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 your accountability fairy!  Here are the Action Items to Tuesday's podcast:  Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision --------------------------------------------------  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.

When you are pitching your process to prospects you have one job: To help your clients make a decision to move forward with you.Analysis paralysis, decision fatigue, and mental overload. Our potential clients are exhausted by the speed at which the world moves today. All the decisions they are making at work, as parents, as children of aging parents, at home.... SO.MANY.DECISIONS. In this episode we dive into how simplifying and clarifying your offers can help your clients move forward with confidence and ease. Our goal is to reduced confusion and streamline your offerings so that clients don't have to "think about it" too hard. We'll uncover the small things you might be doing in your pitching process that is making it harder for you to guide your clients out of indecision and into planning with you.--------------------------------------------------  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 your accountability fairy! Here are the Action Items to Tuesday's podcast: Mailbag Episode!  --------------------------------------------------LINKS FROM THIS EPISODE:iTunes Links to Episodes Mentioned:Invest in a Kolbe A Index and Kolbe Right Fit Here! #012: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!​​#046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton - Here!#015: 7 Strategies to Reduce Team Interruptions with Productivity Expert Amber de La Garza - Here!3-Part Video Series on Hiring with Erin Carlson - 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 http://www.theefficientadvisor.com Looking 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 is time to open up the mailbag and answer your listener questions! Because what matters most is what matters to you. In today’s episode Libby answers 3 questions advisors posed in the Efficient Advisor Community and on LinkedIn:Help! I’m hiring my first part-time team member. What do I need to do and consider to make the right choice!?What makes a good referral gift? Can I create a system for this? Do you have ideas for repeat referrers? When a client calls and my team can’t answer the question, what’s the best process for capturing these details, getting answers, and doing call backs without sending me a zillion emails? Do you have a system to help us streamline this type of customer service?Do you want to submit your question to Libby? You can:Create a thread in the Efficient Advisor Community on Facebook (bonus: other advisors from around the world contribute answers, ideas, and resources)Each month Libby will do a Q&A thread in the Efficient Advisor Community and you can comment on that threadYou can send Libby a message on LinkedIn, her favorite platform!--------------------------------------------------LINKS FROM THIS EPISODE: iTunes Links to Episodes Mentioned: Invest in a Kolbe A Index and Kolbe Right Fit Here! #012: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!​​#046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton - Here!#015: 7 Strategies to Reduce Team Interruptions with Productivity Expert Amber de La Garza - Here!3-Part Video Series on Hiring with Erin Carlson - 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 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 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: Clever Productivity Solutions to Short, Medium and Long-Term Tasks --------------------------------------------------  LINKS FROM THIS EPISODE:Connect with Avi on LinkedIn HereDownload Avi's PDF 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 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.

Running a financial planning practice is a lot like being the ringmaster of a 47-circle circus. We manage a lot of chaos… and when done well, we put on a heck of a show! But, often when you step out of the light, you feel a little… exhausted. Every ringmaster loves a good life hack. You know, the kind that helps you get something done faster, the kind that helps you stay organized or the kind that frees up your time to work on the stuff that really matters. In today’s episode we’re really going to focus on the 3 different areas we need to be employing these productivity strategies to manage our circus:SHORT TERM: The time-sensitive stuff that needs to get done right now – the tasksMEDIUM TERM: The projects we have going on – little longer in timeframe, and a little longer in scopeLONG TERM: The big picture things – the CEO stuff. Business building and scaling.Come one, come all! Join Productivity Coach Avi Friedman and I to explore different ways that you can get and keep your “ish” together while moving forward on your big goals. ----------------------LINKS FROM THIS EPISODE: Connect with Avi on LinkedIn Here Download Avi's PDF 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 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:  Two Assessments You Need to Dramatically Increase Personal & Team Productivity--------------------------------------Links from Today's Episode:Enneagram Book Recommendation: Ian Morgan Cron: The Story of YouTake your Kolbe Assessment HereTake your Free Enneagram HereConnect with Glenn @ gshelton1014@gmail.comInterested in joining me pre-conference at XYPN Live? Get more details Here!Connect with Libby on LinkedIn HereCurious 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.

So how many times on this podcast have you heard me mention Kolbe or Enneagram? A bunch. If you know me in real life, you know that I have really adopted these ideas/assessments to help me be a better mom, wife, coworker, leader, coach, and most importantly to understand myself in a better way and to really maximize my own personal potential by increasing my self-awareness… both in my strengths but also in my weaknesses and potential traps!  And if you listened to episode #38 we learned that studies show that self-awareness is the #1 skill (meaning it's something you can learn) that drives success.  My biggest takeaways from this conversation are that I need to better understand Enneagram and Kolbe not just for my own personal self-awareness and productivity… but also be increase my understanding of the people around me and how to relate to them and to help them maximize their potential & productivity too… be a better leader. So how do we increase this awareness of ourselves, and also of the individuals around us?In this episode we’re speaking with a Kolbe and Enneagram expert that is going to illuminate the heck out of us for personal and professional growth. A lot of people listening have taken these assessments… but if you haven’t no worries. I've got them here in the show notes. You’ll still glean a lot from this episode EVEN if you haven’t taken them… and you can always come back and re-listen once you have.  -----------------------------Links from Today's Episode:Enneagram Book Recommendation: Ian Morgan Cron: The Story of You Take your Kolbe Assessment HereTake your Free Enneagram Here Connect with Glenn @ gshelton1014@gmail.comInterested in joining me pre-conference at XYPN Live? Get more details Here!Connect with Libby on LinkedIn HereCurious 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 ouLearn 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 First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships -----------------------------------------Links from Today’s EpisodeNever Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!Interested in joining me pre-conference at XYPN Live? Get more details Here!Connect with Libby on LinkedIn HereCurious 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’ve heard it before…  you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you!Long story short: Your On-Boarding Process is CRITICAL.What you do during this time frame really really really matters. You need to demonstrate your professionalism, your organization, your commitment to customer service, and set the tone for how they will engage with you and your team. This sets the stage for what it will be like to work with your practice. Get this right… and you’ll have happy clients that turn into referral-generating machines. In today’s episode we’re doing a dive deep into:Why the first 100 days matter mostWhat is an on-boarding process?How to systematize and delegate parts of this processHow to lay down the law of working with you (kindly)How to surprise & delight your clients on any budgetWhy every advisor isn’t doing thisThe onboarding process we used in my practice----------------------------------------------------Links from Today’s EpisodeNever Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!Interested in joining me pre-conference at XYPN Live? Get more details Here!Connect with Libby on LinkedIn HereCurious 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.