency? It’s one of those things that can be hard to measure… but I figured it out!
In today’s episode I’m going to share with you some KPIs that actually measure if your practice is becoming more productive. These easy-to-track things are what I used in my business to measure success in the efficiency category.
I did all of my goal setting around these 4 productivity KPIs. Seriously. That is it. I didn’t really set goals for revenue, or inflows, or new clients. In my mind, those were all things I could INFLUENCE, but at the end of the day I didn’t actually have any control over. The only thing you can control is your actions.
I’m not saying that you shouldn’t use these other metrics for growth or business planning… you do you… but, I’d like to offer up a couple of more unique KPIs that could enhance your business planning and help you to measure if you’re actually being more productive in the time that you are in the office.
AND - today I’m going to share with you a downloadable version of this KPI tracker. I haven’t done a free download in a while so HERE YOU GO! Listen in, and I’ll tell you where to go to grab this KPI Cheat Sheet.
----------------------------------------------------------------------- LINKS FROM THIS EPISODE: >>GRAB YOUR FREE KPI DOWNLOAD HERE<<Connect with Libby here on LinkedIn.
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!
You’ve hosted a workshop or a webinar. Prospects came. You crushed it. People seemed interested. Maybe you even had a couple specifically say to you… "Please call us to set something up! We’ve been needing to do this for years".
Yay, a warm lead!!
You follow up a couple of times… to no avail. So, now what!?
Today I am going to share with you a simple way that you can let a prospect know that you are done following up with them , that you’re still interested, not desperate, but here if they want to talk. AND how do it in a way that is polite... but calls them into action.
Introducing what we called in my practice: The Lost Cause Letter.
This was an integral part of our follow up process for years… that undoubtedly drove results. It's my favorite simple trick that moved a lead into an actual meeting. And now, it's yours.
Connect with Libby here on LinkedIn.
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!
Almost every day I get an email or a message asking me "Libby, where do I even start in building out my systems and processes?"
We first have to ask, "What are the most critical processes that you need?" Essentially... there are seven. Every practice has the same 7 processes that need to be in place. It doesn't matter if you have 2 team members or 8. It doesn't matter if you're an RIA or a hybrid. You have these 7 processes and you need to be intentional about how you execute them.
In today's episode I break down these 7 key processes and highlight some of the micro-processes that exist within each one.
LINKS FROM THIS EPISODE:
Episodes referenced:
Episode #044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
#058: Specific Ideas to Add Value Your Clients Each and Every Meeting
#68: 13 Easy Value Adds that You Can Implement Right Now
Libby's on the Rethink podcast talking about referrals (iTunes Link)
Connect with Libby here on LinkedIn.
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!
As business owners, we all know we’re supposed to track data… and use it to do something. But what do we track and how do we use that data to make informed business decisions?
Our guest, Erica Pauly of Track That Advisor, joins the podcast today to discuss the power of tracking various metrics in your financial planning business, and how to use that data to tell a story.
In this episode Erica shares:
- What 5 things should advisors actually be tracking
- What 5 data points advisors commonly use, but shouldn’t!
- How to turn data points (stars) into a story (constellation) that makes sense
- How frequently advisors should be interpreting their data
- Simple ways to get started in tracking key information
This is the perfect episode to air right at the beginning of the year! I love a good fresh start when it comes to tracking.
If you’ve tracked data and just don’t know exactly what to do with it, or maybe you don’t know what to track to actually make a difference in your business, this is the episode for you!
LINKS FROM THIS EPISODE:
Get Erica's Book here FOR FREE!
Connect with Erica here on LinkedIn.
Check out Track That Advisor and their services here!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
Your prospect says they enjoyed meeting you, but that they are going to interview several advisors and get back to you... how do you make sure that YOU stand out as the obvious choice?
Do you leave it up to fate? No. Do you send them on their way and just say your prayers? No. Do you stalk them until they file a restraining order? Also no.
In today's episode, I share some proactive and some reactive strategies you can use to ensure that you are the advisor of choice.
You do actually have some control over the outcome of this scenario, believe it or not, and there are concrete tactical things you can do to come out on top!
LINKS FROM THIS EPISODE:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
Financial advice has changed a lot in the last several decades… and it’s going to keep evolving and changing. So today, we’re talking about the future. My guest, Adam Holt, and I are going to make sure that you are positioned to crush your business now AND stay ahead of the curve when it comes to the future of advice.
In this episode we get into the nitty gritty of:
- How planning has changed from salesperson that gives advice to an advisor that sells
- What elements of planning will NEVER change
- How to strike the right balance between technology and human connection
- What is the next big trend in the planning world
- Will robo advice replace advisors? Which ones will it replace?
- What not to be afraid of in the future of your business
- And a whole bunch of other inspo on why it’s great to be an advisor, build a business, and increase your acumen
I’ll be honest, Adam and I did not have an agenda, outline, or any plan of what we were going to discuss today. I know… no agenda? So unlike me. We connected months ago over the tech tool Asset Map that Adam built and I just knew it would be a fun and interesting conversation.
So let’s start of 2023 with hope, excitement, and tactical advice over where you are going to take your business to in the future.
LINKS FROM THIS EPISODE:
Connect with Adam here on LinkedIn.
Check out Asset Map here.
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
How do you feel about charging for a prospect meeting? Yes, literally the first time you ever meet with someone, having them pay you for your time. I know! It sounds foreign and crazy right? What if I told you that advisors do this ALL THE TIME?! And, there is a way to do it where you deliver immense value in that meeting so you can feel so good about having them pay you right off the bat.
So much imposter syndrome kicks in. I have to determine if we are a good fit for each other? I need to demonstrate value first? I’m not even sure how I can deliver actionable advice in our very first meeting. I KNOW! All the imposter syndrome and head trash kicks in. and I’ve got you.
Today I am interviewing Jamie Schilanski of Schilanski & Associates - a firm in Anchorage, Alaska that does exactly this. They charge day one of their client relationships. I never did this in my own business so when I hear a concept you know me… I jump on the mic and interview the snot out of someone who’s doing something unique, innovative or different in this business.
With the new year right around the corner, this might just be the new thing that pushes you to try something a little different next year. And who knows, it might change the way you do business forever like it did for Jamie and her family firm.
LINKS FROM THIS EPISODE:
Email Jamie at lifestyle@theperfectria.com
Learn more about Jamie's family firm at Schilanski & Associates
Check out PlanYourFederalRetirement.com to see more of Jamie's funnel.
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to 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: Creating a Distraction-Proof Practice with Guest Paul Kingsman
LINKS FROM THE SHOW:
Buy Paul's Book Here: The Distraction-Proof Advisor
www.TheDistractionProofAdvisor.com
www.PaulKingsman.com
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
Do you ever wish that you had the ability to laser focus on your business and eliminate all those pesky distractions? I've got Olympic medalist-turned-Financial Advisor, Paul Kingsman, on to talk about how to apply Olympic-style focus to your plannning business.
Paul is my kind of people... all about the step-by-step processes, the checklists, etc. He used the tools and methods he developed as an athlete and applied them to his financial planning business.
With the new year right around the corner, I think you'll enjoy this dose of focused inspiration and some of the ideas Paul shares to help you build a distratction-proof practice.
Buy Paul's Book Here: The Distraction-Proof Advisor
www.TheDistractionProofAdvisor.com
www.PaulKingsman.com
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? with Guest Alanah Philips
LINKS FROM THIS EPISODE:
Connect with Alanah here on LinkedIn.
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
You love the business you built… but do you ever wonder if you are at the right place? Every firm, broker dealer, or RIA platform has its pros and cons.
In today’s episode my guest, Alanah Philips, walks us through how to know if the grass is REALLY greener on the other side. Do I stay? Do I go? What do I need to consider to make this decision?
She walks us through her process of:
- How to determine if it’s time to go
- How to figure out where to go
- Identifying the right time to go
- And developing the best strategy for how to go
I love how Alanah gives some concrete guidance, exercises to do, and a little couples therapy.
LINKS FROM THIS EPISODE:
Connect with Alanah here on LinkedIn.
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to 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: Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023
________________________________________
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
It’s the most wonderful time of the year! Yes, celebrating the holidays is here…. But I’m talking something almost as wonderful… BUSINESS PLANNING!
