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    Business

    The Efficient Advisor: Tactical Business Advice for Financial Planners

    Ever wish you knew an Advisor who built a 7-figure practice–while only working 3 days a week–that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal–to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place! 

    Advertise

    Copyright: © 2023 The Efficient Advisor: Tactical Business Advice for Financial Planners

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    Latest Episodes:
    230: The Client New Year's Letter You Need to Write Now! Oct 29, 2024

    Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter.

    Really, Libby? A letter is going to make a difference?

    ABSOLUTELY, but the catch is you have to include the right things.

    It’s easy for clients to lose sight of all the work you do behind the scenes, but a well-crafted New Year’s letter can change that. In this episode, I’ll guide you through exactly what to include in a letter that not only recaps the services and support you provided over the past year, but also shows clients the value you bring to their lives.

    Plus, we’ll cover how to preview upcoming changes and improvements in a way that builds excitement and trust. We want your clients to ooze with appreciation over 2025 and excitement for working with you in 2025!

    In this episode we’ll cover:

    1. How to use an Impact Score to rate your Client Service Model.
    2. How to use this letter to reinforce the Behind-the-Scenes work that you do, reminding them of the value you bring
    3. Set expectations and build excitement for 2025 and the changes that come along with a new year in your business
    4. And, SO MUCH MORE!

    Ready to take your client communications to the next level? I’ll share tips and resources to help you craft a New Year’s letter that’s personalized, impactful, and memorable.


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    229: Tax Strategy for Your Boring W-2 Clients and Beyond Oct 22, 2024

    When I was running my practice, I dreamed of having a tax professional who would do actual tax strategy. Like WAY MORE than just getting behind my Roth conversions or more traditional ideas like QCDs, but someone that could actually sit down with my clients and tell them if they should buy their car through their business, tell them what type of entity they should be, help my boring W-2 clients find clever ways to strategize to save tax dollars well in advance of tax season, figure out a way for them to deduct their Starbucks obsession (and she shares this story in this episode), or if doing an AirBnB makes sense for their lake house… you know what I’m talking about a TAX STRATEGIST… not just a CPA.

    Enter, Shauna the Tax Goddess. Yes, that’s the name of her company and she’s known as the Tax Goddess because she is one of the most highly credentialed tax strategists in the United States.

    In this episode, Shauna gives us a glimpse into the world of tax strategy and how they help advisors’ clients get creative and save boatloads of tax dollars without getting into the gray area of the tax code.


    We get into:

    • How having deeper conversations leads to unique tax savings opportunities
    • How to turn a hobby into a potential business for your clients
    • What the IRS considers reasonable… and Shauna shares an example that might floor you as it did me!
    • How tax strategy differs from tax preparation and basic tax ideas


    If nothing else, you will be entertained by this episode!

    Schedule a time to learn more about The Tax Goddess and what they can do for your clients!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    228: 8 Productivity Hacks to Work More Efficiently Oct 15, 2024

    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…

    1. How do you ACTUALLY get things done in your time blocks without getting distracted?
    2. What do you do if your energy is off and you just don’t feel like doing that thing you had scheduled?
    3. How do you manage your time when random tasks and crap just pop up in your business that you have to deal with?
    4. How do you not get sucked into the vortex that is random to dos, being all over the place, and juggling all the balls?


    I mention it all the time–that to scale your business you have got to scale yourself first…. These are the questions I hear from advisors in our coaching and these are certain questions I had for myself that I had to test, try, tweak, and seek out answers to for myself in my own business.

    In today’s episode, I am going to share EIGHT tips & tricks I uncovered over my nearly 2 decades in the business that worked for me when it came to actually getting done what I was supposed to… when I was supposed to do it.

    This includes a rapid-fire power hour, iron butt time, and the Pomodoro method. Intrigued? Let's go…

    ---------------
    Links from Today’s Episode:
    Grab the guided Brain Dump PDF here!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin Oct 08, 2024

    Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field.


    In this episode we’ll share insights on:

    • What To Do Beyond Basic Calculations: College planning involves strategies that extend far beyond simple tuition calculations.
    • College Planning Fintech: What tools should advisors be using AND staying way from
    • Expertise: How does an advisor build expertise in this unique category
    • Tactical Ideas: Ross shares several tactical ideas and strategies that you can start sharing with clients today
    • Value Addition: Advisors can significantly enhance their value by engaging in more complex college planning.


    Join us as we welcome Ross Riskin, whom I am calling a college planning genius. Ross will guide us through advanced strategies to elevate your college planning game from ordinary to extraordinary.
    Links from this episode:
    AICCFC Main Website
    Learn More About the CCFC Designation Program
    Learn More About the AICCFC | XYPN LIVE Pre-Con Event
    Connect with Ross Riskin

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    226: How to Design Your Perfect Schedule - *Replay with Download* Oct 01, 2024

    The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and i’m putting in double that!"
    I feel that on so many levels because that was me early on.

    In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule.

    This perfect schedule, or what I call a Model Week, is a schedule that you’ve designed, with intention, that suits your personality, for your business goals, with your energy levels, and your work/life balance objectives in mind.

    In this podcast Libby will cover:

    • How to build and reiterate the perfect schedule for YOU!
    • How to use your business goals and personal goals to drive your schedule
    • Tips and tricks on how to build it around your energy levels and personality traits
    • Uncovering what’s broken in your schedule and how to adjust it and play with it until it works just right

    And, of course, I give you my template so that you can build your own model week! My goal is to help you not have to recreate the wheel… so use mine!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    225: Ideas to Implement - Complete a Time Study to Boost Productivity Now Sep 26, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Complete a Time Study to Boost Productivity Now
    ---------
    LINKS FROM THIS EPISODE:
    Grab your time study template here!
    Episode with Michael Kitces on Time Tracking and Model Week

    Episode on 8 Productivity Hacks to Work More Efficiently

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    224: Complete a Time Study to Boost Productivity Now Sep 24, 2024

    On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time.

    Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too.

    Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more balance. Join us as we explore the benefits of a time study and learn actionable steps you can take to streamline your workday and increase your productivity.

    But, there is a right way and a wrong way to do a time study.

    In This Episode, We Cover:

    • How a time study helps identify time-wasting tasks and increase efficiency in your business.
    • The best way to actually track your time.
    • How to actually analyze time study results and do something about it.
    • Practical tips on delegating tasks, setting boundaries, and maximizing your energy levels throughout the day.
    • Tools, resources, and strategies to help you conduct a time study and optimize your schedule.

    Tune in to learn how to take back control of your time and make the most of every day!

    ---------
    LINKS FROM THIS EPISODE:
    Grab your time study template here!
    Episode with Michael Kitces on Time Tracking and Model Week

    Episode on 8 Productivity Hacks to Work More Efficiently

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    223: How to Write a Book in Just 6 Weeks with Guest Paul McManus Sep 17, 2024

    Have you ever dreamed of writing a book, but found yourself held back by thoughts like:

    • “It sounds too hard.”
    • “I don’t know what I’d write about that hasn’t been done before.”
    • “I’m not really good at writing.”
    • “I don’t even know where to start—or who has the time?”

    You’re not alone in this. Many of us have the aspiration to write a book but get stuck at the starting line. The good news is that you can overcome these hurdles, and we’re here to help you do just that.

    In our latest podcast episode, we’re thrilled to have Paul McManus, a seasoned expert in book writing, join us. Paul is here to demystify the process and show us how to write a book in just 6 weeks!

    Imagine the possibilities of having a book that serves as your ultimate marketing tool, enhances your authority, and supports your prospecting efforts. No more excuses—if writing a book has been on your heart, this episode is your chance to make it happen.

    Tune in and discover how to turn your book idea into a reality faster and more easily than you ever imagined.

    -----------
    LINKS FROM THIS SHOW:
    Connect with Paul McManus here!
    BOOKS MENTIONED:
    Paul's book: The Short Book Formula
    Built to Sell by John Warrilow

    The Art of War by Sun Tzu

    The Prince by Niccolo Machiavelli




    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    222: Ideas to Implement -Growing a National Niche Empire - Advisor Success Story Sep 12, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Growing a National Niche Empire - Advisor Success Story with Guest Nick DaughertyLINK FROM THIS SHOW
    Find out more about Financial Cop Here
    Connect with Nick Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    221: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty Sep 10, 2024

    Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of takeaways and practical ideas for you as you grow your financial planning business.
    In this episode, I interview an advisor who started off selling senior trips, became a police officer, and then built a financial planning empire by working with what he knows. Today’s episode is the ultimate power move in niche marketing and explores what it takes to grow, scale, and build a national brand.
    What I love about Nick is that he is so self-aware. Nick shares the hard parts about scaling and some of the struggles that come along with moving from advisor to CEO. He discusses how he’s brought in various coaches and mentors to help him avoid mistakes, build up his weaknesses, and strengthen his strengths.
    So, if you want to be inspired, convinced to narrow your market, and straight-up impressed, this is the episode for you!
    In this discussion, we dig into:
    - Transitioning from advisor to CEO
    - How to build a trustworthy team
    - Proactive hiring
    - The benefits of niching down
    - Building a national brand
    ---

    LINK FROM THIS SHOW
    Find out more about Financial Cop Here
    Connect with Nick Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    220: Ideas to Implement - When Part of Your Business is a Mess Sep 05, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: When Part of Your Business is a Mess


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    219: When Part of Your Business is a Mess Sep 03, 2024

    Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love.
    In this episode we'll discuss:

    • The reality of a messy business
    • How to identify the messy part and what to do about it
    • How overthinking is just procrastination in disguise
    • The antidote to chaos
    • And how to Bless and Release

    As always, you just need to identify that one RIGHT next step for your business and take some messy action!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    218: Ideas to Implement --Create a Laser-Focused Marketing Message that Speaks to Your ICA Aug 29, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Create a Laser-Focused Marketing Message that Speaks to Your ICA
    LINKS:
    Download Your “Laser Focused Marketing Message and ICA” Worksheet Here


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    217: *FREE DOWNLOAD* Create a Laser-Focused Marketing Message that Speaks to Your ICA Aug 27, 2024

    Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking for
    Understanding these important things about your clients allows you to craft a message that helps you stand out from the sea of advisors and helps you add immense value…which makes you super referable!
    In this podcast, Libby will give you:

    • A step-by-step exercise on how to craft your Ideal Client Avatar and ways to figure out where your “sweet spot” is for planning
    • A specific roadmap of questions to ask that will lead you to your laser-focused language
    • Ideas and examples of how to implement these results in different areas of your business, such as social media, planning process, referral process, and more!


    Tune in now to learn how to create authentic, client-centered marketing that boosts your business!
    LINKS:
    Download Your “Laser Focused Marketing Message and ICA” Worksheet Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    216: Ideas to Implement -- Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick Aug 22, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick

    LINKS FROM THIS EPISODE:
    Connect with Josh Here
    Follow Josh on Instagram Here
    Listen to Josh’s Podcast Here
    Books Mentioned:
    Rocket Fuel
    Traction: Get a Grip on Your Business
    Good to Great
    Who Not How

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick Aug 20, 2024

    It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔
    In today’s podcast episode, The Efficient Advisor, Libby Greiwe, sits down with Josh Kosnick to discuss a great starting place—implementing an entrepreneurial operating system (EOS). Kosnick is an EOS pro who explores the transformative power of this system for financial advisors. We get into all things EOS, including:

    • EOS tools you can use daily
    • How to stop micromanaging
    • Why you need someone with OCD if you have ADD
    • Empowering your team
    • Becoming an effective leader
    • Defining, identifying, and hiring key roles


    Tune in now to learn how EOS can be a game-changer for your business, providing you the tools and strategies to build a business and life you love! 💞
    LINKS FROM THIS EPISODE:
    Connect with Josh Here
    Follow Josh on Instagram Here
    Listen to Josh’s Podcast Here
    Books Mentioned:
    Rocket Fuel
    Traction: Get a Grip on Your Business
    Good to Great
    Who Not How

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    214: Ideas to Implement -- How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith Aug 15, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith
    LINKS FROM THIS EPISODE:
    Connect with Jo Faith on LinkedIn Here
    Check Out Jo Faith Copywriting Here
    Episodes mentioned:
    10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar
    008: Elevate Your Elevator Pitch
    Use This Link to Get a Free FinMate AI Trial and Save 10%

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo Faith Aug 13, 2024

    You literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read your website, email, blog, brochure, or newsletter. And if your words are not spot on, you can lose a client before you even have a chance to meet them!
    In this week’s episode, host Libby Greiwe sits down with copyright guru, Jo Faith, to chat about the importance of how and what you write. With Faith’s background in financial journalism, she brings expertise and deep understanding to this podcast episode. You will learn about:

    • What You Need at the Top of Your Website
    • Crafting a Compelling Hero Statement
    • Client-Centered Messaging
    • Different Calls to Action to Meet Clients at Different Stages
    • SEO and Social Media Strategies


    This episode is a must-listen if you’re looking to elevate your online presence. Tune in now!
    LINKS FROM THIS EPISODE:
    Connect with Jo Faith on LinkedIn Here
    Check Out Jo Faith Copywriting Here
    Episodes mentioned:
    10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar
    008: Elevate Your Elevator Pitch
    Use This Link to Get a Free FinMate AI Trial and Save 10%


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    212: The Meeting Notes Hack That Will Change Your Life Aug 06, 2024

    Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to leverage the power of AI to transform your workflows? If so, this episode is for you! 🫵
    In today’s podcast, The Efficient Advisor host, Libby Greiwe, is joined by Daniel Yoo, founder of FinMate AI, an artificial intelligence tool that will revolutionize your workflow as a financial advisor!
    Yoo and Greiwe explore this powerful technology and address how FinMate AI can automate the following while ensuring impeccable security:

    • Note-taking
    • Task assignments
    • Follow-up emails
    • AND SO MUCH MORE!

    Tune in now to learn all the ways to unlock new levels of productivity and efficiency with AI tools like FinMate AI!
    LINKS FROM THIS EPISODE:
    Check out FinMate AI Here
    Use THIS LINK to get a free trial and save 10%
    Register for the Systems to Scale Group Coaching Program Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    211: 5 Tips to Get Better Conversions When Public Speaking with Deirdre Van Nest Jul 30, 2024

    Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few practical tips—Deirdre's insights promise to do just that. You'll discover how a strategic approach to your speaking engagements can lead to remarkable outcomes, like a 93% conversion rate during my most recent virtual keynote. Whether you're delivering keynotes, hosting webinars, or leading client workshops, Deirdre's advice is a game-changer for boosting engagement and conversions.
    Register for the Systems to Scale Group Coaching Program Here
    Book a call to see if the group program is right for you and your team Here (scroll to bottom)

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    210: Ideas to Implement -- The Client Experience Cheat Code Jul 25, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: The Client Experience Cheat Code

    -------------------------------------------------
    LINKS FROM THIS EPISODE:
    Register for the Systems to Scale Group Coaching Program Here
    Episodes mentioned:
    #93: 7 Processes Every Advisory Business Needs
    Get Your Seda France Candle Here
    Grab Your AI Notetaking Free Trial and 10% Discount Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    209: The Client Experience Cheat Code Jul 23, 2024

    It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working!
    As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and satisfied…just like Disney goers!
    In this episode, The Efficient Advisor, Libby Greiwe, offers three ways to evaluate your client experience:

    1. Happy, mid, and sad face
    2. Five senses exercise
    3. Fresh eyes experiment

    Libby also gives practical hacks to streamline and enhance your client experience. She delves into how small touches, like freshly baked cookies and a hot cup of joe, make a lasting impact. These sensory details and personal touches help to build a business that becomes a magnet for referrals.
    If you’re looking to be equipped with tools and strategies to create a seamless and memorable client journey that sets your practice apart, tune in now…and then sign up for the Systems to Scale Group Coaching Program that launches in August for a FULL systems and processes overhaul. Spots are limited, so register today!

    -------------------------------------------------
    LINKS FROM THIS EPISODE:
    Register for the Systems to Scale Group Coaching Program Here
    Episodes mentioned:
    #93: 7 Processes Every Advisory Business Needs
    Get Your Seda France Candle Here
    Grab Your AI Notetaking Free Trial and 10% Discount Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    208: Ideas to Implement -- My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” Jul 18, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”
    —-----------------------------------------------------------------
    LINKS FROM THIS EPISODE:
    Register for the Systems to Scale Group Coaching Program Here
    Grab Your AI Notetaking Free Trial and 10% Discount Here
    Grab Your Copy of Tools of Titans by Tim Ferris Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” Jul 16, 2024

    What if you could transform your financial advising business by focusing on fewer, fiercely loyal clients? 🤔
    In today’s episode, The Efficient Advisor, Libby Greiwe, explores how financial advisors can reduce stress by cultivating a dedicated, smaller following rather than chasing widespread recognition. This mindset shift helps to:

    • Prioritize quality over quantity
    • Foster genuine connections
    • Deliver tailor-made, value-based services
    • Alleviate workload
    • Build a more sustainable and rewarding business

    Tune in today to learn the transformative power of focusing on your ideal client avatar to truly elevate your business. Let’s go! 🚀
    —-----------------------------------------------------------------
    LINKS FROM THIS EPISODE:
    Register for the Systems to Scale Group Coaching Program Here
    Grab Your AI Notetaking Free Trial and 10% Discount Here
    Grab Your Copy of Tools of Titans by Tim Ferris Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen Jul 11, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
    ---------------------------------
    LINKS FROM THIS EPISODE
    Register for the Systems to Scale Group Coaching Program Here
    Learn More About Simplicity Ops Here
    Browse Simplicity Ops’ Resources Here
    Talk to Kate Here
    Grab Your AI Notetaking Free Trial and 10% Discount Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen Jul 09, 2024

    CRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and automations. But, where do you start when it comes to actually using it as a vital part of your business instead of a glorified Roladex?
    In today’s episode, workflow guru Kate Guillen sits down with The Efficient Advisor, Libby Greiwe, to unpack how businesses should use their CRMs not only for mere contact databases, but also dynamic operational hubs that:

    • Streamline processes
    • Enhance efficiency
    • Drive growth
    • Deliver high-level, consistent client service

    Libby also explains how her upcoming Systems to Scale Group Coaching and Mastermind can help you take the automation leap! Register here to secure a spot for the August 22 launch!

    So, if you are looking to leverage automation to free up time and energy for yourself and your team, this podcast–--and the group coaching–--are for YOU!

    ---------------------------------
    LINKS FROM THIS EPISODE
    Register for the Systems to Scale Group Coaching Program Here
    Learn More About Simplicity Ops Here
    Browse Simplicity Ops’ Resources Here
    Talk to Kate Here
    Grab Your AI Notetaking Free Trial and 10% Discount Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    204: Ideas to Implement -- The Exact Framework Your Business Needs **FREE DOWNLOAD** Jul 04, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: The Exact Framework Your Business Needs **FREE DOWNLOAD**

    __________________________
    LINKS FOR THIS EPISODE
    Register for the Systems to Scale Group Coaching Program Here
    Download the Systems to Scale Framework PDF Here
    Episodes mentioned:
    Episode 10: Marketing
    Episode 12: Schedule
    Episode 22: Client Experience
    Episode 52: Planning Options
    Episode 62: Planning

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    203: The Exact Framework Your Business Needs **FREE DOWNLOAD** Jul 02, 2024

    Libby Greiwe dives into her proven business framework that she uses to help advisors build out their systems and processes in her Systems to Scale Group Coaching Program. This framework creates a solid foundation to build a systematized, scalable business.
    Libby explains the six main layers of the framework:

    1. Define
    2. Create
    3. Attract
    4. Systematize
    5. Scale
    6. Lead

    If you are looking to streamline your business while building out systems and processes, this episode—and the group coaching program—are for you! Sign up for the Systems to Scale program launching August 22!

    __________________________
    LINKS FOR THIS EPISODE
    Register for the Systems to Scale Group Coaching Program Here
    Download the Systems to Scale Framework PDF Here
    Episodes mentioned:
    Episode 10: Marketing
    Episode 12: Schedule
    Episode 22: Client Experience
    Episode 52: Planning Options
    Episode 62: Planning

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    202: Ideas to Implement -- Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder Jun 27, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder
    —----------------------------------------
    LINKS FROM THIS EPISODE
    Get on the Systems to Scale Group Coaching Waitlist Here
    Learn More about SmartAsset Here and Mention Philip’s name
    Connect with Philip on LinkedIn Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    201: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder Jun 25, 2024

    We all need leads to grow our business, but there’s a lot of skepticism around purchasing leads—it’s a scam, it’s not worth the money, the leads are less than ideal.
    In today’s episode, The Efficient Advisor dismantles all the suspicions with guest Philip Snyder. Phil shares his firsthand experience, shedding light on the unexpected quality and high-value clients these purchased leads can bring.
    Phil details what every advisor should know when contemplating online leads, including:

    • Initial hurdles and the trial-and-error learning curve
    • Realistic expectations to maximize success
    • The importance of having a structured process
    • Strategies that focus on high net worth clients

    If you’re looking to grow your pipeline, it may be time to harness the power of online leads.
    Finally, a quick plug for the upcoming group coaching session launching August 2024. We have a special $500 discount for those on the waitlist. If you’ve been wanting to level up your practice, now is the time! Join the waitlist here to secure a spot AND save some cash! 🤑
    —----------------------------------------
    LINKS FROM THIS EPISODE
    Get on the Systems to Scale Group Coaching Waitlist Here
    Learn More about SmartAsset Here and Mention Philip’s name
    Connect with Philip on LinkedIn Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    200: Ideas to Implement -- AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen Jun 20, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
    —----------------------------------------
    LINKS FROM THIS EPISODE
    Get on the Systems to Scale Group Coaching Waitlist Here
    Learn more about Beemo Automation Here
    Connect with Ben on LinkedIn Here
    AI Websites:
    Perplexity AI
    Fireflies.AI
    Zapier
    Zocks

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen Jun 18, 2024

    A lot of people squirm at the words “artificial intelligence.” And while there are interesting implications to this cutting-edge technology, there are also some amazing ways to use AI in your financial planning business. It’s SO much more than ChatGPT.
    In this week’s episode, host Libby Greiwe chats with AI automation expert, Ben Olsen, to uncover the secrets to smarter, more efficient financial advising with artificial intelligence. Ben details the many ways AI can be used in practices to complete mundane tasks, allowing you more time and energy to focus your efforts on what matters most—your clients.
    Olsen details the many benefits to AI and how it can be instrumental for advisors, including:

    • Writing personalized emails
    • Generating meeting summaries
    • Organizing client service models
    • Automating workflows
    • AND SO MUCH MORE!


