The Efficient Advisor: Tactical Business Advice for Financial Planners

333: Jeremy’s 5-Step Retirement Planning Process & How it Attracts Better Clients with Jeremy Keil

Dec 23, 2025

Jeremy Keil, a retirement-focused financial advisor and author, shares his journey of developing the five-step Retirement Master Plan. He highlights how creating a tangible, repeatable process can transform client experiences and enhance business efficiency. Jeremy emphasizes the importance of defining an ideal client, refining messaging, and building standard operating procedures to improve teamwork and delivery. He also discusses how writing his book, Retire Today, has amplified referrals and helped in client acquisition. This conversation is a treasure trove of actionable insights for advisors.

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ADVICE

Start With Brand, Not Marketing

Define who you serve before designing marketing, message, or processes.
Start with brand, then message, then marketing to attract the right clients.

INSIGHT

Find Niche By Eliminating Mismatches

Identify who you don't want to serve as a path to finding your ideal client.
Analyze actual client intake data to reveal the real-lived ideal client avatars.

ADVICE

Iterate A Process From Repeated Questions

Observe recurring client questions and iterate a repeatable process to answer them.
Use seminars, meetings, and experiments to refine the sequence until it reliably works.

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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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Connect with Libby on LinkedIn HERE!

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