Explore every episode of the podcast The Efficient Advisor: Tactical Business Advice for Financial Planners
| Title | Pub. Date | Duration | |
|---|---|---|---|
| 224: Complete a Time Study to Boost Productivity Now | 24 Sep 2024 | 00:41:44 | |
On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time. Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too. Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more balance. Join us as we explore the benefits of a time study and learn actionable steps you can take to streamline your workday and increase your productivity. But, there is a right way and a wrong way to do a time study. In This Episode, We Cover:
Tune in to learn how to take back control of your time and make the most of every day! --------- Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 223: How to Write a Book in Just 6 Weeks with Guest Paul McManus | 17 Sep 2024 | 00:49:04 | |
Have you ever dreamed of writing a book, but found yourself held back by thoughts like:
You’re not alone in this. Many of us have the aspiration to write a book but get stuck at the starting line. The good news is that you can overcome these hurdles, and we’re here to help you do just that. In our latest podcast episode, we’re thrilled to have Paul McManus, a seasoned expert in book writing, join us. Paul is here to demystify the process and show us how to write a book in just 6 weeks! Imagine the possibilities of having a book that serves as your ultimate marketing tool, enhances your authority, and supports your prospecting efforts. No more excuses—if writing a book has been on your heart, this episode is your chance to make it happen. Tune in and discover how to turn your book idea into a reality faster and more easily than you ever imagined. ----------- The Prince by Niccolo Machiavelli Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 214: Ideas to Implement -- How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith | 15 Aug 2024 | 00:12:05 | |
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! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 123: Ideas to Implement - Level One of the Systems to Scale Framework: DEFINE | 06 Jul 2023 | 00:09:28 | |
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! LINKS FROM THIS EPISODE:
Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 122: Level 1 Processes of the Systems to Scale Framework: DEFINE | 04 Jul 2023 | 00:45:55 | |
This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized them for you! This is the framework that we work off of for our group coaching program… which kicks off August 24th and the signups for that start happening here in the next couple of weeks! Essentially there are 6 layers that these processes fall into, so I think of it like a cake. Each layer has its own ingredients and when you add all the right ingredients in the right order, layer after layer, you end up with a super sweet delicious business—and a life that you love. Over the next 6 weeks together we’re going to dive into each of these 6 levels. There is: Define, Create, Attract, Systematize, Scale, and Lead. Each week we’ll walk through the layer,what’s involved, I’ll give you a roadmap to build out that level. In today’s episode, I’m going to describe each of the 6 levels of the System to Scale Framework™ and we’ll dive right into the first level… DEFINE. Throughout this series I’m going to try to throw a bunch of resources, guides, templates, etc at you! These are some awesome resources to help you build out each of these levels in your business. ------------
Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 121: Growing Your Team: From Advisor to CEO with guest Jeremy Straub | 20 Jun 2023 | 00:43:17 | |
If you are growing a team… today’s episode is right up your alley. I don’t care if you’re a solo advisor just adding support staff, a 2-person advisory team wanting to expand to just 4, or if you’re like my guest today… wanting to grow to a 400-advisor wide firm… this episode is full of amazing nuggets for any advisor in any team structure. In today’s episode my guest Jeremy Straub, touches on systems and processes, culture, and intentionality. He lays out for us exactly what it takes to grow your team and how to step into that CEO role and starting thinking about your business more strategically and more systematically. And if you listen to the show… you know that that is my jam. I love when an advisor hits that inflection point and steps into that role. Everything changes. I truly believe that’s when you really create that shift into building a business that you love that serves you, your family, and your desired lifestyle. ------------------------------------------ LINKS FROM THIS EPISODE: Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 120: My 5-Minute Hack to Help You Move Forward | 13 Jun 2023 | 00:12:52 | |
Let’s face it! This job is hard. In today’s episode I want to share a strategy I used in my own business - and over here at The Efficient Advisor – to help me not let a bad 5 minutes ruin an entire days. It’s important to protect your mindset when there is just SO MUCH TO DO. This job is hard enough on it’s own… Maybe it’s not closing the client or the ‘slam dunk’ account you thought you would. Maybe you’re feeling a bit of imposter syndrome. Perhaps it’s just an annoying email from a client complaining about how the market is down and you’re not doing your job. Whatever it is, it sucks. This job is hard enough on its own, and couple that with the 5,764,000 hats we wear as advisors…. It’s easy to have the wind ripped right out of your sails. Today I’m going to share with you a SUPER SIMPLE TACTICAL thing you can create in your business - in less than five minutes - to help you reduce and eliminate those little pesky mindset traps. -------------------------------- Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 119: Scaling Unconventionally: A Unique Strategy with Sucess Story Trent Grzegorczyk | 31 May 2023 | 00:42:36 | |
