The Efficient Advisor: Tactical Business Advice for Financial Planners

Do you ever hear a little voice in your head telling you that you’re not ready for this,  you’re not smart enough, and maybe you’re not as good as the others? Does your inner ‘mean girl’ hold you back from taking the next step that would make an amazing impact on your business?  That, my friend, is Imposter Syndrome and EVERY ADVISOR experiences it… and often. And, it tends to creep up RIGHT when we’re about to do something really really big.. Your inner mean girl starts to whisper in your ear at the worst possible moment. When you are right on the edge of your comfort zone about to jump out into that zone of greatness that lies JUST just beyond.Today’s podcast is actually a recording of a live workshop that I did for the Twin Cities chapter of Women in Financial Services. I created an actual system to work to eliminate imposter syndrome when it creeps up. You can download the PDF to accompany this episode, the link is here in the show notes. But yes, you heard that right. I created an actual process that you can use to reduce imposter syndrome. And if you claim you’ve never experienced it… you’re either my hero or a dirty liar! I can’t tell you how many times when I’m coaching advisors I hear them mention that they struggle with feeling imposter syndrome. It’s hard to feel unique, or like you’re adding enough value, or if you’re worth charging what you charge. I invite you to follow along with this workshop to help you create a few go to strategies to eliminate that inner mean girl once and for all. ------------------------------------------------Grab the worksheet that goes with this episode 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.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.

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: Designing a Life You Love so You Can Serve Your Clients Wholeheartedly -------------------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 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.

Are you feeling overwhelmed by all the things you want to do in life and business? Do you ever just feel like there’s not enough of you to go around?  Creating a life you can truly love means aligning what you want most with the people you serve, so you can show up and serve your clients wholeheartedly. In this episode with Business & Certified Life Coach Erin Hente, you will learn….The exact 3 step process Erin coaches clients to apply to both in LIFE & Business, so they can design a life they love.How applying these steps repeatedly will allow you to create more energy for your clients in less time, so you can serve them wholeheartedly.Why NOW is a good time to make these shifts in your life.Erin and I dig into so many thing in this episode, but at the heart of it, we’re discussing the exact strategies we use to help our clients craft a BUSINESS and a LIFE that you love. Are you ready to kick overwhelm to the curb? Well, let’s go. ------------------------------You can find Erin at her website here!Connect with Erin on LinkedIn here! As soon as Erin gets us the link to her download I'll update it 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.

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 Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing. Check out the Full Episode #30! -------------------Links from Today’s Episode 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.

If I told you that I knew of a guaranteed way to to accelerate building trust with your clients, prospects, and even your team… would you think I was full of bologna?I know. It sounds crazy. But 1 Crazy is my jam and 2 I’ve got a guest today who’s got the numbers to back up this claim. This episode matters to you because we are communicating all the time. We’re communicating even when we’re not communicating. Not sending your clients a follow up email as promised, definitely communicates something – and it isn’t good. So having an amazing tool to utilize in all the different forms of communication you use is critical. Today, my guest Deirdre Van Nest, is going to share with you:How to add “lighter fluid” to all of your conversations, presentations, and marketing activitiesThe 3 types of stories you need in your toolbox and when to use which oneHow to use this tool across all lines of communication: workshops, social media, blog posts, and—of course—client meetings. The KEY components to a really compelling lighter fluid storyThis episode is going to be super actionable and I know you are going to listen to it and be able to add these elements to your business right away. Like later today. ----------------------------------------Find Deirdre and Her Free Download here!Find Deirdre on LinkedIn 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.

You might remember just a short period of time ago when Jeremy was on the podcast sharing how he TRIPLED his referral in just 1 year… it was so good. Well, when were recording that episode we were just riffing on other things and you know I talk A LOT about stepping into that CEO role and really RUNNING your business instead of it running you. And, Jeremy and I were chatting and I thought you would like to hear some of the tips and tricks that he’s uncovered that have propelled his practice into the stratosphere.In this episode Jeremy and I talk about:His client experience tips & tricksHow he defined and markets his “not so unique” unique nicheHow he developed and morphed his practice from the onset to where it is nowHow he stepped into his CEO role and some mindset hacks around building a teamWhat Frank Sinatra and Frankie Valli taught him about running his practiceThe 3 main functions of your business that you need to pay attention to His “tests” to find the MOST IDEAL team matesSo I invite you in to join our discussion and I know you will walk away with a ton of ideas that you can implement in your business RIGHT AWAY. Links from Today’s Episode _________________________You and your team can take your Kolbe - A Index personality profile here and learn more about Right Fit.  Link to the Kitces article on how to set up your office for success! Learn more about motivational interviewing here! Books Jeremy mentioned... Rocket Fuel & EOS Life 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.comCheck out Jeremy's website here!Find Jeremy's Podcast, Retirement Revealed, here!LookLearn 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.

