The Efficient Advisor: Tactical Business Advice for Financial Planners

Discover a game-changing goal-setting strategy crafted for busy professionals. By limiting focus to just three goals per quarter, you can enhance productivity and stay on track with major projects. Learn practical techniques to map out your year and prioritize effectively without feeling overwhelmed. The host shares personal planning tips, including visual aids, to help you implement this method seamlessly in your business. Get ready to take control of your goals and boost your efficiency!

In this episode, I sit down with Niki Clark, a marketing expert specializing in financial advisors. We dive into how AI is revolutionizing the way advisors manage their businesses and why embracing new technologies can lead to greater efficiency and success. If you're curious about how AI can work for you, this episode is a must-listen!🔹 What You’ll Learn:How AI tools can help financial advisors streamline their workflows 🤖How to trail your AI model, like ChatGPT, to fit your unique voice 🎤Why simplifying your messaging is key to better client engagement ✍️How to leverage marketing strategies to stand out in the crowded financial space 📈Practical steps to get started with AI and automation today ⚡AI isn't just the future—it’s already here. Tune in to hear Niki’s insights on how you can use it to your advantage.🎧 Listen now and start optimizing your business!-----------------------Connect with Niki on LinkedIn 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.

Discover how two simple phrases can revolutionize client conversations. Learn how saying, 'I hope you can appreciate...' can soften tough discussions and help set boundaries. Explore why swapping 'but' for 'and' creates a more positive, collaborative atmosphere. Delve into the psychology of word choices and their influence on client reactions. With real-life examples, you'll see how these adjustments can lead to stronger relationships and a more productive dialogue. Transform your communication with these small but impactful tweaks!

In this discussion, Ben Olsen of BMO Automation, a leading expert in AI applications for financial advisory, dives into the transformative impact of AI in the industry. He outlines three strategies for advisors to embrace AI: DIY, build, or buy. Topics include streamlining client onboarding and communications, the essentials of compliance, and how AI can enhance personalized outreach. With practical tips and future insights, Ben emphasizes that incorporating AI is no longer optional—it's crucial for staying competitive.

Discover the essence of 'Efficient Friday,' where quick tips empower financial advisors. Dive into how Uber revolutionized transportation by removing friction, and learn ways to enhance your client experience by simplifying onboarding and communication. Explore practical strategies to identify roadblocks in your processes, making interactions smoother and more enjoyable for clients. Transform your advisory practice by applying these innovative ideas.

Women will influence over $34 trillion in assets by 2030, yet many financial advisors still overlook a crucial reality: women are not a niche—they are half the population. In this episode, I sit down with Jackie Wilkie of First Trust Portfolios to discuss why every advisor needs to rethink how they engage with female investors.We dive into how to better connect with women clients, avoid common mistakes that lead to asset attrition, and create an experience that resonates with both partners in a household. Jackie shares powerful insights and actionable strategies to help advisors future-proof their practices and build deeper, lasting relationships with women investors.💡 What You’ll Learn in This Episode:Why women investors are often overlooked—and how to change that 🏦The biggest risk advisors face with asset attrition after a life transition ⚠️How to engage both partners in a client relationship 💬Proven strategies to create female-friendly client experiences 🎯Creative event ideas that help women clients become your biggest advocates 🍷If you want to retain more clients, strengthen relationships, and stay ahead of the $34 trillion wealth transfer, this episode is a must-listen!🎧 Listen now & subscribe for more actionable strategies for financial advisors!-----------------------Connect with Jackie on LinkedIn 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.

Are you doing things in your business just because you think you're supposed to? Too often, financial advisors continue running the same client service playbook without questioning its true value. In this episode, we introduce an unconventional KPI—your Impact Score—to help you evaluate whether your client service efforts are making a real difference. By measuring both impact and effort, you can determine if it’s time to refine your approach, shift your focus, or even cut out initiatives that no longer serve your clients.Key takeaways from this episode:How to use the Impact Score (1-4 scale) to evaluate meetings, webinars, events, and client touchpointsWhy some of your long-standing service offerings may no longer be as valuable as you thinkThe power of "killing your darlings"—eliminating low-impact, high-effort activities to free up resourcesA step-by-step process to audit your service calendar and maximize value for your clientsHow to shift your time and energy toward more high-impact activities that create real client engagementBy the end of this episode, you’ll have a clear framework to assess whether your efforts are truly moving the needle or if it’s time to redirect that energy elsewhere. Let’s make sure every touchpoint in your client experience is purposeful, impactful, and worth your time!-----------------------Episode 106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake BrewerEpisode 182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John SchererEpisode 95: 4 KPIs to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*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.

Ben Olsen, an AI consultant and former financial advisor, shares his insights on how AI is revolutionizing financial advisory practices. He discusses the practical applications of AI tools like ChatGPT for streamlining workflows, enhancing client communications, and automating tasks. Olsen emphasizes the importance of integrating technology without overhauling existing systems, offering tips for quick wins. He also highlights future trends in AI adoption and the balance between tech and human interaction in advisory roles.

Thinking about selling your practice someday? Or maybe you're eyeing an acquisition to scale your firm? In this episode, I sit down with Ted Jenkin the "Jerry Maguire" of financial advisors, to break down the smartest strategies for buying, selling, and structuring your business for long-term success.Ted shares insights from his own experience selling Oxygen Financial and how he now helps advisors maximize the value of their firms—whether they’re looking to sell, acquire, or simply increase profitability. We dive into the key numbers that matter, the biggest mistakes advisors make, and how to position your business for a lucrative exit.💡 What You’ll Learn in This Episode: ✔️ Creative ways to structure a sale if your kids (or successors) are buying you out ✔️ What makes a financial advisory practice valuable & sellable ✔️ How to structure your firm to maximize its sale price ✔️ The legal & financial must-haves before you sell ✔️ Why private equity deals might be more lucrative than you think If selling (or buying) a practice is on your radar—whether now or in the future—you don’t want to miss this episode!-----------------------Learn more about Ted’s firm here! www.esladvisors.comhttps://www.jptdpartners.com/valuationCheck out the AI Made Easy Webinar Replay Here! 🎧 Listen now & subscribe for more efficiency & growth strategies for financial advisors!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.

Feeling bogged down by conventional KPIs? Discover how they may be hindering your business. Learn about the revolutionary Impact Score that transforms client interactions and boosts team dynamics. Shift your mindset from advisory tasks to a CEO perspective, tracking metrics that drive real results. The conversation dives into enhancing client experiences and leadership's role in elevating employee engagement. Ready to redefine success in your practice? Tune in for insights that promise to make a significant impact!