    If you want to integrate the latest AI tools in your practice and stay ahead of the tech curve, this episode is a must listen!
    Finally, a quick plug for the upcoming group coaching session launching August 2024. We have a special $500 discount for those on the waitlist. If you’ve been wanting to level up your practice, now is the time! Join the waitlist below to secure a spot AND save some cash!
    Now, let’s learn how to harness AI tools for research, meeting summaries, workflow automation, and much more in today’s episode! Let’s go! 🚀

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    198: Ideas to Implement -- Strategies to Finish What You Start and Achieve Project Success Jun 13, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Strategies to Finish What You Start and Achieve Project Success
    --------------------------
    LINKS FROM THIS EPIOSDE:
    Get on the Systems to Scale Group Coaching Waitlist Here
    Grab your copy of Finish by Jon Acuff Here
    92: What Business Data to Track in 2023…And How to Actually Use It With Guest Erica Pauly
    168: How to Delegate More Nuanced Tasks


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    197: Strategies to Finish What You Start and Achieve Project Success Jun 11, 2024

    Sometimes it’s so hard to finish those pesky projects on the to-do list. We start. We stop. We start again. And we stop again. The cycle goes on and on. Anyone else resonate with this?!? 🙋🏻‍♀️
    In today’s episode, The Efficient Advisor host, Libby Greiwe, shares some tips and tricks for kick-starting your projects AND seeing them through to completion! ✅ Not only does she share her personal strategies, but also pulls insights from this month’s #fakebookclub book Finish by Jon Acuff. 📚
    The podcast details:

    • Effective goal setting and accountability
    • Breaking down large tasks into smaller, achievable chunks
    • Prioritizing projects to maintain momentum
    • Perfectionism and the hurdle it creates to productivity


    Finally, Libby introduces her Systems to Scale group coaching program, designed to help advisors streamline business processes with ease using proven templates, frameworks, and collaborative environments. Get on the waitlist below for special offers!
    Join us now for a deep dive into practical strategies that help you finish what you start, turning your practice into a well-oiled machine of efficiency and success!
    Episodes Mentioned:
    Get on the Systems to Scale Group Coaching Waitlist Here
    Grab your copy of Finish by Jon Acuff Here
    92: What Business Data to Track in 2023…And How to Actually Use It With Guest Erica Pauly
    168: How to Delegate More Nuanced Tasks



    —---------------------
    LINKS FROM THIS EPISODE
    Get on the Systems to Scale Group Coaching Waitlist Here
    Grab your copy of Finish by Jon Acuff

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong Jun 06, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Project Management vs Client Tasks with Guest Lauren Hong

    —------------------------------------------------
    LINKS FROM THIS EPISODE
    Connect with Lauren on LinkedIn Here
    Check out Out & About Communications Here
    Visit Asana’s website Here
    Learn more about ClickUp Here
    Check out Trello Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    195: Project Management vs Client Tasks with Guest Lauren Hong Jun 04, 2024

    Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them all in the air, and oftentimes it’s a total unorganized mess! Nothing would feel better than to get ALL. THE. THINGS. organized once and for all!
    In this week’s episode, host Libby Greiwe chats with Lauren Hong, founder of Out & About Communications, about using platforms to streamline tasks and enhance team collaboration so you can achieve business goals with precision and efficiency.
    Hong details the many benefits of using project management tools, including:

    • Project Management vs Task Management
    • Avoiding recurring mistakes
    • Automating workflows
    • When and when not to use your CRM
    • Maintaining a comprehensive log of activities

    If your goal is to create an organized, efficient, and enjoyable business environment, take a listen to this week’s episode for practical organizational tips that will help your business soar to the next level!

    —------------------------------------------------
    LINKS FROM THIS EPISODE
    Connect with Lauren on LinkedIn Here
    Check out Out & About Communications Here
    Visit Asana’s website Here
    Learn more about ClickUp Here
    Check out Trello Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion May 30, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
    -----------------
    LINKS FROM THIS EPISODE
    Episode #146: How to Use a Template to Stay Organized and Deepen the Client Relationship
    Grab Your Ticket for the RTS Tax Summit Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion May 28, 2024

    Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that you should be taking your best clients out to dinner... but when? You've got a calendar full of soccer practices and baseball games. Are you missing out on the secret sauce of the client experience?
    This episode is a breath of fresh air for advisors feeling overwhelmed by the expectation of social engagement, reinforcing that stellar service during business hours lays the groundwork for client satisfaction and the growth of your practice.
    You can build a high referable practice without killing yourself or going over the top. Join me for this frank discussion on what I call "The Dentist Rule."

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    192: Ideas to Implement - Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor May 16, 2024

    VEach week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor .

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    191: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor May 14, 2024

    One of the hardest roles advisors face is helping a potential client “break up” with their previous advisor. It can get awkward, dicey, and downright weird. 🥴 But you can turn this tricky situation into a peaceful process for your clients and make a GREAT first impression if you do it well!

    In today’s episode, Libby shares some tips for this break up process that worked well in her advisory practice, including:

    • Choosing your words carefully—language matters
    • What to do before you even move money—help reduce retention risk
    • Providing them helpful language—eliminate hard feelings when they break up with their advisor
    • And much more!

    Tune in now to learn some tricks on keeping it classy when engaging with potential clients. Your business…and clients…will thank you! 🙏


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    190: Ideas to Implement - Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman May 09, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman.
    —---------------------------------------
    LINKS FROM THIS EPISODE
    Connect with Spencer on LinkedIn Here
    Learn More About the Retirement Tax Services Summit Here!
    Grab Your Focus Gummies Here!
    Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman May 07, 2024

    Burnout is real! We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of your to-do list. 🌪️
    In today’s episode, Libby shines the light on burnout as she talks with guest Spencer Sherman. Together, Libby and Spencer tackle some important topics, including:

    • Finding your flow state
    • Mindfulness exercises to cultivate a less reactive mind
    • Turning off your “to do list” mindset
    • Allowing more space for your clients in meetings
    • Finding balance between success and enough

    If you’re looking to lighten the load and have more margin in your life, tune in to this week’s episode for some practical and tactical advice that will enhance your own performance and happiness. Let’s go! 🚀
    —---------------------------------------
    LINKS FROM THIS EPISODE
    Connect with Spencer on LinkedIn Here
    Learn More About the Retirement Tax Services Summit Here!
    Grab Your Focus Gummies Here!
    Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships May 02, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
    --------------------------------------------------

    Links from Today’s Episode
    Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    187: *REPLAY* How to Design an On-Boarding Process to Increase the Life of Your Client Relationships Apr 30, 2024

    You’ve heard it before…you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you!
    Long story short---your On-Boarding Process is CRITICAL.
    What you do during this time frame really really really matters. You need to demonstrate your professionalism, your organization, your commitment to customer service, and set the tone for how they will engage with you and your team.
    This sets the stage for what it will be like to work with your practice. Get this right…and you’ll have happy clients that turn into referral-generating machines.
    In today’s episode, we’re doing a deep dive into:

    • Why the first 100 days matter most
    • What is an on-boarding process
    • How to systematize and delegate parts of this process
    • How to lay down the law of working with you (kindly)
    • How to surprise & delight your clients on any budget
    • Why every advisor isn’t doing this
    • The onboarding process we used in my practice

    --------------------------------------------------

    Links from Today’s Episode
    Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time Apr 24, 2024

    The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!"
    I feel that on so many levels because that was me early on.
    And the number one question I got from corporate folks is, "If you could share just ONE thing with advisors from an efficiency standpoint, especially advisors in those early years of their careers, what would you share?"
    Luckily, the answer for both of those questions is the same thing! I get to kill two birds with one stone. But what that means is that this is foundational to working efficiently!
    In today’s episode, I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule.
    This perfect schedule, or what I call a Model Week, is a schedule that you’ve designed, with intention, that suits your personality, for your business goals, with your energy levels, and your work/life balance objectives in mind.
    In this episode, I will:

    • Help you design a 'Model Week' that works for your business and life goals
    • Share tips and tricks to maximize productivity
    • Give examples of things that have worked and haven't worked for myself and other advisors
    • Help you build margin and white space
    • Guide you in methods to figure out how to tweak your schedule until it works perfectly for YOU!

    ---------------------------------
    Links from Today’s Episode

    Download the Model Week Template and Sample Templates Here!
    Episodes Mentioned:
    178: Michael Kitces on Time Management & Building Your Model Week

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    185: Ideas to Implement - *Free Download* Client Intel Process Apr 18, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: *Free Download* Client Intel Process
    ----------------------
    LINKS FROM THIS EPISODE
    Grab the Client Intel Process PDF Here
    Learn more about one-on-one coaching Here
    Learn More About the Retirement Tax Services Summit Here
    Grab Your Focus Gummies Here
    Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
    Enroll in The Perfect RIA masterclass Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    184: *Free Download* Client Intel Process Apr 16, 2024

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

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer Apr 04, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer

    ----------------------
    LINKS FROM THIS EPISODE
    Connect with John on LinkedIn Here
    Learn More About the Retirement Tax Services Summit Here!
    Grab Your Focus Gummies Here!
    Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
    Episodes Mentioned:
    #106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer Apr 02, 2024

    Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute.
    In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌
    The goal of this virtual event was to help his clients create a lasting legacy beyond finances for their children. John gives all the details of his letter-writing event and shares how this tool not only deepened family bonds for his clients, but also redefined the advisor-client relationship.
    If you need an innovative value-add that is lower on difficulty and massive on impact, this may be just the thing for you! Take a listen today!
    P.S. The Legacy Letter was also featured on the Today Show…it’s that cool! 😎

    ----------------------
    LINKS FROM THIS EPISODE
    Connect with John on LinkedIn Here
    Learn About The Legacy Letter Here
    Learn More About the Retirement Tax Services Summit Here!
    Grab Your Focus Gummies Here!
    Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
    Episodes Mentioned:
    #106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    181: Ideas to Implement - Even More Good Ideas You Can Implement Today Mar 28, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Even More Good Ideas You Can Implement Today
    ---------------------------------------
    LINKS FROM THIS EPISODE


    Learn More About the Retirement Tax Services Summit Here!

    Grab Your Focus Gummies Here!

    Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”

    Episodes Mentioned:

    #044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships - find it on iTunes here!

    #91: When A Prospect Says, “I’m Interviewing Several Advisors” and What to Do About It - find it on iTunes here!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    180: Even More Good Ideas You Can Implement Today Mar 26, 2024

    Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away.

    In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including:

    A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can implement TODAY! Let’s go! 🚀

    ______________
    LINKS FROM THIS EPISODE


    Learn More About the Retirement Tax Services Summit Here!

    Grab Your Focus Gummies Here!

    Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”

    Episodes Mentioned:

    #044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships - find it on iTunes here!

    #91: When A Prospect Says, “I’m Interviewing Several Advisors” and What to Do About It - find it on iTunes here!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    179: Ideas to Implement - Michael Kitces on Time Management & Building Your Model Week Mar 21, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Michael Kitces on Time Management & Building Your Model Week
    ---------------------------------------
    LINKS FROM THIS EPISODE
    Connect with Michael on LinkedIn Here
    Learn more about Toggl Here
    Check out my guest appearance on Michael’s podcast Here
    Episodes Mentioned:
    #12: Designing Your Perfect Schedule to Get it All Done in Less Time

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    178: Michael Kitces on Time Management & Building Your Model Week Mar 19, 2024

    When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different!
    In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚
    Michael has perfected the art of time management over the years with some innovative strategies. He shares in depth about his favorite time hacks, including:

    • Focus management versus time management
    • Structuring model weeks
    • Creating theme days
    • Getting started with time blocking

    So, if you’re struggling to find balance or simply want to tweak your week, stop what you’re doing 🛑, grab a pad and pen to take notes 📝, and get ready to learn from the self-proclaimed Chief Financial Planning Nerd! 🤓
    ---------------------------------------
    LINKS FROM THIS EPISODE
    Connect with Michael on LinkedIn Here
    Learn more about Toggl Here
    Check out my guest appearance on Michael’s podcast Here
    Episodes Mentioned:
    #12: Designing Your Perfect Schedule to Get it All Done in Less Time

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    177: Ideas to Implement - Five Good Ideas You Can Implement Today Mar 14, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Five Good Ideas You Can Implement Today

    ----------------------
    LINKS FROM THIS EPISODE
    Learn More About the Retirement Tax Services Summit Here!
    Grab Your Focus Gummies Here!
    Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
    Episodes Mentioned:
    #12: Designing Your Perfect Schedule to Get it All Done in Less Time

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    176: Five Good Ideas You Can Implement Today Mar 12, 2024

    “Ideas are easy. Implementation is hard.”
    After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do things in an easier way.
    In today’s podcast episode, Libby shares five of her simplest yet most effective ideas that help advisors, including:

    1. A simple language change to shift clients’ perspective of reviews
    2. How adding special VIP time slots can reduce stress in your schedule
    3. Why you should celebrate firing clients with your team
    4. How to create happy face experiences
    5. And much more!

    A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can implement TODAY! Let’s go! 🚀

    ----------------------
    LINKS FROM THIS EPISODE
    Learn More About the Retirement Tax Services Summit Here!
    Grab Your Focus Gummies Here!
    Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
    Episodes Mentioned:
    #12: Designing Your Perfect Schedule to Get it All Done in Less Time

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    175: Ideas to Implement - Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson Mar 07, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson

    ----------------------
    LINKS FROM THIS EPISODE
    Connect with Carter on LinkedIn Here!
    Learn More About the Advisor Client Acquisition Kit Here!
    Check Out Carter’s Estate Planning Package Here!
    Learn More About the Retirement Tax Services Summit Here!
    Grab Your Focus Gummies Here!
    Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson Mar 05, 2024

    We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day.
    In today’s episode, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some really cool stuff. This innovative, comprehensive solution is aimed at revolutionizing marketing efforts and solidifying an advisor's online presence. It offers tons of tools, including:

    • Website design
    • Custom video content
    • Drip marketing campaigns
    • Client acquisition and retention
    • A done-for-you estate planning service

    If you’re looking to invest in resources that free you from time consuming tasks and can lead to a more balanced life, be sure to tune into today’s episode for immediate, high-impact actions to streamline your business.

    ----------------------

    LINKS FROM THIS EPISODE
    Connect with Carter on LinkedIn Here!
    Learn More About the Advisor Client Acquisition Kit Here!
    Check Out Carter’s Estate Planning Package Here!
    Learn More About the Retirement Tax Services Summit Here!
    Grab Your Focus Gummies Here!
    Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    173: Ideas to Implement - Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle Feb 29, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle


    ----------------------
    LINKS FROM THIS EPISODE
    Check out the podcast Real AF with Andy Frisella here
    Grab your copy of Think and Grow Rich here
    Order The Book on Mental Toughness here
    Get The Five-Minute Journal here
    Purchase this month’s #fakebookclub book The Slight Edge here
    Learn more about one-on-one coaching here
    Enroll in the Perfect RIA masterclass here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle Feb 27, 2024

    Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time.
    In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel financial advisors to the next level, including:

    • Making relational deposits before withdrawals
    • Fostering trust and support within relationships
    • Investing in personal and professional development
    • Selectively consuming literature
    • Practicing mental fortitude and discipline

    If you want some practical guidance to excel in today’s crazy financial advisory world, tune in to this week’s episode. You’ll leave feeling inspired with ideas on how to pave your own path to excellence!

    ----------------------

    LINKS FROM THIS EPISODE
    Check out the podcast Real AF with Andy Frisella here
    Grab your copy of Think and Grow Rich here
    Order The Book on Mental Toughness here
    Get The Five-Minute Journal here
    Purchase this month’s #fakebookclub book The Slight Edge here
    Learn more about one-on-one coaching here
    Enroll in the Perfect RIA masterclass here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    171: Ideas to Implement - My NEW Favorite Focus Hack for Increased Productivity (and a Few Other Tools!) Feb 22, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: My NEW Favorite Focus Hack for Increased Productivity (and a few other tools!)
    LINKS FROM THIS EPISODE
    Check out the Retirement Tax Services 2024 Tax Planning Summit here!
    Find the Best Self Journal I use here!
    Get your gummies here (and follow these instructions!)
    Click Shop > Product Category - Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create Subscription
    Episode 16: 8 Productivity Hacks to Work More Efficiently - Here!
    Episode 12: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    170: My NEW Favorite Focus Hack for Increased Productivity (& a Few Other Tools!) Feb 20, 2024

    If I can find a way to increase my focus and efficiency… OF COURSE I’m going to share it. 🤗 In today's episode, I have got a couple of productivity ideas for you. One that is brand new, and has been honestly so unbelievable for me. It’s giving me an extra 90+ minutes a day of major focus and helping me crush my to-do list like a boss. 💪 No joke! But this one…it’s a little unusual.
    And I’ve got a few other tips and tricks I use, as a business owner with ADD, that genuinely help me prioritize and crush through the things that ACTUALLY move the needle in my business. So, if you want to get more out of your time…let’s dive in!

    LINKS FROM THIS EPISODE
    Check out the Retirement Tax Services 2024 Tax Planning Summit here!
    Find the Best Self Journal I use here!
    Get your gummies here (and follow these instructions!)
    Click Shop > Product Category - Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create Subscription
    Episode 16: 8 Productivity Hacks to Work More Efficiently - Here!
    Episode 12: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    169: Ideas to Implement - Delegating Tasks That Are Nuanced **FREE DOWNLOAD** Feb 15, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Delegating Tasks That Are Nuanced **FREE DOWNLOAD**

    ----------------------

    LINKS FROM THIS EPISODE
    Grab the Asset Transfer Script Download here!
    Learn more about one-on-one coaching here
    Enroll in the Perfect RIA masterclass here
    Episodes mentioned:
    #23: Delegate More Effectively with Fewer Errors [My System!]
    #44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    168: *FREE DOWNLOAD* Delegating Tasks That Are Nuanced Feb 13, 2024

    One of the biggest challenges for any advisor is delegating tasks that require knowledge, experience, and education—the stuff that lives in your head based on years of experience. It often feels too daunting to explain all the details to someone, so we continue to do ALL. THE. THINGS. 🙃
    In today’s episode, Libby walks you through the steps she took to hand off to her Director of Operations the intricate process of coordinating account transfers, and how crafting airtight standard operating procedures became her map to success. She details stages of delegation that reduce oversight and save time, including:

    1. Training employees through observation
    2. Empowering employees to independently handle tasks and update procedures
    3. Investing time for professional development
    4. Creating scripts and checklists

    By stepping aside and empowering others to lead the charge, you’ll be able to redirect your time and energy toward what a CEO does best—strategy and vision. 🎯 💡 Tune in now for some tips on mastering delegation so you can focus on scaling your business to the next level! 🤑
    ----------------------
    LINKS FROM THIS EPISODE
    Grab the Asset Transfer Script Download here!
    Learn more about one-on-one coaching here
    Enroll in The Perfect RIA masterclass here
    Episodes mentioned:
    #23: Delegate More Effectively with Fewer Errors [My System!]
    #44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    167: How to Hire, Train, and Retain Quality Talent to Your Team with Guest Alanah Phillips Feb 06, 2024

    We all know that building a dynamic, cohesive team you can trust is essential to scaling a successful advisory practice, but how do you go about finding, hiring, and retaining great employees? Acquiring the right people—in the right role—is one of the hardest yet most critical aspects to growth. No people = no scale. 📈
    Alanah Phillips, recruiting, hiring, and training extraordinaire, joins The Efficient Advisor, Libby Greiwe, to discuss how to find “unicorn” employees in today’s market without having to invest in “nap pods” or add crop tops to the dress code! 😳
    In this episode, Alanah explains how to build a dream team by:

    • Examining your hiring process
    • Creating a culture that balances work and life
    • Embracing modernization and fostering flexibility
    • Integrating new employees with a transparent onboarding process

    If you're scaling your team or simply planning ahead, this podcast is brimming with practical tips you can implement to create a flourishing business environment. Let’s go! 🚀

    -----------------------------------

    LINKS FROM THIS EPISODE
    Connect with Alanah on LinkedIn here
    Visit Alanah’s website here
    Episodes Mentioned:
    #85: Is the grass really greener on the other side? How do I know if I’m with the right firm? With guest Alanah Philips

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    166: Ideas to Implement - What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP Feb 01, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP
    -----------------------------------
    LINKS FROM THIS EPISODE
    Connect with Stephen on LinkedIn here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    165: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP Jan 30, 2024

    The financial planning landscape is ever-evolving, and advisors regularly find themselves second guessing their structure—BDs to IBDs and RIAs. A transition can seem daunting, but starting anew can bring freedom and independence.
    In this episode, Stephen Taylor, attorney turned Certified Financial Planner, joins The Efficient Advisor, Libby Greiwe, to share his insights and experiences on making such a pivotal move in the industry. Together, they tackle some of the most common questions advisors confront when thinking through a transition, including:

    1. Compliance
    2. Technology
    3. Portfolio management
    4. Commission trails, and so much more.

    This conversation will guide you through thinking about a business transition without being overwhelmed by the operational side. So, take a break and tune in now to hear from those who have taken the steps and walked this journey out successfully!

