The Efficient Advisor: Tactical Business Advice for Financial Planners

It’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!In Week 3…it’s all about creating processes for ATTRACTING your ideal client avatar and making it EASY for them to choose to do business with you.This week we’ll talk about: Productizing your offerings (How to package and price your services)Building out your “How Story” (Free Download!)Updating your brand story across all marketing channelsCreating social media starts based off your brand pillars and how storyGetting started in video!!!!Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!-----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Episode #052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce IndecisionEpisode #062 (and Download!): Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia LuperLearn 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 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 from Tuesday's podcast: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework---------LINKS FROM THIS EPISODE:Download the Systems to Scale Framework Here! Book Recommendation: Built to Sell by John WarrilowEpisode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna LawsLearn 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.

It’s Week 2 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. In Week 2…it’s all about creating some of my favorite processes.This week we’ll talk about: Building out your start-to-finish financial planning process (my favorite!!!!)How to distill these processes down into SOPs and get it documentedDesigning your client experience process (another favorite!)How to create SOPs and a documented client experienceEstablishing your client service model These five steps are some of the most CRUCIAL processes for having a business that is scalable and organized. Don’t forget to download the Systems to Scale Framework™ HERE! ----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Book Recommendation: Built to Sell by John WarrilowEpisode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna LawsLearn 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 we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized them for you! This is the framework that we work off of for our group coaching program… which kicks off January 9th, 2025, and the signups for that start THIS WEEK! Essentially, there are 6 layers that these processes fall into, so I think of it like a cake. Each layer has its own ingredients and when you add all the right ingredients in the right order, layer after layer, you end up with a super sweet delicious business—and a life that you love. Over the next 6 weeks together we’re going to dive into each of these 6 levels. There are: Define, Create, Attract, Systematize, Scale, and Lead. Each week we’ll walk through the layer, and what’s involved, I’ll give you a roadmap to build out that level. In today’s episode, I describe each of the 6 levels of the System to Scale Framework™ and we’ll dive right into the first level… DEFINE. Throughout this series, I’m throwing a bunch of resources, guides, templates, etc at you! These are some awesome resources to help you build out each of these levels in your business. ------------LINKS FROM THIS EPISODE:Join the Systems to Scale Group Coaching & Mastermind HERE!Episode #8: Elevate your Elevator Pitch & Worksheet - Here!Episode #10: How to create a laser-focused marketing message that speaks directly to your ideal client & Workbook - Here!Episode #30: How to add lighter fluid to all your conversations with Deirdre Van Nest - 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.

Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter.Really, Libby? A letter is going to make a difference? ABSOLUTELY, but the catch is you have to include the right things. It’s easy for clients to lose sight of all the work you do behind the scenes, but a well-crafted New Year’s letter can change that. In this episode, I’ll guide you through exactly what to include in a letter that not only recaps the services and support you provided over the past year, but also shows clients the value you bring to their lives.Plus, we’ll cover how to preview upcoming changes and improvements in a way that builds excitement and trust. We want your clients to ooze with appreciation over 2025 and excitement for working with you in 2025!In this episode we’ll cover: How to use an Impact Score to rate your Client Service Model. How to use this letter to reinforce the Behind-the-Scenes work that you do, reminding them of the value you bringSet expectations and build excitement for 2025 and the changes that come along with a new year in your businessAnd, SO MUCH MORE!Ready to take your client communications to the next level? I’ll share tips and resources to help you craft a New Year’s letter that’s personalized, impactful, and memorable. 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.

Dive into the world of tax strategy with insights on how deeper client conversations reveal unique savings opportunities. Hear how a simple hobby can turn into a business, potentially unlocking substantial tax benefits. Discover the fascinating distinctions between tax strategy and basic preparation, along with mind-blowing examples that challenge conventional thinking. Plus, learn how innovative deductions for influencers and the complexities of global talent can shape effective financial plans. Get ready for an entertaining take on maximizing tax savings!

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 mention it all the time–that to scale your business you have got to scale yourself first…. 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? Let's go… ---------------Links from Today’s Episode:Grab the guided Brain Dump PDF 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.

Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field.In this episode we’ll share insights on: What To Do Beyond Basic Calculations: College planning involves strategies that extend far beyond simple tuition calculations.College Planning Fintech: What tools should advisors be using AND staying way fromExpertise: How does an advisor build expertise in this unique categoryTactical Ideas: Ross shares several tactical ideas and strategies that you can start sharing with clients todayValue Addition: Advisors can significantly enhance their value by engaging in more complex college planning. Join us as we welcome Ross Riskin, whom I am calling a college planning genius. Ross will guide us through advanced strategies to elevate your college planning game from ordinary to extraordinary.Links from this episode:AICCFC Main WebsiteLearn More About the CCFC Designation Program Learn More About the AICCFC | XYPN LIVE Pre-Con EventConnect with Ross Riskin 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.  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 podcast Libby will cover:How to build and reiterate the perfect schedule for YOU!How to use your business goals and personal goals to drive your scheduleTips and tricks on how to build it around your energy levels and personality traitsUncovering what’s broken in your schedule and how to adjust it and play with it until it works just rightAnd, of course, I give you my template so that you can build your own model week! My goal is to help you not have to recreate the wheel… so use mine!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 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: Complete a Time Study to Boost Productivity Now---------LINKS FROM THIS EPISODE:Grab your time study template here! Episode with Michael Kitces on Time Tracking and Model WeekEpisode on 8 Productivity Hacks to Work More EfficientlyLearn 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.