The Efficient Advisor: Tactical Business Advice for Financial Planners

In my humble opinion one of the main reasons your clients love you is because of the value that you provide. And you and I both know that value is created by educating and empowering your clients. When you can make complicated financial concepts easy to understand AND easy to remember… you will be priceless to your clients and they will… I repeat, they will refer you. So today I am sharing with you a tool to help you do just that. A resource for you to help you level up your client education by using visuals. I’m bringing in my brand new best friend (and triple threat) Dr. Ross Riskin to show you how to make a bigger and longer-lasting impact on your client education experience.In today’s episode you’ll hear:How our clients’ brains process pictures versus wordsA major hack for simplifying complex conceptsA ‘system’ to do visuals faster and more efficientlyHow to elevate ‘perceived’ and ‘actual’ levels of trust with your clientsWhy visual branding mattersAnd…. how you can access your two free visuals!!!Our conversation takes a few hard lefts and ends up in some really fun and interesting places. I know you are going to be very intrigued by what Dr. Ross and VisiWealth are creating for advisors. ---------------------------------------------------Links from Today's Show:Follow VisiWealth on my Favorite Social Platform, LinkedIn!Check out VisiWealth.org to subscribe and find out more!Go to the webpage for this episode to download your one free visual and to get the instructions on how to get your 2nd visual of choice!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.

This is not your “give away the $15/hr tasks podcast. I know you know that. But, do you have an ACTUAL SYSTEM to make sure your delegation is successful?Are you guilty of saying any of the following statements?!?!➡️  “No one can do this the way I can, so I’ll do it myself.”➡️  “I do not have the right person on my team to handle this…so I guess it falls on me.”➡️  “I can’t afford for anyone to make a mistake on this, so I’ll just handle it.”➡️  “It’s just easier if I do it myself - it would take longer to explain it to someone than it would for me to just do it.”➡️  “This is a sucky task and I hate to ask anyone else to do it - I want them to love their job.”If you answered no… you’re a dirty liar. Kidding. But all of us make this mistake… especially early on in our careers. Most of us were never trained to be a boss and trained on how to delegate effectively. I don’t know about you, but this did NOT come naturally to me as I was scaling my practice. If you answered ‘yes’ to any of the above, you are not alone! Chances are you could benefit a bit from learning a thing or two about how to be more effective in your delegation strategy.And to be clear: Delegation is a means of strategically managing projects and tasks at their inception. Delegation is not, I repeat… delegation is NOT, a last-minute dump of responsibility onto someone else’s plate because you didn’t plan or prepare appropriately.In today’s episode we’re going to dig into:1️⃣   The 5 levels of delegation to grow confidence and competence in your team2️⃣   My strategy to reduce errors so you can feel SO GOOD about turning over ownership3️⃣   Create a plan to identify how and when your teammate is ready to self-manage tasks AND take on more!So if you have a hard time asking for help, or even if you’re a control freak. I’VE GOT YOU! AND - stick around until the end because I’ve got an amazing free download for you!--------Grab this week's download "The 5 Stages of Delegation Guide" 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.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.

We talk ALL THE TIME about how crafting an amazing client experience is the crux of becoming a referral-based business. BUT THIS…. THIS BLEW MY MIND!I like to pat myself on the back when it comes to curating an amazing, but easy-to-execute experience for my clients… BUT HOLY COW.Today I interview Ben and Jenna Laws, the power advisor couple behind Evexia Wealth. I knew they were committed to client experience. I knew there were lots of similarities in how they approached client experience to how I do… so I knew this would be an amazing interview full of synergy…BUT THIS WAS NEXT LEVEL STUFF --- It was like ordering a 4-pack of nuggets and getting a 20-pack for the same price --- Nuggets galore.  In this episode Ben and Jenna share their CRAZY, OVER-THE-TOP, AMAZING client experience. We also get into: 1️⃣  How creating core values for your business creates the basis for your client experience2️⃣  How client experience starts with how your team treats each other3️⃣  What they do to set the stage for a prospect – enter mind blowing experience4️⃣  How you scale your client experience over time as you add capacity (don’t worry Year 3 Advisor – I got you!!!!)5️⃣  How to set up your space to amplify your experience6️⃣  Ben’s favorite book about creating an experience in your businessI know you are going to love this episode. I actually recorded it as a video back in 2019 and people went bananas over it. In fact, I still have Advisors reference it when we chat. It’s that good. ------Links from this episode: The Experience Economy - Ben's favorite book about client experienceRocketfuel - Both the Laws and Libby mentioned this book as a game changer for teaming 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.