    -----------------------------------

    LINKS FROM THIS EPISODE
    Connect with Stephen on LinkedIn here


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    164: Ideas to Implement - Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis Jan 25, 2024

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
    -----------------------------------

    LINKS FROM THIS EPISODE
    Check out Matt’s website here
    Connect with Matt on LinkedIn here
    Enroll in the One-Page Financial Plan Masterclass here
    Books Mentioned:
    Delivering Massive Value by Matthew Jarvis

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis Jan 23, 2024

    Today’s busy world leaves us no other option than to make every second count. Whether it’s at home or work, we must optimize our resources to maximize our time.
    In this episode, financial planning extraordinaire, Matt Jarvis, joins The Efficient Advisor host, Libby Greiwe, to discuss themes and trends he has seen throughout his decades of experience that successful advisors are using to streamline their practices.
    Matt shares his expertise on running a seamless, efficient financial advisory business by utilizing:

    • Communication strategies
    • Financial planning software
    • Document management systems
    • Customizable templates

    Matt also shares some tips and tricks for how he and his team use one-page financial plans to deliver advice quicker and easier to clients. His successful approach is a testament to the power of simplicity and clarity in financial planning.
    Don't forget to connect with The Efficient Advisor on LinkedIn and Facebook to keep the conversation going!

    —-------------------------------------

    LINKS FROM THIS EPISODE
    Check out Matt’s website here
    Connect with Matt on LinkedIn here
    Enroll in the One-Page Financial Plan Masterclass here
    Books Mentioned:
    Delivering Massive Value by Matthew Jarvis

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    162: How to Have More Impactful Conversations Through Motivational Interviewing With Jeremy Keil Jan 16, 2024

    Empathy and support are essential components of the advising process, but sometimes it’s hard to connect with clients on such a deep level. Our guest today, Jeremy Keil, shares some powerful and effective tools he has used over the years to strengthen his relationship bond with clients.
    In this episode, Libby and Jeremy dissect the following three levels of communication:

    1. Surface-level
    2. Goals and underlying motivations
    3. Vulnerable, profound discussions

    While all three levels are necessary to building trust and meaningful relationships, it’s the third level of communication—vulnerable, profound discussions—that cements an advisor's indispensability. Jeremy's insights on asking strategic questions are key to building lasting bonds with your clients.
    Libby and Jeremy discuss the transformative power of motivational interviewing, a nuanced form of communication that can strengthen the bond between financial advisors and their clients. Originating from psychology, motivational interviewing helps guide discussions about change and helps clients articulate their financial goals, while highlighting the importance of tailoring advice to a client's unique life situation.
    Whether you're a seasoned financial advisor or new on the block, this episode is laden with strategies and insights to communicate with intention and foster trust with your clients. Let’s go!

    —------------------------------------

    LINKS FROM THIS EPISODE:
    Check out Jeremy’s website here
    Connect with Jeremy on LinkedIn here
    Websites Mentioned:
    Welcome to the Motivational Interviewing Website! | Motivational Interviewing Network of Trainers (MINT)
    Books Mentioned:
    Motivational Interviewing: Helping People Change and Grow


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    161: A New Unconventional but Exciting Way to Approach Your Goals in 2024 Jan 09, 2024

    Here I am doing an experiment for myself this year related to goals. I’ve been having a lot of conversations with advisors lately who are struggling to set clear goals. They have great revenue… what’s another 10% really going to do? They are having a hard time connecting deeply with the why behind the goals… since they are VERY happy with their business and their lives.

    So today I want to offer up a different acronym for goal setting if you’re in a place where you need to mix it up and just need a different approach. This might be a fun addition to come along side some of your traditional business goals. Maybe you just need a shot in the arm to get your reinvigorated about your business?

    Let me introduce to you F.U.N. goals.

    ____________________________________________

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    160: How To Do a Client Communications Audit to Make Clients Feel Valued Dec 19, 2023

    Every interaction with a client is an opportunity to strengthen your bond and relationship with them. But in order to engage in effective communication, advisors must first learn the art of connecting through and using a variety of different “communication love languages.”
    In this episode, Libby shares with you the nuances of how to execute an effective communications audit within your financial planning business. This exercise breaks down all the different ways you are communicating to make sure you are effectively speaking in a variety of mediums.
    Speaking different communication languages to hit clients in slightly different ways and formats is critical to ensure your clients do not miss any valuable information. Some communication styles Libby addresses include:

    • Email
    • Video
    • Text
    • Face-to-face
    • Phone
    • Snail mail
    • Social media

    Learn how to make every touch point matter by tuning into today’s episode. After all, clients are the lifeblood to your business, so take the time to build a process to communicate effectively.

    —------------------------------------
    LINKS FROM THIS EPISODE:
    Register for the Systems to Scale Group Coaching & Mastermind Program Here
    Episodes Mentioned:
    Episode #157: Scaling Your Business with The Efficient Advisor’s Group Coaching Program
    Books Mentioned:
    Never Lose a Customer Again by Joey Coleman
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    159: You NEED This Onboarding Document to Help Set Client Expectations Dec 12, 2023

    We’ve all been in a situation where what we expected was DEFINITELY not what we got (like pretty much every time I order something off Instagram)! It’s frustrating, confusing, and certainly disappointing.
    However, when everyone is on the same page, everything flows so much easier. When client expectations are not aligned with your practice, it can quickly sour the relationship, or worse, break trust altogether.
    Enter the “Expectations of Our Engagement” resource.
    In this episode, Libby explains why this document is critical to every practice and outlines how it will help you:

    1. Maintain successful client-advisor relationships
    2. Prevent misunderstandings and disappointments
    3. Guide and set the tone for client interactions
    4. Outline clear expectations from you, your team, and clients

    Clarity and transparency go a loooooong way in this business. So, tune in today to learn how setting some solid expectations can foster, enrich, and grow your client relationships and ensure everyone is on the same page!

    —------------------------------------

    LINKS FROM THIS EPISODE:
    Register for the Systems to Scale Group Coaching & Mastermind Program Here
    Episodes mentioned:
    Episode #157: Scaling Your Business with The Efficient Advisor’s Group Coaching Program
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    158: Ideas to Implement - Scaling Your Business with The Efficient Advisor's Group Coaching Program Dec 07, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Scaling Your Business with The Efficient Advisor's Group Coaching Program

    --------------------
    LINKS FROM THIS EPISODE:
    Register for the Systems to Scale Group Coaching & Mastermind Program Here

    Systems to Scale download is available here

    Episodes Mentioned:

    Episode #122: Level 1 Processes of the Systems to Scale Framework: DEFINE

    Download the Family Tree Template Here

    Enroll in The Perfect RIA Masterclass Here


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    157: Scaling Your Business with The Efficient Advisor's Group Coaching Program Dec 05, 2023

    Every advisor dreams of a successful practice that runs like a well oiled machine, allowing you more time outside the office to enjoy the things you love. If that feels impossible or out of reach…the only thing standing in your way is that you don’t have the necessary systems and processes in place for your business to run effectively and efficiently.


    And it’s SO much easier than you think!

    In this episode, Libby guides you through the many challenges that advisors grapple with and shares pearls of wisdom drawn from her own experience of building and selling a thriving referral-only practice.


    Together with Libby, you'll delve into The Efficient Advisor’s Systems to Scale Group Coaching and Mastermind Program, a carefully designed toolkit that puts you back in the driver's seat by:

    • Defining your sweet spot
    • Creating your planning process
    • Attracting your clients
    • Systemizing your processes
    • Scaling your business
    • Leading through delegation

    So, are you ready to take the leap and transform your practice? We’re here to help you make that leap easier! Let’s go!

    —------------------------------------

    LINKS FROM THIS EPISODE:


    Register for the Systems to Scale Group Coaching & Mastermind Program Here

    Systems to Scale download is available here

    Episodes Mentioned:

    Episode #122: Level 1 Processes of the Systems to Scale Framework: DEFINE

    Download the Family Tree Template Here

    Enroll in The Perfect RIA Masterclass Here


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    156: An Exercise That Will Free Up More Time and Increase Impact Nov 28, 2023

    About 10 years ago I conducted this experiment in my business. It's an atypical exercise FOR SURE, but it had such a profound and lasting impact on my business. What I learned from this 'Year of No' has continued to be the framework for how I make decisions about my time now--a decade later.
    After doing this for a year I gained major clarity on:

    • Where I was wasting time
    • What was time well spent
    • What mattered in my business and life
    • What didn't matter in my business or life
    • What propelled me forward
    • What kept me stuck
    • What caused me overwhelm
    • What gave me peace and control

    In today's episode I share about this experiment that I did and how you can do a modified version to gain CLARITY and CONTROL over your calendar.

    Let's go!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    155: Ideas to Implement: Part Two--Your Ultimate Guide to Resources from my Website and Beyond Nov 23, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Part Two---Your Ultimate Guide to Resources from my Website and Beyond

    --------------------
    LINKS FROM THIS EPISODE:
    Episodes Mentioned:
    Episode #137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond
    Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
    Webpages Mentioned:
    The Efficient Advisor Resource Library
    Libby’s Favorite Things
    Get on the Systems to Scale Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond Nov 21, 2023

    I am excited to share a few additional resources to piggyback off Episode 137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond.
    As I’ve said, being a financial advisor is HARD, but having tested, effective tools and resources will help your business thrive in this fast-paced environment. The Efficient Advisor website is FULL of FREE and some paid resources that I’ve found. I’m excited to share with you what’s out there and where to find them! You’ll see everything from a one-page financial plan masterclass, to a cheat sheet for delegating better, to a letter template that will get those prospects to book that next appointment.
    In this episode, I have put together some extra resources that will help you do things:

    • Better
    • Faster
    • Smarter
    • Cheaper
    • Easier

    Can I get an “A-to-the-Men!”
    So, grab a hot cup of joe and tune in to this episode as we dive into the world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease.
    —-------------------------------
    LINKS FROM THIS EPISODE:
    Episodes Mentioned:
    Episode #137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond
    Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
    Webpages Mentioned:
    The Efficient Advisor Resource Library
    Libby’s Favorite Things
    Get on the Systems to Scale Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    153: Ideas to Implement - Free to Fee—How to Start Charging for Planning, Even in a BD World Nov 16, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Free to Fee---How to Start Charging for Planning, Even in a BD World With Bryan Jansen
    —-----------------------------------------

    LINKS FROM THIS EPISODE
    Check out Bryan’s website here
    Connect with Bryan on LinkedIn here
    Episodes Mentioned:
    #95: KPI’s to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    152: Free to Fee—How to Start Charging for Planning, Even in a BD World w/ Bryan Jansen Nov 14, 2023

    As every advisor knows, financial planning is a careful dance between building trust, offering expert advice, and growing a profitable business. Charging fees is too often seen as a massive hurdle many don’t want to scale. But if we’re being honest, this mindset will never drive your business towards profitability and sustainability.
    Our guest, Brian Jansen, candidly reveals the common fears and insecurities of transitioning from a free to fee-based service model and shares the invaluable lessons he's learned from his own missteps in pricing.
    In this episode, Bryan and I discuss:

    • Understanding the mindset shift to change from Free to Fee
    • Establishing your “profitability-adjusted burn rate” and how to use that to calculate your fee
    • Language of how to make the switch with existing clients
    • Why you don’t drop your fee in year two to adjust for “less work”

    Whether you're a seasoned financial advisor or a newbie to the industry, this episode is a must-listen, promising to equip you with insights to confidently set your fees and value your services.

    —--------------------------------------

    LINKS FROM THIS EPISODE
    Check out Bryan’s website here
    Connect with Bryan on LinkedIn here
    Episodes Mentioned:
    #95: KPI’s to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*
    Get on the Systems to Scale Group Coaching Waitlist Here
    Download the Family Template Here
    Enroll in The Perfect RIA Masterclass Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    151: Ideas to Implement - Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!) Nov 09, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!)

    —----------------------------------------------

    LINKS FROM THIS EPISODE:
    Episodes Mentioned:
    Episode #93: 7 Processes Every Advisory Business Needs
    Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
    Get on the Systems to Scale Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    150: Two Phrases to NEVER USE When Following Up With a Prospect (and What to Say Instead!) Nov 07, 2023

    There is serious science behind what we say and how we say it. And we all know that in order to run a successful practice, following-up with potential and existing clients is critical. But the WAY in which we follow-up is actually one of the key factors that will determine a client’s level of engagement.
    In this episode, Libby shares two phrases to NEVER USE when checking in with your prospects. Instead, she offers up a few alternative suggestions that will encourage your clients to take action and do the thang!
    So, how do advisors stay top of mind without sounding passive, desperate, or needy?!? Tune in to this week’s podcast to learn the most effective methods and strategies for following-up with your clients! Your business (and clients) will thank you!

    —----------------------------------------------

    LINKS FROM THIS EPISODE:
    Episodes Mentioned:
    Episode #93: 7 Processes Every Advisory Business Needs
    Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
    Get on the Systems to Scale Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    149: Ideas to Implement - Five Strategies I Used to Work 25 Hours a Week Nov 03, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Five Strategies I Used to Work 25 Hours a Week.
    -------------------------
    LINKS FROM THIS EPISODE:
    Download the Family Tree Template Here
    Enroll in The Perfect RIA One Page Financial Plan Masterclass Here
    Episodes Mentioned:
    Episode #12: Designing Your Perfect Schedule to Get it All Done in Less Time
    Episode #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    148: Five Strategies I Used to Work 25 Hours a Week Oct 31, 2023

    If you could cut your work week from 80 hours down to 25 without sacrificing revenue and maintaining your sanity, would you be the first to sign up?!? Many of you are shouting “HECK YES” through your computer screen!
    In this episode, Libby shares the five strategies she instituted in her business to decrease her time spent at the office while improving her work-life balance. By working intentionally and sticking to systems and processes, Libby, with her small and mighty team, was able to transform her business, boost her earnings, cut her hours, and create a life that she loved.
    The five key strategies discussed in this week’s podcast include:

    1. Establishing a Model Week
    2. Creating a niche
    3. Streamlining, streamlining, streamlining
    4. Building the right team
    5. Finding and addressing the pressure points

    It’s time to stop working yourself to death! Implement these time-saving strategies today so you have energy for the things you love outside the office!


    —--------------------------------------------------


    LINKS FROM THIS EPISODE:
    Download the Family Tree Template Here
    Episodes Mentioned:
    Episode #12: Designing Your Perfect Schedule to Get it All Done in Less Time
    Episode #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar
    Get on the Systems to Scale Group Coaching Waitlist Here
    Check out the heatless curlers Libby mentioned here

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    147: Ideas to Implement - How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship Oct 26, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!

    Here are the Action Items to Tuesday's podcast: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship


    ----------------------------

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    146: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship Oct 24, 2023

    Managing client data can be overwhelming and cumbersome without tools to stay organized. Why struggle to remember every detail when you can implement a foolproof process to capture and update client information on the regular?
    In this episode, Libby shares one of her favorite tools to deepen relationships and human-to-human interaction. The Family Tree Template allows you to manage data better, create stronger client bonds, and build a more efficient and effective practice by training your team to update client intel routinely.
    You will learn the added benefits of using a Family Tree Template, including:

    • Creating a structured and systematic approach to data management
    • Building meaningful connections with your clients
    • Managing a team that is well-informed about clients’ family structure
    • Optimizing your organizational skills


    Listen to today’s episode and discover how the Family Tree Template could help you better understand your clients, identify new opportunities, and strengthen existing relationships!

    ---------------------------------------------

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    145: Ideas to Implement - Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team Oct 19, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team
    -----------------------------------------------------------

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    144: Create a “Guided Responses” Cheat Sheet to Improve Client Service and Empower Your Team Oct 17, 2023

    Every advisor has overheard a team member on the phone and thought “Oh man, that is NOT how I would have said that!” And, even with coaching and discussion, it’s hard for your team to remember those exact words or phrases the next time something pops up. Enter The Guided Response Document. Consider this the ultimate customer service cheat sheet.
    In this episode, Libby explains how a Guided Response Document can help you craft clear, effective responses to put clients at ease and answer their questions. This not only enhances your customer experience, but also creates consistency and saves you and your staff oodles of time and stress. We'll be giving you an example of what your very own Excel sheet might look like, such as keyword topics, potential responses, and notes.
    Libby details additional benefits of a Guided Response Document, including:

    • Giving your team the language you want them to use
    • Empowering your team with the right responses when receiving pushback
    • Creating a consistent brand voice
    • Serving as a training tool for new hires
    • Streamlining back office processes

    After walking through this master document with Libby, you will undoubtedly be able to handle any client interaction with eloquence and precision!
    ----------------------------------------------------

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    143: Ideas to Implement - 2 Ways to Waste Less Time Every Single Week for You and Your Team Oct 12, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!

    Here are the Action Items to Tuesday's podcast: Two Ways to Waste Less Time Every Single Week for You and Your Team

    —----------------------------------------

    LINKS FROM THIS EPISODE:


    Connect with Libby on LinkedIn Here!
    Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.


    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com


    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    142: 2 Ways to Waste Less Time Every Single Week for You and Your Team Oct 10, 2023

    Everyone wishes there were more hours in the day, but we unfortunately only have so much time to accomplish our professional and personal goals. Stop wasting critical time and start implementing strategies to run your business more productively so you can minimize stress and boost your efficiency.

    In this episode, you’ll hear Libby deliver a compelling keynote message on two strategies to waste less time. She details the importance of streamlining your processes to make your company run smoother and creating standard operating procedures (SOPs) that help teams perform complex tasks accurately and consistently.

    In this episode, Libby also addresses the importance of:

    • Tackling a big filing issue that is costing your team SO MUCH TIME
    • Mastering your model week to optimize your time
    • Connecting an advisor’s schedule and the team’s schedule to coordinate more with less stress

    By understanding and applying these proven methods, you will ensure your business is the most efficient and effective in delivering your desired financial results, all within a healthy work life balance. Listen to this talk and be sure to share it with your support team today!

    —----------------------------------------

    LINKS FROM THIS EPISODE:


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    141: Ideas to Implement - Better Financial Planning Through Emotional Intelligence with Brendan Fraizer Oct 05, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!

    Here are the Action Items to Tuesday's podcast: Better Financial Planning Through Emotional Intelligence with Brendan Fraizer
    —-------------------------------------
    LINKS FROM THIS EPISODE
    Check out Brendan's website Here
    Connect with Brendan on LinkedIn Here
    Episodes Mentioned:
    #8: Elevate Your Elevator Pitch - Here on iTunes
    #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunes
    Books Mentioned:
    Essentialism by Greg McKeown
    Building a Second Brain by Tiago Forte
    Connect with Libby on LinkedIn Here!
    Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    140: Better Financial Planning Through Emotional Intelligence with Brendan Fraizer Oct 03, 2023

    In the world of finance, the behavioral aspect plays a crucial role. It's an aspect that often goes unnoticed but can significantly impact the relationship between a financial advisor and their clients.

    In this episode, I am joined by Brendan Frazier, a seasoned consultant to financial advisors turned financial planner, to discuss this fascinating correlation and how it affects financial planning.


    Brendan embarked on a journey to explore the emotional dynamics in financial planning after observing a common theme among advisors. They often felt more like therapists than financial advisors, addressing not just the monetary aspects but also the emotional dynamics of their clients' financial decisions. Inspired by this trend, Brendan started going deep into the world of behavioral finance, making him the perfect guest to discuss this topic with me.


    In this episode we discuss:

    • What Brendan calls the “3 Es” question that opens clients up right away
    • The delicate balance between curiosity and structure in a meeting
    • Strategies to strengthen trust with clients
    • Why understanding the emotional side of money is critically important to financial planning
    • Brendan’s strategies to incorporate behavioral finance in his interview proce

    —-------------------------------------
    LINKS FROM THIS EPISODE
    Check out Brendan's website Here
    Connect with Brendan on LinkedIn Here
    Episodes Mentioned:
    #8: Elevate Your Elevator Pitch - Here on iTunes
    #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunes
    Books Mentioned:
    Essentialism by Greg McKeown
    Building a Second Brain by Tiago Forte
    Connect with Libby on LinkedIn Here!
    Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out mor

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    139: Ideas to Implement - Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane Sep 29, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane
    ---------------

    LINKS FROM THIS EPISODE:
    Book mentioned in this episode: The Road Less Stupid by Keith Cunnigham
    Grab Robyn's 7-Step Marketing Plan here!
    Connect with Robyn on LinkedIn
    Check out her Position Yourself for Profits event here!
    Episodes Mentioned:
    #8: Elevate Your Elevator Pitch - Here on iTunes
    #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunes
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    138: Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane Sep 26, 2023

    Get ready to transform your prospecting efforts as I sit down with Robyn Crane, a marketing dynamo known for her successful strategies. Robyn shares her five-step Revenue Accelerator System and her unique approach to ‘cloning your ideal client’. This episode is all about maximizing your marketing reach and doing money-making activities that turn into ACTUAL revenue.
    Take a virtual walk with us through Robyn's journey, which began with a moment of self-realization at a Tony Robbins event, and how it moulded her outlook towards business growth in her own advisory business. Robyn walks us through her Revenue Accelerator System and shares the 5 Ms to make your marketing way more effective. You do not want to miss this episode!
    ------------------------------------------
    LINKS FOR THIS EPISODE:
    Book mentioned in this episode: The Road Less Stupid by Keith Cunnigham
    Grab Robyn's 7-Step Marketing Plan here!
    Connect with Robyn on LinkedIn
    Check out her Position Yourself for Profits event here!
    Episodes Mentioned:
    #8: Elevate Your Elevator Pitch - Here on iTunes
    #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunes
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    137: Part One: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond Sep 12, 2023

    I say this at least once a month or more on this podcast. Being a financial advisor is HARD. Running your own business is HARD. And having tools in your toolkit is your ticket to not just keeping up, but truly thriving in this fast-paced many hats environment is critical. I have put together a list of resources for you that will help you do all the things better, faster, smarter, cheaper, or easier.

