The Efficient Advisor: Tactical Business Advice for Financial Planners

As business owners, we all know we’re supposed to track data… and use it to do something. But what do we track and how do we use that data to make informed business decisions?Our guest, Erica Pauly of Track That Advisor, joins the podcast today to discuss the power of tracking various metrics in your financial planning business, and how to use that data to tell a story. In this episode Erica shares:What 5 things should advisors actually be tracking What 5 data points advisors commonly use, but shouldn’t!How to turn data points (stars) into a story (constellation) that makes senseHow frequently advisors should be interpreting their dataSimple ways to get started in tracking key informationThis is the perfect episode to air right at the beginning of the year! I love a good fresh start when it comes to tracking. If you’ve tracked data and just don’t know exactly what to do with it, or maybe you don’t know what to track to actually make a difference in your business, this is the episode for you!----------------------------------------LINKS FROM THIS EPISODE: Get Erica's Book here FOR FREE!Connect with Erica here on LinkedIn.Check out Track That Advisor and their services here! Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    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!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.

Your prospect says they enjoyed meeting you, but that they are going to interview several advisors and get back to you... how do you make sure that YOU stand out as the obvious choice?Do you leave it up to fate? No. Do you send them on their way and just say your prayers? No. Do you stalk them until they file a restraining order? Also no. In today's episode, I share some proactive and some reactive strategies you can use to ensure that you are the advisor of choice. You do actually have some control over the outcome of this scenario, believe it or not, and there are concrete tactical things you can do to come out on top!--------------------------------------------------LINKS FROM THIS EPISODE:Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    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!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.

Financial advice has changed a lot in the last several decades… and it’s going to keep evolving and changing. So today, we’re talking about the future. My guest, Adam Holt, and I are going to make sure that you are positioned to crush your business now AND stay ahead of the curve when it comes to the future of advice. In this episode we get into the nitty gritty of:How planning has changed from salesperson that gives advice to an advisor that sellsWhat elements of planning will NEVER changeHow to strike the right balance between technology and human connection What is the next big trend in the planning worldWill robo advice replace advisors? Which ones will it replace?What not to be afraid of in the future of your businessAnd a whole bunch of other inspo on why it’s great to be an advisor, build a business, and increase your acumen I’ll be honest, Adam and I did not have an agenda, outline, or any plan of what we were going to discuss today. I know… no agenda? So unlike me. We connected months ago over the tech tool Asset Map that Adam built and I just knew it would be a fun and interesting conversation. So let’s start of 2023 with hope, excitement, and tactical advice over where you are going to take your business to in the future. --------------------------------------------------LINKS FROM THIS EPISODE:Connect with Adam here on LinkedIn. Check out Asset Map here. Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    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!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.

How do you feel about charging for a prospect meeting? Yes, literally the first time you ever meet with someone,  having them pay you for your time. I know! It sounds foreign and crazy right? What if I told you that advisors do this ALL THE TIME?! And, there is a way to do it where you deliver immense value in that meeting so you can feel so good about having them pay you right off the bat. So much imposter syndrome kicks in. I have to determine if we are a good fit for each other? I need to demonstrate value first? I’m not even sure how I can deliver actionable advice in our very first meeting. I KNOW! All the imposter syndrome and head trash kicks in. and I’ve got you. Today I am interviewing Jamie Schilanski of  Schilanski & Associates - a firm in Anchorage, Alaska that does exactly this. They charge day one of their client relationships. I never did this in my own business so when I hear a concept you know me… I jump on the mic and interview the snot out of someone who’s doing something unique, innovative or different in this business. With the new year right around the corner, this might just be the new thing that pushes you to try something a little different next year. And who knows, it might change the way you do business forever like it did for Jamie and her family firm. --------------------------------------------------LINKS FROM THIS EPISODE:Email Jamie at lifestyle@theperfectria.comLearn more about Jamie's family firm at Schilanski & AssociatesCheck out PlanYourFederalRetirement.com to see more of Jamie's funnel.  Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    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!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.

Each week I am going to 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: Creating a Distraction-Proof Practice with Guest Paul Kingsman------------------------------------------------------LINKS FROM THE SHOW: Buy Paul's Book Here: The Distraction-Proof Advisorwww.TheDistractionProofAdvisor.com www.PaulKingsman.comCurious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    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!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.

Do you ever wish that you had the ability to laser focus on your business and eliminate all those pesky distractions? I've got Olympic medalist-turned-Financial Advisor, Paul Kingsman, on to talk about how to apply Olympic-style focus to your plannning business. Paul is my kind of people... all about the step-by-step processes, the checklists, etc. He used the tools and methods he developed as an athlete and applied them to his financial planning business.With the new year right around the corner, I think you'll enjoy this dose of focused inspiration and some of the ideas Paul shares to help you build a distratction-proof practice. ------------------------------------------------Buy Paul's Book Here: The Distraction-Proof Advisorwww.TheDistractionProofAdvisor.com www.PaulKingsman.comLINKS FROM THE SHOW: Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    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!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.

Each week I am going to 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: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? with Guest Alanah Philips -------------------------------------------LINKS FROM THIS EPISODE:Connect with Alanah here on LinkedIn.Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    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! 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.

You love the business you built… but do you ever wonder if you are at the right place? Every firm, broker dealer, or RIA platform has its pros and cons. In today’s episode my guest, Alanah Philips, walks us through how to know if the grass is REALLY greener on the other side. Do I stay? Do I go? What do I need to consider to make this decision?She walks us through her process of:How to determine if it’s time to goHow to figure out where to goIdentifying the right time to goAnd developing the best strategy for how to goI love how Alanah gives some concrete guidance, exercises to do, and a little couples therapy. -------------------------------------------LINKS FROM THIS EPISODE:Connect with Alanah here on LinkedIn.Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    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!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.

Each week I am going to 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:  Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023________________________________________LINKS FROM THE SHOW: Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    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!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.

It’s the most wonderful time of the year! Yes, celebrating the holidays is here…. But I’m talking something *almost* as wonderful… BUSINESS PLANNING!If you’re anything like me, I used to sit down at the end of the year with a fresh piece of paper and come up with alllll these amazing business and personal goals. I’d create a beautiful plan… put it on my shelf… and never look at it again.I eventually figured out that traditional business planning just plain didn’t work for me. I didn’t just want to SET goals. I wanted to ACHIEVE goals. What moves you from being a goal setting to a goal achiever? Goal achievement coach, Kristin Burke, and I sit down in this week’s episode to bring clarity and confidence to your 2023 goal strategy.Kristin walks us through: Her 4-step process for setting goals Strategies for staying connected to your goals when the motivation starts to wear thinThe 4 characteristics that set apart goal setters and goal ACHIEVERSAnd when it makes sense to revise, or totally quit, a goal (without the self-shaming!) Looking to add a little confidence to your 2023 strategy? This is the episode for you!------------------------------------------------LINKS FROM THE SHOW: Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    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!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.