In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why creating a standardized framework is one of the most powerful growth levers advisors can implement. This conversation is rich with actionable insights, real-world scenarios, and practical guidance for building a more scalable practice. 🚀📘🔍🎯🤝
What you will learn in this episode:
- How clearly defining your ideal client avatar drives stronger branding, messaging, and client alignment
- Why productizing your planning process increases clarity, buying readiness, and client commitment
- The business benefits of building repeatable, documented SOPs that enable team delegation and consistent delivery
- How naming and branding your process creates shared language that clients remember, use, and refer others with
- How Jeremy leveraged his process to write a book, amplify referrals, and accelerate prospect conversion
As Libby and Jeremy discuss, the advisors who thrive aren’t necessarily the ones who know the most—they're the ones who make their expertise tangible, teachable, and repeatable. This episode will help you rethink your planning workflow, elevate your client experience, and build a more efficient, more referable advisory 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!
Learn more about Asset-Map financial planning software HERE!
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