One thing I absolutely LOVE about this industry is that there are so many different ways to do this business. I don’t care what your compensation model is, if you do traditional planning, reverse planning, fee-only…. Whatever your special sauce is— the one thing that is common amongst all types of business models is the need to make it scalable. And to me, scaling a business is increasing your capacity so that you can increase revenue, without necessarily adding in more of your time and without sacrificing your margins long term. Meaning, you can build a business that you love. That honors how you want to do life. That brings you joy and happiness and all the things… without consuming every moment. Without you being tethered to your phone all weekend or checking email during the kids’ soccer games. You know what I mean. The business that allows you to live out your passion and serve clients in the way you want to that makes you feel good. Today I want to introduce you to a coaching client of mine… Trent. What Trent is doing with his business is so cool, so interesting, and scalable. What I love about Trent’s business model is that he took what he loved, eliminated what he didn’t, found his groove, and really went for it. I think his story might just inspire you to think outside the box a bit when it comes to building your business and your offerings. -------------------------------- Connect with Trent on LinkedIn here! Planning Tool Trent mentioned - NewRetirement Custodian Trent Mentioned: Altruist Book Mention: Built to Sell by John Warrilow Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 118: Turning Variable Compensation into Consistent Income with Mike Witkowski | 23 May 2023 | 01:02:50 | |
You don’t often hear me speak directly to new advisors...but, that’s about to change! I’ve got a guest who is going to speak straight to those advisors in their first couple of years that are adjusting to variable compensation, trying to figure out how to run the financial side of a business, and growing their practice. My guest Mike Witkowski has been successfully launching new advisors for over 13 years and has refined his process down into his M.O.N.E.Y. strategy. His M.O.N.E.Y. strategy has helped new advisors create stable income from a variable revenue source in a way that creates consistency, puts your spouse's mind at ease, and helps you create a financial plan for the future of the business. Mike’s specialty is simplifying the complexities of launching a new practice. So whether you’ve been in the business 5 months, 5 years, or are a veteran advisor helping develop and mentor new advisors, I think Mike’s approach to managing income is a helpful tool for any advisor at any level. -------------------------------- Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 117: Client Intel Process, Taking of Fridays, and Group Coaching - MAILBAG EPISODE! | 16 May 2023 | 00:39:54 | |
Time to open the mailbag! Libby is taking a break from the traditional format to answer some commonly asked questions from listeners. Today we're digging into:
What's important to you is important to me! So, let's dive in! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 116: Ideas to Implement: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan | 16 May 2023 | 00:05:45 | |
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! LINKS FROM THIS EPISODE: Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 115: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan | 11 May 2023 | 00:38:11 | |
There are so many things vying for your time and I know your calendar is PACKED! I know if you were an outsider, like a wholesaler, trying to get on my calendar… you needed to be providing MAJOR value. In today’s episode, we’re going to dive into how to get the most out of your internal and external wholesaler relationships… and I’m not just talking about marketing money. A great wholesaler can really become an integral part of your practice's growth and does SO MUCH MORE than just “push” a product or fund family. But, the catch is that you need to know how to separate the good ones from the not so good ones and how to best utilize them as a resource for your business. ----------------- Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 114: Growing A Firm to 4.3 Billion AUM - Tips from the Trenches with Matt Reiner | 25 Apr 2023 | 00:46:48 | |
