The Efficient Advisor: Tactical Business Advice for Financial Planners 001: I'm Back! An Introduction to The Efficient Advisor
How do I become a referral-only practice? Build systems and processes to create ease in my financial planning business? Get out of overwhelm and into running my business instead of it running me? Can you just show me HOW instead of telling me WHY? These are just some of the big questions that financial planner, Libby Greiwe, digs into on the Efficient Advisor Podcast. In addition to templates and step-by-step guides, each episode is designed to help you take immediate action on the most important strategies for scaling, organizing, and creating less stress and overwhelm in your business! Libby’s specialty is making running an advisory business feel easier!
Discover why hundreds of advisors have attended Libby’s live workshops and why thousands have viewed her free video library. She’s simply obsessed with helping advisors create ease in their business while working less, so they can spend more time doing what they enjoy with the people they love.
So if you’ve been searching for a podcast that’s more tactical… focusing on SIMPLE, REPEATABLE, and DELEGATABLE systems--you are in the right place. Welcome to the Efficient Advisor!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
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!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.