Looking for a technique to follow up with prospects that doesn’t feel icky or desperate? Well, today is all about exactly that.  Enter: The Nurture Sequence.  Today I am talking with marketing expert Olivia Luper and we are going to get into how to follow up and create more inbound calls.  In this episode  you will learn: What is a nurture sequence?What is the anatomy of a well-crafted & effective nurture sequence?Tips & Tricks to improve your response rate. Do’s and Don’ts of creating captivating copy  AND - Olivia shares   AN EXACT SCRIPT  for your first email in the sequence… the confirmation email! This alone is pretty fantastic. I may, or may not, geek out a little about how this email sequence can occur while you’re sleeping, hanging out with family, or volunteering. The Lord knows how much I love automated systems.   I hope you enjoy this episode and I’d love to see how you implement this in your business! ------From Today's Episode: Get on the Group Coaching Waitlist to learn more!You can connect with Olivia Luper on LinkedIn here.You can visit Olivia's website here for more information on her services. 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.

Welcome to another episode in the March Marketing Madness podcast series! When I polled The Efficient Advisor Community about this series and marketing the #2 topic people voted for was “how to talk about or pitch your planning process with clients.” So that is EXACTLY what we are going to cover today! I get really jacked up about this topic and have a lot to say. Today’s episode is going to dive into how to package your process in a way that:Differentiates you from other advisorsCreates a clear scope of work so clients know what to expect and what NOT to expectAllows you to have confidence in your pricing Streamlines your planning process behind the scenes – hello scalability! I think there are (at least) 10 steps or things to consider when building your process in a way that makes it easy to pitch AND easy to be desired by your Ideal Clients and I'm walking you through them all today!----------------------------------Links from Today’s EpisodeBook --> Built To Sell by John WarrillowCoaching wait listEpisode #17:  The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEOEpisode #10:  How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client AvatarEpisode #8: Elevate Your Elevator PitchSuccessful 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 in one happy place? 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 am extra pumped for this episode! We are still deep in March Marketing Madness here with 3rd episode in the series - and again you’re going to get tangible, immediately implementable strategies from today’s conversation. Today I’m introducing you Advisor Natalie Kratzer who picked a niche and in just a few short years has become the “Go -To” Planner  in her category. She’s tapped into some unique marketing that doesn’t cost a dime, but has prospects LINING up to meet with her because of her expertise. In today’s episode you’ll meet our guest Natalie Kratzer and we’ll get into:1️⃣  Key partnerships she developed that helped her explode as the ‘Go-To Expert’ in her niche (hint: she used INFLUENCERS to promote her!)2️⃣  How these partnerships have converted into referral after referral after referral3️⃣  How she approached her niche marketing and what worked and what didn’t work4️⃣  What adjustments and pivots she’s had to make in her practice to accommodate her growing niche alongside her more “traditional retirement planning” businessAnd of course so much more. I think you’ll really be inspired by her marketing strategy and I can’t wait to see what you do with these ideas in your own practice. Book Libby Mentioned: Blue Ocean Strategy-----------------------------------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.

This month is March Marketing Madness… and this episode is complete madness! I didn’t intend to lean towards free/low cost marketing strategies for this series, but when you come across some Advisors who are crushing the prospecting game without blowing out a budget I just have to stop & pay attention. Today I’m going to introduce you to Moshe Grunhut. He caught my attention when he stated he got 50 new clients just from his LinkedIn strategy in just 12 months. And I don’t mean him searching and reaching out to prospects… we’re talking prospects reaching out to him! No fancy profile sorts, no cheesy pitching. I 👏🏻 can’t 👏🏻 wait 👏🏻  to implement his suggestions. In today’s episode you’ll meet our guest Moshe and we’re digging into:1️⃣  How does he structure his posts to capture so much attention!? 2️⃣  Tips and tricks he uses to maximize the algorithm and how to keep his engagement high3️⃣  What is he doing differently that makes clients reach out to HIM!? And what does that conversation then look like?4️⃣  How he’s navigated compliance to implement this strategy So join us for this conversation about mastering LinkedIn!------------Links from Today’s EpisodeYou can find Moshe Grunhut on LinkedIn Here!You can 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. 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.