I know as an advisor I love to hear from others who have actually done it. Not theoretical business advice or something from another industry applied to advisors. But a real life success story who did the thing. I know you’re right there with me on enjoying hearing from advisors who have been in the trenches too…and oh boy do I have a treat for you today! My guest, advisor Matt Reiner, is a modern-day renaissance man. He and his brother stepped into their dad’s advisory practice and grew it to a 4.3 billion dollar firm. Yes, that’s billion with a B. He also founded Benjamin, an IA fintech company and he’s written a really fun fable-based business book. He’s a busy dude. Today we talk a lot about how he has reiterated his business over and over and has grown from a few employees to 70. Matt shares a lot of stories about what they did right AND what they did wrong. And I know 4.3 billion isn’t everybody’s jam… not everyone wants to grow a firm that big and have so many people… but even if that’s not your goal, this is a great interview chock full of practice advice for advisors at any level. ----------------------------------------------- Tags: CoachFinancial AdvisorFinancial PlannerWomen Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo Faith | 13 Aug 2024 | 00:51:39 | |
You literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read your website, email, blog, brochure, or newsletter. And if your words are not spot on, you can lose a client before you even have a chance to meet them!
Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis | 20 Apr 2023 | 00:09:50 | |
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! LINKS FROM THIS EPISODE: Curious about the Retirement Tax Services Conference in Las Vegas? Click HERE for more info!
Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 112: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis | 18 Apr 2023 | 00:41:15 | |
He’s baaack! I’ve talked about this before on the podcast… but integrating tax planning into our business changed everything. I think when we started collecting tax returns, plugging them into our software, doing analysis, looking for areas of opportunity… we really separated ourselves from other advisors. When we got really good at this– that’s when we started to stand out from our competitors. I felt so good about the planning that we did and how much value we added to clients. Demystifying taxes, savings clients, money, and being thoughtful about their future tax situation was adding so much value to our planning services. There’s a catch though, I didn’t always know what to do with a tax return when I got them, especially if it was a simple W-2 return, and it took FOREVER to build up my tax acumen and create a process around tax return analysis to really integrate it into the DNA of my business. Steve Jarvis of Retirement Tax Services (yep, you remember him from Episode #40) is back and today we’re going to talk about how you can help your clients NOT get killed on taxes. And… do you know about the Augusta Rule for tax free income!? You will now! Ready to increase your acumen so that you can deliver even more value to your clients? LINKS FROM THIS EPISODE: Curious about the Retirement Tax Services Conference in Las Vegas? Click HERE for more info! Check out Steven's tax content here! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 111: Ideas to Implement: Tips & Tricks from the Trenches - Advisor Success Story | 13 Apr 2023 | 00:07:40 | |
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! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 110: Tips & Tricks from the Trenches - Advisor Success Story with Derrick Kinney | 11 Apr 2023 | 00:48:13 | |
At the efficient advisor we talk a lot about ideal client avatars, elevated elevator pitches, and how to stand out from the competition. I love to share my experience and the experiences of advisors that I work with, but it is SO MUCH BETTER when you get a guest on who figured these things out and used them to start, build, and sell a super successful practice – and who is SO willing to share his journey! Today’s guest, Derrick Kinney, host of the Good Money Podcast and author of Good Money Revolution, shares his journey as an advisor and how he cracked the code on the world of financial services. Derrick shares with us:
You are going to enjoy this dose of advisor inspiration and affirmation that you can grow your advisor business your way on your terms. ----------------------------------------------- Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 109: Ideas to Implement - Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale | 06 Apr 2023 | 00:09:41 | |
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! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 108: Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale | 04 Apr 2023 | 00:56:04 | |
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 planning world and is the perfect person to talk to about what it takes to find a good hire in 2023. In today’s episode we dive into:
Whether you are going to attempt this on your own, or consider using a recruiter, today’s episode is chalk full of actionable advice to consider when making your next hire. Oh, and this you might find interesting… Claire’s team offers a 90-day employee guarantee for listeners of the Efficient Advisor. HOW COOL IS THAT!? -------------------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 107: Ideas to Implement -The Ultimate Value Add for 2023: Low Difficulty, High Impact | 30 Mar 2023 | 00:09:46 | |
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! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer | 28 Mar 2023 | 00:44:11 | |
