In this discussion, marketing expert Robyn Crane shares her transition from a struggling advisor to a seven-figure entrepreneur. She reveals her unique BRAND formula for crafting an authentic personal brand that can outlast AI advancements. Robyn emphasizes the importance of building genuine connections, overcoming self-doubt, and aligning with your ideal client. She highlights the power of personal storytelling in establishing trust and offers practical strategies to stand out in a crowded marketplace while embracing AI as a supportive tool.
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insights INSIGHT
Human Connection Beats AI
Authentic human connection is the advisor's strongest advantage over AI.
Advisors must redefine their role to create true wealth beyond numbers.
question_answer ANECDOTE
Turning Crisis Into Breakthrough
Robyn described hitting six-figure then losing it and going into debt while trying IVF.
That low point forced surrender, changed her approach, and helped build her seven-figure business.
question_answer ANECDOTE
From Tony Robbins To Belief Loans
Robyn attended Tony Robbins, faced her 'I'm so stupid' limiting belief, and tried radical techniques to change it.
She later learned 'borrow the belief' and took action despite still feeling stuck, which produced results.
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In this episode of The Efficient Advisor, Libby sits down with marketing and branding expert Robyn Crane to explore how financial advisors can future-proof their business in an AI-driven world. Robyn shares her personal journey from struggling advisor to seven-figure business owner and reveals her BRAND formula for creating an authentic personal brand that attracts affluent clients — without getting replaced by technology. From overcoming limiting beliefs to aligning with your ideal client, this conversation is packed with both inspiration and tactical steps you can apply right away. 💡
What you’ll learn in this episode:
Why authentic connection is your biggest advantage over AI
How to “borrow the belief” to overcome self-doubt and take action
The power of aligning with a specific person when building your brand
How to nail your messaging so it speaks directly to your ideal client
Why vulnerability and personal storytelling are essential for trust-building
Whether you’re just starting to think about your personal brand or looking for ways to stand out in a crowded market, this episode will help you embrace AI as a tool — not a threat — and position yourself as the go-to advisor for your dream clients. 🌟
Learn more about Robyn's upcoming event HERE! Use promo code: LIBBY to save!
Want to attend Robyn's 60-Minute Masterclass August 28th? Check that out HERE!
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!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!