If you’re anything like me, I used to sit down at the end of the year with a fresh piece of paper and come up with alllll these amazing business and personal goals. I’d create a beautiful plan… put it on my shelf… and never look at it again.
I eventually figured out that traditional business planning just plain didn’t work for me. I didn’t just want to SET goals. I wanted to ACHIEVE goals.
What moves you from being a goal setting to a goal achiever? Goal achievement coach, Kristin Burke, and I sit down in this week’s episode to bring clarity and confidence to your 2023 goal strategy.
Kristin walks us through:
- Her 4-step process for setting goals
- Strategies for staying connected to your goals when the motivation starts to wear thin
- The 4 characteristics that set apart goal setters and goal ACHIEVERS
- And when it makes sense to revise, or totally quit, a goal (without the self-shaming!)
Looking to add a little confidence to your 2023 strategy? This is the episode for you!
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
Today I am sharing a replay of an episode from the end of last year... the #1 most TRANSFORMATIONAL question I ever asked myself as part of my business plan.... and you won't find it in any planner.
With the new year right around the corner--and business planning well under way--I thought I would share this incredible, business-changing question with you.
And, because you're you and you're special to me... I've included a few other questions that you should be asking on your CEO Day. Questions that will truly help you reflect so that you can create a BUSINESS THAT YOU LOVE.
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
Each week I am going to 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 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
Does anyone else just want to be able to click an “easy button” for social media content? And not just any content… GOOD content. Custom content. Content that truly shares your story and compels future clients to reach out to you?
I went out on a hunt for this “easy button” and – SPOILER ALERT – there isn’t one.
HOWEVER, I did come across a framework and strategy to make custom content easier and more compelling. BINGO!
Max Kringen, Chief Storyteller at Tellwell, generously shares all the professional tips and tricks to create killer content.
His formula:
-
Introduce
-
Educate
-
Engage
-
Remind
On today’s episode Max breaks down each category of his formula and gives specific examples of how financial advisors can use each step to connect with their clients and prospects.
He also shares some trade secrets on the most powerful strategies to create, produce, and repurpose content! We also talked about a lot of strategies that really relate to your client experience.
LINKS FROM THE SHOW:
Connect with Max Kringen on LinkedIn
Learn more about Tellwell & their services
Here's Max's Hero's Journey Framework PDF
Handwritten card service Sent Well
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
Each week I am going to 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 Re-Onboard Existing Clients And Update the Way You Do Business
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
You’re always reinventing your practice. Incorporating new ideas, narrowing your focus, updating your ‘Client Experience’ process… essentially getting better and better.
But, how do you communicate that to clients? You know the ones… the clients you’ve had for years and years that need to be reintroduced to how you do business now and the practice that you’ve evolved into.
In today’s episode we’re going to dive into the “Re-Onboarding Experience” and how to execute this in a way that feels natural and not awkward to you and your clients.
We’ll talk about:
- When it makes sense to do a “re-onboarding”
- How to introduce it in a way that makes sense
- What’s included in an onboarding
- Language that just works
- How to drive behavior change on your clients end
- And, so much more!
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
Each week I am going to 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 the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
We’re getting into the most wonderful time of the year… and as you know… it can be the most hectic time of the year! It’s important for you to set expectations, boundaries, and get prepared for the holiday season in your business now so that you can have a smooth and enjoyable end of the year.
I want you to have an actual plan and move through this season as efficiently as possible and preemptively avoid any hiccups or last-minute scrambling that is so typical of the holiday season.
Today we’re going to dive into my recommended agenda for your Christmas Season or Holiday Season meeting with your team.
Your Agenda Includes:
- Time Off/Office Coverage
- Boundaries with Time Off
- How to Communicate Your Holiday Schedule to Clients
- Decorating Duties/Efficiencies
- Client Gift Plan/Holiday Card Plan
- Holiday Parties!
Let’s enter this last stretch with INTENTION AND A PLAN!
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
Each week I am going to 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: Position Yourself to Buy, Transition, and Sell an Advisory Business w/ Christine Timms
Check out Christine's Books:
Transitioning Clients and the Retirement Exit Decision: Includes Strategies and Tools for Seeking and Implementing Group Referrals
Team Building for Financial Advisors: Enhance Client Services, Grow Your Business and Improve Your Life
Business Models for Financial Advisors: Develop and Articulate Your Unique Business Model
Connect with Christine on LinkedIn here!
Find her templates, tutorials, and videos here!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!
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!
Every advisor I talked to knows the blood, sweat, and tears that goes into building a financial planning practice. And, every advisor believes that their business has value and wants to exit their business someday with a check that reflects that value they created (alongside the pride of building a business that lives beyond them).
Today we’re diving into the lifecycle of a business… and what you need to be doing to position yourself as the ideal candidate to be chosen as a successor and buy a business to help grow your practice.
We’ll talk about what it takes to make a smooth transition from seller to buyer. And our guest will share a checklist she created to facilitate this process – and you know how I feel about a good checklist..
Then, we’ll talk about the sale component. Christine, who literally wrote the book on this topic, will share what she has learned about contracts, structuring the deal, and other things to consider when you decide it's your time to move on.
I started, built, and sold my financial planning practice. And, while I definitely looking back at my career and feel pride and success… I also have the power of hindsight! I’ll of course share a few things about my transition too and what I would have done differently if I had to do it all over again.
Each week I am going to 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: Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
I have a secret. A couple years ago, when I was running my planning practice,… I had over 2,800 emails in my inbox. I used my inbox for storage, as a to do list, and all the other things you are not supposed to do.
I know what you’re thinking… but you’re the “efficient advisor!?!” How could this incongruency happen!?!
While systems and processes are kinda my thing... my inbox was something I could never really get control of. I was so deep in it I couldn’t see the way out… it was my dirty little secret.
Until I met Amber – The Productivity Specialist.
Amber gave me some simple strategies to TAME and then also MAINTAIN my inbox. I knew I had to share these tools with my advisor friends because it TRANSFORMED by inbox, which has made me not just more productive… but also less stressed!
What you’ll discover in this episode:
· 5 steps to TAME your current inbox (if it is like mine was!)
· 5 simple email decisions to MAINTAIN your inbox
· The problem with checking your email and what to do INSTEAD
This is one of my first video interviews from 2018. I feel like Disney re-releasing something from “the vault.”
But, it's a classic because it's impactful and it WORKS!
If you’re interested in learning more about Amber De La Garza you can check her out at www.amberdelagarza.com and take a listen to her podcast, The Productivity Specialist.
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!
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!
Each week I am going to 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: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
You've heard the old African proverb "If you want to go fast go alone; if you want to go far, go together." Building a team is a MUST. But, it's so freaking hard sometimes!
In today's episode Libby dives into:
- an exercise she uses to help advisors identify the right role to hire for... and how to streamline their existing roles
- strategies for helping your team see growth potential for their careers at your firm (even if it's super small)
- how to identify the right tasks to delegate to build out a role and increase the scale of your business
- and what to look for in a Director of Operations
Libby combines listener questions about hiring and staff with a practical tactical exercise you can do to help you step out of that Advisor-Doing-It-All Role and into that of a CEO.
LINKS FROM THIS EPISODE:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!
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!
Each week I am going to 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: 13 Easy Value Adds that You Can Implement Right Now
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
Every advisor claims they want to add more value to their clients and their planning process. But, we let it get too complicated. We let the idea of adding more and more value start to overwhelm us. All the existential questions kick in….
How are we going to fit that on top of what we’re already doing?
Am I even able to add more value?
Is value something I can delegate?
What the heck defines value anyways?
Is Starbucks hiring baristas?
Before you start to question the meaning of life, I’ve got 13 examples of “value adds” for you in this episode. AND, I’ve broken it down into several categories for you. From super easy to execute across the board, to highly customized for your best clients.
ALSO: Did you know I was interviewed on Michael’s Kitces’ Podcast Financial Advisor Success. Check out that episode here!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
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!
Each week I am going to 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: A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans
LINKS FROM THIS EPISODE:
Get the download here!
Get Mary's book, Make or Break Conversations, here!
Connect with Mary on LinkedIn!
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live this weekend? Check out this link!
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!
