The Efficient Advisor: Tactical Business Advice for Financial Planners

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.

Creating systems and processes to back your financial planning process is how you reduce overwhelm, scale your business… and straight up work less. In this episode of Get Advisor Fit Libby makes a guest appearance to discuss how she was able to triple her hourly revenue, triple her referral rate, and cut her hours back to 24 hours per week with three simple changes.Libby walks us through her journey from being a financial advisor practice owner to a financial advisor coach by offering a consistent client experience backed by systems and processes. She also breaks down why it’s so important to create a standard service offering and a consistent process for delivering your products....AND how it all ties into marketing.Get your free “How-Story Script” from Libby as a free download for this episode! -----------------------------------------------------------LINKS FROM THIS EPISODE:  Get the download here! 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:  5 Ideas to Create Concierge-Level Service and Drive Client Loyalty -------------------------------------------------LINKS FROM THIS EPISODE:  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.

Why should Financial advisors aspire to deliver concierge-level service?Long story short it drives next-level customer loyalty which in turn drives referrals.  In a world where there is an advisor on every corner… this level of service is no longer a luxury. It’s a must. Your objective must be to deliver a high quality client experience wrapped in professionalism.Ritz Carlton concierges (known throughout the world as the gold standard) are known for being proactive, observant, and anticipating a guest's every need before they even know they needed it. Their goal is to make your stay memorable and enhance the experience in every way possible. The good news? You don’t need a huge budget or a dedicated client concierge to deliver this exceptional level of experience to your clients. In today’s episode I’m going to share 5 Ways to Create Concierge-Level Service in your advisory business. I know you’re going to walk away from this episode with a brain full of ways to enhance your client experience so that your clients will be referring you left and right. ___________________________________LINKS FROM THIS EPISODE: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:  Specific Ideas to Add Value Your Clients Each and Every Meeting -----------------------------------------------------------LINKS FROM THIS EPISODE: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.

Discover how to impress clients by adding value in every meeting with varied topics and educational content. Learn about creating a meeting cadence, educating clients, and becoming their indispensable advisor. Find out how to enhance client meetings with thematic content strategies and empower clients for better financial understanding. Get ready to level up your value and trigger a gazillion referrals!

Each week I am going to recap the implementable ideas from this week's full-length podcast.  Consider me your accountability fairy!  Here are the Action Items to Tuesday's podcast:  Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum--------------------------------------------------  LINKS FROM THIS EPISODE:Get the template here!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.

Have you ever "cleared a whole day" or a big block of time on your calendar to get a big project done..... buuuuut when the day comes you have 5 zillion other immediate tasks to do and you just don't make that big project happen? How do you actually create time to work ON your business? You don't have to. In this week's episode I'm going to show you how to make massive progress on your biggest goals... in just 10 minutes a day. Sounds like clickbait. PROMISE IT'S NOT. This is the system I came up with that worked for me when I had small kids, running around like a crazy person and living a FULL LIFE. Just like you. AND THERE'S A DOWNLOAD TO GO ALONG WITH IT! You know how I feel about avoiding having you re-create the wheel. So download away and join me for 30 minutes that just might change the way you build momentum!--------------------------------------------------  LINKS FROM THIS EPISODE:Get the download here!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 your accountability fairy!  Here are the Action Items to Tuesday's podcast:  The Anatomy of an Effective Review Meeting Agenda that Drives Results--------------------------------------------------  LINKS FROM THIS EPISODE:Get the template here! 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.

For a while my parent company was doing this survey process with clients and there was ONE thing that was consistently mentioned in our client reviews as a fan favorite. And this survey process would actually ask them a series of questions and they would free form answer… I tell you this because it’s not like they picked this one thing from a list of items. It was something they came up with off the top of their head when asked about the professionalism of our practice. It kept coming up and I was scratching my head because I thought it was just such an ODD thing to see constantly mentioned as an amazing part of our process. Sometimes it’s the simples things… I’m guessing you want to know what that one thing was…. OUR AGENDA! Now before you hit skip on this podcast because you already use an agenda hear me out. Your agenda can do SO MUCH MORE than just guide your meeting. In fact, when you apply some psychology to it, make it part of your systems of efficiency, design it to add value to your meetings and use it as a way to increase your personal relationship with your clients… it clearly becomes one of your clients, your teams’, and your favorite things. Today’s podcast is all about the anatomy of an effective, efficient, and enjoyable agenda. I’m going to share with you the exact layout and format of the agendas we used in my business to do all the things I mentioned before AND help me run a tight meeting that was jam packed with value, eliminated redundancy, and helped our office run like a well-oiled machine. And, per the request of the Efficient Advisor Community, I’ve got a download of our agenda to go along with this episode. Listen at the end to find out how you can get the template.  --------------------------------------------LINKS FROM THIS EPISODE:Get the editable agenda template here! Connect with Libby on LinkedIn HereWant 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 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.