Today I am going to straight up give you my standard operating procedure for when a client passes away. Why? Well #1 because the Efficient Advisor Community voted that they wanted more examples of systems and processes that we used in my practice when I was scaling the business. And, #2 because I want to show you how SIMPLE it is to create and SOP and how you can create one for literally EVERYTHING. I know the death of a client seems like kind of a morbid example, but let’s be real. This happens to every advisor. Your clients pass away. AND, because you’re listening to this I know you’re the type of an advisor that really cares about taking care of their clients and showing up for them during really tough times. In today’s episode you will:Learn how simple it is to make an effective SOPSee an actual editable example of my SOPSee what’s important to be included on a SOPBe challenged to create more of these in your business so you can streamline your practice and execute that TOP NOTCH client service level you want to deliverI love when you carve out the time to actual craft something with INTENTION. You do it once, and can reuse it and give tasks away like a boss. Often, as busy advisors and business owners we just fly by the seat of our pants for things like this and think, oh! I should send a card… and oh I should try to just call and say hi in a couple months, let me put in a reminder, and oh, wouldn’t it be nice if I sent another card around the anniversary…? Or maybe at Christmas?Or maybe you’ve look back at an experience like losing a client and thought, man, I wish I would have done that better. Well… when those things occur, that means it’s SOP TIME!------------------------Links from Today’s Episode Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Grab Libby's SOP in the Efficient Advisor Community under "Files!" Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comCurious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist her for more information on the next session.   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.

I got 'the tingle.'The tingle is when I have an interview or record a podcast that is just so good I can feel it all the way through my body and into my bones. And today’s interview is just that. You hit that point in your business where you know you need to hire teammates to help you scale. It’s an absolute must. But…. now what? How do I get the most out of my team? How do I get them to want to grow within my small business? How do I get them to stay?How do I get the motivated to help me scale this thing!?!Well, it’s time for you to put on your CEO hat, and lead your team like a BOSS!And I’ve got Leadership Coach Elena Beckius of Encourage Her Elena to talk all things leadership. In this episode you will learn: 1️⃣   How to create a “MVV” that inspire your team to give their best effort2️⃣   How to build a Culture of Leadership using the 5 levels of leadership3️⃣   How to help your people get what they want through real deal servant leadership4️⃣   Help you understand why good employees leave your businessGrab your pen. Grab your paper. No multitasking. You’re going to want to really take this one in. ---------------------------------------------------Check out Elena's Blog HereMore info on Elena & Think2Perform HereElena on Facebook!Elena on Instagram!Libby on LinkedIn!Libby on Facebook! Check out The Efficient Advisor Blog 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.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.

Are you ready to get DETAILED? I mean a specific checklist of what you can do to get MORE referrals faster? Well, today’s episode is exactly that. My guest, Financial Planner Extraordinaire Jeremy Kiel of Keil Financial Partners is walking us through some very specific things he has done with his marketing to TRIPLE his referrals in 12 months. Yes, you heard me correctly. 12 months. You will walk away from this episode with:What you need to do first before you do any marketingSpecific examples, costs, website… from Jeremy that have contributed to his marketing successWhat his marketing funnel looks likeHow he makes it crazy easy for his clients to share him with his ideal client avatarAnd 3 specific tactics you don’t want to miss!We’re diving right in! ---------Connect with Libby on LinkedIn Here!Moz.com to create consistency among online search resourcesKeilFP.com to learn more about Jeremy's practicefivestepretirementplan.com to see Jeremy's lead magnetProud Mouth - the service Jeremy uses to promote his podcast and enhance his "influencer status"Smart Asset - lead service Wiser Advisor - lead service Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.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.

Today I am letting you in on a conversation about how to handle clients, referrals and prospects that are just not a right fit for your practice with class and grace. Recently I’ve had a ton of Advisors come to me and say, 👉 “Libby, how do you actually tell a client that they are not a good fit for your practice?” 👉 “Libby, how do you tell a client or a center of influence that the referral they sent isn’t ideal?”  👉 “How do I do this politely, and at the same time make my message really clear?”👉 And,  “What do I do if I have a client who turns out to be way needier than I anticipated and I totally underpriced their plan and I’m worried about having them in my book long term?” So…. when I saw these messages coming through on Facebook in the Efficient advisor community I knew this was a topic that would require more than just a quick response. This week I hopped on a call with Advisor Vicky Lilley and we talked through these questions and I give EXACT strategies and EXACT language to use when you bump up against these issues!--------Links from Today’s EpisodeSuccessful 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.