Trust is the direct result of how you lead conversations. Think about a time you have encountered a professional who “rubbed you the wrong way” and made you feel like you could not trust them. The key to successful and profitable relationships is to create the conversational space so that the person you are speaking with can open up and speak about what is important to them.
That’s how you can guide them to the solution that they are looking for.
My guest, Mary Schmid is an author, speaker, and mentor to financial CEOs and professionals. She shares the science-based approach on what goes on in the brain in conversations and how to lead conversations that connect, engage and build trust.
In today’s episode you’re going to learn:
- Why 9 out of 10 conversions miss the mark when it comes to building trust
- The 3 Levels of Conversation and how to get to Level 3 faster
- How To Establish a PROCESS to communicate more effectively and build trust
- The 5-step process Mary teaches advisors to move from “Sage” to “Sherpa”
- Simple tricks and tips to elevate your skill EVEN if you’re already a really good communicator
Conversations built on this foundation develop lasting relationships with deeply loyal clients and staff.
LINKS FROM THIS EPISODE:
Get the download here!
Get Mary's book, Make or Break Conversations, here!
Connect with Mary on LinkedIn!
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live this weekend? Check out this link!
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!
Each week I am going to 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: Tactical Tips for Making Conferences & Regional Meetings Effective and Impactful
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
It’s conference season! When done thoughtfully, a great conference can expose you to new innovations, great marketing ideas, killer connections, and amazing leadership growth opportunities. But, if you’re like me… a great conference can ALSO lead to overwhelm, imposter syndrome, and feeling like you don’t know where to start first.
I don’t know about you, but I really really really enjoy attending industry conferences.
Networking with peers, leveraging educational opportunities, and being the recipient of extreme motivation are three of the main reasons that I love to attend a great event — even if it’s just a single-day regional meeting. If the agenda is gold… I’m there!
In the last two decades, I’ve figured out a few ways to get the most out of an industry affair and to keep it effective versus overwhelming.
In this episode you’ll receive insightful tips on how to:
- Prep for a conference so that you can roll in prepared to receive and absorb the most pertinent information (like how to create your own LinkedIn QR Code lock screen!)
- Show up during an event in a way that allows to get the most of your time and experience
- Debrief yourself and your team in a way that won’t cause overwhelm
- Set metrics to measure the success of the event and your implemented ideas 6 months down the road
And - I've got a video for you over on LinkedIn and in the Efficient Advisor Community to show you how to create your networking QR code in less than 30 seconds!
_________________________________________________________ Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to 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: Systematizing Your Planning Process & "How Story"
Get your free “How-Story Script” from Libby as a free download for this episode!
LINKS FROM THIS EPISODE:
Get the download here!
Episodes Mentioned:
002: 5 strategies to work less (aka how I got down to 25 hrs a week!)
012: Designing Your Perfect Schedule to Get it All Done in Less Time
017: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO
030: How to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing w/ Guest Deirdre Van Nest
052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Creating systems and processes to back your financial planning process is how you reduce overwhelm, scale your business… and straight up work less.
In this episode of Get Advisor Fit Libby makes a guest appearance to discuss how she was able to triple her hourly revenue, triple her referral rate, and cut her hours back to 24 hours per week with three simple changes.
Libby walks us through her journey from being a financial advisor practice owner to a financial advisor coach by offering a consistent client experience backed by systems and processes. She also breaks down why it’s so important to create a standard service offering and a consistent process for delivering your products....AND how it all ties into marketing.
Get your free “How-Story Script” from Libby as a free download for this episode!
LINKS FROM THIS EPISODE:
Get the download here!
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to 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: 5 Ideas to Create Concierge-Level Service and Drive Client Loyalty
LINKS FROM THIS EPISODE:
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Why should Financial advisors aspire to deliver concierge-level service?
Long story short it drives next-level customer loyalty which in turn drives referrals.
In a world where there is an advisor on every corner… this level of service is no longer a luxury. It’s a must. Your objective must be to deliver a high quality client experience wrapped in professionalism.
Ritz Carlton concierges (known throughout the world as the gold standard) are known for being proactive, observant, and anticipating a guest's every need before they even know they needed it. Their goal is to make your stay memorable and enhance the experience in every way possible.
The good news? You don’t need a huge budget or a dedicated client concierge to deliver this exceptional level of experience to your clients.
In today’s episode I’m going to share 5 Ways to Create Concierge-Level Service in your advisory business.
I know you’re going to walk away from this episode with a brain full of ways to enhance your client experience so that your clients will be referring you left and right.
___________________________________
LINKS FROM THIS EPISODE:
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to 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: Specific Ideas to Add Value Your Clients Each and Every Meeting
-----------------------------------------------------------LINKS FROM THIS EPISODE:
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Do you need some fresh ideas on how to add value in each and every client meeting? This is the million-dollar idea… and it seems so easy yet is also so hard. I’m going to help you get out of your own way and out of your own head and into an easy way to blow your clients mind and trigger a gazillion referrals. And if it doesn’t, I’ll offer you a FULL REFUND of every penny you have spent listening to this podcast.
Shocker - I’ve got a SYSTEM for you to add value in each and every client meeting.
We’ll do that by:
- Creating a meeting cadence with varied topics so meetings don’t all feel the same
- Add in education and behind-the-scenes info that will have your clients thinking you’re a gift from financial planning heaven
- Make you the advisor with “all the ideas”
- Building a meeting and value schedule that you can wrap around your busier and slower times in your business
- Solidify to your clients that you are the doer of all things - the advisor who thinks of everything and has all the bases covered.
If you're ready to level up your value to your clients and become their indispensable advisor, this is your episode. Let's go!
-----------------------------------------------------------LINKS FROM THIS EPISODE:
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum
LINKS FROM THIS EPISODE:
Get the template here!
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Have you ever "cleared a whole day" or a big block of time on your calendar to get a big project done..... buuuuut when the day comes you have 5 zillion other immediate tasks to do and you just don't make that big project happen?
How do you actually create time to work ON your business? You don't have to. In this week's episode I'm going to show you how to make massive progress on your biggest goals... in just 10 minutes a day.
Sounds like clickbait. PROMISE IT'S NOT.
This is the system I came up with that worked for me when I had small kids, running around like a crazy person and living a FULL LIFE. Just like you.
AND THERE'S A DOWNLOAD TO GO ALONG WITH IT!
You know how I feel about avoiding having you re-create the wheel. So download away and join me for 30 minutes that just might change the way you build momentum!
LINKS FROM THIS EPISODE:
Get the download here!
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: The Anatomy of an Effective Review Meeting Agenda that Drives Results
LINKS FROM THIS EPISODE:
Get the template here!
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
For a while my parent company was doing this survey process with clients and there was ONE thing that was consistently mentioned in our client reviews as a fan favorite. And this survey process would actually ask them a series of questions and they would free form answer… I tell you this because it’s not like they picked this one thing from a list of items. It was something they came up with off the top of their head when asked about the professionalism of our practice.
It kept coming up and I was scratching my head because I thought it was just such an ODD thing to see constantly mentioned as an amazing part of our process. Sometimes it’s the simples things…
I’m guessing you want to know what that one thing was…. OUR AGENDA! Now before you hit skip on this podcast because you already use an agenda hear me out.
Your agenda can do SO MUCH MORE than just guide your meeting. In fact, when you apply some psychology to it, make it part of your systems of efficiency, design it to add value to your meetings and use it as a way to increase your personal relationship with your clients… it clearly becomes one of your clients, your teams’, and your favorite things.
Today’s podcast is all about the anatomy of an effective, efficient, and enjoyable agenda. I’m going to share with you the exact layout and format of the agendas we used in my business to do all the things I mentioned before AND help me run a tight meeting that was jam packed with value, eliminated redundancy, and helped our office run like a well-oiled machine.
And, per the request of the Efficient Advisor Community, I’ve got a download of our agenda to go along with this episode. Listen at the end to find out how you can get the template.
Connect with Libby on LinkedIn Here
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: Are You Confusing Your Clients?
Focusing Your Planning Options to Reduce Indecision
LINKS FROM THIS EPISODE:
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
When you are pitching your process to prospects you have one job: To help your clients make a decision to move forward with you.