    Part of my ambition for The Efficient Advisors is to be a hub of vetted resources. A place where advisors can come to look for tools and resources that are industry specific, tried and tested, and well respected that can help you advance whatever it is you’re trying to do in your business. And I’ve shared how I feel about sharing the thing…

    The website is FULL of FREE and some paid resources that I’ve found and I’m going to share with you what’s out there and where to find them! But… there are so many I’m going to have to break this down into a couple episodes… so be on the look out for a resources part 2 in a few weeks.

    Get ready to dive into a world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease.

    LINKS FROM THIS EPISODE:
    Episodes Mentioned:
    4: Steal My Email Templates
    5: 6 Ways Delay Delivery in Outlook Will Make Your Life Easier
    112: How to Help Your Clients Not Get Killed on Taxes
    28: Steal My SOP (Death of a Client)
    Grab the 8606 Roth Conversion Cheat Sheet Here!
    Learn More About The Legacy Letter Here!
    Get on the Systems to Scale Group Coaching Waitlist Here!
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Communi

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    136: Leveraging Technology and AI for Amplifying Your Client Experience Process w/ John Prendergast Sep 05, 2023

    Can you imagine the power that technology and artificial intelligence hold for the future of financial advising? We're bringing you an exhilarating conversation that peels back the layers of this fascinating subject. Our special guest, John Pendergast, CEO of Blue Leaf, provides a wealth of wisdom on how financial advisors can leverage digital magic to transform client engagement. John unravels how the perfect balance of contact and the use of technology can revolutionize the client-advisor relationship. We also delve into how to create a comprehensive, immersive client experience that goes beyond the traditional financial advising.
    This episode is brimming with valuable insights and strategies on how financial advisors can use digital tools to create up to 150-200 meaningful connections in a year. We explore how to use various digital channels such as email, mobile messaging, and web platforms to provide tailored experiences to clients. We unravel how an all-in-one platform like Blue Leaf can streamline this process, and John provides expert guidance on how to navigate the balance of contact to engage clients more deeply.
    In our captivating conversation, we take a deep-dive into the transformative world of generative AI in financial planning. We explore how generative AI can solve client problems, craft investment policy statements, and even help advisors break out of writing ruts. However, don't think we shy away from the challenges - we address potential pitfalls and how to navigate them. We wrap up by discussing how tools like Air Table or Monday can aid in small business training. This episode is a treasure trove of knowledge, guiding you to transform your client engagement approach with a touch of digital magic!
    LINKS FOR THIS EPISODE:
    Check out John's company Blue Leaf Here!
    Learn more about John's podcast The Augment Advisor
    Books John mentioned:
    Extreme Ownership by Jocko Willink
    How to Tell a Story by Meg Bowles
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    135: Ideas to Implement - Yankee Outfielder to CFP: Kevin Thompson's Transition from MLB to Financial Planner and Broker Dealer to RIA Aug 24, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Yankee Outfielder to CFP: Kevin Thompson's Transition from MLB to Financial Planner and Broker Dealer to RIA
    LINKS FOR THIS EPISODE:
    Find Kevin's Book MBL to CFP here!
    Learn more about dowealth.com here!
    Connect with Kevin on LinkedIn
    Check out Episode #85 all about breaking up with your B/D on iTunes here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    134: Yankee Outfielder to CFP: Kevin Thompson's Transition from MLB to Financial Planner and Broker Dealer to RIA Aug 22, 2023

    From New York Yankee to Certified Financial Planner! Today's guest, Kevin Thompson, former Yankees outfielder, walks us through his extraordinary path, from his encounters with a Ponzi scheme to his transition to an RIA, and ultimately, the establishment of his successful financial planning practice. He candidly shares anecdotes from his Major League Baseball days, including memorable ones with Derek Jeter, and how his Ponzi scheme experiences shaped his approach to financial planning.
    Join us as Kevin shares his strategies on managing client relationships and maintaining productivity in his specialized financial planning practice for those aged 55 and older. He emphasizes on the importance of building human connections in business and shares his dedicated process to ensure his clients feel cared for.
    In this discussion, Kevin discusses the fine balance between providing top-notch service and running a profitable business. His story, filled with inspiring, relatable, and educational moments, paints a vivid picture of the transition from a celebrated sports career to a flourishing role as a Certified Financial Planner. So, tune in, and embark on this inspiring journey with us, and Kevin Thompson, as we delve into the world of financial planning through the eyes of a former MLB player. Don't miss out on this unique perspective!
    LINKS FOR THIS EPISODE:
    Find Kevin's Book MBL to CFP here!
    Learn more about dowealth.com here!
    Connect with Kevin on LinkedIn
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    133: Leveraging Experts to Add Value and Sales with Guest Kelly Augspurger Aug 15, 2023

    I LOVE when I find a good resource for advisors. When I think about what I ultimately want for the Efficient Advisor, a big piece of that vision is to be a hub for solid, vetted resources. A place where advisors can come to get great ideas to help them grow and leverage their practices.

    Today’s guest, Kelly Augspurger, is one of those resources. Kelly is a total rockstar in the insurance world and what she does is super cool and I can’t wait to share it with you because I know she fills a huge gap for people.

    I can’t tell you how many times I’m working with advisors and there is just a certain chunk of financial planning they just don’t do –not because they don’t think it’s important- but because they just don’t have the time to be the expert on everything, they don’t have the capacity to take the right amount of time to execute it well, or sometimes they just don’t have the desire or interest to explore that part of the planning world. I get it… and that’s why God invented people like Kelly.

    In 2022, Kelly was named “HOT 100 insurance professionals” by Insurance Business America and “Top 10 Women of Distinction in Insurance” by Success Pitchers. She’s also an instructor for the CLTC® training program. She knows her stuff and we’re going to talk today about how you can leverage someone like Kelly to help you close the gap in those areas of planning you’re just not into.


    LINKS FOR THIS EPISODE:
    Find Kelly's standing desk here!
    Visit Kelly's website here!
    Listen to Kelly's Podcast here!
    Check out Kelly's Video on YouTube on LTC Insurance
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    131: Level 6 Processes of the Systems to Scale Framework - LEAD Aug 08, 2023

    It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!

    In Week 6…it’s all about creating processes for LEADING your business.
    This week we’ll talk about:

    1. The two roles you have as CEO
    2. How to modernize your org chart
    3. Establishing the right next step for your business

    Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

    -----------------------
    LINKS FROM THIS EPISODE:
    Sign Up for the Systems to Scale Group Coaching & Mastermind Here!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    130: Level 5 Processes of the Systems to Scale Framework - SCALE Aug 01, 2023

    It’s Week 5 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!

    In Week 5…it’s all about creating processes for SCALING your processes
    This week we’ll talk about:

    1. How do identify which pieces of your process are the easiest to scale
    2. How to design the right role for YOUR business
    3. Crafting 3-year plan to scale

    Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

    -----------------------
    LINKS FROM THIS EPISODE:
    Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
    Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    129: Ideas to Implement - Level 4 Processes of the Systems to Scale Framework: SYSTEMATIZE Jul 27, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Level 4 Processes of the Systems to Scale Framework: SYSTEMATIZE
    ----------------------
    LINKS FROM THIS EPISODE:
    Sign Up for the Systems to Scale Group Coaching & Mastermind Here!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    128: Level 4 Processes of the Systems to Scale Framework - SYSTEMATIZE Jul 25, 2023

    It’s Week 4 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!

    In Week 4…it’s all about creating processes for SYSTEMATIZING your processes
    This week we’ll talk about:

    1. Building Time Management Systems
    2. Automations and Delegations
    3. Templates, SOPs, Checklists GALORE!

    Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

    -----------------------
    LINKS FROM THIS EPISODE:
    Sign Up for the Systems to Scale Group Coaching & Mastermind Here!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    127: Ideas to Implement - Level 3 Processes of the Systems to Scale Framework: ATTRACT Jul 20, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Level 3 Processes of the Systems to Scale Framework: ATTRACT
    ----------------------
    LINKS FROM THIS EPISODE:
    Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
    Episode #052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

    Episode #062 (and Download!): Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    126: Level 3 Processes of the Systems to Scale Framework: ATTRACT Jul 18, 2023

    It’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!

    In Week 3…it’s all about creating processes for ATTRACTING your ideal client avatar and making it EASY for them to choose to do business with you.
    This week we’ll talk about:

    1. Productizing your offerings (How to package and price your services)
    2. Building out your “How Story” (Free Download!)
    3. Updating your brand story across all marketing channels
    4. Creating social media starts based off your brand pillars and how story
    5. Getting started in video!!!!

    Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

    -----------------------
    LINKS FROM THIS EPISODE:
    Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
    Episode #052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

    Episode #062 (and Download!): Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    125: Ideas to Implement - Level 2 Processes of the Systems to Scale Framework: CREATE Jul 13, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Level 2 Processes of the Systems to Scale Framework: CREATE
    ---------------------
    LINKS FROM THIS EPISODE:
    Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
    Book Recommendation: Built to Sell by John Warrilow
    Episode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    124: Level 2 Processes of the Systems to Scale Framework: CREATE Jul 11, 2023

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

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

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

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

    Don’t forgot to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

    ----------------------
    LINKS FROM THIS EPISODE:
    Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
    Book Recommendation: Built to Sell by John Warrilow
    Episode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    123: Ideas to Implement - Level One of the Systems to Scale Framework: DEFINE Jul 06, 2023

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

    LINKS FROM THIS EPISODE:
    Get on the Systems to Scale Group Coaching Waitlist Here!
    Episode #8: Elevate your Elevator Pitch & Worksheet - Here!
    Episode #10: How to create a laser-focused marketing message that speaks directly to your ideal client & Workbook - Here!
    Episode #30: How to add lighter fluid to all your conversations with Deirdre Van Nest - Here!


    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    122: Level 1 Processes of the Systems to Scale Framework: DEFINE Jul 04, 2023

    This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized them for you! This is the framework that we work off of for our group coaching program… which kicks off August 24th and the signups for that start happening here in the next couple of weeks!


    Essentially there are 6 layers that these processes fall into, so I think of it like a cake. Each layer has its own ingredients and when you add all the right ingredients in the right order, layer after layer, you end up with a super sweet delicious business—and a life that you love.


    Over the next 6 weeks together we’re going to dive into each of these 6 levels. There is: Define, Create, Attract, Systematize, Scale, and Lead. Each week we’ll walk through the layer,what’s involved, I’ll give you a roadmap to build out that level.


    In today’s episode, I’m going to describe each of the 6 levels of the System to Scale Framework™ and we’ll dive right into the first level… DEFINE. Throughout this series I’m going to try to throw a bunch of resources, guides, templates, etc at you! These are some awesome resources to help you build out each of these levels in your business.

    ------------
    LINKS FROM THIS EPISODE:
    Get on the Systems to Scale Group Coaching Waitlist Here!
    Episode #8: Elevate your Elevator Pitch & Worksheet - Here!
    Episode #10: How to create a laser-focused marketing message that speaks directly to your ideal client & Workbook - Here!
    Episode #30: How to add lighter fluid to all your conversations with Deirdre Van Nest - Here!


    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes,

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    121: Growing Your Team: From Advisor to CEO with guest Jeremy Straub Jun 20, 2023

    If you are growing a team… today’s episode is right up your alley. I don’t care if you’re a solo advisor just adding support staff, a 2-person advisory team wanting to expand to just 4, or if you’re like my guest today… wanting to grow to a 400-advisor wide firm… this episode is full of amazing nuggets for any advisor in any team structure.


    In today’s episode my guest Jeremy Straub, touches on systems and processes, culture, and intentionality. He lays out for us exactly what it takes to grow your team and how to step into that CEO role and starting thinking about your business more strategically and more systematically. And if you listen to the show… you know that that is my jam. I love when an advisor hits that inflection point and steps into that role. Everything changes. I truly believe that’s when you really create that shift into building a business that you love that serves you, your family, and your desired lifestyle.

    ------------------------------------------

    LINKS FROM THIS EPISODE:
    Get on the Systems to Scale Group Coaching Waitlist Here!
    Check out Jeremy's Podcast here!
    Books Mentioned:
    12-Week Year by Brian Moran - Check it out here!
    Traction by Gino Wickman - Check it out here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    120: My 5-Minute Hack to Help You Move Forward Jun 13, 2023

    Let’s face it! This job is hard. In today’s episode I want to share a strategy I used in my own business - and over here at The Efficient Advisor – to help me not let a bad 5 minutes ruin an entire days. It’s important to protect your mindset when there is just SO MUCH TO DO. This job is hard enough on it’s own…


    Maybe it’s not closing the client or the ‘slam dunk’ account you thought you would. Maybe you’re feeling a bit of imposter syndrome. Perhaps it’s just an annoying email from a client complaining about how the market is down and you’re not doing your job.


    Whatever it is, it sucks. This job is hard enough on its own, and couple that with the 5,764,000 hats we wear as advisors…. It’s easy to have the wind ripped right out of your sails.


    Today I’m going to share with you a SUPER SIMPLE TACTICAL thing you can create in your business - in less than five minutes - to help you reduce and eliminate those little pesky mindset traps.

    --------------------------------
    LINKS FROM THIS EPISODE:
    Get on the Systems to Scale Group Coaching Waitlist Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    119: Scaling Unconventionally: A Unique Strategy with Sucess Story Trent Grzegorczyk May 31, 2023

    One thing I absolutely LOVE about this industry is that there are so many different ways to do this business. I don’t care what your compensation model is, if you do traditional planning, reverse planning, fee-only…. Whatever your special sauce is— the one thing that is common amongst all types of business models is the need to make it scalable.

    And to me, scaling a business is increasing your capacity so that you can increase revenue, without necessarily adding in more of your time and without sacrificing your margins long term. Meaning, you can build a business that you love. That honors how you want to do life. That brings you joy and happiness and all the things… without consuming every moment. Without you being tethered to your phone all weekend or checking email during the kids’ soccer games. You know what I mean. The business that allows you to live out your passion and serve clients in the way you want to that makes you feel good.

    Today I want to introduce you to a coaching client of mine… Trent. What Trent is doing with his business is so cool, so interesting, and scalable. What I love about Trent’s business model is that he took what he loved, eliminated what he didn’t, found his groove, and really went for it. I think his story might just inspire you to think outside the box a bit when it comes to building your business and your offerings.

    --------------------------------
    LINKS FROM THIS EPISODE:
    Connect with Trent on Twitter here!

    Connect with Trent on LinkedIn here!

    Planning Tool Trent mentioned - NewRetirement

    Custodian Trent Mentioned: Altruist

    Book Mention: Built to Sell by John Warrilow
    Get on the Systems to Scale Group Coaching Waitlist Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    118: Turning Variable Compensation into Consistent Income with Mike Witkowski May 23, 2023

    You don’t often hear me speak directly to new advisors...but, that’s about to change!

    I’ve got a guest who is going to speak straight to those advisors in their first couple of years that are adjusting to variable compensation, trying to figure out how to run the financial side of a business, and growing their practice. My guest Mike Witkowski has been successfully launching new advisors for over 13 years and has refined his process down into his M.O.N.E.Y. strategy. His M.O.N.E.Y. strategy has helped new advisors create stable income from a variable revenue source in a way that creates consistency, puts your spouse's mind at ease, and helps you create a financial plan for the future of the business. Mike’s specialty is simplifying the complexities of launching a new practice.

    So whether you’ve been in the business 5 months, 5 years, or are a veteran advisor helping develop and mentor new advisors, I think Mike’s approach to managing income is a helpful tool for any advisor at any level.

    --------------------------------
    LINKS FROM THIS EPISODE:
    Learn more about Mike here!
    Book Mention: G2: Building the Next Generation by Philip Palaveev
    Book Mention: New Financial Advisor by Nick Murray
    Book Mention: Built to Sell by John Warrilow
    Get on the Systems to Scale Group Coaching Waitlist Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    117: Client Intel Process, Taking of Fridays, and Group Coaching - MAILBAG EPISODE! May 16, 2023

    Time to open the mailbag! Libby is taking a break from the traditional format to answer some commonly asked questions from listeners. Today we're digging into:

    1. What's up the group coaching program and do you have a launch date?
    2. How do I create a process to capture personal preferences and unique intel on clients and what I do with it?
    3. What's the best way to whittle down my schedule and start taking more days off?

    What's important to you is important to me! So, let's dive in!
    _____________________________
    LINKS FROM THIS EPISODE:
    Get on the Systems to Scale Group Coaching Waitlist Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    116: Ideas to Implement: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan May 15, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan
    ---------------

    LINKS FROM THIS EPISODE:
    Get on the Systems to Scale Group Coaching Waitlist Here!
    Grab the 37-Point Tax Checklist Here!
    (Email your receipt to efficientadvisor@gmail.com to get your BONUS)
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    115: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan May 11, 2023

    There are so many things vying for your time and I know your calendar is PACKED! I know if you were an outsider, like a wholesaler, trying to get on my calendar… you needed to be providing MAJOR value.

    In today’s episode, we’re going to dive into how to get the most out of your internal and external wholesaler relationships… and I’m not just talking about marketing money.

    A great wholesaler can really become an integral part of your practice's growth and does SO MUCH MORE than just “push” a product or fund family. But, the catch is that you need to know how to separate the good ones from the not so good ones and how to best utilize them as a resource for your business.

    -----------------
    LINKS FROM THIS EPISODE:
    Get on the Systems to Scale Group Coaching Waitlist Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    114: Growing A Firm to 4.3 Billion AUM - Tips from the Trenches with Matt Reiner Apr 25, 2023

    I know as an advisor I love to hear from others who have actually done it. Not theoretical business advice or something from another industry applied to advisors. But a real life success story who did the thing. I know you’re right there with me on enjoying hearing from advisors who have been in the trenches too…and oh boy do I have a treat for you today!

    My guest, advisor Matt Reiner, is a modern-day renaissance man. He and his brother stepped into their dad’s advisory practice and grew it to a 4.3 billion dollar firm. Yes, that’s billion with a B. He also founded Benjamin, an IA fintech company and he’s written a really fun fable-based business book. He’s a busy dude.

    Today we talk a lot about how he has reiterated his business over and over and has grown from a few employees to 70. Matt shares a lot of stories about what they did right AND what they did wrong.

    And I know 4.3 billion isn’t everybody’s jam… not everyone wants to grow a firm that big and have so many people… but even if that’s not your goal, this is a great interview chock full of practice advice for advisors at any level.

    -----------------------------------------------
    LINKS FROM THIS EPISODE:
    Grab Matt's book here!
    Check out Matt on LinkedIn here!
    Learn more about Matt at his website!
    Grab the 37-Point Tax Checklist Here!
    (Email your receipt to efficientadvisor@gmail.com to get your BONUS)
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Tags: CoachFinancial AdvisorFinancial PlannerWomen


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis Apr 20, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis
    ---------------

    LINKS FROM THIS EPISODE:
    Grab Steven's Book Don't Get Killed On Taxes Here!
    Grab the 37-Point Tax Checklist Here!
    (Email your receipt to efficientadvisor@gmail.com to get your BONUS)
    Sign up for the RTS Webinar Here: Use Promo Code “LIBBY” to save 50%

    Curious about the Retirement Tax Services Conference in Las Vegas? Click HERE for more info!
    Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value


    Check out Steven's tax content here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    112: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis Apr 18, 2023

    He’s baaack! I’ve talked about this before on the podcast… but integrating tax planning into our business changed everything. I think when we started collecting tax returns, plugging them into our software, doing analysis, looking for areas of opportunity… we really separated ourselves from other advisors. When we got really good at this– that’s when we started to stand out from our competitors. I felt so good about the planning that we did and how much value we added to clients. Demystifying taxes, savings clients, money, and being thoughtful about their future tax situation was adding so much value to our planning services.


    There’s a catch though, I didn’t always know what to do with a tax return when I got them, especially if it was a simple W-2 return, and it took FOREVER to build up my tax acumen and create a process around tax return analysis to really integrate it into the DNA of my business.


    Steve Jarvis of Retirement Tax Services (yep, you remember him from Episode #40) is back and today we’re going to talk about how you can help your clients NOT get killed on taxes. And… do you know about the Augusta Rule for tax free income!? You will now! Ready to increase your acumen so that you can deliver even more value to your clients?
    ---------------

    LINKS FROM THIS EPISODE:
    Grab Steven's Book Don't Get Killed On Taxes Here!
    Grab the 37-Point Tax Checklist Here!
    (Email your receipt to efficientadvisor@gmail.com to get your BONUS)
    Sign up for the RTS Webinar Here: Use Promo Code “LIBBY” to save 50%

    Curious about the Retirement Tax Services Conference in Las Vegas? Click HERE for more info!
    Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value

    Check out Steven's tax content here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.co

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    111: Ideas to Implement: Tips & Tricks from the Trenches - Advisor Success Story Apr 13, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Tips & Tricks from the Trenches - Advisor Success Story
    ----------------------------------
    LINKS FROM THIS EPISODE:
    Grab Derrick's book here!
    Check out Derrick on LinkedIn here!
    Learn more about Derrick at his website!
    Grab the 37-Point Tax Checklist Here!
    (Email your receipt to efficientadvisor@gmail.com to get your BONUS)
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    110: Tips & Tricks from the Trenches - Advisor Success Story with Derrick Kinney Apr 11, 2023

    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:

    1. How he stumbled across his ideal client avatar
    2. His exercise to determine who he should be working with
    3. Stories about how he honed his skills and focus
    4. How a 5-day sabbatical every year transformed his business and his relationships
    5. And, the way he uses his business experiences to teach his kids lessons about life

    You are going to enjoy this dose of advisor inspiration and affirmation that you can grow your advisor business your way on your terms.

