The Efficient Advisor: Tactical Business Advice for Financial Planners (Libby Greiwe)
Explore every episode of The Efficient Advisor: Tactical Business Advice for Financial Planners
| Pub. Date | Title | Duration | |
|---|---|---|---|
| 08 Feb 2022 | 014: The #1 Mistake Advisors Make in their Sales/Marketing Funnel | 00:24:14 | |
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:
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 15 Feb 2022 | 015: 7 Strategies to Minimize Team Interruptions with productivity expert Amber de la Garza | 00:41:13 | |
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:
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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 22 Feb 2022 | 016: 8 Productivity Hacks to Work More Efficiently | 00:35:03 | |
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…
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… --------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 08 Mar 2022 | 018: How He Generated 50 New Clients from LinkedIn in Just 12 Months (and the clients all came to him!) with Guest Moshe Grunhut | 00:57:32 | |
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.
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
You can find Moshe Grunhut on 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 15 Mar 2022 | 019: How She Used FREE Marketing to become the ‘Go-To Expert” in Her Niche (w/ Guest Natalie Kratzer) | 00:54:41 | |
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. 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 01 Mar 2022 | 017:The #1 Most Effective Marketing Strategy that Most Advisors Are Missing Out On…And How To Get Started in VIDEO | 00:30:55 | |
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! Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 22 Mar 2022 | 020: 10 Steps to Creating a Pitchable Planning Process | 00:45:24 | |
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:
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! Episode #17: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO 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!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 29 Mar 2022 | 021: How To Follow Up Without Sounding Desperate (Using a Nurture Sequence!) with Guest Olivia Luper | 01:07:32 | |
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.
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! Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 05 Apr 2022 | 022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws | 00:49:42 | |
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. 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!!!!)
------ Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 12 Apr 2022 | 023: Delegate More Effectively with Fewer Errors [My System!] | 00:45:10 | |
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 ‘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! -------- Check out more FREE resources and our FREE video libr Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 19 Apr 2022 | 024: A Picture is Worth 1000 Words – Up Level Your Value using Visuals with Guest Dr. Ross Riskin | 01:04:46 | |
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:
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. --------------------------------------------------- Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 26 Apr 2022 | 025: How to Deal With Not “Right Fit” Existing Clients, Referrals, and Prospects (Kindly!) | 00:47:49 | |
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! -------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 03 May 2022 | 026: He TRIPLED His Referral Rate In Just ONE Year - Here’s How! w/ Guest Jeremy Keil | 00:58:06 | |
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:
We’re diving right in!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 10 May 2022 | 027: Advisor to CEO: 4 Ways to Grow Yourself, Your People, and your Profits w/ Elena Beckius | 00:57:58 | |
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!?!
And I’ve got Leadership Coach Elena Beckius of Encourage Her Elena to talk all things leadership.
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 more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 17 May 2022 | 028: Steal My Standard Operating Procedure (SOP) Yep - It's Yours to Customize! | 00:16:00 | |
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:
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! ------------------------ Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s we Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 24 May 2022 | 029: Tips And Tricks: Things You Didn't Know You Didn't Know With Guest Jeremy Keil | 00:41:47 | |
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:
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 _________________________ 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 libr Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 31 May 2022 | 030: How to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing w/ Guest Deirdre Van Nest | 01:04:21 | |
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:
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. ---------------------------------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 02 Jun 2022 | 031: Ideas to Implement - Action Items to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing | 00:08:24 | |
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! 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!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 07 Jun 2022 | 032: 3 Steps to Designing a Life You Love with Guest Erin Hente | 00:46:36 | |
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? In this episode with Business & Certified Life Coach Erin Hente, you will learn….
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. ------------------------------ Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 09 Jun 2022 | 033: Ideas to Implement - Action Items to Designing a Life You Love | 00:09:46 | |
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 14 Jun 2022 | 034: Squash Imposter Syndrome for Good: A 5-Step System to Silence Your Inner Bully | 00:40:32 | |
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. 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. ------------------------------------------------ Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 16 Jun 2022 | 035: Ideas to Implement - Action Items to Squash Imposter Syndrome | 00:12:23 | |
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 21 Jun 2022 | 036: Matt Jarvis on Adding Massive Value in Minimum Time | 00:27:39 | |
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.