Analysis paralysis, decision fatigue, and mental overload. Our potential clients are exhausted by the speed at which the world moves today. All the decisions they are making at work, as parents, as children of aging parents, at home.... SO.MANY.DECISIONS.
In this episode we dive into how simplifying and clarifying your offers can help your clients move forward with confidence and ease. Our goal is to reduced confusion and streamline your offerings so that clients don't have to "think about it" too hard.
We'll uncover the small things you might be doing in your pitching process that is making it harder for you to guide your clients out of indecision and into planning with you.
LINKS FROM THIS EPISODE:
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: Mailbag Episode!
**--------------------------------------------------
LINKS FROM THIS EPISODE:
iTunes Links to Episodes Mentioned:**
Invest in a Kolbe A Index and Kolbe Right Fit Here!#012: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!
#046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton - Here!
015: 7 Strategies to Reduce Team Interruptions with Productivity Expert Amber de La Garza - Here!3-Part Video Series on Hiring with Erin Carlson - Here!Connect with Libby on LinkedIn Here
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
It is time to open up the mailbag and answer your listener questions! Because what matters most is what matters to you.
In today’s episode Libby answers 3 questions advisors posed in the Efficient Advisor Community and on LinkedIn:
- Help! I’m hiring my first part-time team member. What do I need to do and consider to make the right choice!?
- What makes a good referral gift? Can I create a system for this? Do you have ideas for repeat referrers?
- When a client calls and my team can’t answer the question, what’s the best process for capturing these details, getting answers, and doing call backs without sending me a zillion emails? Do you have a system to help us streamline this type of customer service?
Do you want to submit your question to Libby?
You can:
- Create a thread in the Efficient Advisor Community on Facebook (bonus: other advisors from around the world contribute answers, ideas, and resources)
- Each month Libby will do a Q&A thread in the Efficient Advisor Community and you can comment on that thread
- You can send Libby a message on LinkedIn, her favorite platform!
**--------------------------------------------------
LINKS FROM THIS EPISODE:
iTunes Links to Episodes Mentioned:**
Invest in a Kolbe A Index and Kolbe Right Fit Here!#012: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!
#046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton - Here!
015: 7 Strategies to Reduce Team Interruptions with Productivity Expert Amber de La Garza - Here!3-Part Video Series on Hiring with Erin Carlson - Here! Connect with Libby on LinkedIn Here
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: Clever Productivity Solutions to Short, Medium and Long-Term Tasks
LINKS FROM THIS EPISODE:
Connect with Avi on LinkedIn Here
Download Avi's PDF Here
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Running a financial planning practice is a lot like being the ringmaster of a 47-circle circus.
We manage a lot of chaos… and when done well, we put on a heck of a show! But, often when you step out of the light, you feel a little… exhausted.
Every ringmaster loves a good life hack. You know, the kind that helps you get something done faster, the kind that helps you stay organized or the kind that frees up your time to work on the stuff that really matters.
In today’s episode we’re really going to focus on the 3 different areas we need to be employing these productivity strategies to manage our circus:
- SHORT TERM: The time-sensitive stuff that needs to get done right now – the tasks
- MEDIUM TERM: The projects we have going on – little longer in timeframe, and a little longer in scope
- LONG TERM: The big picture things – the CEO stuff. Business building and scaling.
Come one, come all! Join Productivity Coach Avi Friedman and I to explore different ways that you can get and keep your “ish” together while moving forward on your big goals.
LINKS FROM THIS EPISODE:
Connect with Avi on LinkedIn Here
Download Avi's PDF Here
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: Two Assessments You Need to Dramatically Increase Personal & Team Productivity
Links from Today's Episode:
Enneagram Book Recommendation: Ian Morgan Cron: The Story of You
Take your Kolbe Assessment Here
Take your Free Enneagram Here
Connect with Glenn @ gshelton1014@gmail.com
Interested in joining me pre-conference at XYPN Live? Get more details Here!
Connect with Libby on LinkedIn Here
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
So how many times on this podcast have you heard me mention Kolbe or Enneagram? A bunch.
If you know me in real life, you know that I have really adopted these ideas/assessments to help me be a better mom, wife, coworker, leader, coach, and most importantly to understand myself in a better way and to really maximize my own personal potential by increasing my self-awareness… both in my strengths but also in my weaknesses and potential traps!
And if you listened to episode #38 we learned that studies show that self-awareness is the #1 skill (meaning it's something you can learn) that drives success.
My biggest takeaways from this conversation are that I need to better understand Enneagram and Kolbe not just for my own personal self-awareness and productivity… but also be increase my understanding of the people around me and how to relate to them and to help them maximize their potential & productivity too… be a better leader.
So how do we increase this awareness of ourselves, and also of the individuals around us?
In this episode we’re speaking with a Kolbe and Enneagram expert that is going to illuminate the heck out of us for personal and professional growth.
A lot of people listening have taken these assessments… but if you haven’t no worries. I've got them here in the show notes. You’ll still glean a lot from this episode EVEN if you haven’t taken them… and you can always come back and re-listen once you have.
Links from Today's Episode:
Enneagram Book Recommendation: Ian Morgan Cron: The Story of You
Take your Kolbe Assessment Here
Take your Free Enneagram Here
Connect with Glenn @ gshelton1014@gmail.com
Interested in joining me pre-conference at XYPN Live? Get more details Here!
Connect with Libby on LinkedIn Here
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: The First 100 Days - 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!
Interested in joining me pre-conference at XYPN Live? Get more details Here!
Connect with Libby on LinkedIn Here
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
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 dive deep 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!
Interested in joining me pre-conference at XYPN Live? Get more details Here!
Connect with Libby on LinkedIn Here
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations!
Links from Today’s Episode
Interested in joining me pre-conference at XYPN Live? Get more details Here!
Free weekly tips via LinkedInsider
Connect with Libby on LinkedIn Here
Find Lindsey on LinkedIn Here
Find Lindsey on Instagram Here
Learn more about McMillion Consulting Here
Grab her article, "3 Things to Know About LinkedIn's Creator Mode" Here
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
LinkedIn was NEVER my thing. Only in the last 6 months have I embraced LinkedIn and I’ll tell you what… I’M IN LOVE!
I know what you’re going to say… “LIBBY, I DON’T HAVE TIME FOR IT” and to that I reply, “I know friend, I got you!”
Today LinkedIn Credibility Consultant, “LinkedIn Lindsey” and I get down and dirty with my new favorite platform. In this episode we discuss:
- The post types LinkedIn has said they are going to favor
- Tips & tricks on how to get more eyeballs on your content
- If you should consider “creator mode”
- 5 things you can delegate on LinkedIn so you can get more done in less time
And if you need a reason to give LinkedIn a go… remember Episode #018: How He Generated 50 New Clients from LinkedIn in Just 12 Months (and the clients all came to him!) with Guest Moshe Grunhut?!?
It’s still one of the most downloaded episodes each week!
Every time I hit “record” my commitment is to bring you ideas you can implement IMMEDIATELY. This episode is full of those little nuggets you can use right away on LinkedIn to increase your exposure & maximize the algorithm!
Happy Listening!
Links from Today’s Episode
Free weekly tips via LinkedInsider
Connect with Libby on LinkedIn Here
Find Lindsey on LinkedIn Here
Find Lindsey on Instagram Here
Learn more about McMillion Consulting Here
Grab her article, "3 Things to Know About LinkedIn's Creator Mode" Here
Interested in joining me pre-conference at XYPN Live? Get more details Here!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: Tax Returns--What to ACTUALLY Do With Them to Add Value w/ Steven Jarvis.
____________________________________
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
As Advisors, we all know that taxes play an integral role in our client’s financial picture. AND, we know that that clients EXPECT their financial advisor to be able to help with taxes.
Why?
Because:
1) Most clients really don’t understand their return AT ALL,
2) They have never received real advice related to taxes, and
3) Everything we do as Advisors impacts them tax-wise either now or in the future.
I know for me, this was a HUGE area of planning that really differentiated us from every other planning firm in town. But, I know when I started my business I had NO CLUE how to add REAL value to clients – especially W2 clients. I would get their return and then not really know what to do with it from there. Even as my tax knowledge evolved, I was always worried that I didn’t know what I didn’t know. And then there were pesky compliance concerns!