    -----------------------------------------------
    LINKS FROM THIS EPISODE:
    Grab Derrick's book here!
    Check out Derrick on LinkedIn here!
    Learn more about Derrick at his website!
    Grab the 37-Point Tax Checklist Here!
    (Email your receipt to efficientadvisor@gmail.com to get your BONUS)
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    109: Ideas to Implement - Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale Apr 06, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Hiring and Retaining Amazing Employees with Head Hunter Claire Myers Vitale
    --------------------------
    LINKS FROM THIS EPISODE:
    Learn more about Claire's offerings HERE!
    Connect with Claire on LinkedIn Here
    Check out the compensation study Claire mentioned here
    Org Chart Exercise mentioned --> Episode #70: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    108: Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale Apr 04, 2023

    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:

    1. What are ideal candidates looking for in a job and benefits these days?
    2. How to write a job description that actually draws in the right people?
    3. Why a head hunter is waaaayyyy better than hoping people come to you!
    4. How upward mobility in a small business is really important for attracting talent.
    5. Some shocking facts about what your current employees might be considering this year.
    6. And, when to start the hiring process.

    Whether you are going to attempt this on your own, or consider using a recruiter, today’s episode is chalk full of actionable advice to consider when making your next hire.

    Oh, and this you might find interesting… Claire’s team offers a 90-day employee guarantee for listeners of the Efficient Advisor. HOW COOL IS THAT!?

    --------------------------
    LINKS FROM THIS EPISODE:
    Learn more about Claire's offerings HERE
    Connect with Claire on LinkedIn Here
    Check out the compensation study Claire mentioned here
    Org Chart Exercise mentioned --> Episode #70: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    107: Ideas to Implement -The Ultimate Value Add for 2023: Low Difficulty, High Impact Mar 30, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: The Ultimate Value Add for 2023: Low Difficulty, High Impact
    -----------------
    LINKS FROM THIS EPISODE:
    Check out The Legacy Letter Challenge Here
    Connect with Blake Brewer on LinkedIn Here
    Grab Libby's Process for Executing The Legacy Letter Challenge Here
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer Mar 28, 2023

    Adding value to clients is a core value over here at the Efficient Advisor. Today’s episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we’re looking for two things… 1) How much impact does it actually have on your clients? and 2) What is the difficulty to execute said value add? When I come across something that is lower on difficulty and HIGH on impact… I am here for it and I cannot wait to share it with this community.

    Today’s guest, Blake Brewer, is something really special. He’s on a mission to help parents create a lasting legacy beyond finances for their children and he partners with financial advisors to help them become indispensable in their clients’ lives. Legacy Letter - which is this awesome idea - was just featured on the Today Show. It’s that cool. And, at the end of the episode I’m going to share with you how I would create a process around this value add and how I would incorporate this into my business themes for 2023.

    Blake joins us today to share how his father inspired him to help parents create legacies for their children. He discusses the power of words and writing letters and explains how he helps financial advisors make an impact. Get the tissues out… this story is moving. Talk about impact….

    -----------------
    LINKS FROM THIS EPISODE:
    Check out The Legacy Letter Challenge Here
    Connect with Blake Brewer on LinkedIn Here
    Grab Libby's Process for Executing The Legacy Letter Challenge Here
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    105: Ideas to Implement: Follow Up Emails Made Easy - My Hack to Sending Them Consistently Mar 23, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Follow Up Emails Made Easy - My Hack to Sending Them ConsistentlyLINKS FROM THIS EPISODE:
    -------------------------------------
    LINKS FROM THIS EPISODE:
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    104: Follow Up Emails Made Easy - My Hack to Sending Them Consistently Mar 21, 2023

    At least once a week in my one-on-one coaching sessions I get asked about building a better follow up email process. It’s funny because at face value it seems so simple, but yet it’s one of those things that’s so hard to execute consistently. Until now!

    In today’s episode I’m sharing my follow up email hack that is so simple you’ll be palm to forehead by the end of the episode. And, it’s so easy, you’ll be able to implement it by the end of the week. Money back guarantee.

    A good note-taking system does SO 👏🏻 MUCH 👏🏻 MORE 👏🏻 than just capture what you did in the meeting.


    A great note taking system should:


    1️⃣ Double as a robust compliance document


    2️⃣ Assign tasks to your team without you having to have an additional action or conversation


    3️⃣ Capture what you discussed, what you did do, what your clients declined to do and why, assign homework to you or your clients, and capture what you said you’d do next time…


    4️⃣ It should be converted into a follow up email communication with your clients (again… without you taking another action)


    My goal when I help advisors create their meeting note process is for them to be DONE with that file until it’s time to prep for the next meeting.


    It feels so good to walk away from a meeting and know everything you dreamt up will be executed and nothing will fall through the cracks.

    --------------------------------
    LINKS FROM THIS EPISODE:
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    103: Ideas to Implement - This “Extra” Touch is Easy & Effective - The First 100 Days and Beyond Mar 16, 2023

    Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: This “Extra” Touch is Easy & Effective - The First 100 Days and Beyond
    ------------------------------------------------
    LINKS FROM THIS EPISODE:
    Check out the Episode on Video #017: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO

    Different Video Services Mentioned in this Episode:
    Vidyard
    Loom
    Bom Bom
    Check out my special contributors on LinkedIn:
    Eric Negron
    Kit Lancaster
    Rob Read
    Russ Thornton
    ____________________________________
    Grab the 37-Point Tax Checklist Here!
    Email your receipt to efficientadvisor@gmail.com to get your BONUS.
    Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    102: This “Extra” Touch is Easy & Effective - The First 100 Days and Beyond Mar 14, 2023

    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.

    _____________________________________
    LINKS FROM THIS EPISODE:
    Check out the Episode on Video #017: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO

    Different Video Services Mentioned in this Episode:
    Vidyard
    Loom
    Bom Bom
    Check out my special contributors on LinkedIn:
    Eric Negron
    Kit Lancaster
    Rob Read
    Russ Thornton
    ____________________________________
    Grab the 37-Point Tax Checklist Here!
    Email your receipt to efficientadvisor@gmail.com to get your BONUS.
    Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Fa

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    101: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt Mar 09, 2023

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt
    ------------------------------------------------
    LINKS FROM THIS EPISODE:
    Listen to Ben's podcasts Retirement Starts Today and Retirement Tax Podcast.
    Check out Ben's advisory business, Capital City Wealth Management, here!
    Connect with Ben on LinkedIn here.
    Grab the 37-Point Tax Checklist Here!
    Email your receipt to efficientadvisor@gmail.com to get your BONUS.
    Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value

    Check out Steven's tax content here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    100: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt Mar 07, 2023

    One of my favorite things to talk about is how to get to a place where ideal clients are finding their way to you.

    I remember, early on in my business, doing all the things: cold calls, events at my church, taking any scraps of clients I could get from my mentor... That eventually evolved into workshops and more sophisticated marketing, then that evolved into our referral events, and then that evolved into eventually just getting inbound referrals.

    It took a long time for me. It was a process that I had to test, I had to tweak, I had to refine… over years and years and years. And, let’s be honest, the environment now is so different than when I started my business back in 2004. So, if I had to start my business over in today’s environment, knowing what I know now, what would I do differently?

    Well, to help me answer that question, today I have Ben Brandt, financial advisor and podcast host extraordinaire, to help me answer that question. Ben’s experience of turning his marketing strategy into an endless line of qualified prospects is a good one. And, I think any and every advisor can benefit from his story.

    LINKS FROM THIS EPISODE:
    Listen to Ben's podcasts Retirement Starts Today and Retirement Tax Podcast.
    Check out Ben's advisory business, Capital City Wealth Management, here!
    Connect with Ben on LinkedIn here.
    Grab the 37-Point Tax Checklist Here!
    Email your receipt to efficientadvisor@gmail.com to get your BONUS.
    Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value


    Check out Steven's tax content here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    099: Ideas to Implement - Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me! Mar 02, 2023

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me!
    ------------------------------------------------
    LINKS FROM THIS EPISODE:
    Connect with Matt Delzingaro here on LinkedIn.
    Connect with Libby here on LinkedIn.
    Grab the 37-Point Tax Checklist Here!
    Email your receipt to efficientadvisor@gmail.com to get your BONUS.
    Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value


    Check out Steven's tax content here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    098: Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me! Feb 28, 2023

    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:

    1. Where do advisors start when it comes to creating systems and processes?
    2. What are the three SIMPLE solutions I suggest?
    3. What exercises does an Advisor need to do to really identify where and how to scale?

    This is a fun episode because we get into lots of detail. Matt does a great job interviewing and asking a lot of questions! And, I love getting into the nuts and bolts of building a scalable business that you run… instead of it running you.

    ---------------------------------
    LINKS FROM THIS EPISODE:
    Connect with Matt Delzingaro here on LinkedIn.
    Connect with Libby here on LinkedIn.
    Grab the 37-Point Tax Checklist Here!
    Email your receipt to efficientadvisor@gmail.com to get your BONUS.
    Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value


    Check out Steven's tax content here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    096: A Simple Tool to Create the Right Momentum in Your Business Feb 21, 2023

    In today’s episode I’m going to give you a super simple CEO tool that you can use in multiple different ways in your office. This is a quick exercise that you can use in several different formats… to create that unstoppable momentum in your business.

    If you have been listening to this podcast for a while, you all know how much I love me a good CEO Day. A day where you step out of the office, preferably quarterly, and really spend some structured time working ON your business. Doing the things that CEOs do. Reviewing & revamping processes, analyzing financials, adding in that 1% better experience for your client, assessing your team and your own leadership… All the things to make sure you’re driving momentum to the right activities.

    This easy exercise will help you:

    START doing activities that drive impact and value,
    STOP doing the activities that aren’t delivering results, and
    CONTINUE doing what’s working and perhaps double down on that.

    If your goal is to run an efficient practice that’s effective, then you’ll want this tool in your toolbox.

    _________________________
    Connect with Libby here on LinkedIn.
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    95: 4 KPIs to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD* Feb 13, 2023

    When I’m coaching advisors, one of the top goals they share is that they want to become more efficient.
    So I ask, what does working more efficiently look like for you? How will you know when you’ve arrived there? Is it just a feeling? Do you have an overwhelm scale? How do you actually measure efficiency? It’s one of those things that can be hard to measure… but I figured it out!

    In today’s episode I’m going to share with you some KPIs that actually measure if your practice is becoming more productive. These easy-to-track things are what I used in my business to measure success in the efficiency category.

    I did all of my goal setting around these 4 productivity KPIs. Seriously. That is it. I didn’t really set goals for revenue, or inflows, or new clients. In my mind, those were all things I could INFLUENCE, but at the end of the day I didn’t actually have any control over. The only thing you can control is your actions.

    I’m not saying that you shouldn’t use these other metrics for growth or business planning… you do you… but, I’d like to offer up a couple of more unique KPIs that could enhance your business planning and help you to measure if you’re actually being more productive in the time that you are in the office.

    AND - today I’m going to share with you a downloadable version of this KPI tracker. I haven’t done a free download in a while so HERE YOU GO! Listen in, and I’ll tell you where to go to grab this KPI Cheat Sheet.

    -----------------------------------------------------------------------
    LINKS FROM THIS EPISODE:

    >>GRAB YOUR FREE KPI DOWNLOAD HERE<<
    Connect with Libby here on LinkedIn.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    94: My Simple Trick to Get Prospects to Finally Book an Appointment Feb 07, 2023

    You’ve hosted a workshop or a webinar. Prospects came. You crushed it. People seemed interested. Maybe you even had a couple specifically say to you… "Please call us to set something up! We’ve been needing to do this for years".
    Yay, a warm lead!!
    You follow up a couple of times… to no avail. So, now what!?

    Today I am going to share with you a simple way that you can let a prospect know that you are done following up with them , that you’re still interested, not desperate, but here if they want to talk. AND how do it in a way that is polite... but calls them into action.

    Introducing what we called in my practice: The Lost Cause Letter.

    This was an integral part of our follow up process for years… that undoubtedly drove results. It's my favorite simple trick that moved a lead into an actual meeting. And now, it's yours.
    ----------------------------------------------

    Connect with Libby here on LinkedIn.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    093: 7 Processes Every Advisory Business Needs Jan 24, 2023

    Almost every day I get an email or a message asking me "Libby, where do I even start in building out my systems and processes?"
    We first have to ask, "What are the most critical processes that you need?" Essentially... there are seven. Every practice has the same 7 processes that need to be in place. It doesn't matter if you have 2 team members or 8. It doesn't matter if you're an RIA or a hybrid. You have these 7 processes and you need to be intentional about how you execute them.
    In today's episode I break down these 7 key processes and highlight some of the micro-processes that exist within each one.
    --------------------------------------------------
    LINKS FROM THIS EPISODE:
    Episodes referenced:
    Episode #044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

    #058: Specific Ideas to Add Value Your Clients Each and Every Meeting

    #68: 13 Easy Value Adds that You Can Implement Right Now

    Libby's on the Rethink podcast talking about referrals (iTunes Link)

    Connect with Libby here on LinkedIn.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    092: What Business Data to Track in 2023… and How to Actually Use It (w/ Erica Pauly) Jan 17, 2023

    As business owners, we all know we’re supposed to track data… and use it to do something. But what do we track and how do we use that data to make informed business decisions?

    Our guest, Erica Pauly of Track That Advisor, joins the podcast today to discuss the power of tracking various metrics in your financial planning business, and how to use that data to tell a story.

    In this episode Erica shares:

    • What 5 things should advisors actually be tracking
    • What 5 data points advisors commonly use, but shouldn’t!
    • How to turn data points (stars) into a story (constellation) that makes sense
    • How frequently advisors should be interpreting their data
    • Simple ways to get started in tracking key information

    This is the perfect episode to air right at the beginning of the year! I love a good fresh start when it comes to tracking.

    If you’ve tracked data and just don’t know exactly what to do with it, or maybe you don’t know what to track to actually make a difference in your business, this is the episode for you!

    ----------------------------------------
    LINKS FROM THIS EPISODE:
    Get Erica's Book here FOR FREE!
    Connect with Erica here on LinkedIn.
    Check out Track That Advisor and their services here!
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    091: When a Prospect Says "I'm Interviewing Several Advisors" and What to do About It Jan 10, 2023

    Your prospect says they enjoyed meeting you, but that they are going to interview several advisors and get back to you... how do you make sure that YOU stand out as the obvious choice?
    Do you leave it up to fate? No. Do you send them on their way and just say your prayers? No. Do you stalk them until they file a restraining order? Also no.
    In today's episode, I share some proactive and some reactive strategies you can use to ensure that you are the advisor of choice.
    You do actually have some control over the outcome of this scenario, believe it or not, and there are concrete tactical things you can do to come out on top!
    --------------------------------------------------
    LINKS FROM THIS EPISODE:
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    090: Software Output, Deeper Conversation, & Staying Ahead of the Curve in Your Business with guest Adam Holt Jan 03, 2023

    Financial advice has changed a lot in the last several decades… and it’s going to keep evolving and changing. So today, we’re talking about the future. My guest, Adam Holt, and I are going to make sure that you are positioned to crush your business now AND stay ahead of the curve when it comes to the future of advice.

    In this episode we get into the nitty gritty of:

    • How planning has changed from salesperson that gives advice to an advisor that sells
    • What elements of planning will NEVER change
    • How to strike the right balance between technology and human connection
    • What is the next big trend in the planning world
    • Will robo advice replace advisors? Which ones will it replace?
    • What not to be afraid of in the future of your business
    • And a whole bunch of other inspo on why it’s great to be an advisor, build a business, and increase your acumen

    I’ll be honest, Adam and I did not have an agenda, outline, or any plan of what we were going to discuss today. I know… no agenda? So unlike me. We connected months ago over the tech tool Asset Map that Adam built and I just knew it would be a fun and interesting conversation.

    So let’s start of 2023 with hope, excitement, and tactical advice over where you are going to take your business to in the future.

    --------------------------------------------------
    LINKS FROM THIS EPISODE:
    Connect with Adam here on LinkedIn.
    Check out Asset Map here.
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi Dec 27, 2022

    How do you feel about charging for a prospect meeting? Yes, literally the first time you ever meet with someone, having them pay you for your time. I know! It sounds foreign and crazy right? What if I told you that advisors do this ALL THE TIME?! And, there is a way to do it where you deliver immense value in that meeting so you can feel so good about having them pay you right off the bat.

    So much imposter syndrome kicks in. I have to determine if we are a good fit for each other? I need to demonstrate value first? I’m not even sure how I can deliver actionable advice in our very first meeting. I KNOW! All the imposter syndrome and head trash kicks in. and I’ve got you.

    Today I am interviewing Jamie Schilanski of Schilanski & Associates - a firm in Anchorage, Alaska that does exactly this. They charge day one of their client relationships. I never did this in my own business so when I hear a concept you know me… I jump on the mic and interview the snot out of someone who’s doing something unique, innovative or different in this business.

    With the new year right around the corner, this might just be the new thing that pushes you to try something a little different next year. And who knows, it might change the way you do business forever like it did for Jamie and her family firm.

    --------------------------------------------------
    LINKS FROM THIS EPISODE:
    Email Jamie at lifestyle@theperfectria.com
    Learn more about Jamie's family firm at Schilanski & Associates
    Check out PlanYourFederalRetirement.com to see more of Jamie's funnel.
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    088: Ideas to Implement: Creating a Distraction-Proof Practice Dec 22, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Creating a Distraction-Proof Practice with Guest Paul Kingsman
    ------------------------------------------------------
    LINKS FROM THE SHOW:
    Buy Paul's Book Here: The Distraction-Proof Advisor
    www.TheDistractionProofAdvisor.com

    www.PaulKingsman.com

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    087: Creating a Distraction-Proof Practice with Guest Paul Kingsman Dec 20, 2022

    Do you ever wish that you had the ability to laser focus on your business and eliminate all those pesky distractions? I've got Olympic medalist-turned-Financial Advisor, Paul Kingsman, on to talk about how to apply Olympic-style focus to your plannning business.
    Paul is my kind of people... all about the step-by-step processes, the checklists, etc. He used the tools and methods he developed as an athlete and applied them to his financial planning business.
    With the new year right around the corner, I think you'll enjoy this dose of focused inspiration and some of the ideas Paul shares to help you build a distratction-proof practice.
    ------------------------------------------------
    Buy Paul's Book Here: The Distraction-Proof Advisor
    www.TheDistractionProofAdvisor.com

    www.PaulKingsman.com


    LINKS FROM THE SHOW:
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    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 Dec 15, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? with Guest Alanah Philips
    -------------------------------------------
    LINKS FROM THIS EPISODE:
    Connect with Alanah here on LinkedIn.
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    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 Dec 13, 2022

    You love the business you built… but do you ever wonder if you are at the right place? Every firm, broker dealer, or RIA platform has its pros and cons.

    In today’s episode my guest, Alanah Philips, walks us through how to know if the grass is REALLY greener on the other side. Do I stay? Do I go? What do I need to consider to make this decision?

    She walks us through her process of:

    • How to determine if it’s time to go
    • How to figure out where to go
    • Identifying the right time to go
    • And developing the best strategy for how to go

    I love how Alanah gives some concrete guidance, exercises to do, and a little couples therapy.
    -------------------------------------------
    LINKS FROM THIS EPISODE:
    Connect with Alanah here on LinkedIn.
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    084: Ideas to Implement -Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023 Dec 08, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023
    ________________________________________
    LINKS FROM THE SHOW:
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    083: Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023 - w/ Guest Kristin Burke Dec 06, 2022

    It’s the most wonderful time of the year! Yes, celebrating the holidays is here…. But I’m talking something *almost* as wonderful… BUSINESS PLANNING!

    If you’re anything like me, I used to sit down at the end of the year with a fresh piece of paper and come up with alllll these amazing business and personal goals. I’d create a beautiful plan… put it on my shelf… and never look at it again.

    I eventually figured out that traditional business planning just plain didn’t work for me. I didn’t just want to SET goals. I wanted to ACHIEVE goals.

    What moves you from being a goal setting to a goal achiever? Goal achievement coach, Kristin Burke, and I sit down in this week’s episode to bring clarity and confidence to your 2023 goal strategy.


    Kristin walks us through:

    • Her 4-step process for setting goals
    • Strategies for staying connected to your goals when the motivation starts to wear thin
    • The 4 characteristics that set apart goal setters and goal ACHIEVERS
    • And when it makes sense to revise, or totally quit, a goal (without the self-shaming!)

    Looking to add a little confidence to your 2023 strategy? This is the episode for you!
    ------------------------------------------------
    LINKS FROM THE SHOW:
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    082: CEO Days and Year-End Questions To Ask Yourself Nov 29, 2022

    Today I am sharing a replay of an episode from the end of last year... the #1 most TRANSFORMATIONAL question I ever asked myself as part of my business plan.... and you won't find it in any planner.
    With the new year right around the corner--and business planning well under way--I thought I would share this incredible, business-changing question with you.
    And, because you're you and you're special to me... I've included a few other questions that you should be asking on your CEO Day. Questions that will truly help you reflect so that you can create a BUSINESS THAT YOU LOVE.
    ------------------------------------------------
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    081: Ideas to Implement: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen Nov 24, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen
    ------------------------------------------------------
    LINKS FROM THE SHOW:
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    080: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen Nov 22, 2022

    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.

