If I can find a way to increase my focus and efficiency… OF COURSE I’m going to share it. 🤗 In today's episode, I have got a couple of productivity ideas for you. One that is brand new, and has been honestly so unbelievable  for me. It’s giving me an extra 90+ minutes a day of major focus and helping me crush my to-do list like a boss. 💪 No joke! But this one…it’s a little unusual. And I’ve got a few other tips and tricks I use, as a business owner with ADD, that genuinely help me prioritize and crush through the things that ACTUALLY move the needle in my business. So, if you want to get more out of your time…let’s dive in!LINKS FROM THIS EPISODECheck out the Retirement Tax Services  2024 Tax Planning Summit here!Find the Best Self Journal I use here!Get your gummies here (and follow these instructions!)Click Shop > Product Category - Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create SubscriptionEpisode 16: 8 Productivity Hacks to Work More Efficiently - Here!Episode 12: Designing Your Perfect Schedule to Get it All Done in Less Time - 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!

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: Delegating Tasks That Are Nuanced  **FREE DOWNLOAD** ----------------------LINKS FROM THIS EPISODEGrab the Asset Transfer Script Download here!Learn more about one-on-one coaching hereEnroll in the Perfect RIA masterclass hereEpisodes mentioned:#23: Delegate More Effectively with Fewer Errors [My System!]#44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client RelationshipsJoin 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!

One of the biggest challenges for any advisor is delegating tasks that require knowledge, experience, and education—the stuff that lives in your head based on years of experience. It often feels too daunting to explain all the details to someone, so we continue to do ALL. THE. THINGS. 🙃In today’s episode, Libby walks you through the steps she took to hand off to her Director of Operations the intricate process of coordinating account transfers, and how crafting airtight standard operating procedures became her map to success. She details stages of delegation that reduce oversight and save time, including:Training employees through observationEmpowering employees to independently handle tasks and update proceduresInvesting time for professional developmentCreating scripts and checklists By stepping aside and empowering others to lead the charge, you’ll be able to redirect your time and energy toward what a CEO does best—strategy and vision. 🎯 💡 Tune in now for some tips on mastering delegation so you can focus on scaling your business to the next level! 🤑 ----------------------LINKS FROM THIS EPISODEGrab the Asset Transfer Script Download here!Learn more about one-on-one coaching hereEnroll in The Perfect RIA masterclass hereEpisodes mentioned:#23: Delegate More Effectively with Fewer Errors [My System!]#44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client RelationshipsJoin 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!

We all know that building a dynamic, cohesive team you can trust is essential to scaling a successful advisory practice, but how do you go about finding, hiring, and retaining great employees? Acquiring the right people—in the right role—is one of the hardest yet most critical aspects to growth. No people = no scale. 📈 Alanah Phillips, recruiting, hiring, and training extraordinaire, joins The Efficient Advisor, Libby Greiwe, to discuss how to find “unicorn” employees in today’s market without having to invest in “nap pods” or add crop tops to the dress code! 😳 In this episode, Alanah explains how to build a dream team by:Examining your hiring processCreating a culture that balances work and lifeEmbracing modernization and fostering flexibilityIntegrating new employees with a transparent onboarding processIf you're scaling your team or simply planning ahead, this podcast is brimming with practical tips you can implement to create a flourishing business environment. Let’s go! 🚀-----------------------------------LINKS FROM THIS EPISODEConnect with Alanah on LinkedIn hereVisit Alanah’s website hereEpisodes Mentioned:#85: Is the grass really greener on the other side? How do I know if I’m with the right firm? With guest Alanah PhilipsJoin 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: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP-----------------------------------LINKS FROM THIS EPISODEConnect with Stephen on LinkedIn 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!

Stephen Taylor, JD, CFP, attorney turned Certified Financial Planner, shares insights and experiences on business structure transition in the financial planning industry. Topics include compliance, technology, portfolio management, and commission trails. The conversation emphasizes thinking about a transition without being overwhelmed by the operational side.

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: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis-----------------------------------LINKS FROM THIS EPISODECheck out Matt’s website hereConnect with Matt on LinkedIn hereEnroll in the One-Page Financial Plan Masterclass hereBooks Mentioned:Delivering Massive Value by Matthew JarvisJoin 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 planning expert Matt Jarvis shares themes and trends among successful advisors, including communication strategies and efficient document management systems. He also discusses the power of one-page financial plans for delivering advice quicker and easier to clients. The podcast explores factors for success in the financial planning industry, the importance of avoiding paperwork and seeking advice from peers, implementing changes within a team, prioritizing client concerns, and embracing diversity and flexibility in the industry.

Empathy and support are essential components of the advising process, but sometimes it’s hard to connect with clients on such a deep level. Our guest today, Jeremy Keil, shares some powerful and effective tools he has used over the years to strengthen his relationship bond with clients. In this episode, Libby and Jeremy dissect the following three levels of communication:Surface-levelGoals and underlying motivationsVulnerable, profound discussionsWhile all three levels are necessary to building trust and meaningful relationships, it’s the third level of communication—vulnerable, profound discussions—that cements an advisor's indispensability. Jeremy's insights on asking strategic questions are key to building lasting bonds with your clients.  Libby and Jeremy discuss the transformative power of motivational interviewing, a nuanced form of communication that can strengthen the bond between financial advisors and their clients. Originating from psychology, motivational interviewing helps guide discussions about change and helps clients articulate their financial goals, while highlighting the importance of tailoring advice to a client's unique life situation.Whether you're a seasoned financial advisor or new on the block, this episode is laden with strategies and insights to communicate with intention and foster trust with your clients. Let’s go!—------------------------------------LINKS FROM THIS EPISODE:Check out Jeremy’s website hereConnect with Jeremy on LinkedIn hereWebsites Mentioned: Welcome to the Motivational Interviewing Website! | Motivational Interviewing Network of Trainers (MINT)Books Mentioned:Motivational Interviewing: Helping People Change and GrowJoin 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!

Here I am doing an experiment for myself this year related to goals. I’ve been having a lot of conversations with advisors lately who are struggling to set clear goals. They have great revenue… what’s another 10% really going to do? They are having a hard time connecting deeply with the why behind the goals… since they are VERY happy with their business and their lives. So today I want to offer up a different acronym for goal setting if you’re in a place where you need to mix it up and just need a different approach. This might be a fun addition to come along side some of your traditional business goals. Maybe you just need a shot in the arm to get your reinvigorated about your business? Let me introduce to you F.U.N. goals. ____________________________________________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!