The Efficient Advisor: Tactical Business Advice for Financial Planners

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 eventu...

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&...

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:...

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 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:  How to Re-Onboard Existing Clients And Update the Way You Do Business ------------------------------------------------------ LINKS FROM THE SHOW: Curious about the...

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’...

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: Curio...

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 preemptiv...

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'...

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...

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 G...

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 cou...

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

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...

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 &...

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 val...

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

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 g...

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 ,...

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 attendin...

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!  --------------...

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 jou...

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...

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...

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 ou...