The Efficient Advisor: Tactical Business Advice for Financial Planners

On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time.Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too.Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more balance. Join us as we explore the benefits of a time study and learn actionable steps you can take to streamline your workday and increase your productivity.But, there is a right way and a wrong way to do a time study.In This Episode, We Cover:How a time study helps identify time-wasting tasks and increase efficiency in your business.The best way to actually track your time. How to actually analyze time study results and do something about it.Practical tips on delegating tasks, setting boundaries, and maximizing your energy levels throughout the day.Tools, resources, and strategies to help you conduct a time study and optimize your schedule.Tune in to learn how to take back control of your time and make the most of every day!---------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.

Join Paul McManus, a seasoned expert on overcoming writing challenges, as he reveals how to write a book in just six weeks! He tackles common fears, discusses how authorship transforms financial advisory marketing, and explores the role of writing for keynote speakers. Paul also emphasizes the importance of accountability and leveraging AI tools in the writing process. With practical strategies, he motivates aspiring authors to push past procrastination and share their stories with the world.

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: Growing a National Niche Empire - Advisor Success Story with Guest Nick DaughertyLINK FROM THIS SHOWFind out more about Financial Cop HereConnect with Nick 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.

Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of takeaways and practical ideas for you as you grow your financial planning business.In this episode, I interview an advisor who started off selling senior trips, became a police officer, and then built a financial planning empire by working with what he knows. Today’s episode is the ultimate power move in niche marketing and explores what it takes to grow, scale, and build a national brand.What I love about Nick is that he is so self-aware. Nick shares the hard parts about scaling and some of the struggles that come along with moving from advisor to CEO. He discusses how he’s brought in various coaches and mentors to help him avoid mistakes, build up his weaknesses, and strengthen his strengths.So, if you want to be inspired, convinced to narrow your market, and straight-up impressed, this is the episode for you!In this discussion, we dig into:- Transitioning from advisor to CEO- How to build a trustworthy team- Proactive hiring- The benefits of niching down- Building a national brand---LINK FROM THIS SHOWFind out more about Financial Cop Here Connect with Nick 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.

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: When Part of Your Business is a MessLearn 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.

Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love.In this episode we'll discuss:The reality of a messy businessHow to identify the messy part and what to do about itHow overthinking is just procrastination in disguiseThe antidote to chaosAnd how to Bless and ReleaseAs always, you just need to identify that one RIGHT next step for your business and take some messy action!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: Create a Laser-Focused Marketing Message that Speaks to Your ICALINKS:Download Your “Laser Focused Marketing Message and ICA” Worksheet HereLearn 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 forUnderstanding 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 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 ways 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, such as social media, planning process, referral process, and more!Tune in now to learn how to create authentic, client-centered marketing that boosts your business! LINKS:Download Your “Laser Focused Marketing Message and ICA” Worksheet HereLearn 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.

Josh Kosnick, an expert in implementing the Entrepreneurial Operating System (EOS), shares transformative strategies for financial planners. He delves into the challenges advisors encounter while adopting EOS, emphasizing the importance of operational clarity and leadership. Listeners will discover actionable tools like clarity breaks that enhance productivity and streamline practices. Kosnick stresses the need for evolving leadership skills and community engagement to foster growth in the financial sector, making this discussion ripe with insights for aspiring leaders.

Josh Kosnick, an EOS professional, dives into the game-changing impact of implementing an Entrepreneurial Operating System for financial advisors. He shares essential tools to enhance daily productivity and advises on overcoming micromanagement. The conversation touches on the importance of defining key roles for effective leadership and strategic hiring to foster growth. Kosnick emphasizes balancing leadership with empathy and support, while also highlighting the benefits of personal well-being in boosting business efficiency.