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? When I come across something that is lower on difficulty and HIGH on impact… I am here for it and I cannot wait to share it with this community. Today’s guest, Blake Brewer, is something really special. He’s on a mission to help parents create a lasting legacy beyond finances for their children and he partners with financial advisors to help them become indispensable in their clients’ lives. Legacy Letter - which is this awesome idea - was just featured on the Today Show. It’s that cool. And, at the end of the episode I’m going to share with you how I would create a process around this value add and how I would incorporate this into my business themes for 2023. Blake joins us today to share how his father inspired him to help parents create legacies for their children. He discusses the power of words and writing letters and explains how he helps financial advisors make an impact. Get the tissues out… this story is moving. Talk about impact…. ----------------- Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 105: Ideas to Implement: Follow Up Emails Made Easy - My Hack to Sending Them Consistently | 23 Mar 2023 | 00:07:14 | |
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! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 104: Follow Up Emails Made Easy - My Hack to Sending Them Consistently | 21 Mar 2023 | 00:31:33 | |
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, you’ll be able to implement it by the end of the week. Money back guarantee. A good note-taking system does SO 👏🏻 MUCH 👏🏻 MORE 👏🏻 than just capture what you did in the meeting. A great note taking system should: 1️⃣ Double as a robust compliance document 2️⃣ Assign tasks to your team without you having to have an additional action or conversation 3️⃣ Capture what you discussed, what you did do, what your clients declined to do and why, assign homework to you or your clients, and capture what you said you’d do next time… 4️⃣ It should be converted into a follow up email communication with your clients (again… without you taking another action) My goal when I help advisors create their meeting note process is for them to be DONE with that file until it’s time to prep for the next meeting. It feels so good to walk away from a meeting and know everything you dreamt up will be executed and nothing will fall through the cracks. -------------------------------- Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 212: The Meeting Notes Hack That Will Change Your Life | 06 Aug 2024 | 00:55:30 | |
Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to leverage the power of AI to transform your workflows? If so, this episode is for you! 🫵
Tune in now to learn all the ways to unlock new levels of productivity and efficiency with AI tools like FinMate AI! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 103: Ideas to Implement - This “Extra” Touch is Easy & Effective - The First 100 Days and Beyond | 16 Mar 2023 | 00:06:30 | |
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! Different Video Services Mentioned in this Episode: Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 102: This “Extra” Touch is Easy & Effective - The First 100 Days and Beyond | 14 Mar 2023 | 00:27:26 | |
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 clients into referral generating machines. In your onboarding there are 3 layers, and we’ve talked about this, there is the 1) paperwork functional layer, the 2) setting expectations of how you’re going to work together layer, and the 3) human-to-human connection layer. When I’m helping an advisor or a team build out their onboarding process, we’re always talking about ways to go above and beyond. How do we make this a little more of a unique experience. Essentially, how to take your onboarding from good, to great, to exceptional. In today’s episode, we’re going to talk about some low-hanging fruit type extras. The ones that are easy to implement and effective. And if I were still in practice, I’d be doing this… no question. And the coolest part about this simple add-on, is it can serve you clients and your business in so many ways. _____________________________________ Different Video Services Mentioned in this Episode: Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 101: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt | 09 Mar 2023 | 00:09:39 | |
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! Check out Steven's tax content here! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 100: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt | 07 Mar 2023 | 00:44:57 | |
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 evolved into eventually just getting inbound referrals. It took a long time for me. It was a process that I had to test, I had to tweak, I had to refine… over years and years and years. And, let’s be honest, the environment now is so different than when I started my business back in 2004. So, if I had to start my business over in today’s environment, knowing what I know now, what would I do differently? Well, to help me answer that question, today I have Ben Brandt, financial advisor and podcast host extraordinaire, to help me answer that question. Ben’s experience of turning his marketing strategy into an endless line of qualified prospects is a good one. And, I think any and every advisor can benefit from his story. LINKS FROM THIS EPISODE:
Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 099: Ideas to Implement - Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me! | 02 Mar 2023 | 00:09:34 | |
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!
Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 098: Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me! | 28 Feb 2023 | 01:07:07 | |
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 by my friend Matt Delzingaro, host of Coffee with Delzie. In this episode we dive into:
This is a fun episode because we get into lots of detail. Matt does a great job interviewing and asking a lot of questions! And, I love getting into the nuts and bolts of building a scalable business that you run… instead of it running you. ---------------------------------
Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 096: A Simple Tool to Create the Right Momentum in Your Business | 21 Feb 2023 | 00:30:58 | |
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, preferably quarterly, and really spend some structured time working ON your business. Doing the things that CEOs do. Reviewing & revamping processes, analyzing financials, adding in that 1% better experience for your client, assessing your team and your own leadership… All the things to make sure you’re driving momentum to the right activities. This easy exercise will help you: START doing activities that drive impact and value, If your goal is to run an efficient practice that’s effective, then you’ll want this tool in your toolbox. _________________________ Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 95: 4 KPIs to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD* | 13 Feb 2023 | 00:32:03 | |
When I’m coaching advisors, one of the top goals they share is that they want to become more efficient. In today’s episode I’m going to share with you some KPIs that actually measure if your practice is becoming more productive. These easy-to-track things are what I used in my business to measure success in the efficiency category. I did all of my goal setting around these 4 productivity KPIs. Seriously. That is it. I didn’t really set goals for revenue, or inflows, or new clients. In my mind, those were all things I could INFLUENCE, but at the end of the day I didn’t actually have any control over. The only thing you can control is your actions. I’m not saying that you shouldn’t use these other metrics for growth or business planning… you do you… but, I’d like to offer up a couple of more unique KPIs that could enhance your business planning and help you to measure if you’re actually being more productive in the time that you are in the office. AND - today I’m going to share with you a downloadable version of this KPI tracker. I haven’t done a free download in a while so HERE YOU GO! Listen in, and I’ll tell you where to go to grab this KPI Cheat Sheet. ----------------------------------------------------------------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 94: My Simple Trick to Get Prospects to Finally Book an Appointment | 07 Feb 2023 | 00:22:14 | |
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". Today I am going to share with you a simple way that you can let a prospect know that you are done following up with them , that you’re still interested, not desperate, but here if they want to talk. AND how do it in a way that is polite... but calls them into action. Introducing what we called in my practice: The Lost Cause Letter. This was an integral part of our follow up process for years… that undoubtedly drove results. It's my favorite simple trick that moved a lead into an actual meeting. And now, it's yours. Connect with Libby here on LinkedIn. Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 093: 7 Processes Every Advisory Business Needs | 24 Jan 2023 | 00:39:44 | |
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?" #058: Specific Ideas to Add Value Your Clients Each and Every Meeting #68: 13 Easy Value Adds that You Can Implement Right Now Libby's on the Rethink podcast talking about referrals (iTunes Link) Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 211: 5 Tips to Get Better Conversions When Public Speaking with Deirdre Van Nest | 30 Jul 2024 | 01:06:55 | |
Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few practical tips—Deirdre's insights promise to do just that. You'll discover how a strategic approach to your speaking engagements can lead to remarkable outcomes, like a 93% conversion rate during my most recent virtual keynote. Whether you're delivering keynotes, hosting webinars, or leading client workshops, Deirdre's advice is a game-changer for boosting engagement and conversions. Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 092: What Business Data to Track in 2023… and How to Actually Use It (w/ Erica Pauly) | 17 Jan 2023 | 00:43:22 | |
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 shares:
This is the perfect episode to air right at the beginning of the year! I love a good fresh start when it comes to tracking. If you’ve tracked data and just don’t know exactly what to do with it, or maybe you don’t know what to track to actually make a difference in your business, this is the episode for you! ---------------------------------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 091: When a Prospect Says "I'm Interviewing Several Advisors" and What to do About It | 10 Jan 2023 | 00:32:42 | |