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! ----------------------------------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 23 Jun 2022 | 037: Ideas to Implement - Action Items for How to Add Massive Value in Minimum Time w/ Matt Jarvis | 00:06:46 | |
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 05 Jul 2022 | 040: Tax Returns: What to ACTUALLY Do With Them to Add Value w/ Guest Steven Jarvis | 00:41:24 | |
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? 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:
-------------------------------------------- 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://ww Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 07 Jul 2022 | 041: Ideas to Implement: Tax Returns--What to ACTUALLY Do With Them to Add Value w/ Guest Steven Jarvis | 00:08:04 | |
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 28 Jun 2022 | 038: How to DIAL IN Your Business to be EXACTLY What Your Clients Want | 00:36:33 | |
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:
--------------------------------------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 30 Jun 2022 | 039 - Ideas to Implement: How to DIAL IN Your Business to be EXACTLY What Your Clients Want | 00:08:52 | |
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 26 Jul 2022 | 046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton | 01:06:12 | |
So how many times on this podcast have you heard me mention Kolbe or Enneagram? A bunch. 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. ----------------------------- Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August. Successful Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 28 Jul 2022 | 047: Ideas to Implement -Two Assessments You Need to Dramatically Increase Personal & Team Productivity | 00:13:41 | |
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 12 Jul 2022 | 042: Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations! w/ Guest Lindsey McMillion Stemann | 00:50:07 | |
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!
Free weekly tips via LinkedInsider Interested in joining me pre-conference at XYPN Live? Get more details Here! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Che Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 14 Jul 2022 | 043: Ideas to Implement - Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations! | 00:10:15 | |
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 19 Jul 2022 | 044: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships | 00:46:32 | |
You’ve heard it before… you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you! Long story short: Your On-Boarding Process is CRITICAL. What you do during this time frame really really really matters. You need to demonstrate your professionalism, your organization, your commitment to customer service, and set the tone for how they will engage with you and your team. This sets the stage for what it will be like to work with your practice. Get this right… and you’ll have happy clients that turn into referral-generating machines. In today’s episode we’re doing a dive deep into:
---------------------------------------------------- Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 21 Jul 2022 | 045: Ideas to Implement - The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships | 00:06:45 | |
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 02 Aug 2022 | 048: Clever Productivity Solutions Short, Medium and Long-Term Tasks with Guest Avi Friedman | 00:51:35 | |
Running a financial planning practice is a lot like being the ringmaster of a 47-circle circus. 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.
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. ---------------------- 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 04 Aug 2022 | 049: Ideas to Implement - Clever Productivity Solutions to Short, Medium and Long-Term Tasks | 00:12:07 | |
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! 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!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 16 Aug 2022 | 052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision | 00:26:50 | |
When you are pitching your process to prospects you have one job: To help your clients make a decision to move forward with you. 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!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 09 Aug 2022 | 050: Mailbag Episode! Libby Answers Listener Questions | 00:38:54 | |
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:
Do you want to submit your question to Libby?
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? Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 11 Aug 2022 | 051: Ideas to Implement - Mailbag! | 00:18:17 | |
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!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 18 Aug 2022 | 053: Ideas to Implement - Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision | 00:08:10 | |
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy! 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!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 23 Aug 2022 | 054: The Anatomy of an Effective Review Meeting Agenda that Drives Results | 00:40:53 | |
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. -------------------------------------------- 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 ne Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 25 Aug 2022 | 055: Ideas to Implement - The Anatomy of an Effective Review Meeting Agenda that Drives Results | 00:12:23 | |
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy! 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 30 Aug 2022 | 056: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum | 00:38:45 | |
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? 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 01 Sep 2022 | 057: Ideas to Implement: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum | 00:07:41 | |
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy! 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 06 Sep 2022 | 058: Specific Ideas to Add Value Your Clients Each and Every Meeting | 00:33:18 | |
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:
If you're ready to level up your value to your clients and become their indispensable advisor, this is your episode. Let's go! ----------------------------------------------------------- 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 08 Sep 2022 | 059: Ideas to Implement - Specific Ideas to Add Value Your Clients Each and Every Meeting | 00:04:22 | |
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! 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 13 Sep 2022 | 060: 5 Ideas to Create Concierge-Level Service and Drive Client Loyalty | 00:32:02 | |
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: 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 15 Sep 2022 | 061: Ideas to Implement: 5 Ideas to Create Concierge-Level Service and Drive Client Loyalty | 00:12:18 | |
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! 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 20 Sep 2022 | 062: Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper | 00:44:26 | |
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. Get your free “How-Story Script” from Libby as a free download for this 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 22 Sep 2022 | 063: Ideas to Implement - Systematizing Your Planning Process & "How Story" | 00:12:44 | |
----------------------------------------------------------- #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 ht Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 27 Sep 2022 | 064: Tactical Tips for Making Conferences & Regional Meetings Effective and Impactful | 00:43:35 | |
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:
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! 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, transcrip Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 29 Sep 2022 | 065: Ideas to Implement - Tactical Tips for Making Conferences & Regional Meetings Effective and Impactful | 00:14:25 | |
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! 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 06 Oct 2022 | 067: Ideas to Implement - A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans | 00:10:58 | |
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! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 04 Oct 2022 | 066: A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans w/ Guest Mary Schmid | 01:13:39 | |
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:
Conversations built on this foundation develop lasting relationships with deeply loyal clients and staff. --------------------------------------------------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 11 Oct 2022 | 068: 13 Easy Value Adds that You Can Implement Right Now | 00:32:47 | |
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? 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! ------------------------------------------------------ Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 13 Oct 2022 | 069: Ideas to Implement - 13 Easy Value Adds that You Can Implement Right Now | 00:08:21 | |
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! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 18 Oct 2022 | 070: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team | 00:40:22 | |
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!
