I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!
I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!
In this episode we dive into the rough draft meeting—a powerful but often overlooked step in the financial planning process. You’ll learn why pausing before building out final recommendations can save time, reduce misalignment, and lead to faster, more confident client implementation. We unpack how to set up, run, and maximize the impact of this collaborative session, and share real-world examples of how it transforms client conversations.
What you will learn in this episode 🤓
- Why a rough draft meeting is the best way to confirm you’ve captured all client goals and data correctly
- How to use early-stage plan previews to surface and refine big-picture priorities (retirement age, second home, education funding)
- Techniques for presenting multiple strategy options (dividends vs. bucket strategies vs. annuities) and gathering client feedback
- Ways this meeting boosts buy-in and speeds up implementation by making recommendations familiar before the final presentation
- Tips for turning the rough draft meeting into a collaborative, high-value experience that clients love
Learn more about Asset-Map financial planning software HERE!
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Connect with Libby on LinkedIn HERE!
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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