    -------------------------------------------------------
    LINKS FROM THE SHOW:
    Connect with Max Kringen on LinkedIn
    Learn more about Tellwell & their services
    Here's Max's Hero's Journey Framework PDF

    Handwritten card service Sent Well
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    079: Ideas to Implement - How to Re-Onboard Existing Clients And Update the Way You Do Business Nov 17, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: How to Re-Onboard Existing Clients And Update the Way You Do Business
    ------------------------------------------------------
    LINKS FROM THE SHOW:
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    -------------------------------------------------
    LINKS FROM THE SHOW:
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    078: How to Re-Onboard Existing Clients And Update the Way You Do Business Nov 15, 2022

    You’re always reinventing your practice. Incorporating new ideas, narrowing your focus, updating your ‘Client Experience’ process… essentially getting better and better.

    But, how do you communicate that to clients? You know the ones… the clients you’ve had for years and years that need to be reintroduced to how you do business now and the practice that you’ve evolved into.

    In today’s episode we’re going to dive into the “Re-Onboarding Experience” and how to execute this in a way that feels natural and not awkward to you and your clients.

    We’ll talk about:

    • When it makes sense to do a “re-onboarding”
    • How to introduce it in a way that makes sense
    • What’s included in an onboarding
    • Language that just works
    • How to drive behavior change on your clients end
    • And, so much more!


    ------------------------------------------
    LINKS FROM THE SHOW:
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    077: Ideas to Implement: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda Nov 10, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda
    ------------------------------------------------------
    LINKS FROM THE SHOW:
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    076: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda Nov 08, 2022

    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:

    1. Time Off/Office Coverage
    2. Boundaries with Time Off
    3. How to Communicate Your Holiday Schedule to Clients
    4. Decorating Duties/Efficiencies
    5. Client Gift Plan/Holiday Card Plan
    6. Holiday Parties!

    Let’s enter this last stretch with INTENTION AND A PLAN!

    ------------------------------------------
    LINKS FROM THE SHOW:
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    075: Ideas to Implement - Position Yourself to Buy, Transition, and Sell an Advisory Business Nov 03, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Position Yourself to Buy, Transition, and Sell an Advisory Business w/ Christine Timms
    --------------------------------------------------
    Check out Christine's Books:
    Transitioning Clients and the Retirement Exit Decision: Includes Strategies and Tools for Seeking and Implementing Group Referrals

    Team Building for Financial Advisors: Enhance Client Services, Grow Your Business and Improve Your Life

    Business Models for Financial Advisors: Develop and Articulate Your Unique Business Model
    Connect with Christine on LinkedIn here!
    Find her templates, tutorials, and videos here!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    074: Position Yourself to Buy, Transition, and Sell an Advisory Business w/ Christine Timms Nov 01, 2022

    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.

    --------------------------------------------------


    Check out Christine's Books:
    Transitioning Clients and the Retirement Exit Decision: Includes Strategies and Tools for Seeking and Implementing Group Referrals

    Team Building for Financial Advisors: Enhance Client Services, Grow Your Business and Improve Your Life

    Business Models for Financial Advisors: Develop and Articulate Your Unique Business Model
    Connect with Christine on LinkedIn here!
    Find her templates, tutorials, and videos her website here!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    073: Ideas to Implement - Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox Oct 27, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox
    ------------------------------------------------------
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    072: Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox w/ Amber De La Garza Oct 25, 2022

    I have a secret. A couple years ago, when I was running my planning practice,… I had over 2,800 emails in my inbox. I used my inbox for storage, as a to do list, and all the other things you are not supposed to do.

    I know what you’re thinking… but you’re the “efficient advisor!?!” How could this incongruency happen!?!

    While systems and processes are kinda my thing... my inbox was something I could never really get control of. I was so deep in it I couldn’t see the way out… it was my dirty little secret.

    Until I met Amber – The Productivity Specialist.

    Amber gave me some simple strategies to TAME and then also MAINTAIN my inbox. I knew I had to share these tools with my advisor friends because it TRANSFORMED by inbox, which has made me not just more productive… but also less stressed!

    What you’ll discover in this episode:

    · 5 steps to TAME your current inbox (if it is like mine was!)

    · 5 simple email decisions to MAINTAIN your inbox

    · The problem with checking your email and what to do INSTEAD


    This is one of my first video interviews from 2018. I feel like Disney re-releasing something from “the vault.”

    But, it's a classic because it's impactful and it WORKS!
    -------------------------------------------------------
    If you’re interested in learning more about Amber De La Garza you can check her out at www.amberdelagarza.com and take a listen to her podcast, The Productivity Specialist.

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    071: Ideas to Implement: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team Oct 21, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team
    ------------------------------------------------------
    LINKS FROM THE SHOW:
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    070: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team Oct 18, 2022

    You've heard the old African proverb "If you want to go fast go alone; if you want to go far, go together." Building a team is a MUST. But, it's so freaking hard sometimes!
    In today's episode Libby dives into:

    • an exercise she uses to help advisors identify the right role to hire for... and how to streamline their existing roles
    • strategies for helping your team see growth potential for their careers at your firm (even if it's super small)
    • how to identify the right tasks to delegate to build out a role and increase the scale of your business
    • and what to look for in a Director of Operations


    Libby combines listener questions about hiring and staff with a practical tactical exercise you can do to help you step out of that Advisor-Doing-It-All Role and into that of a CEO.
    ----------------------------------------------------

    LINKS FROM THIS EPISODE:

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    069: Ideas to Implement - 13 Easy Value Adds that You Can Implement Right Now Oct 13, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: 13 Easy Value Adds that You Can Implement Right Now
    ------------------------------------------------------
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    068: 13 Easy Value Adds that You Can Implement Right Now Oct 11, 2022

    Every advisor claims they want to add more value to their clients and their planning process. But, we let it get too complicated. We let the idea of adding more and more value start to overwhelm us. All the existential questions kick in….

    How are we going to fit that on top of what we’re already doing?
    Am I even able to add more value?
    Is value something I can delegate?
    What the heck defines value anyways?
    Is Starbucks hiring baristas?

    Before you start to question the meaning of life, I’ve got 13 examples of “value adds” for you in this episode. AND, I’ve broken it down into several categories for you. From super easy to execute across the board, to highly customized for your best clients.

    ALSO: Did you know I was interviewed on Michael’s Kitces’ Podcast Financial Advisor Success. Check out that episode here!

    ------------------------------------------------------
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    067: Ideas to Implement - A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans Oct 06, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans
    ------------------------------------------------------
    LINKS FROM THIS EPISODE:
    Get the download here!
    Get Mary's book, Make or Break Conversations, here!
    Connect with Mary on LinkedIn!
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live this weekend? Check out this link!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    066: A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans w/ Guest Mary Schmid Oct 04, 2022

    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:

    1. Why 9 out of 10 conversions miss the mark when it comes to building trust
    2. The 3 Levels of Conversation and how to get to Level 3 faster
    3. How To Establish a PROCESS to communicate more effectively and build trust
    4. The 5-step process Mary teaches advisors to move from “Sage” to “Sherpa”
    5. Simple tricks and tips to elevate your skill EVEN if you’re already a really good communicator

    Conversations built on this foundation develop lasting relationships with deeply loyal clients and staff.

    ---------------------------------------------------------
    LINKS FROM THIS EPISODE:
    Get the download here!
    Get Mary's book, Make or Break Conversations, here!
    Connect with Mary on LinkedIn!
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live this weekend? Check out this link!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    065: Ideas to Implement - Tactical Tips for Making Conferences & Regional Meetings Effective and Impactful Sep 29, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Tactical Tips for Making Conferences & Regional Meetings Effective and Impactful
    -------------------------------------------------
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    064: Tactical Tips for Making Conferences & Regional Meetings Effective and Impactful Sep 27, 2022

    It’s conference season! When done thoughtfully, a great conference can expose you to new innovations, great marketing ideas, killer connections, and amazing leadership growth opportunities. But, if you’re like me… a great conference can ALSO lead to overwhelm, imposter syndrome, and feeling like you don’t know where to start first.

    I don’t know about you, but I really really really enjoy attending industry conferences.

    Networking with peers, leveraging educational opportunities, and being the recipient of extreme motivation are three of the main reasons that I love to attend a great event — even if it’s just a single-day regional meeting. If the agenda is gold… I’m there!

    In the last two decades, I’ve figured out a few ways to get the most out of an industry affair and to keep it effective versus overwhelming.

    In this episode you’ll receive insightful tips on how to:

    • Prep for a conference so that you can roll in prepared to receive and absorb the most pertinent information (like how to create your own LinkedIn QR Code lock screen!)
    • Show up during an event in a way that allows to get the most of your time and experience
    • Debrief yourself and your team in a way that won’t cause overwhelm
    • Set metrics to measure the success of the event and your implemented ideas 6 months down the road

    And - I've got a video for you over on LinkedIn and in the Efficient Advisor Community to show you how to create your networking QR code in less than 30 seconds!
    _________________________________________________________
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    063: Ideas to Implement - Systematizing Your Planning Process & "How Story" Sep 22, 2022


    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Systematizing Your Planning Process & "How Story"
    Get your free “How-Story Script” from Libby as a free download for this episode!

    -----------------------------------------------------------
    LINKS FROM THIS EPISODE:
    Get the download here!
    Episodes Mentioned:
    #002: 5 strategies to work less (aka how I got down to 25 hrs a week!)
    #012: Designing Your Perfect Schedule to Get it All Done in Less Time
    #017: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO

    #030: How to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing w/ Guest Deirdre Van Nest

    #052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision


    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    062: Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper Sep 20, 2022

    Creating systems and processes to back your financial planning process is how you reduce overwhelm, scale your business… and straight up work less.

    In this episode of Get Advisor Fit Libby makes a guest appearance to discuss how she was able to triple her hourly revenue, triple her referral rate, and cut her hours back to 24 hours per week with three simple changes.
    Libby walks us through her journey from being a financial advisor practice owner to a financial advisor coach by offering a consistent client experience backed by systems and processes. She also breaks down why it’s so important to create a standard service offering and a consistent process for delivering your products....AND how it all ties into marketing.

    Get your free “How-Story Script” from Libby as a free download for this episode!

    -----------------------------------------------------------
    LINKS FROM THIS EPISODE:
    Get the download here!
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    061: Ideas to Implement: 5 Ideas to Create Concierge-Level Service and Drive Client Loyalty Sep 15, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: 5 Ideas to Create Concierge-Level Service and Drive Client Loyalty
    -------------------------------------------------
    LINKS FROM THIS EPISODE:
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    060: 5 Ideas to Create Concierge-Level Service and Drive Client Loyalty Sep 13, 2022

    Why should Financial advisors aspire to deliver concierge-level service?

    Long story short it drives next-level customer loyalty which in turn drives referrals.

    In a world where there is an advisor on every corner… this level of service is no longer a luxury. It’s a must. Your objective must be to deliver a high quality client experience wrapped in professionalism.

    Ritz Carlton concierges (known throughout the world as the gold standard) are known for being proactive, observant, and anticipating a guest's every need before they even know they needed it. Their goal is to make your stay memorable and enhance the experience in every way possible.

    The good news? You don’t need a huge budget or a dedicated client concierge to deliver this exceptional level of experience to your clients.

    In today’s episode I’m going to share 5 Ways to Create Concierge-Level Service in your advisory business.

    I know you’re going to walk away from this episode with a brain full of ways to enhance your client experience so that your clients will be referring you left and right.
    ___________________________________

    LINKS FROM THIS EPISODE:
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    059: Ideas to Implement - Specific Ideas to Add Value Your Clients Each and Every Meeting Sep 08, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
    Here are the Action Items to Tuesday's podcast: Specific Ideas to Add Value Your Clients Each and Every Meeting
    -----------------------------------------------------------
    LINKS FROM THIS EPISODE:
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    058: Specific Ideas to Add Value Your Clients Each and Every Meeting Sep 06, 2022

    Do you need some fresh ideas on how to add value in each and every client meeting? This is the million-dollar idea… and it seems so easy yet is also so hard. I’m going to help you get out of your own way and out of your own head and into an easy way to blow your clients mind and trigger a gazillion referrals. And if it doesn’t, I’ll offer you a FULL REFUND of every penny you have spent listening to this podcast.

    Shocker - I’ve got a SYSTEM for you to add value in each and every client meeting.

    We’ll do that by:

    • Creating a meeting cadence with varied topics so meetings don’t all feel the same
    • Add in education and behind-the-scenes info that will have your clients thinking you’re a gift from financial planning heaven
    • Make you the advisor with “all the ideas”
    • Building a meeting and value schedule that you can wrap around your busier and slower times in your business
    • Solidify to your clients that you are the doer of all things - the advisor who thinks of everything and has all the bases covered.

    If you're ready to level up your value to your clients and become their indispensable advisor, this is your episode. Let's go!

    -----------------------------------------------------------
    LINKS FROM THIS EPISODE:
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    057: Ideas to Implement: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum Sep 01, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy!
    Here are the Action Items to Tuesday's podcast: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum
    --------------------------------------------------
    LINKS FROM THIS EPISODE:
    Get the template here!
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    056: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum Aug 30, 2022

    Have you ever "cleared a whole day" or a big block of time on your calendar to get a big project done..... buuuuut when the day comes you have 5 zillion other immediate tasks to do and you just don't make that big project happen?
    How do you actually create time to work ON your business? You don't have to. In this week's episode I'm going to show you how to make massive progress on your biggest goals... in just 10 minutes a day.
    Sounds like clickbait. PROMISE IT'S NOT.
    This is the system I came up with that worked for me when I had small kids, running around like a crazy person and living a FULL LIFE. Just like you.
    AND THERE'S A DOWNLOAD TO GO ALONG WITH IT!
    You know how I feel about avoiding having you re-create the wheel. So download away and join me for 30 minutes that just might change the way you build momentum!
    --------------------------------------------------
    LINKS FROM THIS EPISODE:
    Get the download here!
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    055: Ideas to Implement - The Anatomy of an Effective Review Meeting Agenda that Drives Results Aug 25, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy!
    Here are the Action Items to Tuesday's podcast: The Anatomy of an Effective Review Meeting Agenda that Drives Results
    --------------------------------------------------
    LINKS FROM THIS EPISODE:
    Get the template here!
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    054: The Anatomy of an Effective Review Meeting Agenda that Drives Results Aug 23, 2022

    For a while my parent company was doing this survey process with clients and there was ONE thing that was consistently mentioned in our client reviews as a fan favorite. And this survey process would actually ask them a series of questions and they would free form answer… I tell you this because it’s not like they picked this one thing from a list of items. It was something they came up with off the top of their head when asked about the professionalism of our practice.

    It kept coming up and I was scratching my head because I thought it was just such an ODD thing to see constantly mentioned as an amazing part of our process. Sometimes it’s the simples things…

    I’m guessing you want to know what that one thing was…. OUR AGENDA! Now before you hit skip on this podcast because you already use an agenda hear me out.

    Your agenda can do SO MUCH MORE than just guide your meeting. In fact, when you apply some psychology to it, make it part of your systems of efficiency, design it to add value to your meetings and use it as a way to increase your personal relationship with your clients… it clearly becomes one of your clients, your teams’, and your favorite things.

    Today’s podcast is all about the anatomy of an effective, efficient, and enjoyable agenda. I’m going to share with you the exact layout and format of the agendas we used in my business to do all the things I mentioned before AND help me run a tight meeting that was jam packed with value, eliminated redundancy, and helped our office run like a well-oiled machine.
    And, per the request of the Efficient Advisor Community, I’ve got a download of our agenda to go along with this episode. Listen at the end to find out how you can get the template.

    --------------------------------------------
    LINKS FROM THIS EPISODE:
    Get the editable agenda template here!
    Connect with Libby on LinkedIn Here

    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video l

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    053: Ideas to Implement - Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision Aug 18, 2022

    Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy!
    Here are the Action Items to Tuesday's podcast: Are You Confusing Your Clients?
    Focusing Your Planning Options to Reduce Indecision
    --------------------------------------------------
    LINKS FROM THIS EPISODE:
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision Aug 16, 2022

    When you are pitching your process to prospects you have one job: To help your clients make a decision to move forward with you.
    Analysis paralysis, decision fatigue, and mental overload. Our potential clients are exhausted by the speed at which the world moves today. All the decisions they are making at work, as parents, as children of aging parents, at home.... SO.MANY.DECISIONS.
    In this episode we dive into how simplifying and clarifying your offers can help your clients move forward with confidence and ease. Our goal is to reduced confusion and streamline your offerings so that clients don't have to "think about it" too hard.
    We'll uncover the small things you might be doing in your pitching process that is making it harder for you to guide your clients out of indecision and into planning with you.
    --------------------------------------------------
    LINKS FROM THIS EPISODE:
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    051: Ideas to Implement - Mailbag! Aug 11, 2022


    Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
    Here are the Action Items to Tuesday's podcast: Mailbag Episode!
    --------------------------------------------------
    LINKS FROM THIS EPISODE:
    iTunes Links to Episodes Mentioned:
    Invest in a Kolbe A Index and Kolbe Right Fit Here!

    #012: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!
    ​​#046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton - Here!
    #015: 7 Strategies to Reduce Team Interruptions with Productivity Expert Amber de La Garza - Here!

    3-Part Video Series on Hiring with Erin Carlson - Here!
    Connect with Libby on LinkedIn Here

    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    050: Mailbag Episode! Libby Answers Listener Questions Aug 09, 2022

    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:

    1. Help! I’m hiring my first part-time team member. What do I need to do and consider to make the right choice!?
    2. What makes a good referral gift? Can I create a system for this? Do you have ideas for repeat referrers?
    3. When a client calls and my team can’t answer the question, what’s the best process for capturing these details, getting answers, and doing call backs without sending me a zillion emails? Do you have a system to help us streamline this type of customer service?

    Do you want to submit your question to Libby?
    You can:

    1. Create a thread in the Efficient Advisor Community on Facebook (bonus: other advisors from around the world contribute answers, ideas, and resources)
    2. Each month Libby will do a Q&A thread in the Efficient Advisor Community and you can comment on that thread
    3. You can send Libby a message on LinkedIn, her favorite platform!


    --------------------------------------------------
    LINKS FROM THIS EPISODE:
    iTunes Links to Episodes Mentioned:
    Invest in a Kolbe A Index and Kolbe Right Fit Here!

    #012: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!
    ​​#046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton - Here!
    #015: 7 Strategies to Reduce Team Interruptions with Productivity Expert Amber de La Garza - Here!

    3-Part Video Series on Hiring with Erin Carlson - Here!
    Connect with Libby on LinkedIn Here

    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind?

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    049: Ideas to Implement - Clever Productivity Solutions to Short, Medium and Long-Term Tasks Aug 04, 2022

    Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
    Here are the Action Items to Tuesday's podcast: Clever Productivity Solutions to Short, Medium and Long-Term Tasks
    --------------------------------------------------
    LINKS FROM THIS EPISODE:
    Connect with Avi on LinkedIn Here
    Download Avi's PDF Here
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    048: Clever Productivity Solutions Short, Medium and Long-Term Tasks with Guest Avi Friedman Aug 02, 2022

    Running a financial planning practice is a lot like being the ringmaster of a 47-circle circus.
    We manage a lot of chaos… and when done well, we put on a heck of a show! But, often when you step out of the light, you feel a little… exhausted.

    Every ringmaster loves a good life hack. You know, the kind that helps you get something done faster, the kind that helps you stay organized or the kind that frees up your time to work on the stuff that really matters.


    In today’s episode we’re really going to focus on the 3 different areas we need to be employing these productivity strategies to manage our circus:

    1. SHORT TERM: The time-sensitive stuff that needs to get done right now – the tasks
    2. MEDIUM TERM: The projects we have going on – little longer in timeframe, and a little longer in scope
    3. LONG TERM: The big picture things – the CEO stuff. Business building and scaling.

    Come one, come all! Join Productivity Coach Avi Friedman and I to explore different ways that you can get and keep your “ish” together while moving forward on your big goals.

    ----------------------
    LINKS FROM THIS EPISODE:
    Connect with Avi on LinkedIn Here
    Download Avi's PDF Here
    Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    047: Ideas to Implement -Two Assessments You Need to Dramatically Increase Personal & Team Productivity Jul 28, 2022

    Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
    Here are the Action Items to Tuesday's podcast: Two Assessments You Need to Dramatically Increase Personal & Team Productivity
    --------------------------------------
    Links from Today's Episode:
    Enneagram Book Recommendation: Ian Morgan Cron: The Story of You
    Take your Kolbe Assessment Here
    Take your Free Enneagram Here
    Connect with Glenn @ gshelton1014@gmail.com
    Interested in joining me pre-conference at XYPN Live? Get more details Here!
    Connect with Libby on LinkedIn Here

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton Jul 26, 2022

    So how many times on this podcast have you heard me mention Kolbe or Enneagram? A bunch.
    If you know me in real life, you know that I have really adopted these ideas/assessments to help me be a better mom, wife, coworker, leader, coach, and most importantly to understand myself in a better way and to really maximize my own personal potential by increasing my self-awareness… both in my strengths but also in my weaknesses and potential traps!
    And if you listened to episode #38 we learned that studies show that self-awareness is the #1 skill (meaning it's something you can learn) that drives success.

    My biggest takeaways from this conversation are that I need to better understand Enneagram and Kolbe not just for my own personal self-awareness and productivity… but also be increase my understanding of the people around me and how to relate to them and to help them maximize their potential & productivity too… be a better leader.

    So how do we increase this awareness of ourselves, and also of the individuals around us?

    In this episode we’re speaking with a Kolbe and Enneagram expert that is going to illuminate the heck out of us for personal and professional growth.

    A lot of people listening have taken these assessments… but if you haven’t no worries. I've got them here in the show notes. You’ll still glean a lot from this episode EVEN if you haven’t taken them… and you can always come back and re-listen once you have.

