The Efficient Advisor: Tactical Business Advice for Financial Planners

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...

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 tru...

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 &amp...

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 t...

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 ti...

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 Reso...

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...

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 websit...

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...

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:...

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....

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 Fin...

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 intentional...

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 Systems to Scale Group Coaching Program HERE !  Regis...

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, cr...

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 Systems to...

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 Respons...

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! Curiou...

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 l...

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...

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 pla...

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 Roa...

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 thr...

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 easie...

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 unrave...