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: When Part of Your Business is a MessJoin 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!

Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love.In this episode we'll discuss:The reality of a messy businessHow to identify the messy part and what to do about itHow overthinking is just procrastination in disguiseThe antidote to chaosAnd how to Bless and ReleaseAs always, you just need to identify that one RIGHT next step for your business and take some messy action!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: Create a Laser-Focused Marketing Message that Speaks to Your ICALINKS:Download Your “Laser Focused Marketing Message and ICA” Worksheet HereJoin 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!

Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking forUnderstanding these important things about your clients allows you to craft a message that helps you stand out from the sea of advisors and helps you add immense value…which makes you super referable!In this podcast, Libby will give you:A step-by-step exercise on how to craft your Ideal Client Avatar and ways to figure out where your “sweet spot” is for planningA specific roadmap of questions to ask that will lead you to your laser-focused languageIdeas and examples of how to implement these results in different areas of your business, such as social media, planning process, referral process, and more!Tune in now to learn how to create authentic, client-centered marketing that boosts your business! LINKS:Download Your “Laser Focused Marketing Message and ICA” Worksheet HereJoin 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!

Josh Kosnick, an expert in implementing the Entrepreneurial Operating System (EOS), shares transformative strategies for financial planners. He delves into the challenges advisors encounter while adopting EOS, emphasizing the importance of operational clarity and leadership. Listeners will discover actionable tools like clarity breaks that enhance productivity and streamline practices. Kosnick stresses the need for evolving leadership skills and community engagement to foster growth in the financial sector, making this discussion ripe with insights for aspiring leaders.

Josh Kosnick, an EOS professional, dives into the game-changing impact of implementing an Entrepreneurial Operating System for financial advisors. He shares essential tools to enhance daily productivity and advises on overcoming micromanagement. The conversation touches on the importance of defining key roles for effective leadership and strategic hiring to foster growth. Kosnick emphasizes balancing leadership with empathy and support, while also highlighting the benefits of personal well-being in boosting business efficiency.

Jo Faith, a skilled copywriter dedicated to enhancing websites and written content, shares invaluable strategies for financial advisors. She discusses key tactics to grab attention and craft client-focused messages. Jo also emphasizes the importance of using FAQs and engagement metrics to drive conversions. Listeners will leave inspired to revamp their web presence and implement actionable content improvements in their own practices.

Jo Faith, a seasoned copywriting expert with a background in financial journalism, shares valuable insights on elevating online communication for financial advisors. She emphasizes the importance of a compelling website and client-centered messaging, starting with strong hero statements and clear calls to action. Jo discusses the shift to user-centric language that highlights client benefits and the need for effective SEO strategies. Listeners will discover how optimizing written content can significantly enhance client engagement and drive business success.

Daniel Yoo, founder of FinMate AI, shares his journey from financial advisor to tech innovator. He discusses the struggles of manual note-taking and how AI can revolutionize administrative tasks. Listeners will discover practical ways to enhance productivity through note automation and secure task management. Yoo also explores the balance of AI integration with personal client engagement and addresses the potential concerns that come with the technology. Tune in for insights on maximizing efficiency in financial advisory business!

Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few practical tips—Deirdre's insights promise to do just that. You'll discover how a strategic approach to your speaking engagements can lead to remarkable outcomes, like a 93% conversion rate during my most recent virtual keynote. Whether you're delivering keynotes, hosting webinars, or leading client workshops, Deirdre's advice is a game-changer for boosting engagement and conversions.Register for the Systems to Scale Group Coaching Program Here Book a call to see if the group program is right for you and your team Here (scroll to bottom)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!