The Efficient Advisor: Tactical Business Advice for Financial Planners

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!...

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 plan...

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...

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?...

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 Consistently LINKS FROM THIS EPISODE: ------------------------------------- LINKS FROM THIS EPISODE: Successful businesses...

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,...

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 V...

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 clie...

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 T...

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 ev...

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 T...

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...

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, prefe...

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 episo...

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 kn...

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...

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 sha...

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 r...

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...

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 mu...

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...

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 a...

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   -----------------------------------------...

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 determin...

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 Ad...