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? Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 090: Software Output, Deeper Conversation, & Staying Ahead of the Curve in Your Business with guest Adam Holt | 03 Jan 2023 | 00:49:39 | |
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:
I’ll be honest, Adam and I did not have an agenda, outline, or any plan of what we were going to discuss today. I know… no agenda? So unlike me. We connected months ago over the tech tool Asset Map that Adam built and I just knew it would be a fun and interesting conversation. So let’s start of 2023 with hope, excitement, and tactical advice over where you are going to take your business to in the future. -------------------------------------------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi | 27 Dec 2022 | 01:02:03 | |
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 much imposter syndrome kicks in. I have to determine if we are a good fit for each other? I need to demonstrate value first? I’m not even sure how I can deliver actionable advice in our very first meeting. I KNOW! All the imposter syndrome and head trash kicks in. and I’ve got you. Today I am interviewing Jamie Schilanski of Schilanski & Associates - a firm in Anchorage, Alaska that does exactly this. They charge day one of their client relationships. I never did this in my own business so when I hear a concept you know me… I jump on the mic and interview the snot out of someone who’s doing something unique, innovative or different in this business. With the new year right around the corner, this might just be the new thing that pushes you to try something a little different next year. And who knows, it might change the way you do business forever like it did for Jamie and her family firm. -------------------------------------------------- Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 088: Ideas to Implement: Creating a Distraction-Proof Practice | 22 Dec 2022 | 00:08:19 | |
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! Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon. Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 087: Creating a Distraction-Proof Practice with Guest Paul Kingsman | 20 Dec 2022 | 00:44:39 | |
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.
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 086: Ideas to Implement: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? With Guest Alanah Philips | 15 Dec 2022 | 00:15:07 | |
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! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 085: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? With Guest Alanah Philips | 13 Dec 2022 | 00:53:33 | |
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:
I love how Alanah gives some concrete guidance, exercises to do, and a little couples therapy. Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 084: Ideas to Implement -Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023 | 08 Dec 2022 | 00:06:45 | |
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! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 083: Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023 - w/ Guest Kristin Burke | 06 Dec 2022 | 00:56:21 | |
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 eventually figured out that traditional business planning just plain didn’t work for me. I didn’t just want to SET goals. I wanted to ACHIEVE goals.
What moves you from being a goal setting to a goal achiever? Goal achievement coach, Kristin Burke, and I sit down in this week’s episode to bring clarity and confidence to your 2023 goal strategy.
Looking to add a little confidence to your 2023 strategy? This is the episode for you! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 210: Ideas to Implement -- The Client Experience Cheat Code | 25 Jul 2024 | 00:10:39 | |
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! ------------------------------------------------- Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 082: CEO Days and Year-End Questions To Ask Yourself | 30 Nov 2022 | 00:22:16 | |
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. Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 081: Ideas to Implement: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen | 24 Nov 2022 | 00:08:39 | |
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! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||
| 080: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen | 22 Nov 2022 | 00:52:16 | |
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 and more compelling. BINGO! Max Kringen, Chief Storyteller at Tellwell, generously shares all the professional tips and tricks to create killer content. His formula: 1. Introduce 2. Educate 3. Engage 4. Remind On today’s episode Max breaks down each category of his formula and gives specific examples of how financial advisors can use each step to connect with their clients and prospects. He also shares some trade secrets on the most powerful strategies to create, produce, and repurpose content! We also talked about a lot of strategies that really relate to your client experience. ------------------------------------------------------- Handwritten card service Sent Well Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! | |||