The Efficient Advisor: Tactical Business Advice for Financial Planners

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 t...

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...

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 massiv...

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 J...

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...

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, Ste...

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...

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 Pe...

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: Help! I’m hiring my first part-time team member. What do I need to do and consider to make the right choice!? What makes a good referral gift? Can I create a system fo...

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 Her...

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 th...

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 St...

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 b...

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: T...

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,...

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?...

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...

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...

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...

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 info...

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,...

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...

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 r...

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 informat...

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...