    -----------------------------
    Links from Today's Episode:
    Enneagram Book Recommendation: Ian Morgan Cron: The Story of You
    Take your Kolbe Assessment Here
    Take your Free Enneagram Here
    Connect with Glenn @ gshelton1014@gmail.com
    Interested in joining me pre-conference at XYPN Live? Get more details Here!
    Connect with Libby on LinkedIn Here

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check o

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    045: Ideas to Implement - The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships Jul 21, 2022

    Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
    Here are the Action Items to Tuesday's podcast: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
    -----------------------------------------
    Links from Today’s Episode

    Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!
    Interested in joining me pre-conference at XYPN Live? Get more details Here!
    Connect with Libby on LinkedIn Here

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    044: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships Jul 19, 2022

    You’ve heard it before… you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you!

    Long story short: Your On-Boarding Process is CRITICAL.

    What you do during this time frame really really really matters. You need to demonstrate your professionalism, your organization, your commitment to customer service, and set the tone for how they will engage with you and your team.

    This sets the stage for what it will be like to work with your practice. Get this right… and you’ll have happy clients that turn into referral-generating machines.

    In today’s episode we’re doing a dive deep into:

    • Why the first 100 days matter most
    • What is an on-boarding process?
    • How to systematize and delegate parts of this process
    • How to lay down the law of working with you (kindly)
    • How to surprise & delight your clients on any budget
    • Why every advisor isn’t doing this
    • The onboarding process we used in my practice

    ----------------------------------------------------
    Links from Today’s Episode

    Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!
    Interested in joining me pre-conference at XYPN Live? Get more details Here!
    Connect with Libby on LinkedIn Here

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    043: Ideas to Implement - Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations! Jul 14, 2022

    Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
    Here are the Action Items to Tuesday's podcast: Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations!
    -----------------------------------------------
    Links from Today’s Episode
    Interested in joining me pre-conference at XYPN Live? Get more details Here!
    Free weekly tips via LinkedInsider
    Connect with Libby on LinkedIn Here
    Find Lindsey on LinkedIn Here
    Find Lindsey on Instagram Here
    Learn more about McMillion Consulting Here
    Grab her article, "3 Things to Know About LinkedIn's Creator Mode" Here

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    042: Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations! w/ Guest Lindsey McMillion Stemann Jul 12, 2022

    LinkedIn was NEVER my thing. Only in the last 6 months have I embraced LinkedIn and I’ll tell you what… I’M IN LOVE!
    I know what you’re going to say… “LIBBY, I DON’T HAVE TIME FOR IT” and to that I reply, “I know friend, I got you!”
    Today LinkedIn Credibility Consultant, “LinkedIn Lindsey” and I get down and dirty with my new favorite platform. In this episode we discuss:

    • The post types LinkedIn has said they are going to favor
    • Tips & tricks on how to get more eyeballs on your content
    • If you should consider “creator mode”
    • 5 things you can delegate on LinkedIn so you can get more done in less time


    And if you need a reason to give LinkedIn a go… remember Episode #018: How He Generated 50 New Clients from LinkedIn in Just 12 Months (and the clients all came to him!) with Guest Moshe Grunhut?!?
    It’s still one of the most downloaded episodes each week!
    Every time I hit “record” my commitment is to bring you ideas you can implement IMMEDIATELY. This episode is full of those little nuggets you can use right away on LinkedIn to increase your exposure & maximize the algorithm!
    Happy Listening!
    -----------------------------------------------
    Links from Today’s Episode

    Free weekly tips via LinkedInsider
    Connect with Libby on LinkedIn Here
    Find Lindsey on LinkedIn Here
    Find Lindsey on Instagram Here
    Learn more about McMillion Consulting Here
    Grab her article, "3 Things to Know About LinkedIn's Creator Mode" Here

    Interested in joining me pre-conference at XYPN Live? Get more details Here!
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcri

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    041: Ideas to Implement: Tax Returns--What to ACTUALLY Do With Them to Add Value w/ Guest Steven Jarvis Jul 07, 2022

    Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
    Here are the Action Items to Tuesday's podcast: Tax Returns--What to ACTUALLY Do With Them to Add Value w/ Steven Jarvis.
    ____________________________________
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    040: Tax Returns: What to ACTUALLY Do With Them to Add Value w/ Guest Steven Jarvis Jul 05, 2022

    As Advisors, we all know that taxes play an integral role in our client’s financial picture. AND, we know that that clients EXPECT their financial advisor to be able to help with taxes.

    Why?
    Because:

    1) Most clients really don’t understand their return AT ALL,

    2) They have never received real advice related to taxes, and

    3) Everything we do as Advisors impacts them tax-wise either now or in the future.

    I know for me, this was a HUGE area of planning that really differentiated us from every other planning firm in town. But, I know when I started my business I had NO CLUE how to add REAL value to clients – especially W2 clients. I would get their return and then not really know what to do with it from there. Even as my tax knowledge evolved, I was always worried that I didn’t know what I didn’t know. And then there were pesky compliance concerns!

    Today we are going to help you fast track that knowledge and show you how to add value to clients RIGHT AWAY. This matters because your clients EXPECT you to help them with their taxes. And today, we’re going to show you EXACTLY how to do that.

    In today’s episode we’re going to dive into:

    1. Why it’s irresponsible to not do tax planning as an advisor – EVEN if your B/D is weird about it
    2. How tax planning separates you from the vast majority of Advisors
    3. What to actually do with their return… especially if they are just W-2
    4. Steven’s going to show us how to deliver value on every return using a 37-step checklist
    5. And my personal favorite…. The Dishwasher Rule.

    --------------------------------------------
    Links from Today’s Episode:
    Connect with Steven on LinkedIn here!
    Listen to the Retirement Tax Services podcast here!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    039 - Ideas to Implement: How to DIAL IN Your Business to be EXACTLY What Your Clients Want Jun 30, 2022

    Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
    Here are the Action Items to Tuesday's podcast: How to DIAL IN Your Business to be EXACTLY What Your Clients Want
    ____________________________________
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    038: How to DIAL IN Your Business to be EXACTLY What Your Clients Want Jun 28, 2022

    If you are listening to this podcast… I know one thing about you already. You care. You care A LOT. You want your business to be successful and you want to have a practice that delivers the highest quality financial planning you are capable of and a business that prospects FLOCK to.

    And today, I am going to give you a tool that gives you the inside track on how to build, not just a good business, but an excellent one. We’re going to discuss EXACTLY what it takes to dial in your business to be an IDEAL business for your ideal clients. A business that clients are loyal too.

    And of course, running a business is like baking a cake… there are a lot of ingredients in different amounts to come up with the perfect end product… so today is just one ingredient in the recipe. BUT a big one. Consider today like the baking powder of the recipe… if you don’t do this… your cake – your business – will fall flat and not rise the way you want to… even if you get everything else right!!!

    In today's episode we get into:

    • What does it mean to co-create your planning process?
    • What is REAL feedback?
    • How do we get it?
    • What do we do with this?
    • What don't we do with it?
    • And how do we use it to go from good, to great, to excellent!

    ---------------------------------------------
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    037: Ideas to Implement - Action Items for How to Add Massive Value in Minimum Time w/ Matt Jarvis Jun 23, 2022

    Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
    Here are the Action Items to Tuesday's podcast: Matt Jarvis on Adding Massive Value in Minimum Time
    ____________________________________
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    036: Matt Jarvis on Adding Massive Value in Minimum Time Jun 21, 2022

    Dream Guest Alert!

    This week I’ve got ‘advisor famous’ guest Matthew Jarvis of the Perfect RIA on the show to talk about all things working less and making more.

    Matt is right up my alley. He’s whittled his work days down to 100/yr (surpassing my 114!!!!), mastered surge scheduling and is adding massive value to his clients’ lives on minimum time.


    In this episode Matt and I talk about:

    • How he reduced his time in the office down to just 100 days
    • How surge scheduling allows him to give his family more than just his “leftovers” when it comes to time & energy
    • How to add ‘massive value’ to clients on minimum time
    • Time blocking, managing your energy, and SO MUCH MORE

    I invite you to listen in to our discussion, and I know you will walk away with a renewed sense of excitement and implementable ideas on how you can work more efficiently without decreasing your client experience.

    AND - Matt and I are going to appear together at XYPN LIVE conference this October in Denver, CO. Come and see us! More info to come on this!

    -----------------------------------------
    Watch Tim Ferris's TedTalk on Fear Setting here!
    Project management tool Asana
    Find Matt's Book "Delivering Massive Value" here!
    Find Matt on LinkedIn here!
    Check out the Perfect RIA Podcast
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    035: Ideas to Implement - Action Items to Squash Imposter Syndrome Jun 16, 2022

    Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
    Here are the Action Items to Tuesday's podcast: Squash Imposter Syndrome for Good: A 5-Step System to Silence Your Inner Bully
    -------------------
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    034: Squash Imposter Syndrome for Good: A 5-Step System to Silence Your Inner Bully Jun 14, 2022

    Do you ever hear a little voice in your head telling you that you’re not ready for this, you’re not smart enough, and maybe you’re not as good as the others? Does your inner ‘mean girl’ hold you back from taking the next step that would make an amazing impact on your business?

    That, my friend, is Imposter Syndrome and EVERY ADVISOR experiences it… and often. And, it tends to creep up RIGHT when we’re about to do something really really big.. Your inner mean girl starts to whisper in your ear at the worst possible moment. When you are right on the edge of your comfort zone about to jump out into that zone of greatness that lies JUST just beyond.
    Today’s podcast is actually a recording of a live workshop that I did for the Twin Cities chapter of Women in Financial Services. I created an actual system to work to eliminate imposter syndrome when it creeps up. You can download the PDF to accompany this episode, the link is here in the show notes.

    But yes, you heard that right. I created an actual process that you can use to reduce imposter syndrome. And if you claim you’ve never experienced it… you’re either my hero or a dirty liar! I can’t tell you how many times when I’m coaching advisors I hear them mention that they struggle with feeling imposter syndrome. It’s hard to feel unique, or like you’re adding enough value, or if you’re worth charging what you charge.

    I invite you to follow along with this workshop to help you create a few go to strategies to eliminate that inner mean girl once and for all.

    ------------------------------------------------
    Grab the worksheet that goes with this episode here!
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    033: Ideas to Implement - Action Items to Designing a Life You Love Jun 09, 2022

    Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
    Here are the Action Items to Tuesday's podcast: Designing a Life You Love so You Can Serve Your Clients Wholeheartedly
    -------------------
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    032: 3 Steps to Designing a Life You Love with Guest Erin Hente Jun 07, 2022

    Are you feeling overwhelmed by all the things you want to do in life and business? Do you ever just feel like there’s not enough of you to go around?
    Creating a life you can truly love means aligning what you want most with the people you serve, so you can show up and serve your clients wholeheartedly.

    In this episode with Business & Certified Life Coach Erin Hente, you will learn….

    • The exact 3 step process Erin coaches clients to apply to both in LIFE & Business, so they can design a life they love.
    • How applying these steps repeatedly will allow you to create more energy for your clients in less time, so you can serve them wholeheartedly.
    • Why NOW is a good time to make these shifts in your life.

    Erin and I dig into so many thing in this episode, but at the heart of it, we’re discussing the exact strategies we use to help our clients craft a BUSINESS and a LIFE that you love.

    Are you ready to kick overwhelm to the curb? Well, let’s go.

    ------------------------------
    You can find Erin at her website here!
    Connect with Erin on LinkedIn here!
    As soon as Erin gets us the link to her download I'll update it here!
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    031: Ideas to Implement - Action Items to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing Jun 02, 2022

    Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
    Here are the Action Items to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing. Check out the Full Episode #30!
    -------------------
    Links from Today’s Episode

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    030: How to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing w/ Guest Deirdre Van Nest May 31, 2022

    If I told you that I knew of a guaranteed way to to accelerate building trust with your clients, prospects, and even your team… would you think I was full of bologna?

    I know. It sounds crazy. But 1 Crazy is my jam and 2 I’ve got a guest today who’s got the numbers to back up this claim.

    This episode matters to you because we are communicating all the time. We’re communicating even when we’re not communicating. Not sending your clients a follow up email as promised, definitely communicates something – and it isn’t good. So having an amazing tool to utilize in all the different forms of communication you use is critical.

    Today, my guest Deirdre Van Nest, is going to share with you:

    • How to add “lighter fluid” to all of your conversations, presentations, and marketing activities
    • The 3 types of stories you need in your toolbox and when to use which one
    • How to use this tool across all lines of communication: workshops, social media, blog posts, and—of course—client meetings.
    • The KEY components to a really compelling lighter fluid story

    This episode is going to be super actionable and I know you are going to listen to it and be able to add these elements to your business right away. Like later today.

    ----------------------------------------
    Find Deirdre and Her Free Download here!
    Find Deirdre on LinkedIn here!
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    029: Tips And Tricks: Things You Didn't Know You Didn't Know With Guest Jeremy Keil May 24, 2022

    You might remember just a short period of time ago when Jeremy was on the podcast sharing how he TRIPLED his referral in just 1 year… it was so good.

    Well, when were recording that episode we were just riffing on other things and you know I talk A LOT about stepping into that CEO role and really RUNNING your business instead of it running you. And, Jeremy and I were chatting and I thought you would like to hear some of the tips and tricks that he’s uncovered that have propelled his practice into the stratosphere.

    In this episode Jeremy and I talk about:

    • His client experience tips & tricks
    • How he defined and markets his “not so unique” unique niche
    • How he developed and morphed his practice from the onset to where it is now
    • How he stepped into his CEO role and some mindset hacks around building a team
    • What Frank Sinatra and Frankie Valli taught him about running his practice
    • The 3 main functions of your business that you need to pay attention to
    • His “tests” to find the MOST IDEAL team mates

    So I invite you in to join our discussion and I know you will walk away with a ton of ideas that you can implement in your business RIGHT AWAY. Links from Today’s Episode

    _________________________
    You and your team can take your Kolbe - A Index personality profile here and learn more about Right Fit.
    Link to the Kitces article on how to set up your office for success!
    Learn more about motivational interviewing here!
    Books Jeremy mentioned... Rocket Fuel & EOS Life

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Check out Jeremy's website here!
    Find Jeremy's Podcast, Retirement Revealed,

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    028: Steal My Standard Operating Procedure (SOP) Yep - It's Yours to Customize! May 17, 2022

    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:

    1. Learn how simple it is to make an effective SOP
    2. See an actual editable example of my SOP
    3. See what’s important to be included on a SOP
    4. Be challenged to create more of these in your business so you can streamline your practice and execute that TOP NOTCH client service level you want to deliver

    I love when you carve out the time to actual craft something with INTENTION. You do it once, and can reuse it and give tasks away like a boss.

    Often, as busy advisors and business owners we just fly by the seat of our pants for things like this and think, oh! I should send a card… and oh I should try to just call and say hi in a couple months, let me put in a reminder, and oh, wouldn’t it be nice if I sent another card around the anniversary…? Or maybe at Christmas?

    Or maybe you’ve look back at an experience like losing a client and thought, man, I wish I would have done that better.

    Well… when those things occur, that means it’s SOP TIME!

    ------------------------
    Links from Today’s Episode

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Grab Libby's SOP in the Efficient Advisor Community under "Files!"

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist her for more information on the next session.

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    027: Advisor to CEO: 4 Ways to Grow Yourself, Your People, and your Profits w/ Elena Beckius May 10, 2022

    I got 'the tingle.'

    The tingle is when I have an interview or record a podcast that is just so good I can feel it all the way through my body and into my bones. And today’s interview is just that.

    You hit that point in your business where you know you need to hire teammates to help you scale. It’s an absolute must. But…. now what?

    How do I get the most out of my team?

    How do I get them to want to grow within my small business?

    How do I get them to stay?

    How do I get the motivated to help me scale this thing!?!


    Well, it’s time for you to put on your CEO hat, and lead your team like a BOSS!

    And I’ve got Leadership Coach Elena Beckius of Encourage Her Elena to talk all things leadership.


    In this episode you will learn:

    1️⃣ How to create a “MVV” that inspire your team to give their best effort

    2️⃣ How to build a Culture of Leadership using the 5 levels of leadership

    3️⃣ How to help your people get what they want through real deal servant leadership

    4️⃣ Help you understand why good employees leave your business

    Grab your pen. Grab your paper. No multitasking. You’re going to want to really take this one in.

    ---------------------------------------------------
    Check out Elena's Blog Here
    More info on Elena & Think2Perform Here
    Elena on Facebook!
    Elena on Instagram!
    Libby on LinkedIn!
    Libby on Facebook!
    Check out The Efficient Advisor Blog Here
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    026: He TRIPLED His Referral Rate In Just ONE Year - Here’s How! w/ Guest Jeremy Keil May 03, 2022

    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:

    1. What you need to do first before you do any marketing
    2. Specific examples, costs, website… from Jeremy that have contributed to his marketing success
    3. What his marketing funnel looks like
    4. How he makes it crazy easy for his clients to share him with his ideal client avatar
    5. And 3 specific tactics you don’t want to miss!

    We’re diving right in!


    ---------
    Connect with Libby on LinkedIn Here!
    Moz.com to create consistency among online search resources
    KeilFP.com to learn more about Jeremy's practice
    fivestepretirementplan.com to see Jeremy's lead magnet
    Proud Mouth - the service Jeremy uses to promote his podcast and enhance his "influencer status"
    Smart Asset - lead service
    Wiser Advisor - lead service
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    025: How to Deal With Not “Right Fit” Existing Clients, Referrals, and Prospects (Kindly!) Apr 26, 2022

    Today I am letting you in on a conversation about how to handle clients, referrals and prospects that are just not a right fit for your practice with class and grace.

    Recently I’ve had a ton of Advisors come to me and say,

    👉 “Libby, how do you actually tell a client that they are not a good fit for your practice?”

    👉 “Libby, how do you tell a client or a center of influence that the referral they sent isn’t ideal?”

    👉 “How do I do this politely, and at the same time make my message really clear?”

    👉 And, “What do I do if I have a client who turns out to be way needier than I anticipated and I totally underpriced their plan and I’m worried about having them in my book long term?”

    So…. when I saw these messages coming through on Facebook in the Efficient advisor community I knew this was a topic that would require more than just a quick response.

    This week I hopped on a call with Advisor Vicky Lilley and we talked through these questions and I give EXACT strategies and EXACT language to use when you bump up against these issues!

    --------
    Links from Today’s Episode

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    024: A Picture is Worth 1000 Words – Up Level Your Value using Visuals with Guest Dr. Ross Riskin Apr 19, 2022

    In my humble opinion one of the main reasons your clients love you is because of the value that you provide. And you and I both know that value is created by educating and empowering your clients.

    When you can make complicated financial concepts easy to understand AND easy to remember… you will be priceless to your clients and they will… I repeat, they will refer you.

    So today I am sharing with you a tool to help you do just that. A resource for you to help you level up your client education by using visuals.

    I’m bringing in my brand new best friend (and triple threat) Dr. Ross Riskin to show you how to make a bigger and longer-lasting impact on your client education experience.

    In today’s episode you’ll hear:

    • How our clients’ brains process pictures versus words
    • A major hack for simplifying complex concepts
    • A ‘system’ to do visuals faster and more efficiently
    • How to elevate ‘perceived’ and ‘actual’ levels of trust with your clients
    • Why visual branding matters
    • And…. how you can access your two free visuals!!!


    Our conversation takes a few hard lefts and ends up in some really fun and interesting places. I know you are going to be very intrigued by what Dr. Ross and VisiWealth are creating for advisors.

    ---------------------------------------------------
    Links from Today's Show:
    Follow VisiWealth on my Favorite Social Platform, LinkedIn!
    Check out VisiWealth.org to subscribe and find out more!
    Go to the webpage for this episode to download your one free visual and to get the instructions on how to get your 2nd visual of choice!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    023: Delegate More Effectively with Fewer Errors [My System!] Apr 12, 2022

    This is not your “give away the $15/hr tasks podcast. I know you know that. But, do you have an ACTUAL SYSTEM to make sure your delegation is successful?

    Are you guilty of saying any of the following statements?!?!

    ➡️ “No one can do this the way I can, so I’ll do it myself.”

    ➡️ “I do not have the right person on my team to handle this…so I guess it falls on me.”

    ➡️ “I can’t afford for anyone to make a mistake on this, so I’ll just handle it.”

    ➡️ “It’s just easier if I do it myself - it would take longer to explain it to someone than it would for me to just do it.”

    ➡️ “This is a sucky task and I hate to ask anyone else to do it - I want them to love their job.”


    If you answered no… you’re a dirty liar. Kidding. But all of us make this mistake… especially early on in our careers. Most of us were never trained to be a boss and trained on how to delegate effectively. I don’t know about you, but this did NOT come naturally to me as I was scaling my practice.

    If you answered ‘yes’ to any of the above, you are not alone! Chances are you could benefit a bit from learning a thing or two about how to be more effective in your delegation strategy.

    And to be clear: Delegation is a means of strategically managing projects and tasks at their inception. Delegation is not, I repeat… delegation is NOT, a last-minute dump of responsibility onto someone else’s plate because you didn’t plan or prepare appropriately.

    In today’s episode we’re going to dig into:

    1️⃣ The 5 levels of delegation to grow confidence and competence in your team

    2️⃣ My strategy to reduce errors so you can feel SO GOOD about turning over ownership

    3️⃣ Create a plan to identify how and when your teammate is ready to self-manage tasks AND take on more!

    So if you have a hard time asking for help, or even if you’re a control freak. I’VE GOT YOU!

    AND - stick around until the end because I’ve got an amazing free download for you!