Today we are going to help you fast track that knowledge and show you how to add value to clients RIGHT AWAY. This matters because your clients EXPECT you to help them with their taxes. And today, we’re going to show you EXACTLY how to do that.
In today’s episode we’re going to dive into:
- Why it’s irresponsible to not do tax planning as an advisor – EVEN if your B/D is weird about it
- How tax planning separates you from the vast majority of Advisors
- What to actually do with their return… especially if they are just W-2
- Steven’s going to show us how to deliver value on every return using a 37-step checklist
- And my personal favorite…. The Dishwasher Rule.
Links from Today’s Episode:
Connect with Steven on LinkedIn here!
Listen to the Retirement Tax Services podcast here!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: How to DIAL IN Your Business to be EXACTLY What Your Clients Want
____________________________________
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
If you are listening to this podcast… I know one thing about you already. You care. You care A LOT. You want your business to be successful and you want to have a practice that delivers the highest quality financial planning you are capable of and a business that prospects FLOCK to.
And today, I am going to give you a tool that gives you the inside track on how to build, not just a good business, but an excellent one. We’re going to discuss EXACTLY what it takes to dial in your business to be an IDEAL business for your ideal clients. A business that clients are loyal too.
And of course, running a business is like baking a cake… there are a lot of ingredients in different amounts to come up with the perfect end product… so today is just one ingredient in the recipe. BUT a big one. Consider today like the baking powder of the recipe… if you don’t do this… your cake – your business – will fall flat and not rise the way you want to… even if you get everything else right!!!
In today's episode we get into:
- What does it mean to co-create your planning process?
- What is REAL feedback?
- How do we get it?
- What do we do with this?
- What don't we do with it?
- And how do we use it to go from good, to great, to excellent!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: Matt Jarvis on Adding Massive Value in Minimum Time
____________________________________
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Dream Guest Alert!
This week I’ve got ‘advisor famous’ guest Matthew Jarvis of the Perfect RIA on the show to talk about all things working less and making more.
Matt is right up my alley. He’s whittled his work days down to 100/yr (surpassing my 114!!!!), mastered surge scheduling and is adding massive value to his clients’ lives on minimum time.
In this episode Matt and I talk about:
- How he reduced his time in the office down to just 100 days
- How surge scheduling allows him to give his family more than just his “leftovers” when it comes to time & energy
- How to add ‘massive value’ to clients on minimum time
- Time blocking, managing your energy, and SO MUCH MORE
I invite you to listen in to our discussion, and I know you will walk away with a renewed sense of excitement and implementable ideas on how you can work more efficiently without decreasing your client experience.
AND - Matt and I are going to appear together at XYPN LIVE conference this October in Denver, CO. Come and see us! More info to come on this!
Watch Tim Ferris's TedTalk on Fear Setting here!
Project management tool Asana
Find Matt's Book "Delivering Massive Value" here!
Find Matt on LinkedIn here!
Check out the Perfect RIA Podcast
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: Squash Imposter Syndrome for Good: A 5-Step System to Silence Your Inner Bully
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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
Do you ever hear a little voice in your head telling you that you’re not ready for this, you’re not smart enough, and maybe you’re not as good as the others? Does your inner ‘mean girl’ hold you back from taking the next step that would make an amazing impact on your business?
That, my friend, is Imposter Syndrome and EVERY ADVISOR experiences it… and often. And, it tends to creep up RIGHT when we’re about to do something really really big.. Your inner mean girl starts to whisper in your ear at the worst possible moment. When you are right on the edge of your comfort zone about to jump out into that zone of greatness that lies JUST just beyond.
Today’s podcast is actually a recording of a live workshop that I did for the Twin Cities chapter of Women in Financial Services. I created an actual system to work to eliminate imposter syndrome when it creeps up. You can download the PDF to accompany this episode, the link is here in the show notes.
But yes, you heard that right. I created an actual process that you can use to reduce imposter syndrome. And if you claim you’ve never experienced it… you’re either my hero or a dirty liar! I can’t tell you how many times when I’m coaching advisors I hear them mention that they struggle with feeling imposter syndrome. It’s hard to feel unique, or like you’re adding enough value, or if you’re worth charging what you charge.
I invite you to follow along with this workshop to help you create a few go to strategies to eliminate that inner mean girl once and for all.
Grab the worksheet that goes with this episode here!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: Designing a Life You Love so You Can Serve Your Clients Wholeheartedly
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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
Are you feeling overwhelmed by all the things you want to do in life and business? Do you ever just feel like there’s not enough of you to go around?
Creating a life you can truly love means aligning what you want most with the people you serve, so you can show up and serve your clients wholeheartedly.
In this episode with Business & Certified Life Coach Erin Hente, you will learn….
- The exact 3 step process Erin coaches clients to apply to both in LIFE & Business, so they can design a life they love.
- How applying these steps repeatedly will allow you to create more energy for your clients in less time, so you can serve them wholeheartedly.
- Why NOW is a good time to make these shifts in your life.
Erin and I dig into so many thing in this episode, but at the heart of it, we’re discussing the exact strategies we use to help our clients craft a BUSINESS and a LIFE that you love.
Are you ready to kick overwhelm to the curb? Well, let’s go.
------------------------------You can find Erin at her website here!
Connect with Erin on LinkedIn here!
As soon as Erin gets us the link to her download I'll update it here!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing. Check out the Full Episode #30!
Links from Today’s Episode
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
If I told you that I knew of a guaranteed way to to accelerate building trust with your clients, prospects, and even your team… would you think I was full of bologna?
I know. It sounds crazy. But 1 Crazy is my jam and 2 I’ve got a guest today who’s got the numbers to back up this claim.
This episode matters to you because we are communicating all the time. We’re communicating even when we’re not communicating. Not sending your clients a follow up email as promised, definitely communicates something – and it isn’t good. So having an amazing tool to utilize in all the different forms of communication you use is critical.
Today, my guest Deirdre Van Nest, is going to share with you:
- How to add “lighter fluid” to all of your conversations, presentations, and marketing activities
- The 3 types of stories you need in your toolbox and when to use which one
- How to use this tool across all lines of communication: workshops, social media, blog posts, and—of course—client meetings.
- The KEY components to a really compelling lighter fluid story
This episode is going to be super actionable and I know you are going to listen to it and be able to add these elements to your business right away. Like later today.
Find Deirdre and Her Free Download here!
Find Deirdre on LinkedIn here!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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!
You might remember just a short period of time ago when Jeremy was on the podcast sharing how he TRIPLED his referral in just 1 year… it was so good.
Well, when were recording that episode we were just riffing on other things and you know I talk A LOT about stepping into that CEO role and really RUNNING your business instead of it running you. And, Jeremy and I were chatting and I thought you would like to hear some of the tips and tricks that he’s uncovered that have propelled his practice into the stratosphere.
In this episode Jeremy and I talk about:
- His client experience tips & tricks
- How he defined and markets his “not so unique” unique niche
- How he developed and morphed his practice from the onset to where it is now
- How he stepped into his CEO role and some mindset hacks around building a team
- What Frank Sinatra and Frankie Valli taught him about running his practice
- The 3 main functions of your business that you need to pay attention to
- His “tests” to find the MOST IDEAL team mates
So I invite you in to join our discussion and I know you will walk away with a ton of ideas that you can implement in your business RIGHT AWAY. Links from Today’s Episode
_________________________
You and your team can take your Kolbe - A Index personality profile here and learn more about Right Fit.
Link to the Kitces article on how to set up your office for success!
Learn more about motivational interviewing here!
Books Jeremy mentioned... Rocket Fuel & EOS Life
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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
Check out Jeremy's website here!
Find Jeremy's Podcast, Retirement Revealed, here!
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Today I am going to straight up give you my standard operating procedure for when a client passes away.
Why? Well #1 because the Efficient Advisor Community voted that they wanted more examples of systems and processes that we used in my practice when I was scaling the business.
And, #2 because I want to show you how SIMPLE it is to create and SOP and how you can create one for literally EVERYTHING.
I know the death of a client seems like kind of a morbid example, but let’s be real. This happens to every advisor. Your clients pass away. AND, because you’re listening to this I know you’re the type of an advisor that really cares about taking care of their clients and showing up for them during really tough times.