Okay so what’s on tap for today? Today we are diving into the #1 marketing trend you cannot ignore for 2022… that has low cost to entry, is crazy effective, and can be done easily…  and music to MY ears…can be a system or process in your marketing funnel!I’m talking VIDEO. But before you turn this podcast off and say “no way!” I don’t have the time, budget, or even the wherewithal to get started using video… hear me out! Even if you’ve got a tough compliance department… I got you today okay? Remember, my goal is to help you do this effectively and efficiently on any budget.81% of Businesses increased their sales using video in 202186% of businesses increased their lead generation using video in 2021 93% of businesses increased their brand awareness in 2021 So, that’s impressive… but here’s what’s even more important for you to consider: 96% of people have watch an “explainer video” to learn more about a provided service – including financial planning services86% of people have been convinced to buy a service by watching a brands video. So 96% watch to learn and then 86% are convinced by this video. Wow.And get this… 73% of consumers said they prefer to learn about a service via video.Do you hear these results!? This is why you cannot ignore video.In today’s episode:1️⃣  How to do video on a really, really low budget2️⃣  How to reuse your content in 10+ different ways to build your brand3️⃣  Ways to create a system to do it quickly and easily4️⃣  Some specific things you’ll want to know before you hit record for the first timeAnd of course so much more. I think you’ll really be excited by how easy, quick, and budget-friendly a video content strategy can be!--------------------------------------Link to Wyzowl 2022 Video Marketing Statics SurveyEquipment Suggestions:Tripod Cell phone holder for tripod Ring Light External MicCheck 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.

We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of the major things you needed to do. YET, you felt slammed all day! So here’s the questions we’re going to seek answers to today… How do you ACTUALLY get things done in your time blocks without getting distracted? What do you do if your energy is off and you just don’t feel like doing that thing you had scheduled? How do you manage your time when random tasks and crap just pop up in your business that you have to deal with? How do you not get sucked into the vortex that is random to dos, being all over the place, and juggling all the balls? I mentioned it all the time–that in order to scale your business you have got to scale yourself first…. And these are the questions I hear from advisors in our coaching and these are certain questions I had for myself that I had to test, try, tweak and seek out answers to for myself in my own business. In today’s episode I am going to share EIGHT tips & tricks I uncovered over my nearly 2 decades in the business that worked for me when it came to actually getting done what I was supposed to… when I was supposed to do it. This includes a rapid-fire power hour, iron butt time, and the Pomodoro method. Intrigued? We’ll let’s go… ---------------Links from Today’s Episode:Grab the guided Brain Dump PDF here!See the cheap but great kitchen timer 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.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.

This week I have my favorite productivity expert, Amber de la Garza on the podcast! Amber and I go through her 7 strategies to reduce team interruptions that will save you a TON of time and frustration. And, bonus, help your team to become more self-sufficient. Libby and Amber uncover the proactive and reactive strategies you can implement right away with your team whether you’re a small and mighty team of 2 or a more robust practice with lots of moving staff parts. In this episode Libby and Amber discuss:Amber’s 7 Effective Leadership Strategies That Reduce Interruptions Libby’s 2 passive-aggressive techniques (haha!) that might make you smile AND shake your headNipping interruptions in the bud (kindly) but uncovering their root cause and fixing that insteadTeaching your team how to critically think about problems to come with their own (and often better!) solutionsI created The Efficient Advisor Podcasts and episodes like this because I think podcasts should do more than just entertain you. I wanted to create a fun format that gives you actionable items. Things you can literally implement tomorrow to make your business more efficient. No fluff. Just getting things done!!!I basically take all the problems and growing pains that I had building my business along with what I hear from Advisors in our community and find and share solutions. So, that’s what this is. Your solutions based podcast. And this episode is no different.-------------------------------- Click here to see my ridiculous photo!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.comYou can find Amber and all her brilliance at: amberdelagarza.com And her mini training "Take Back Your Time" here!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.