In this episode of The Efficient Advisor, Libby sits down with marketing and branding expert Robyn Crane to explore how financial advisors can future-proof their business in an AI-driven world. Robyn shares her personal journey from struggling advisor to seven-figure business owner and reveals her BRAND formula for creating an authentic personal brand that attracts affluent clients — without getting replaced by technology. From overcoming limiting beliefs to aligning with your ideal client, this conversation is packed with both inspiration and tactical steps you can apply right away. 💡
What you’ll learn in this episode:
- Why authentic connection is your biggest advantage over AI
- How to “borrow the belief” to overcome self-doubt and take action
- The power of aligning with a specific person when building your brand
- How to nail your messaging so it speaks directly to your ideal client
- Why vulnerability and personal storytelling are essential for trust-building
Whether you’re just starting to think about your personal brand or looking for ways to stand out in a crowded market, this episode will help you embrace AI as a tool — not a threat — and position yourself as the go-to advisor for your dream clients. 🌟
Learn more about Robyn's upcoming event HERE! Use promo code: LIBBY to save!
Want to attend Robyn's 60-Minute Masterclass August 28th? Check that out 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!
Learn more about Asset-Map financial planning software HERE!
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Connect with Libby on LinkedIn HERE!
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