    --------
    Grab this week's download "The 5 Stages of Delegation Guide" Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, tran

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws Apr 05, 2022

    We talk ALL THE TIME about how crafting an amazing client experience is the crux of becoming a referral-based business. BUT THIS…. THIS BLEW MY MIND!

    I like to pat myself on the back when it comes to curating an amazing, but easy-to-execute experience for my clients… BUT HOLY COW.

    Today I interview Ben and Jenna Laws, the power advisor couple behind Evexia Wealth. I knew they were committed to client experience. I knew there were lots of similarities in how they approached client experience to how I do… so I knew this would be an amazing interview full of synergy…

    BUT THIS WAS NEXT LEVEL STUFF --- It was like ordering a 4-pack of nuggets and getting a 20-pack for the same price --- Nuggets galore.


    In this episode Ben and Jenna share their CRAZY, OVER-THE-TOP, AMAZING client experience. We also get into:

    1️⃣ How creating core values for your business creates the basis for your client experience

    2️⃣ How client experience starts with how your team treats each other

    3️⃣ What they do to set the stage for a prospect – enter mind blowing experience

    4️⃣ How you scale your client experience over time as you add capacity (don’t worry Year 3 Advisor – I got you!!!!)
    5️⃣ How to set up your space to amplify your experience
    6️⃣ Ben’s favorite book about creating an experience in your business


    I know you are going to love this episode. I actually recorded it as a video back in 2019 and people went bananas over it. In fact, I still have Advisors reference it when we chat. It’s that good.

    ------
    Links from this episode:
    The Experience Economy - Ben's favorite book about client experience
    Rocketfuel - Both the Laws and Libby mentioned this book as a game changer for teaming
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    021: How To Follow Up Without Sounding Desperate (Using a Nurture Sequence!) with Guest Olivia Luper Mar 29, 2022

    Looking for a technique to follow up with prospects that doesn’t feel icky or desperate? Well, today is all about exactly that. Enter: The Nurture Sequence.
    Today I am talking with marketing expert Olivia Luper and we are going to get into how to follow up and create more inbound calls.
    In this episode you will learn:

    • What is a nurture sequence?
    • What is the anatomy of a well-crafted & effective nurture sequence?
    • Tips & Tricks to improve your response rate.
    • Do’s and Don’ts of creating captivating copy
    • AND - Olivia shares AN EXACT SCRIPT for your first email in the sequence… the confirmation email! This alone is pretty fantastic.

    I may, or may not, geek out a little about how this email sequence can occur while you’re sleeping, hanging out with family, or volunteering. The Lord knows how much I love automated systems. I hope you enjoy this episode and I’d love to see how you implement this in your business!
    ------
    From Today's Episode:
    Get on the Group Coaching Waitlist to learn more!
    You can connect with Olivia Luper on LinkedIn here.
    You can visit Olivia's website here for more information on her services.
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    020: 10 Steps to Creating a Pitchable Planning Process Mar 22, 2022

    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:

    1. Differentiates you from other advisors
    2. Creates a clear scope of work so clients know what to expect and what NOT to expect
    3. Allows you to have confidence in your pricing
    4. Streamlines your planning process behind the scenes – hello scalability!

    I think there are (at least) 10 steps or things to consider when building your process in a way that makes it easy to pitch AND easy to be desired by your Ideal Clients and I'm walking you through them all today!
    ----------------------------------
    Links from Today’s Episode
    Book --> Built To Sell by John Warrillow

    Coaching wait list

    Episode #17: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO
    Episode #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar
    Episode #8: Elevate Your Elevator Pitch
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode in one happy place? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    019: How She Used FREE Marketing to become the ‘Go-To Expert” in Her Niche (w/ Guest Natalie Kratzer) Mar 15, 2022

    I am extra pumped for this episode! We are still deep in March Marketing Madness here with 3rd episode in the series - and again you’re going to get tangible, immediately implementable strategies from today’s conversation.

    Today I’m introducing you Advisor Natalie Kratzer who picked a niche and in just a few short years has become the “Go -To” Planner in her category. She’s tapped into some unique marketing that doesn’t cost a dime, but has prospects LINING up to meet with her because of her expertise.
    In today’s episode you’ll meet our guest Natalie Kratzer and we’ll get into:

    1️⃣ Key partnerships she developed that helped her explode as the ‘Go-To Expert’ in her niche (hint: she used INFLUENCERS to promote her!)

    2️⃣ How these partnerships have converted into referral after referral after referral

    3️⃣ How she approached her niche marketing and what worked and what didn’t work

    4️⃣ What adjustments and pivots she’s had to make in her practice to accommodate her growing niche alongside her more “traditional retirement planning” business

    And of course so much more. I think you’ll really be inspired by her marketing strategy and I can’t wait to see what you do with these ideas in your own practice.
    Book Libby Mentioned: Blue Ocean Strategy
    -----------------------------------
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    018: How He Generated 50 New Clients from LinkedIn in Just 12 Months (and the clients all came to him!) with Guest Moshe Grunhut Mar 08, 2022

    This month is March Marketing Madness… and this episode is complete madness! I didn’t intend to lean towards free/low cost marketing strategies for this series, but when you come across some Advisors who are crushing the prospecting game without blowing out a budget I just have to stop & pay attention.

    Today I’m going to introduce you to Moshe Grunhut. He caught my attention when he stated he got 50 new clients just from his LinkedIn strategy in just 12 months. And I don’t mean him searching and reaching out to prospects… we’re talking prospects reaching out to him!

    No fancy profile sorts, no cheesy pitching. I 👏🏻 can’t 👏🏻 wait 👏🏻 to implement his suggestions.


    In today’s episode you’ll meet our guest Moshe and we’re digging into:

    1️⃣ How does he structure his posts to capture so much attention!?

    2️⃣ Tips and tricks he uses to maximize the algorithm and how to keep his engagement high

    3️⃣ What is he doing differently that makes clients reach out to HIM!? And what does that conversation then look like?

    4️⃣ How he’s navigated compliance to implement this strategy


    So join us for this conversation about mastering LinkedIn!
    ------------
    Links from Today’s Episode

    You can find Moshe Grunhut on LinkedIn Here!
    You can connect with Libby on LinkedIn Here!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    017:The #1 Most Effective Marketing Strategy that Most Advisors Are Missing Out On…And How To Get Started in VIDEO Mar 01, 2022

    Okay so what’s on tap for today? Today we are diving into the #1 marketing trend you cannot ignore for 2022… that has low cost to entry, is crazy effective, and can be done easily… and music to MY ears…can be a system or process in your marketing funnel!

    I’m talking VIDEO.

    But before you turn this podcast off and say “no way!” I don’t have the time, budget, or even the wherewithal to get started using video… hear me out! Even if you’ve got a tough compliance department… I got you today okay? Remember, my goal is to help you do this effectively and efficiently on any budget.

    81% of Businesses increased their sales using video in 2021

    86% of businesses increased their lead generation using video in 2021

    93% of businesses increased their brand awareness in 2021

    So, that’s impressive… but here’s what’s even more important for you to consider:

    96% of people have watch an “explainer video” to learn more about a provided service – including financial planning services

    86% of people have been convinced to buy a service by watching a brands video. So 96% watch to learn and then 86% are convinced by this video. Wow.

    And get this… 73% of consumers said they prefer to learn about a service via video.

    Do you hear these results!? This is why you cannot ignore video.


    In today’s episode:

    1️⃣ How to do video on a really, really low budget

    2️⃣ How to reuse your content in 10+ different ways to build your brand

    3️⃣ Ways to create a system to do it quickly and easily

    4️⃣ Some specific things you’ll want to know before you hit record for the first time

    And of course so much more. I think you’ll really be excited by how easy, quick, and budget-friendly a video content strategy can be!
    --------------------------------------
    Link to Wyzowl 2022 Video Marketing Statics Survey
    Equipment Suggestions:
    Tripod
    Cell phone holder for tripod
    Ring Light
    External Mic

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    016: 8 Productivity Hacks to Work More Efficiently Feb 22, 2022

    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…

    1. How do you ACTUALLY get things done in your time blocks without getting distracted?
    2. What do you do if your energy is off and you just don’t feel like doing that thing you had scheduled?
    3. How do you manage your time when random tasks and crap just pop up in your business that you have to deal with?
    4. How do you not get sucked into the vortex that is random to dos, being all over the place, and juggling all the balls?


    I mentioned it all the time–that in order to scale your business you have got to scale yourself first…. And these are the questions I hear from advisors in our coaching and these are certain questions I had for myself that I had to test, try, tweak and seek out answers to for myself in my own business.

    In today’s episode I am going to share EIGHT tips & tricks I uncovered over my nearly 2 decades in the business that worked for me when it came to actually getting done what I was supposed to… when I was supposed to do it.

    This includes a rapid-fire power hour, iron butt time, and the Pomodoro method. Intrigued? We’ll let’s go…

    ---------------
    Links from Today’s Episode:
    Grab the guided Brain Dump PDF here!
    See the cheap but great kitchen timer here!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    015: 7 Strategies to Minimize Team Interruptions with productivity expert Amber de la Garza Feb 15, 2022

    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:

    1. Amber’s 7 Effective Leadership Strategies That Reduce Interruptions
    2. Libby’s 2 passive-aggressive techniques (haha!) that might make you smile AND shake your head
    3. Nipping interruptions in the bud (kindly) but uncovering their root cause and fixing that instead
    4. Teaching your team how to critically think about problems to come with their own (and often better!) solutions

    I created The Efficient Advisor Podcasts and episodes like this because I think podcasts should do more than just entertain you. I wanted to create a fun format that gives you actionable items. Things you can literally implement tomorrow to make your business more efficient. No fluff. Just getting things done!!!

    I basically take all the problems and growing pains that I had building my business along with what I hear from Advisors in our community and find and share solutions. So, that’s what this is. Your solutions based podcast.

    And this episode is no different.
    --------------------------------
    Click here to see my ridiculous photo!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    You can find Amber and all her brilliance at: amberdelagarza.com
    And her mini training "Take Back Your Time" here!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    014: The #1 Mistake Advisors Make in their Sales/Marketing Funnel Feb 08, 2022

    Today I am sharing with you the #1 Mistake that Advisors make in their Sales & Marketing Funnel and how to fix it! Yep, the solution is easier than you think!

    Most financial planners have NO IDEA what I’m talking about when we start to analyze their marketing & sales funnel. And… that’s okay. Most of us, including myself, did NOT go to business school before we became Financial Planners.

    According to clickfunnels.com an intentionally crafted funnel is about 100 times more effective than a sales funnel left to random chance or accidental design.

    Did you hear that?! 100x more effective. I do no know an advisor out there who doesn’t want to have a marketing strategy that is 100x more effective.

    In today’s episode I share:

    • The #1 mistake that advisor make in their marketing strategy
    • My simple system to problem-solve it and fix it!
    • Specific examples of how to follow your marketing and sales through the funnel to identify areas that need a good tweaking
    • Tips on how to figure out what is the best way to use your ‘marketing firepower’

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    013: 2 Power Phrases You Need To Know [Bonus Episode!] Feb 03, 2022

    In today's short bonus episode Libby shares two power phrases that will change the way you interact with your clients, colleagues, and family. These two phrases are ones you MUST incorporate into your daily vernacular if you want to find ways to insert your opinion without being abrasive.
    Enjoy this shorty bonus!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    012: Design Your Perfect Schedule To Get It All Done in Less Time Feb 01, 2022

    The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and i’m putting in double that!"
    I feel that on so many levels because that was me early on.

    And the number one question I got from corporate folks is… "if you could share just ONE thing with advisors from an efficiency standpoint…. Especially advisors in those early years of their careers, what would you share?"

    Luckily, the answer for both of those questions is the same thing! I get to kill two birds with one stone. But what that means, is that this is foundational to working efficiently!

    In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule.

    This perfect schedule, or what I call a Model Week, is a schedule that you’ve designed, with intention, that suits your personality, for your business goals, with your energy levels, and your work/life balance objectives in mind.

    In this episode Libby will:

    • Help you design a 'Model Week' that works for your business and life goals
    • Share tips and tricks to maximize productivity
    • Give examples of things that have worked and haven't worked for her and other advisors
    • Help you build margin and white space
    • Guide you in methods to figure out how to tweak your schedule until it works perfectly for YOU!

    Links from Today’s Episode

    Download the Model Week Template and Sample Templates here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich Jan 25, 2022

    The elusive referral from an attorney… most Advisors have heard of this phenomenon, but haven’t actually experienced this sought after event with any frequency. Financial Advisor Michelle Klisanich is here to spill the beans on how she has MASTERED the attorney, CPA, and other professional network referrals. And—SPOILER ALERT–she has a system to do it!

    In this Episode we dive into:

    • Michelle’s DOs and DON’Ts for networking with professional centers of influence
    • How to best build relationships that ultimately are mutually beneficial
    • How to track referrals give and received from lawyers, CPAs, etc using your Client Retention System
    • Making sure you’re getting the RIGHT referrals - AND, what to do when you get the less than ideal referral from one of these important COIs
    • Specific examples of how Michelle spoils and connects with her professional network

    So if you’re really to learn how to get the BEST referrals from complimentary professionals… this is the episode for you!

    Links from Today’s Episode

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Grab Michelle's PDF here!
    Connect with Michelle on LinkedIn
    Connect with Michelle on Facebook

    Michelle's website: https://birchcovegroup.com/home.html

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    010: How to Create a Laser-Focused Marketing Message that Speaks to Your Ideal Client Jan 18, 2022

    Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking for? Understanding these important things about your clients allows you to craft a message that helps you stand out from the sea of advisors and helps you to add immense value---which makes you super referable!

    In this podcast Libby will give you:

    • A step-by-step exercise on how to craft your Ideal Client Avatar and to figure out where your “sweet spot” is for planning
    • A specific roadmap of questions to ask that will lead you to your laser-focused language
    • Ideas and examples of how to implement these results in different areas of your business (social media, planning process, referral process, and more)


    Make sure to grab the step-by-step guide that goes along with this episode here.

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!



    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    009: One Simple Way to Stick to Your Business Plan Jan 11, 2022

    In today's episode Libby shares one little trick she used to keep her on track and focused on the goals that she set at the beginning of the year.
    It might feel a little cheesy... but it works and here's why!
    One minute you're drafting out the business plan to build your empire... a minutes later you're googling "how much does a barista make?" Business can hard and successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    008: Elevate Your Elevator Pitch Jan 04, 2022

    We’ve all been to that party or a wedding and someone asks you a question that you have prepared for… What do you do? Even though you’ve thought through this, you’ve crafted a little description, you look at them and simply answer something LAME like “I am a financial advisor.”

    And, if you’re like me, you leave thinking “What the heck!?!?! I had totally prepared for that and I choked! I am so much more than a financial planner I didn’t articulate what I do who I do it and for…”

    You totally start to beat yourself up. Been there, done that.

    Then, I figured out this simple formula!

    In this short episode I’ll share:

    · A SUPER simple formula that you can use to articulate your value succinctly and quickly without feeling tongue-tied!

    · How to keep from monologuing about yourself and your business so you don’t sound like you’re ‘here to network.’

    · The trick I used to nailing this language for this little pitch (hint.. 10x).

    To elevate your elevator pitch you need to be able to tell people what it is that you do, who it is that you do it for, and why it would make a difference in their lives. Not too short. Not too long. Juuuuust right. You can do this Goldilocks!

    Don’t forget your worksheet for this episode here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    007: The ONE Question Every Advisor Should Be Asking at Year End Dec 28, 2021

    Today I am sharing the #1 most TRANSFORMATIONAL question I ever asked myself as part of my business plan.... and you won't find it in any planner.
    With the new year right around the corner--and business planning well under way--I thought I would share this incredible, business-changing question with you.
    And, because you're you and you're special to me... I've included a few other questions that you should be asking on your CEO Day. Questions that will truly help you reflect so that you can create a BUSINESS THAT YOU LOVE.
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    006: How Taking A Month Off Will Make Your Business More Productive and Profitable... Seriously! Dec 21, 2021

    One of the biggest questions I get all of the time on social media from other advisors is “SERIOUSLY – How on EARTH can you take an entire month off?”

    So, this week I am diving into why and how my Summer Sabbaticals started… and how they have been hands-down the most profitable and productive thing I have done for my business.

    Yes, by taking a month off… completely unplugged… my profit went up. Counter intuitive? Not once you understand the business strategy behind the disconnection!!

    In this episode:

    · How a major charity that I work with used this concept to identify gaps in their business structure… mind blown!

    · Why white space that comes from being unplugged and disconnected is so healthy for your business brain

    · I’ll walk you through the process I used to build up to this extended time off – I promise it was a slow progression!

    Spoiler Alert! Systems and processes AND an amazing team are a crucial component of being able to truly get away!

    I hope you enjoy this shorty podcast and maybe add an extra day or two onto your next vacation as “business strategy” - hehehe!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    BONUS: Quick Tip To Save You Time During the Holidays Dec 16, 2021

    In this super short bonus episode Libby shares a quick system she came up with for an Advisor friend who was lamenting about having to do things herself.
    We hope you enjoy this shorty episode!
    --------------------------------------------------------------------------------------------------------------------
    Check out The Efficient Advisor Community Here
    Want Free Resources? Visit us online at www.TheEfficientAdvisor.com

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier Dec 14, 2021

    What is delay delivery? Well as most of you might already know, it’s a cool little feature in outlook (and some other email service providers) that allows you to write an email and send it at a later time. This seems like kind of a funny tool to get excited about but today we’re going to talk about 6 ways you can use this tool to make your life a little easier.

    And making your life easier as an advisor is what I am all about here at the Efficient Advisor.

    So this little email feature will save you time, help you not let things slip between the cracks AND help you follow up with your prospects.

    You can use Delay Delivery to:

    · Send appointment reminders

    · Help you establish boundaries and parameters

    · Send a nurture sequence to prospects

    · Assist with digital meeting prep

    · Follow up with clients on tasks and to dos

    · Remind yourself of stuff to do

    So, efficiency is my thing and I get excited over even little tricks that save me time.
    I’ve also got a template for you that shows you STEP-BY-STEP how to use delay delivery and has a cheat sheet to remind you of the 6 ways to use it!
    Grab the Cheat Sheet HERE
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    004: Steal My Email Templates Dec 09, 2021

    Copy and Paste..... Those words are music to my ears.

    Why? Because it means I did the work once, and now I can just use it over and over again.

    Why? Because it means that it’s going to be easier than if I had to start from scratch.

    Why? Because it means that I have more time to do other things that are ‘high value’ activities.

    Why? Because if you have turnover on your team it’s already created for the new person to follow.

    If you’ve followed the EA for any period of time…. You know I’m a HUGE fan of templating processes. They allow me and my team to work so much more efficiently. We use them for EVERYTHING.

    In today’s video we’re going to share:

    · What templates we use in our office – it’s a huge list!

    · I’ll walk you through a couple of our time saving email templates.

    · 4 convenient ways to create email templates so you can pick what works for you!

    · Access to a cheat sheet that’s got a sample of our email templates for you to use in your business. Yes… permission to copy!

    However you choose to use these templates, my hope is that they will empower you to quickly process your email and move on to the tasks that matter most! My other hope is that this episode will help get your brain working on all the different ways you can use templates in your practice.

    I’ve got a cheat sheet for you that you might want to download first and have handy as you listen to the episode. Each cheat sheet I provide you guys is designed to go along with the episode and give you a place to document your ideas that crop up as your listen and also give you the goods in black and white!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!


    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    003: Nailing Your Niche with Divorce Financial Planner Michelle Klisanich Dec 08, 2021

    Divorce Financial Planner, Michelle Klisanich, and I dive into the art of niching down. Michelle is a true example of how differentiating yourself from other Advisors makes you more referable and leads to explosive growth. I am a huge fan of creating a specialty to stand out from the crowd and attract the right prospects.

    We dive deep into:

    - Getting over the fear of narrowing your market

    - How she developed her niche (and I share mine too!)

    - Marketing your niche

    - Working with other professionals in your niche to create a referral base

    - Specific language on how to talk to your clients about your “new” niche
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Here is the link to the YouTube Video Michelle mentioned.
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    002: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) Dec 07, 2021

    In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression.

    So today we dive into:

    • How I more than quadrupled my hourly rate
    • How creating a killer client experience helped me work less
    • Why picking a niche was critical to our efficiency and how it drives referrals
    • Being okay with pushing back on clients’ calendars and fitting them into MY model week
    • How I organized my time, built a team, AND SO SO MUCH MORE


    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Think Amber's pretty neat? Me too! Get all the details on her podcast, programs, and more at https://amberdelagarza.com/

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    001: I'm Back! An Introduction to The Efficient Advisor Dec 06, 2021

    How do I become a referral-only practice? Build systems and processes to create ease in my financial planning business? Get out of overwhelm and into running my business instead of it running me? Can you just show me HOW instead of telling me WHY? These are just some of the big questions that financial planner, Libby Greiwe, digs into on the Efficient Advisor Podcast. In addition to templates and step-by-step guides, each episode is designed to help you take immediate action on the most important strategies for scaling, organizing, and creating less stress and overwhelm in your business! Libby’s specialty is making running an advisory business feel easier!

    Discover why hundreds of advisors have attended Libby’s live workshops and why thousands have viewed her free video library. She’s simply obsessed with helping advisors create ease in their business while working less, so they can spend more time doing what they enjoy with the people they love.

    So if you’ve been searching for a podcast that’s more tactical… focusing on SIMPLE, REPEATABLE, and DELEGATABLE systems--you are in the right place. Welcome to the Efficient Advisor!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Efficient Advisor Podcast Trailer Dec 01, 2021

    Join the Group Coaching Waitlist Here
    Download the Family Tree Template Here
    Enroll in The Perfect RIA Masterclass Here
    Connect with Libby on LinkedIn Here!
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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