In today’s episode you will:
- Learn how simple it is to make an effective SOP
- See an actual editable example of my SOP
- See what’s important to be included on a SOP
- Be challenged to create more of these in your business so you can streamline your practice and execute that TOP NOTCH client service level you want to deliver
I love when you carve out the time to actual craft something with INTENTION. You do it once, and can reuse it and give tasks away like a boss.
Often, as busy advisors and business owners we just fly by the seat of our pants for things like this and think, oh! I should send a card… and oh I should try to just call and say hi in a couple months, let me put in a reminder, and oh, wouldn’t it be nice if I sent another card around the anniversary…? Or maybe at Christmas?
Or maybe you’ve look back at an experience like losing a client and thought, man, I wish I would have done that better.
Well… when those things occur, that means it’s SOP TIME!
Links from Today’s Episode
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Grab Libby's SOP in the Efficient Advisor Community under "Files!"
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist her for more information on the next session.
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
I got 'the tingle.'
The tingle is when I have an interview or record a podcast that is just so good I can feel it all the way through my body and into my bones. And today’s interview is just that.
You hit that point in your business where you know you need to hire teammates to help you scale. It’s an absolute must. But…. now what?
How do I get the most out of my team?
How do I get them to want to grow within my small business?
How do I get them to stay?
How do I get the motivated to help me scale this thing!?!
Well, it’s time for you to put on your CEO hat, and lead your team like a BOSS!
And I’ve got Leadership Coach Elena Beckius of Encourage Her Elena to talk all things leadership.
In this episode you will learn:
1️⃣ How to create a “MVV” that inspire your team to give their best effort
2️⃣ How to build a Culture of Leadership using the 5 levels of leadership
3️⃣ How to help your people get what they want through real deal servant leadership
4️⃣ Help you understand why good employees leave your business
Grab your pen. Grab your paper. No multitasking. You’re going to want to really take this one in.
---------------------------------------------------Check out Elena's Blog Here
More info on Elena & Think2Perform Here
Elena on Facebook!
Elena on Instagram!
Libby on LinkedIn!
Libby on Facebook!
Check out The Efficient Advisor Blog 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!
Are you ready to get DETAILED? I mean a specific checklist of what you can do to get MORE referrals faster? Well, today’s episode is exactly that. My guest, Financial Planner Extraordinaire Jeremy Kiel of Keil Financial Partners is walking us through some very specific things he has done with his marketing to TRIPLE his referrals in 12 months.
Yes, you heard me correctly. 12 months.
You will walk away from this episode with:
- What you need to do first before you do any marketing
- Specific examples, costs, website… from Jeremy that have contributed to his marketing success
- What his marketing funnel looks like
- How he makes it crazy easy for his clients to share him with his ideal client avatar
- And 3 specific tactics you don’t want to miss!
We’re diving right in!
---------
Connect with Libby on LinkedIn Here!Moz.com to create consistency among online search resourcesKeilFP.com to learn more about Jeremy's practicefivestepretirementplan.com to see Jeremy's lead magnetProud Mouth - the service Jeremy uses to promote his podcast and enhance his "influencer status"Smart Asset - lead serviceWiser Advisor **- lead service
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.**
Today I am letting you in on a conversation about how to handle clients, referrals and prospects that are just not a right fit for your practice with class and grace.
Recently I’ve had a ton of Advisors come to me and say,
👉 “Libby, how do you actually tell a client that they are not a good fit for your practice?”
👉 “Libby, how do you tell a client or a center of influence that the referral they sent isn’t ideal?”
👉 “How do I do this politely, and at the same time make my message really clear?”
👉 And, “What do I do if I have a client who turns out to be way needier than I anticipated and I totally underpriced their plan and I’m worried about having them in my book long term?”
So…. when I saw these messages coming through on Facebook in the Efficient advisor community I knew this was a topic that would require more than just a quick response.
This week I hopped on a call with Advisor Vicky Lilley and we talked through these questions and I give EXACT strategies and EXACT language to use when you bump up against these issues!
--------Links from Today’s Episode
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!
In my humble opinion one of the main reasons your clients love you is because of the value that you provide. And you and I both know that value is created by educating and empowering your clients.
When you can make complicated financial concepts easy to understand AND easy to remember… you will be priceless to your clients and they will… I repeat, they will refer you.
So today I am sharing with you a tool to help you do just that. A resource for you to help you level up your client education by using visuals.
I’m bringing in my brand new best friend (and triple threat) Dr. Ross Riskin to show you how to make a bigger and longer-lasting impact on your client education experience.
In today’s episode you’ll hear:
- How our clients’ brains process pictures versus words
- A major hack for simplifying complex concepts
- A ‘system’ to do visuals faster and more efficiently
- How to elevate ‘perceived’ and ‘actual’ levels of trust with your clients
- Why visual branding matters
- And…. how you can access your two free visuals!!!
Our conversation takes a few hard lefts and ends up in some really fun and interesting places. I know you are going to be very intrigued by what Dr. Ross and VisiWealth are creating for advisors.
--------------------------------------------------- Links from Today's Show:Follow VisiWealth on my Favorite Social Platform, LinkedIn!
Check out VisiWealth.org to subscribe and find out more!
Go to the webpage for this episode to download your one free visual and to get the instructions on how to get your 2nd visual of choice!
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!
This is not your “give away the $15/hr tasks podcast. I know you know that. But, do you have an ACTUAL SYSTEM to make sure your delegation is successful?
Are you guilty of saying any of the following statements?!?!
➡️ “No one can do this the way I can, so I’ll do it myself.”
➡️ “I do not have the right person on my team to handle this…so I guess it falls on me.”
➡️ “I can’t afford for anyone to make a mistake on this, so I’ll just handle it.”
➡️ “It’s just easier if I do it myself - it would take longer to explain it to someone than it would for me to just do it.”
➡️ “This is a sucky task and I hate to ask anyone else to do it - I want them to love their job.”
If you answered no… you’re a dirty liar. Kidding. But all of us make this mistake… especially early on in our careers. Most of us were never trained to be a boss and trained on how to delegate effectively. I don’t know about you, but this did NOT come naturally to me as I was scaling my practice.
If you answered ‘yes’ to any of the above, you are not alone! Chances are you could benefit a bit from learning a thing or two about how to be more effective in your delegation strategy.
And to be clear: Delegation is a means of strategically managing projects and tasks at their inception. Delegation is not, I repeat… delegation is NOT, a last-minute dump of responsibility onto someone else’s plate because you didn’t plan or prepare appropriately.
In today’s episode we’re going to dig into:
1️⃣ The 5 levels of delegation to grow confidence and competence in your team
2️⃣ My strategy to reduce errors so you can feel SO GOOD about turning over ownership
3️⃣ Create a plan to identify how and when your teammate is ready to self-manage tasks AND take on more!
So if you have a hard time asking for help, or even if you’re a control freak. I’VE GOT YOU!
AND - stick around until the end because I’ve got an amazing free download for you!
-------- Grab this week's download "The 5 Stages of Delegation Guide" 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!
We talk ALL THE TIME about how crafting an amazing client experience is the crux of becoming a referral-based business. BUT THIS…. THIS BLEW MY MIND!
I like to pat myself on the back when it comes to curating an amazing, but easy-to-execute experience for my clients… BUT HOLY COW.
Today I interview Ben and Jenna Laws, the power advisor couple behind Evexia Wealth. I knew they were committed to client experience. I knew there were lots of similarities in how they approached client experience to how I do… so I knew this would be an amazing interview full of synergy…
BUT THIS WAS NEXT LEVEL STUFF --- It was like ordering a 4-pack of nuggets and getting a 20-pack for the same price --- Nuggets galore.
In this episode Ben and Jenna share their CRAZY, OVER-THE-TOP, AMAZING client experience. We also get into:
1️⃣ How creating core values for your business creates the basis for your client experience
2️⃣ How client experience starts with how your team treats each other
3️⃣ What they do to set the stage for a prospect – enter mind blowing experience
4️⃣ How you scale your client experience over time as you add capacity (don’t worry Year 3 Advisor – I got you!!!!)
