The Efficient Advisor: Tactical Business Advice for Financial Planners

I am excited to share a few additional resources to piggyback off Episode 137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond. As I’ve said, being a financial advisor is HARD, but having tested, effective tools and resources will help your business thrive in this fast-paced environment. The Efficient Advisor website is FULL of FREE and some paid resources that I’ve found. I’m excited to share with you what’s out there and where to find them! You’ll see everything from a one-page financial plan masterclass, to a cheat sheet for delegating better, to a letter template that will get those prospects to book that next appointment. In this episode, I have put together some extra resources that will help you do things:BetterFasterSmarterCheaperEasierCan I get an “A-to-the-Men!” So, grab a hot cup of joe and tune in to this episode as we dive into the world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease. —-------------------------------LINKS FROM THIS EPISODE:Episodes Mentioned:Episode #137: Your Ultimate Guide to Resources, Tools and Templates from my Website and BeyondEpisode #94: My Simple Trick to Get Prospects to Finally Book an AppointmentWebpages Mentioned: The Efficient Advisor Resource LibraryLibby’s Favorite ThingsGet on the Systems to Scale Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereLearn 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.

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: Free to Fee---How to Start Charging for Planning, Even in a BD World With Bryan Jansen—-----------------------------------------LINKS FROM THIS EPISODECheck out Bryan’s website hereConnect with Bryan on LinkedIn hereEpisodes Mentioned:#95: KPI’s to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereLearn 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.

As every advisor knows, financial planning is a careful dance between building trust, offering expert advice, and growing a profitable business. Charging fees is too often seen as a massive hurdle many don’t want to scale. But if we’re being honest, this mindset will never drive your business towards profitability and sustainability. Our guest, Brian Jansen, candidly reveals the common fears and insecurities of transitioning from a free to fee-based service model and shares the invaluable lessons he's learned from his own missteps in pricing.In this episode, Bryan and I discuss:Understanding the mindset shift to change from Free to FeeEstablishing your “profitability-adjusted burn rate” and how to use that to calculate your feeLanguage of how to make the switch with existing clientsWhy you don’t drop your fee in year two to adjust for “less work”  Whether you're a seasoned financial advisor or a newbie to the industry, this episode is a must-listen, promising to equip you with insights to confidently set your fees and value your services.—--------------------------------------LINKS FROM THIS EPISODECheck out Bryan’s website hereConnect with Bryan on LinkedIn hereEpisodes Mentioned:#95: KPI’s to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*Get on the Systems to Scale Group Coaching Waitlist HereDownload the Family Template HereEnroll in The Perfect RIA Masterclass HereLearn 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.

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: Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!)—----------------------------------------------LINKS FROM THIS EPISODE:Episodes Mentioned:Episode #93: 7 Processes Every Advisory Business NeedsEpisode #94: My Simple Trick to Get Prospects to Finally Book an AppointmentGet on the Systems to Scale Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereLearn 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.

There is serious science behind what we say and how we say it. And we all know that in order to run a successful practice, following-up with potential and existing clients is critical. But the WAY in which we follow-up is actually one of the key factors that will determine a client’s level of engagement.  In this episode, Libby shares two phrases to NEVER USE when checking in with your prospects. Instead, she offers up a few alternative suggestions that will encourage your clients to take action and do the thang!So, how do advisors stay top of mind without sounding passive, desperate, or needy?!? Tune in to this week’s podcast to learn the most effective methods and strategies for following-up with your clients! Your business (and clients) will thank you!—----------------------------------------------LINKS FROM THIS EPISODE:Episodes Mentioned:Episode #93: 7 Processes Every Advisory Business NeedsEpisode #94: My Simple Trick to Get Prospects to Finally Book an AppointmentGet on the Systems to Scale Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereLearn 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.

Learn how to work smarter, not harder, in your financial planning business with tips on reducing work hours, streamlining processes, serving niche markets, and using one-page financial plans. Discover actionable strategies to boost efficiency and improve productivity.

Learn strategies to reduce work hours while maintaining productivity and increasing revenue. Develop a niche for streamlined business. Identify and address sources of frustration to improve life. Discover time-saving techniques and the importance of outsourcing tasks.

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: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship----------------------------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.

Learn how to use a Family Tree Template to stay organized and deepen client relationships. Discover the benefits of structured data management and building meaningful connections with clients. Explore the importance of effective communication within a team to keep client information updated. Understand the value of implementing a Family Tree Template in financial planning for increased confidence and maintaining strong client-advisor relationships.

Learn how to improve client service and empower your team with a guided response cheat sheet. Discover the benefits of using guided response documents, including enhanced efficiency and accuracy. Co-create the cheat sheet with your team for easy updates and centralized location.