Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman.—---------------------------------------LINKS FROM THIS EPISODEConnect with Spencer on LinkedIn HereLearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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!

Guest Spencer Sherman shares insights on avoiding advisor burnout and functioning at your highest level. Topics include finding your flow state, mindfulness exercises, turning off your to-do list mindset, creating space for clients, balancing success and 'enough', managing tasks using the Pomodoro technique, and enhancing productivity through mindfulness and focused work.

Explore the key components and strategies in designing a successful onboarding process for clients to enhance relationships in the initial 100 days. Discover how a well-crafted standard operating procedure for client onboarding can improve satisfaction and increase referrals in the financial advisory sector.

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 deep dive into:Why the first 100 days matter mostWhat is an on-boarding processHow 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!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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!

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, I 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 myself 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!Episodes Mentioned:178: Michael Kitces on Time Management & Building Your Model WeekJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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!

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: *Free Download* Client Intel Process----------------------LINKS FROM THIS EPISODEGrab the Client Intel Process PDF HereLearn more about one-on-one coaching HereLearn More About the Retirement Tax Services Summit HereGrab Your Focus Gummies HereClick “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Enroll in The Perfect RIA masterclass HereJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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!

In this episode, the host discusses the importance of personalizing client experiences through the Client Intel Process. They share a free download to help advisors collect and utilize client information for tailored interactions. The episode highlights strategies for enhancing client relationships, incorporating personalized details into financial planning, and utilizing gathered information to deepen connections and demonstrate genuine care.

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer----------------------LINKS FROM THIS EPISODEConnect with John on LinkedIn HereLearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episodes Mentioned:#106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake BrewerJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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!

Financial advisor John Scherer discusses how he deepened client relationships with Legacy Letters, a unique value-add experience. He shares details on the event's impact, client feedback, and tips for other advisors. The Legacy Letters helped clients create lasting family legacies beyond finances, strengthening bonds and redefining advisor-client relationships.

The podcast discusses strategies for enhancing client experience through effective processes and personalized gestures. It emphasizes building strong client connections, optimizing onboarding procedures, and improving office efficiency through creative traditions like retirement bells and personalized client meetings.