The Efficient Advisor: Tactical Business Advice for Financial Planners

Today I am sharing with you the #1 Mistake that Advisors make in their Sales & Marketing Funnel and how to fix it! Yep, the solution is easier than you think!Most financial planners have NO IDEA what I’m talking about when we start to analyze their marketing & sales funnel. And… that’s okay. Most of us, including myself, did NOT go to business school before we became Financial Planners. According to clickfunnels.com an intentionally crafted funnel is about 100 times more effective than a sales funnel left to random chance or accidental design. Did you hear that?! 100x more effective. I do no know an advisor out there who doesn’t want to have a marketing strategy that is 100x more effective. In today’s episode I share:The #1 mistake that advisor make in their marketing strategyMy simple system to problem-solve it and fix it!Specific examples of how to follow your marketing and sales through the funnel to identify areas that need a good tweakingTips on how to figure out what is the best way to use your ‘marketing firepower’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.

In today's short bonus episode Libby shares two power phrases that will change the way you interact with your clients, colleagues, and family. These two phrases are ones you MUST incorporate into your daily vernacular if you want to find ways to insert your opinion without being abrasive.Enjoy this shorty bonus! 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.

The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and i’m putting in double that!"I feel that on so many levels because that was me early on.  And the number one question I got from corporate folks is… "if you could share just ONE thing with advisors from an efficiency standpoint…. Especially advisors in those early years of their careers, what would you share?"Luckily, the answer for both of those questions is the same thing! I get to kill two birds with one stone.  But what that means, is that this is foundational to working efficiently!In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule. This perfect schedule, or what I call a Model Week, is a schedule that you’ve designed, with intention, that suits your personality, for your business goals, with your energy levels, and your work/life balance objectives in mind. In this episode Libby will:Help you design a 'Model Week' that works for your business and life goalsShare tips and tricks to maximize productivityGive examples of things that have worked and haven't worked for her and other advisorsHelp you build margin and white spaceGuide you in methods to figure out how to tweak your schedule until it works perfectly for YOU!Links from Today’s EpisodeDownload the Model Week Template and Sample Templates 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.

The elusive referral from an attorney… most Advisors have heard of this phenomenon, but haven’t actually experienced this sought after event with any frequency. Financial Advisor Michelle Klisanich is here to spill the beans on how she has MASTERED the attorney, CPA, and other professional network referrals. And—SPOILER ALERT–she has a system to do it!In this Episode we dive into:Michelle’s DOs and DON’Ts for networking with professional centers of influenceHow to best build relationships that ultimately are mutually beneficialHow to track referrals give and received from lawyers, CPAs, etc using your Client Retention SystemMaking sure you’re getting the RIGHT referrals - AND, what to do when you get the less than ideal referral from one of these important COIsSpecific examples of how Michelle spoils and connects with her professional networkSo if you’re really to learn how to get the BEST referrals from complimentary professionals… this is the episode for you!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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Grab Michelle's PDF here!Connect with Michelle on LinkedInConnect with Michelle on Facebook Michelle's website: https://birchcovegroup.com/home.htmlLooking 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.

Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking for? Understanding these important things about your clients allows you to craft a message that helps you stand out from the sea of advisors and helps you to add immense value---which makes you super referable!In this podcast Libby will give you:A step-by-step exercise on how to craft your Ideal Client Avatar and to figure out where your “sweet spot” is for planningA specific roadmap of questions to ask that will lead you to your laser-focused languageIdeas and examples of how to implement these results in different areas of your business (social media, planning process, referral process, and more)Make sure to grab the step-by-step guide that goes along with this episode 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.

In today's episode Libby shares one little trick she used to keep her on track and focused on the goals that she set at the beginning of the year. It might feel a little cheesy... but it works and here's why!One minute you're drafting out the business plan to build your empire... a minutes later you're googling "how much does a barista make?" Business can hard and 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.comLearn 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 been to that party or a wedding and someone asks you a question that you have prepared for… What do you do? Even though you’ve thought through this, you’ve crafted a little description, you look at them and simply answer something LAME like “I am a financial advisor.” And, if you’re like me, you leave thinking “What the heck!?!?! I had totally prepared for that and I choked! I am so much more than a financial planner I didn’t articulate what I do who I do it and for…” You totally start to beat yourself up. Been there, done that. Then, I figured out this simple formula! In this short episode I’ll share:·       A SUPER simple formula that you can use to articulate your value succinctly and quickly without feeling tongue-tied!·       How to keep from monologuing about yourself and your business so you don’t sound like you’re ‘here to network.’·       The trick I used to nailing this language for this little pitch (hint.. 10x). To elevate your elevator pitch you need to be able to tell people what it is that you do, who it is that you do it for, and why it would make a difference in their lives. Not too short. Not too long. Juuuuust right. You can do this Goldilocks!Don’t forget your worksheet for this episode 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 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 sharing the #1 most TRANSFORMATIONAL question I ever asked myself as part of my business plan.... and you won't find it in any planner. With the new year right around the corner--and business planning well under way--I thought I would share this incredible, business-changing question with you.And, because you're you and you're special to me... I've included a few other questions that you should be asking on your CEO Day. Questions that will truly help you reflect so that you can create a BUSINESS THAT YOU LOVE. 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.

One of the biggest questions I get all of the time on social media from other advisors is “SERIOUSLY – How on EARTH can you take an entire month off?”So, this week I am diving into why and how my Summer Sabbaticals started… and how they have been hands-down the most profitable and productive thing I have done for my business. Yes, by taking a month off… completely unplugged… my profit went up. Counter intuitive? Not once you understand the business strategy behind the disconnection!!In this episode:·      How a major charity that I work with used this concept to identify gaps in their business structure… mind blown!·      Why white space that comes from being unplugged and disconnected is so healthy for your business brain ·      I’ll walk you through the process I used to build up to this extended time off – I promise it was a slow progression!Spoiler Alert! Systems and processes AND an amazing team are a crucial component of being able to truly get away!I hope you enjoy this shorty podcast and maybe add an extra day or two onto your next vacation as “business strategy” - hehehe!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.

In this super short bonus episode Libby shares a quick system she came up with for an Advisor friend who was lamenting about having to do things herself.We hope you enjoy this shorty episode!--------------------------------------------------------------------------------------------------------------------Check out The Efficient Advisor Community HereWant Free Resources? Visit us online at www.TheEfficientAdvisor.comLearn 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.