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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 21 Oct 2022 | 071: Ideas to Implement: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team | 00:12:35 | |
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! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 25 Oct 2022 | 072: Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox w/ Amber De La Garza | 00:45:46 | |
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
But, it's a classic because it's impactful and it WORKS! 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 27 Oct 2022 | 073: Ideas to Implement - Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox | 00:16:51 | |
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! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 01 Nov 2022 | 074: Position Yourself to Buy, Transition, and Sell an Advisory Business w/ Christine Timms | 01:11:31 | |
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. --------------------------------------------------
Business Models for Financial Advisors: Develop and Articulate Your Unique Business Model 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 Com Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 08 Nov 2022 | 076: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda | 00:32:15 | |
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:
Let’s enter this last stretch with INTENTION AND A PLAN! ------------------------------------------ Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 10 Nov 2022 | 077: Ideas to Implement: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda | 00:11:16 | |
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! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 03 Nov 2022 | 075: Ideas to Implement - Position Yourself to Buy, Transition, and Sell an Advisory Business | 00:13:40 | |
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! Business Models for Financial Advisors: Develop and Articulate Your Unique Business Model 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 15 Nov 2022 | 078: How to Re-Onboard Existing Clients And Update the Way You Do Business | 00:26:31 | |
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:
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 22 Dec 2022 | 088: Ideas to Implement: Creating a Distraction-Proof Practice | 00:08:19 | |
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! 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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 20 Dec 2022 | 087: Creating a Distraction-Proof Practice with Guest Paul Kingsman | 00:44:39 | |
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.
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 17 Nov 2022 | 079: Ideas to Implement - How to Re-Onboard Existing Clients And Update the Way You Do Business | 00:07:19 | |
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! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 22 Nov 2022 | 080: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen | 00:52:16 | |
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: 1. Introduce 2. Educate 3. Engage 4. 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. ------------------------------------------------------- Handwritten card service Sent Well Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 24 Nov 2022 | 081: Ideas to Implement: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen | 00:08:39 | |
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! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 08 Dec 2022 | 084: Ideas to Implement -Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023 | 00:06:45 | |
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! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 06 Dec 2022 | 083: Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023 - w/ Guest Kristin Burke | 00:56:21 | |
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.
