The Efficient Advisor: Tactical Business Advice for Financial Planners

I have a secret. A couple years ago, when I was running my planning practice,… I had over 2,800 emails in my inbox. I used my inbox for storage, as a to do list, and all the other things you are not supposed to do. I know what you’re thinking… but you’re the “efficient advisor!?!” How could this incongruency happen!?! While systems and processes are kinda my thing... my inbox was something I could never really get control of. I was so deep in it I couldn’t see the way out… it was my dirty little secret. Until I met Amber – The Productivity Specialist. Amber gave me some simple strategies to TAME and then also MAINTAIN my inbox. I knew I had to share these tools with my advisor friends because it TRANSFORMED by inbox, which has made me not just more productive… but also less stressed! What you’ll discover in this episode: ·      5 steps to TAME your current inbox (if it is like mine was!)·      5 simple email decisions to MAINTAIN your inbox·      The problem with checking your email and what to do INSTEADThis is one of my first video interviews from 2018. I feel like Disney re-releasing something from “the vault.”But, it's a classic because it's impactful and it WORKS!-------------------------------------------------------If you’re interested in learning more about Amber De La Garza you can check her out at www.amberdelagarza.com and take a listen to her podcast, The Productivity Specialist.  Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!    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:  Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team------------------------------------------------------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.

You've heard the old African proverb "If you want to go fast go alone; if you want to go far, go together." Building a team is a MUST.  But, it's so freaking hard sometimes!In today's episode Libby dives into:an exercise she uses to help advisors identify the right role to hire for... and how to streamline their existing rolesstrategies for helping your team see growth potential for their careers at your firm (even if it's super small)how to identify the right tasks to delegate to build out a role and increase the scale of your businessand what to look for in a Director of OperationsLibby combines listener questions about hiring and staff with a practical tactical exercise you can do to help you step out of that Advisor-Doing-It-All Role and into that of a CEO. ----------------------------------------------------LINKS FROM THIS EPISODE:Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!    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:  13 Easy Value Adds that You Can Implement Right Now------------------------------------------------------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.

Every advisor claims they want to add more value to their clients and their planning process. But, we let it get too complicated. We let the idea of adding more and more value start to overwhelm us. All the existential questions kick in….How are we going to fit that on top of what we’re already doing? Am I even able to add more value? Is value something I can delegate?What the heck defines value anyways?Is Starbucks hiring baristas?Before you start to question the meaning of life, I’ve got 13 examples of “value adds” for you in this episode. AND, I’ve broken it down into several categories for you. From super easy to execute across the board, to highly customized for your best clients. ALSO: Did you know I was interviewed on Michael’s Kitces’ Podcast Financial Advisor Success. Check out that episode 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.

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:  A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans------------------------------------------------------LINKS FROM THIS EPISODE:Get the download here!Get Mary's book, Make or Break Conversations, here! Connect with Mary on LinkedIn! Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live this weekend? Check out this link!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.

Trust is the direct result of how you lead conversations.  Think about a time you have encountered a professional who “rubbed you the wrong way” and made you feel like you could not trust them. The key to successful and profitable relationships is to create the conversational space so that the person you are speaking with can open up and speak about what is important to them. That’s how you can guide them to the solution that they are looking for. My guest, Mary Schmid is an author, speaker, and mentor to financial CEOs and professionals. She shares the science-based approach on what goes on in the brain in conversations and how to lead conversations that connect, engage and build trust. In today’s episode you’re going to learn:Why 9 out of 10 conversions miss the mark when it comes to building trustThe 3 Levels of Conversation and how to get to Level 3 fasterHow To Establish a PROCESS to communicate more effectively and build trustThe 5-step process Mary teaches advisors to move from “Sage” to “Sherpa”Simple tricks and tips to elevate your skill EVEN if you’re already a really good communicatorConversations built on this foundation develop lasting relationships with deeply loyal clients and staff.---------------------------------------------------------LINKS FROM THIS EPISODE:Get the download here!Get Mary's book, Make or Break Conversations, here! Connect with Mary on LinkedIn! Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live this weekend? Check out this link!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:  Tactical Tips for Making Conferences & Regional Meetings Effective and Impactful-------------------------------------------------Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!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.

It’s conference season! When done thoughtfully, a great conference can expose you to new innovations, great marketing ideas, killer connections, and amazing leadership growth opportunities. But, if you’re like me… a great conference can ALSO lead to overwhelm, imposter syndrome, and feeling like you don’t know where to start first. I don’t know about you, but I really really really enjoy attending industry conferences. Networking with peers, leveraging educational opportunities, and being the recipient of extreme motivation are three of the main reasons that I love to attend a great event — even if it’s just a single-day regional meeting. If the agenda is gold… I’m there!In the last two decades, I’ve figured out a few ways to get the most out of an industry affair and to keep it effective versus overwhelming. In this episode you’ll receive insightful tips on how to:Prep for a conference so that you can roll in prepared to receive and absorb the most pertinent information (like how to create your own LinkedIn QR Code lock screen!)Show up during an event in a way that allows to get the most of your time and experienceDebrief yourself and your team in a way that won’t cause overwhelmSet metrics to measure the success of the event and your implemented ideas 6 months down the roadAnd - I've got a video for you over on LinkedIn and in the Efficient Advisor Community to show you how to create your networking QR code in less than 30 seconds!_________________________________________________________Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!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:  Systematizing Your Planning Process & "How Story"Get your free “How-Story Script” from Libby as a free download for this episode! -----------------------------------------------------------LINKS FROM THIS EPISODE:  Get the download here!Episodes Mentioned: #002: 5 strategies to work less (aka how I got down to 25 hrs a week!)#012: Designing Your Perfect Schedule to Get it All Done in Less Time#017: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO#030: How to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing w/ Guest Deirdre Van Nest#052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce IndecisionWant to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!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.