5️⃣ How to set up your space to amplify your experience
6️⃣ Ben’s favorite book about creating an experience in your business
I know you are going to love this episode. I actually recorded it as a video back in 2019 and people went bananas over it. In fact, I still have Advisors reference it when we chat. It’s that good.
Links from this episode:
The Experience Economy - Ben's favorite book about client experience
Rocketfuel - Both the Laws and Libby mentioned this book as a game changer for teaming
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!
Looking for a technique to follow up with prospects that doesn’t feel icky or desperate? Well, today is all about exactly that. Enter: The Nurture Sequence.
Today I am talking with marketing expert Olivia Luper and we are going to get into how to follow up and create more inbound calls.
In this episode you will learn:
- What is a nurture sequence?
- What is the anatomy of a well-crafted & effective nurture sequence?
- Tips & Tricks to improve your response rate.
- Do’s and Don’ts of creating captivating copy
- AND - Olivia shares AN EXACT SCRIPT for your first email in the sequence… the confirmation email! This alone is pretty fantastic.
I may, or may not, geek out a little about how this email sequence can occur while you’re sleeping, hanging out with family, or volunteering. The Lord knows how much I love automated systems. I hope you enjoy this episode and I’d love to see how you implement this in your business!
From Today's Episode:
Get on the Group Coaching Waitlist to learn more!
You can connect with Olivia Luper on LinkedIn here.
You can visit Olivia's website here for more information on her services.
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!
Welcome to another episode in the March Marketing Madness podcast series! When I polled The Efficient Advisor Community about this series and marketing the #2 topic people voted for was “how to talk about or pitch your planning process with clients.” So that is EXACTLY what we are going to cover today!
I get really jacked up about this topic and have a lot to say.
Today’s episode is going to dive into how to package your process in a way that:
- Differentiates you from other advisors
- Creates a clear scope of work so clients know what to expect and what NOT to expect
- Allows you to have confidence in your pricing
- Streamlines your planning process behind the scenes – hello scalability!
I think there are (at least) 10 steps or things to consider when building your process in a way that makes it easy to pitch AND easy to be desired by your Ideal Clients and I'm walking you through them all today!
----------------------------------Links from Today’s Episode
Book --> Built To Sell by John Warrillow
Coaching wait list
Episode #17: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEOEpisode #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client AvatarEpisode #8: Elevate Your Elevator PitchSuccessful 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 in one happy place? Check out this episode’s webpage for show notes, transcripts, downloads and more!
I am extra pumped for this episode! We are still deep in March Marketing Madness here with 3rd episode in the series - and again you’re going to get tangible, immediately implementable strategies from today’s conversation.
**Today I’m introducing you Advisor Natalie Kratzer who picked a niche and in just a few short years has become the “Go -To” Planner in her category. She’s tapped into some unique marketing that doesn’t cost a dime, but has prospects LINING up to meet with her because of her expertise.
In today’s episode you’ll meet our guest Natalie Kratzer and we’ll get into:**
1️⃣ Key partnerships she developed that helped her explode as the ‘Go-To Expert’ in her niche (hint: she used INFLUENCERS to promote her!)
2️⃣ How these partnerships have converted into referral after referral after referral
3️⃣ How she approached her niche marketing and what worked and what didn’t work
4️⃣ What adjustments and pivots she’s had to make in her practice to accommodate her growing niche alongside her more “traditional retirement planning” business
**And of course so much more. I think you’ll really be inspired by her marketing strategy and I can’t wait to see what you do with these ideas in your own practice.
Book Libby Mentioned: Blue Ocean Strategy -----------------------------------**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!
This month is March Marketing Madness… and this episode is complete madness! I didn’t intend to lean towards free/low cost marketing strategies for this series, but when you come across some Advisors who are crushing the prospecting game without blowing out a budget I just have to stop & pay attention.
Today I’m going to introduce you to Moshe Grunhut. He caught my attention when he stated he got 50 new clients just from his LinkedIn strategy in just 12 months. And I don’t mean him searching and reaching out to prospects… we’re talking prospects reaching out to him!
No fancy profile sorts, no cheesy pitching. I 👏🏻 can’t 👏🏻 wait 👏🏻 to implement his suggestions.
In today’s episode you’ll meet our guest Moshe and we’re digging into:
1️⃣ How does he structure his posts to capture so much attention!?
2️⃣ Tips and tricks he uses to maximize the algorithm and how to keep his engagement high
3️⃣ What is he doing differently that makes clients reach out to HIM!? And what does that conversation then look like?
4️⃣ How he’s navigated compliance to implement this strategy
**So join us for this conversation about mastering LinkedIn!
------------**Links from Today’s Episode
You can find Moshe Grunhut on LinkedIn Here!
You can connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Okay so what’s on tap for today? Today we are diving into the #1 marketing trend you cannot ignore for 2022… that has low cost to entry, is crazy effective, and can be done easily… and music to MY ears…can be a system or process in your marketing funnel!
I’m talking VIDEO.
But before you turn this podcast off and say “no way!” I don’t have the time, budget, or even the wherewithal to get started using video… hear me out! Even if you’ve got a tough compliance department… I got you today okay? Remember, my goal is to help you do this effectively and efficiently on any budget.
81% of Businesses increased their sales using video in 2021
86% of businesses increased their lead generation using video in 2021
93% of businesses increased their brand awareness in 2021
So, that’s impressive… but here’s what’s even more important for you to consider:
96% of people have watch an “explainer video” to learn more about a provided service – including financial planning services
86% of people have been convinced to buy a service by watching a brands video. So 96% watch to learn and then 86% are convinced by this video. Wow.
And get this… 73% of consumers said they prefer to learn about a service via video.
Do you hear these results!? This is why you cannot ignore video.
In today’s episode:
1️⃣ How to do video on a really, really low budget
2️⃣ How to reuse your content in 10+ different ways to build your brand
3️⃣ Ways to create a system to do it quickly and easily
4️⃣ Some specific things you’ll want to know before you hit record for the first time
And of course so much more. I think you’ll really be excited by how easy, quick, and budget-friendly a video content strategy can be!
Link to Wyzowl 2022 Video Marketing Statics Survey
Equipment Suggestions:
TripodCell phone holder for tripod Ring LightExternal Mic
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!
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 mentioned it all the time–that in order to scale your business you have got to scale yourself first…. And 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? We’ll let’s go…
Links from Today’s Episode:Grab the guided Brain Dump PDF here!
See the cheap but great kitchen timer 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!
This week I have my favorite productivity expert, Amber de la Garza on the podcast! Amber and I go through her 7 strategies to reduce team interruptions that will save you a TON of time and frustration. And, bonus, help your team to become more self-sufficient.
Libby and Amber uncover the proactive and reactive strategies you can implement right away with your team whether you’re a small and mighty team of 2 or a more robust practice with lots of moving staff parts.
In this episode Libby and Amber discuss:
- Amber’s 7 Effective Leadership Strategies That Reduce Interruptions
- Libby’s 2 passive-aggressive techniques (haha!) that might make you smile AND shake your head
- Nipping interruptions in the bud (kindly) but uncovering their root cause and fixing that instead
- Teaching your team how to critically think about problems to come with their own (and often better!) solutions
I created The Efficient Advisor Podcasts and episodes like this because I think podcasts should do more than just entertain you. I wanted to create a fun format that gives you actionable items. Things you can literally implement tomorrow to make your business more efficient. No fluff. Just getting things done!!!
I basically take all the problems and growing pains that I had building my business along with what I hear from Advisors in our community and find and share solutions. So, that’s what this is. Your solutions based podcast.
**And this episode is no different.
--------------------------------*Click here* to see my ridiculous photo!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
You can find Amber and all her brilliance at: amberdelagarza.comAnd her mini training "Take Back Your Time"here!
Today I am sharing with you the #1 Mistake that Advisors make in their Sales & Marketing Funnel and how to fix it! Yep, the solution is easier than you think!
Most financial planners have NO IDEA what I’m talking about when we start to analyze their marketing & sales funnel. And… that’s okay. Most of us, including myself, did NOT go to business school before we became Financial Planners.
According to clickfunnels.com an intentionally crafted funnel is about 100 times more effective than a sales funnel left to random chance or accidental design.
Did you hear that?! 100x more effective. I do no know an advisor out there who doesn’t want to have a marketing strategy that is 100x more effective.
