The Efficient Advisor: Tactical Business Advice for Financial Planners

Discover the game-changing concept of re-onboarding long-term clients, crucial for keeping them aligned with your evolving practice. Learn practical strategies to naturally reset expectations and reinforce value. Dive into how optimized onboarding can drive referrals and act as a powerful marketing tool. Hear anecdotes that illustrate the importance of reminding clients about services and how to communicate changes clearly. Plus, get tips on integrating re-onboarding into your annual agenda for lasting client relationships.

Get ready to impress your clients this Thanksgiving with creative and efficient ideas! Discover how personalized cards and memorable gifts can deepen client connections. Explore the impact of sending pies or treats, and learn why varying your gestures keeps them fresh. Consider hosting a pie pickup open house for in-person appreciation, and don’t forget to include your employees in gratitude plans. Plus, Libby shares tips on planning these gestures in advance for a stress-free holiday season!

Adam Chapman, a Canadian financial planner with two decades of experience, shares his innovative referral method that simplifies the introduction process. He emphasizes a mindset shift away from pressure, advocating for a client-driven thank-you process that enhances trust. Adam explains the power of handwritten notes and thoughtful gestures, showing how these personal touches lead to more natural referrals. He also highlights the significance of involving new clients in expressing gratitude, creating a seamless experience that fosters deeper connections.

Learn how to set effective boundaries with clients to enhance professionalism and business sustainability. Discover the art of saying no to night and weekend meetings without feeling guilty. Libby shares practical scripts and strategies to handle client pushback gracefully. She emphasizes the importance of framing boundaries as a benefit for clients, enhancing overall service. Plus, tips on re-onboarding clients and offering alternatives to maintain satisfaction. Healthy boundaries can lead to respect, trust, and a better advisory practice!

In this insightful discussion, Gabe Caldwell, co-founder of Quin, shares his expertise in developing AI assistants tailored for financial advisors. He highlights how Quin can revolutionize the way advisors handle tasks, saving them 15-20 hours a week. From automating CRM updates to managing inboxes, Gabe explains Quin's capabilities and its unique features compared to generic AI tools. He also discusses real-world applications and future integrations, demonstrating how advisors can reclaim their time for more meaningful client interactions.

Feeling overwhelmed by scattered thoughts? Discover how to create your own 'second brain' for better organization and creativity. Learn practical tips for capturing ideas in a single, accessible hub that boosts your efficiency as a financial advisor. The discussion also includes a challenge to start using your chosen tool to capture three ideas right away. This quick guide is packed with actionable advice to help you harness inspiration and improve your workflow!

Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through my Client Intel Process, a practical framework to help you capture, organize, and use personal details about your clients in a way that feels natural and meaningful. This process helps deepen connections, create memorable experiences, and ultimately strengthen trust.What you’ll learn in this episode:The four parts of the Client Intel Process: what to gather, how to capture it, where to store it, and how to use itSimple strategies to capture information without making conversations feel awkward or like an interviewWhere and how to store client intel so it’s easy to access and use effectivelyCreative ways to put intel into action through conversations, gifts, events, and surprise-and-delight momentsBy the end of this episode, you’ll have the tools to start building a client intel system that allows you and your team to consistently create personalized, remarkable client experiences. Start small, keep it simple, and you’ll be amazed at how quickly it transforms your client relationships.Grab the Client Intel Process PDF HERE!Grab the 30-Day Tiny Habits Challenge 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!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.

Discover stress-busting strategies for handling unexpected client requests without disrupting your schedule. Learn how to set clear expectations and define urgency, so you can maintain productivity and focus. Uncover when it's appropriate to delay client questions and why most challenges aren't true emergencies. Equip yourself with tools for a more organized workday while still providing outstanding client service. This insightful discussion offers practical tips for creating a calm and efficient advisory practice.

Libby Grywe, founder of The Efficient Advisor and creator of a seven-figure advisory practice, shares her journey while working only three days a week. She discusses how embracing authenticity and saying 'no' can be transformative for growth. Libby reveals her strategic systems that enhance efficiency without sacrificing client experience. Tune in for her insights on designing a practice by intention and using your uniqueness as a competitive edge in the financial industry. It’s a must-listen for any advisor aiming to thrive!

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In this episode, we dive into the importance of setting healthy boundaries around your cell phone as a financial advisor 📱. Many advisors start their businesses by giving clients their personal number, but as your practice grows, this can quickly lead to blurred lines and overwhelm.You’ll learn simple, practical strategies to shift client communication from your personal phone to your office line, how to reset expectations with clients, and why this change creates more balance, efficiency, and peace of mind 🙌. Tune in to discover how stronger boundaries can help you serve clients better while protecting your own time and energy.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!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.