Looking to add a little confidence to your 2023 strategy? This is the episode for you! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 30 Nov 2022 | 082: CEO Days and Year-End Questions To Ask Yourself | 00:22:16 | |
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. Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 13 Dec 2022 | 085: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? With Guest Alanah Philips | 00:53:33 | |
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:
I love how Alanah gives some concrete guidance, exercises to do, and a little couples therapy. Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 15 Dec 2022 | 086: Ideas to Implement: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? With Guest Alanah Philips | 00:15:07 | |
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! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 27 Dec 2022 | 089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi | 01:02:03 | |
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. -------------------------------------------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 03 Jan 2023 | 090: Software Output, Deeper Conversation, & Staying Ahead of the Curve in Your Business with guest Adam Holt | 00:49:39 | |
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:
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. -------------------------------------------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 10 Jan 2023 | 091: When a Prospect Says "I'm Interviewing Several Advisors" and What to do About It | 00:32:42 | |
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? Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 17 Jan 2023 | 092: What Business Data to Track in 2023… and How to Actually Use It (w/ Erica Pauly) | 00:43:22 | |
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:
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! ---------------------------------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 24 Jan 2023 | 093: 7 Processes Every Advisory Business Needs | 00:39:44 | |
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?" #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) Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 07 Feb 2023 | 94: My Simple Trick to Get Prospects to Finally Book an Appointment | 00:22:14 | |
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". 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 Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 13 Feb 2023 | 95: 4 KPIs to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD* | 00:32:03 | |
When I’m coaching advisors, one of the top goals they share is that they want to become more efficient. 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. ----------------------------------------------------------------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 21 Feb 2023 | 096: A Simple Tool to Create the Right Momentum in Your Business | 00:30:58 | |
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, If your goal is to run an efficient practice that’s effective, then you’ll want this tool in your toolbox. _________________________ Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 28 Feb 2023 | 098: Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me! | 01:07:07 | |
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:
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. ---------------------------------
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 02 Mar 2023 | 099: Ideas to Implement - Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me! | 00:09:34 | |
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!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 07 Mar 2023 | 100: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt | 00:44:57 | |
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:
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 09 Mar 2023 | 101: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt | 00:09:39 | |
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! Check out Steven's tax content here! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 18 Apr 2023 | 112: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis | 00:41:15 | |
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: Curious about the Retirement Tax Services Conference in Las Vegas? Click HERE for more info! Check out Steven's tax content here! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 14 Mar 2023 | 102: This “Extra” Touch is Easy & Effective - The First 100 Days and Beyond | 00:27:26 | |
The first 100 days of the client relationship are critical. The data shows that these first 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. _____________________________________ Different Video Services Mentioned in this Episode: Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 16 Mar 2023 | 103: Ideas to Implement - This “Extra” Touch is Easy & Effective - The First 100 Days and Beyond | 00:06:30 | |
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! Different Video Services Mentioned in this Episode: Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 20 Apr 2023 | 113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis | 00:09:50 | |
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! LINKS FROM THIS EPISODE: Curious about the Retirement Tax Services Conference in Las Vegas? Click HERE for more info!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 21 Mar 2023 | 104: Follow Up Emails Made Easy - My Hack to Sending Them Consistently | 00:31:33 | |
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. -------------------------------- Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 28 Mar 2023 | 106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer | 00:44:11 | |
Adding value to clients is a core value over here at the Efficient Advisor. Today’s episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we’re looking for two things… 1) How much impact does it actually have on your clients? and 2) What is the difficulty to execute said value add? When I come across something that is lower on difficulty and HIGH on impact… I am here for it and I cannot wait to share it with this community. Today’s guest, Blake Brewer, is something really special. He’s on a mission to help parents create a lasting legacy beyond finances for their children and he partners with financial advisors to help them become indispensable in their clients’ lives. Legacy Letter - which is this awesome idea - was just featured on the Today Show. It’s that cool. And, at the end of the episode I’m going to share with you how I would create a process around this value add and how I would incorporate this into my business themes 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…. ----------------- Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 11 Apr 2023 | 110: Tips & Tricks from the Trenches - Advisor Success Story with Derrick Kinney | 00:48:13 | |
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:
You are going to enjoy this dose of advisor inspiration and affirmation that you can grow your advisor business your way on your terms. ----------------------------------------------- Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 04 Apr 2023 | 108: Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale | 00:56:04 | |
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:
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!? -------------------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 06 Apr 2023 | 109: Ideas to Implement - Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale | 00:09:41 | |
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! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 13 Apr 2023 | 111: Ideas to Implement: Tips & Tricks from the Trenches - Advisor Success Story | 00:07:40 | |
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 25 Apr 2023 | 114: Growing A Firm to 4.3 Billion AUM - Tips from the Trenches with Matt Reiner | 00:46:48 | |
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. ----------------------------------------------- Tags: CoachFinancial AdvisorFinancial PlannerWomen Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 23 Mar 2023 | 105: Ideas to Implement: Follow Up Emails Made Easy - My Hack to Sending Them Consistently | 00:07:14 | |
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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||
| 30 Mar 2023 | 107: Ideas to Implement -The Ultimate Value Add for 2023: Low Difficulty, High Impact | 00:09:46 | |
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! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE! Learn more about Asset-Map financial planning software HERE! | |||