The Efficient Advisor: Tactical Business Advice for Financial Planners

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 t...

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 exa...

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...

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...

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 wo...

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 EVERYTH...

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 the...

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 wal...

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 t...

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...

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...

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 cli...

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 & e...

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 div...

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 uniq...

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...

Okay so what’s on tap for today? Today we are diving into the #1 marketing trend you cannot ignore for 2022… that has l ow 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 start...

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…  How do you ACTUALLY get things done in your time blocks without getting distracted?  What do you do if your energy is off and...

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 migh...

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. ...

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 colla...

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 standpoi...

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...

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 immens...

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 su...