In the world of finance, the behavioral aspect plays a crucial role. It's an aspect that often goes unnoticed but can significantly impact the relationship between a financial advisor and their clients. In this episode, I am joined by Brendan Frazier, a seasoned consultant to financial advisors turned financial planner, to discuss this fascinating correlation and how it affects financial planning.Brendan embarked on a journey to explore the emotional dynamics in financial planning after observing a common theme among advisors. They often felt more like therapists than financial advisors, addressing not just the monetary aspects but also the emotional dynamics of their clients' financial decisions. Inspired by this trend, Brendan started going deep into the world of behavioral finance, making him the perfect guest to discuss this topic with me.In this episode we discuss:What Brendan calls the “3 Es” question that opens clients up right awayThe delicate balance between curiosity and structure in a meetingStrategies to strengthen trust with clientsWhy understanding the emotional side of money is critically important to financial planning Brendan’s strategies to incorporate behavioral finance in his interview proce—-------------------------------------LINKS FROM THIS EPISODECheck out Brendan's website Here Connect with Brendan on LinkedIn Here Episodes Mentioned: #8: Elevate Your Elevator Pitch - Here on iTunes#10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunesBooks Mentioned: Essentialism by Greg McKeownBuilding a Second Brain by Tiago ForteConnect with Libby on LinkedIn Here!  Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist Here!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor CommunityJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I  recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane---------------LINKS FROM THIS EPISODE: Book mentioned in this episode: The Road Less Stupid by Keith CunnighamGrab Robyn's 7-Step Marketing Plan here!Connect with Robyn on LinkedInCheck out her Position Yourself for Profits event here!Episodes Mentioned:#8: Elevate Your Elevator Pitch - Here on iTunes#10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunesSuccessful 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.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Join marketing dynamo Robyn Crane as she shares her five-step Revenue Accelerator System, including the unique approach of 'cloning your ideal client'. Learn the importance of targeting the right clients and implementing AI tools for efficient email writing. Discover the power of having a strong team and promoting virtual events. Explore the formula for success, focusing on mindset, niching, messaging, money-making, and monetizing.

Learn about the importance of having the right tools and resources as a financial advisor. Explore the various resource hubs available on their website. Discover the concept of legacy letters and how they enhance the client experience. Maximize the benefits of backdoor Roth contributions using a step-by-step guide. Save time in your business by using email templates. Discuss the efficient advisor community on Facebook and the importance of maintaining support for grieving families.

Can you imagine the power that technology and artificial intelligence hold for the future of financial advising? We're bringing you an exhilarating conversation that peels back the layers of this fascinating subject. Our special guest, John Pendergast, CEO of Blue Leaf, provides a wealth of wisdom on how financial advisors can leverage digital magic to transform client engagement. John unravels how the perfect balance of contact and the use of technology can revolutionize the client-advisor relationship. We also delve into how to create a comprehensive, immersive client experience that goes beyond the traditional financial advising.This episode is brimming with valuable insights and strategies on how financial advisors can use digital tools to create up to 150-200 meaningful connections in a year. We explore how to use various digital channels such as email, mobile messaging, and web platforms to provide tailored experiences to clients. We unravel how an all-in-one platform like Blue Leaf can streamline this process, and John provides expert guidance on how to navigate the balance of contact to engage clients more deeply. In our captivating conversation, we take a deep-dive into the transformative world of generative AI in financial planning. We explore how generative AI can solve client problems, craft investment policy statements, and even help advisors break out of writing ruts. However, don't think we shy away from the challenges - we address potential pitfalls and how to navigate them. We wrap up by discussing how tools like Air Table or Monday can aid in small business training. This episode is a treasure trove of knowledge, guiding you to transform your client engagement approach with a touch of digital magic!LINKS FOR THIS EPISODE: Check out John's company Blue Leaf Here!Learn more about John's podcast The Augment Advisor Books John mentioned:Extreme Ownership by Jocko Willink How to Tell a Story by Meg BowlesSuccessful 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.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Yankee Outfielder to CFP: Kevin Thompson's Transition from MLB to Financial Planner and Broker Dealer to RIA LINKS FOR THIS EPISODE: Find Kevin's Book MBL to CFP here!Learn more about dowealth.com here!Connect with Kevin on LinkedInCheck out Episode #85 all about breaking up with your B/D  on iTunes here! 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.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

From New York Yankee to Certified Financial Planner! Today's guest, Kevin Thompson, former Yankees outfielder, walks us through his extraordinary path, from his encounters with a Ponzi scheme to his transition to an RIA, and ultimately, the establishment of his successful financial planning practice. He candidly shares anecdotes from his Major League Baseball days, including memorable ones with Derek Jeter, and how his Ponzi scheme experiences shaped his approach to financial planning.Join us as Kevin shares his strategies on managing client relationships and maintaining productivity in his specialized financial planning practice for those aged 55 and older. He emphasizes on the importance of building human connections in business and shares his dedicated process to ensure his clients feel cared for. In this discussion, Kevin discusses the fine balance between providing top-notch service and running a profitable business. His story, filled with inspiring, relatable, and educational moments, paints a vivid picture of the transition from a celebrated sports career to a flourishing role as a Certified Financial Planner. So, tune in, and embark on this inspiring journey with us, and Kevin Thompson, as we delve into the world of financial planning through the eyes of a former MLB player. Don't miss out on this unique perspective!LINKS FOR THIS EPISODE: Find Kevin's Book MBL to CFP here!Learn more about dowealth.com here! Connect with Kevin on LinkedIn 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.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

I LOVE when I find a good resource for advisors. When I think about what I ultimately want for the Efficient Advisor, a big piece of that vision is to be a hub for solid, vetted resources. A place where advisors can come to get great ideas to help them grow and leverage their practices. Today’s guest, Kelly Augspurger, is one of those resources. Kelly is a total rockstar in the insurance world and what she does is super cool and I can’t wait to share it with you because I know she fills a huge gap for people. I can’t tell you how many times I’m working with advisors and there is just a certain chunk of financial planning they just don’t do –not because they don’t think it’s important- but because they just don’t have the time to be the expert on everything, they don’t have the capacity to take the right amount of time to execute it well, or sometimes they just don’t have the desire or interest to explore that part of the planning world. I get it… and that’s why God invented people like Kelly. In 2022, Kelly was named “HOT 100 insurance professionals” by Insurance Business America and “Top 10 Women of Distinction in Insurance” by Success Pitchers. She’s also an instructor for the CLTC® training program. She knows her stuff and we’re going to talk today about how you can leverage someone like Kelly to help you close the gap in those areas of planning you’re just not into. LINKS FOR THIS EPISODE: Find Kelly's standing desk here!Visit Kelly's website here! Listen to Kelly's Podcast here! Check out Kelly's Video on YouTube on LTC Insurance 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.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!In Week 6…it’s all about creating processes for LEADING your business.This week we’ll talk about: The two roles you have as CEOHow to modernize your org chartEstablishing the right next step for your businessDon’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!-----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!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.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

It’s Week 5 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!In Week 5…it’s all about creating processes for SCALING your processesThis week we’ll talk about: How do identify which pieces of your process are the easiest to scaleHow to design the right role for YOUR businessCrafting 3-year plan to scaleDon’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!-----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!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.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!