The Efficient Advisor: Tactical Business Advice for Financial Planners 287: Reactive to Proactive: 4 Moves to Make Now
Jul 4, 2025
Discover how to transform your advisory business from reactive chaos to proactive success! Learn four impactful strategies to organize your client interactions and reclaim your time. From crafting a defined service calendar to holding strategic planning sessions instead of mere reviews, efficiency is the name of the game. Set clear expectations with clients and enjoy quick wins that empower you to lead with intention. Tune in for actionable tips that will reshape your approach and enhance your overall business experience!
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Todd Pisarczyk's Transformative Experience
- Todd Pisarczyk shares how working with Libby Greiwe transformed his nearly 25-year advisory career.
- He feels their firm now runs proactively instead of constantly putting out fires, improving client and staff experience.
Cluster Client Meetings Strategically
- Organize your client service calendar by clustering client meetings in annual rhythms.
- Prepare, execute, and follow up efficiently by batching tasks for client segments.
Set Clear Service Expectations
- Set clear client expectations for service timelines to reduce daily pressure.
- Use scheduled days for team tasks to handle client requests systematically.