In today’s episode I share:
- The #1 mistake that advisor make in their marketing strategy
- My simple system to problem-solve it and fix it!
- Specific examples of how to follow your marketing and sales through the funnel to identify areas that need a good tweaking
- Tips on how to figure out what is the best way to use your ‘marketing firepower’
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!
In today's short bonus episode Libby shares two power phrases that will change the way you interact with your clients, colleagues, and family. These two phrases are ones you MUST incorporate into your daily vernacular if you want to find ways to insert your opinion without being abrasive.
Enjoy this shorty bonus!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
The 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 Libby 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 her 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!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
The elusive referral from an attorney… most Advisors have heard of this phenomenon, but haven’t actually experienced this sought after event with any frequency. Financial Advisor Michelle Klisanich is here to spill the beans on how she has MASTERED the attorney, CPA, and other professional network referrals. And—SPOILER ALERT–she has a system to do it!
In this Episode we dive into:
- Michelle’s DOs and DON’Ts for networking with professional centers of influence
- How to best build relationships that ultimately are mutually beneficial
- How to track referrals give and received from lawyers, CPAs, etc using your Client Retention System
- Making sure you’re getting the RIGHT referrals - AND, what to do when you get the less than ideal referral from one of these important COIs
- Specific examples of how Michelle spoils and connects with her professional network
So if you’re really to learn how to get the BEST referrals from complimentary professionals… this is the episode for you!
Links from Today’s Episode
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
Grab Michelle's PDF here!
Connect with Michelle on LinkedIn
Connect with Michelle on Facebook
Michelle's website: https://birchcovegroup.com/home.html
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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 to 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 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 (social media, planning process, referral process, and more)
Make sure to grab the step-by-step guide that goes along with this episode 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!
In today's episode Libby shares one little trick she used to keep her on track and focused on the goals that she set at the beginning of the year.
It might feel a little cheesy... but it works and here's why!
One minute you're drafting out the business plan to build your empire... a minutes later you're googling "how much does a barista make?" Business can hard and 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
We’ve all been to that party or a wedding and someone asks you a question that you have prepared for… What do you do? Even though you’ve thought through this, you’ve crafted a little description, you look at them and simply answer something LAME like “I am a financial advisor.”
And, if you’re like me, you leave thinking “What the heck!?!?! I had totally prepared for that and I choked! I am so much more than a financial planner I didn’t articulate what I do who I do it and for…”
You totally start to beat yourself up. Been there, done that.
Then, I figured out this simple formula!
In this short episode I’ll share:
· A SUPER simple formula that you can use to articulate your value succinctly and quickly without feeling tongue-tied!
· How to keep from monologuing about yourself and your business so you don’t sound like you’re ‘here to network.’
· The trick I used to nailing this language for this little pitch (hint.. 10x).
To elevate your elevator pitch you need to be able to tell people what it is that you do, who it is that you do it for, and why it would make a difference in their lives. Not too short. Not too long. Juuuuust right. You can do this Goldilocks!
Don’t forget your worksheet for this episode 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
Today I am sharing the #1 most TRANSFORMATIONAL question I ever asked myself as part of my business plan.... and you won't find it in any planner.
With the new year right around the corner--and business planning well under way--I thought I would share this incredible, business-changing question with you.
And, because you're you and you're special to me... I've included a few other questions that you should be asking on your CEO Day. Questions that will truly help you reflect so that you can create a BUSINESS THAT YOU LOVE.
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
One of the biggest questions I get all of the time on social media from other advisors is “SERIOUSLY – How on EARTH can you take an entire month off?”
So, this week I am diving into why and how my Summer Sabbaticals started… and how they have been hands-down the most profitable and productive thing I have done for my business.
Yes, by taking a month off… completely unplugged… my profit went up. Counter intuitive? Not once you understand the business strategy behind the disconnection!!
In this episode:
· How a major charity that I work with used this concept to identify gaps in their business structure… mind blown!
· Why white space that comes from being unplugged and disconnected is so healthy for your business brain
· I’ll walk you through the process I used to build up to this extended time off – I promise it was a slow progression!
Spoiler Alert! Systems and processes AND an amazing team are a crucial component of being able to truly get away!
I hope you enjoy this shorty podcast and maybe add an extra day or two onto your next vacation as “business strategy” - hehehe!
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!
In this super short bonus episode Libby shares a quick system she came up with for an Advisor friend who was lamenting about having to do things herself.
We hope you enjoy this shorty episode!
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Want Free Resources? Visit us online at www.TheEfficientAdvisor.com
What is delay delivery? Well as most of you might already know, it’s a cool little feature in outlook (and some other email service providers) that allows you to write an email and send it at a later time. This seems like kind of a funny tool to get excited about but today we’re going to talk about 6 ways you can use this tool to make your life a little easier.
And making your life easier as an advisor is what I am all about here at the Efficient Advisor.
So this little email feature will save you time, help you not let things slip between the cracks AND help you follow up with your prospects.
You can use Delay Delivery to:
· Send appointment reminders
· Help you establish boundaries and parameters
· Send a nurture sequence to prospects
· Assist with digital meeting prep
· Follow up with clients on tasks and to dos
· Remind yourself of stuff to do
So, efficiency is my thing and I get excited over even little tricks that save me time.
I’ve also got a template for you that shows you STEP-BY-STEP how to use delay delivery and has a cheat sheet to remind you of the 6 ways to use it!
Grab the Cheat Sheet 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!
Copy and Paste..... Those words are music to my ears.
Why? Because it means I did the work once, and now I can just use it over and over again.
Why? Because it means that it’s going to be easier than if I had to start from scratch.
Why? Because it means that I have more time to do other things that are ‘high value’ activities.
Why? Because if you have turnover on your team it’s already created for the new person to follow.
If you’ve followed the EA for any period of time…. You know I’m a HUGE fan of templating processes. They allow me and my team to work so much more efficiently. We use them for EVERYTHING.
In today’s video we’re going to share:
· What templates we use in our office – it’s a huge list!
· I’ll walk you through a couple of our time saving email templates.
· 4 convenient ways to create email templates so you can pick what works for you!
· Access to a cheat sheet that’s got a sample of our email templates for you to use in your business. Yes… permission to copy!
However you choose to use these templates, my hope is that they will empower you to quickly process your email and move on to the tasks that matter most! My other hope is that this episode will help get your brain working on all the different ways you can use templates in your practice.
I’ve got a cheat sheet for you that you might want to download first and have handy as you listen to the episode. Each cheat sheet I provide you guys is designed to go along with the episode and give you a place to document your ideas that crop up as your listen and also give you the goods in black and white!
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!
Divorce Financial Planner, Michelle Klisanich, and I dive into the art of niching down. Michelle is a true example of how differentiating yourself from other Advisors makes you more referable and leads to explosive growth. I am a huge fan of creating a specialty to stand out from the crowd and attract the right prospects.
We dive deep into:
- Getting over the fear of narrowing your market
- How she developed her niche (and I share mine too!)
- Marketing your niche
- Working with other professionals in your niche to create a referral base
- Specific language on how to talk to your clients about your “new” niche
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
Here is the link to the YouTube Video Michelle mentioned.
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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
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
Think Amber's pretty neat? Me too! Get all the details on her podcast, programs, and more at https://amberdelagarza.com/
How do I become a referral-only practice? Build systems and processes to create ease in my financial planning business? Get out of overwhelm and into running my business instead of it running me? Can you just show me HOW instead of telling me WHY? These are just some of the big questions that financial planner, Libby Greiwe, digs into on the Efficient Advisor Podcast. In addition to templates and step-by-step guides, each episode is designed to help you take immediate action on the most important strategies for scaling, organizing, and creating less stress and overwhelm in your business! Libby’s specialty is making running an advisory business feel easier!
Discover why hundreds of advisors have attended Libby’s live workshops and why thousands have viewed her free video library. She’s simply obsessed with helping advisors create ease in their business while working less, so they can spend more time doing what they enjoy with the people they love.
So if you’ve been searching for a podcast that’s more tactical… focusing on SIMPLE, REPEATABLE, and DELEGATABLE systems--you are in the right place. Welcome to the Efficient Advisor!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