The Human Side of Money 92: Systems That Scale Human-To-Human Connection Throughout An Advisory Business with Libby Greiwe
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Aug 16, 2023 Libby Greiwe, founder of The Efficient Advisor and a coach for financial advisors, shares insights on balancing efficiency with genuine human connection. She discusses her journey from a 'guru' to a 'sherpa,' emphasizing the importance of understanding client emotions. Libby elaborates on her 'Ideal Client Avatar' approach, enhancing communication, and shares strategies to make every client feel special. Through personal anecdotes, she highlights the art of listening and the power of storytelling as key elements in building trust and deepening relationships in the advisory business.
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Designing Your Model Week
- Track your current time usage carefully to identify inefficiencies before designing your model week.
- Align tasks with your natural energy levels for balanced productivity and focus.
Baking Human Connection Into Processes
- Human-to-human connection must be intentionally integrated into every process in a financial advisory practice.
- This connection is the core DNA that differentiates and creates exceptional client experiences.
Set Emotional Expectations Thoughtfully
- Define how you want clients to feel before and after each stage of your process.
- Use client language in emails and communications to anticipate and ease their concerns.
