Learn how to effectively communicate with clients by conducting a communications audit in your financial planning business. Discover the different communication love languages and mediums, such as email, video, text, and snail mail. Explore the importance of client communication in financial planning, including tips for organizing communication strategies. Implement strategies and build processes for effective client communication, with an emphasis on accountability and joining a coaching program for more insights.

We’ve all been in a situation where what we expected was DEFINITELY not what we got (like pretty much every time I order something off Instagram)! It’s frustrating, confusing, and certainly disappointing. However, when everyone is on the same page, everything flows so much easier. When client expectations are not aligned with your practice, it can quickly sour the relationship, or worse, break trust altogether. Enter the “Expectations of Our Engagement” resource. In this episode, Libby explains why this document is critical to every practice and outlines how it will help you:Maintain successful client-advisor relationshipsPrevent misunderstandings and disappointmentsGuide and set the tone for client interactionsOutline clear expectations from you, your team, and clientsClarity and transparency go a loooooong way in this business. So, tune in today to learn how setting some solid expectations can foster, enrich, and grow your client relationships and ensure everyone is on the same page!  —------------------------------------LINKS FROM THIS EPISODE:Register for the Systems to Scale Group Coaching & Mastermind Program HereEpisodes mentioned:Episode #157: Scaling Your Business with The Efficient Advisor’s Group Coaching ProgramDownload the Family Tree Template HereEnroll 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!

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: Scaling Your Business with The Efficient Advisor's Group Coaching Program--------------------LINKS FROM THIS EPISODE:Register for the Systems to Scale Group Coaching & Mastermind Program HereSystems to Scale download is available hereEpisodes Mentioned:Episode #122: Level 1 Processes of the Systems to Scale Framework: DEFINEDownload the Family Tree Template HereEnroll 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!

Every advisor dreams of a successful practice that runs like a well oiled machine, allowing you more time outside the office to enjoy the things you love. If that feels impossible or out of reach…the only thing standing in your way is that you don’t have the necessary systems and processes in place for your business to run effectively and efficiently. And it’s SO much easier than you think! In this episode, Libby guides you through the many challenges that advisors grapple with and shares pearls of wisdom drawn from her own experience of building and selling a thriving referral-only practice.Together with Libby, you'll delve into The Efficient Advisor’s Systems to Scale Group Coaching and Mastermind Program, a carefully designed toolkit that puts you back in the driver's seat by:Defining your sweet spotCreating your planning processAttracting your clientsSystemizing your processesScaling your businessLeading through delegationSo, are you ready to take the leap and transform your practice? We’re here to help you make that leap easier! Let’s go!—------------------------------------LINKS FROM THIS EPISODE:Register for the Systems to Scale Group Coaching & Mastermind Program HereSystems to Scale download is available hereEpisodes Mentioned:Episode #122: Level 1 Processes of the Systems to Scale Framework: DEFINEDownload the Family Tree Template HereEnroll 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!

About 10 years ago I conducted this experiment in my business. It's an atypical exercise FOR SURE, but it had such a profound and lasting impact on my business. What I learned from this 'Year of No' has continued to be the framework for how I make decisions about my time now--a decade later. After doing this for a year I gained major clarity on:Where I was wasting timeWhat was time well spentWhat mattered in my business and lifeWhat didn't matter in my business or lifeWhat propelled me forwardWhat kept me stuckWhat caused me overwhelmWhat gave me peace and control In today's episode I share about this experiment that I did and how you can do a modified version to gain CLARITY and CONTROL over your calendar. Let's go! 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: Part Two---Your Ultimate Guide to Resources from my Website and Beyond--------------------LINKS FROM THIS EPISODE:Episodes Mentioned:Episode #137: Your Ultimate Guide to Resources, Tools and Templates from my Website and BeyondEpisode #94: My Simple Trick to Get Prospects to Finally Book an AppointmentWebpages Mentioned: The Efficient Advisor Resource LibraryLibby’s Favorite ThingsGet on the Systems to Scale Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll 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!

I am excited to share a few additional resources to piggyback off Episode 137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond. As I’ve said, being a financial advisor is HARD, but having tested, effective tools and resources will help your business thrive in this fast-paced environment. The Efficient Advisor website is FULL of FREE and some paid resources that I’ve found. I’m excited to share with you what’s out there and where to find them! You’ll see everything from a one-page financial plan masterclass, to a cheat sheet for delegating better, to a letter template that will get those prospects to book that next appointment. In this episode, I have put together some extra resources that will help you do things:BetterFasterSmarterCheaperEasierCan I get an “A-to-the-Men!” So, grab a hot cup of joe and tune in to this episode as we dive into the world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease. —-------------------------------LINKS FROM THIS EPISODE:Episodes Mentioned:Episode #137: Your Ultimate Guide to Resources, Tools and Templates from my Website and BeyondEpisode #94: My Simple Trick to Get Prospects to Finally Book an AppointmentWebpages Mentioned: The Efficient Advisor Resource LibraryLibby’s Favorite ThingsGet on the Systems to Scale Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll 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!

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 to Fee---How to Start Charging for Planning, Even in a BD World With Bryan Jansen—-----------------------------------------LINKS FROM THIS EPISODECheck out Bryan’s website hereConnect with Bryan on LinkedIn hereEpisodes Mentioned:#95: KPI’s to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*Download the Family Tree Template HereEnroll 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!

As every advisor knows, financial planning is a careful dance between building trust, offering expert advice, and growing a profitable business. Charging fees is too often seen as a massive hurdle many don’t want to scale. But if we’re being honest, this mindset will never drive your business towards profitability and sustainability. Our guest, Brian Jansen, candidly reveals the common fears and insecurities of transitioning from a free to fee-based service model and shares the invaluable lessons he's learned from his own missteps in pricing.In this episode, Bryan and I discuss:Understanding the mindset shift to change from Free to FeeEstablishing your “profitability-adjusted burn rate” and how to use that to calculate your feeLanguage of how to make the switch with existing clientsWhy you don’t drop your fee in year two to adjust for “less work”  Whether you're a seasoned financial advisor or a newbie to the industry, this episode is a must-listen, promising to equip you with insights to confidently set your fees and value your services.—--------------------------------------LINKS FROM THIS EPISODECheck out Bryan’s website hereConnect with Bryan on LinkedIn hereEpisodes Mentioned:#95: KPI’s to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*Get on the Systems to Scale Group Coaching Waitlist HereDownload the Family Template HereEnroll 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!

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: Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!)—----------------------------------------------LINKS FROM THIS EPISODE:Episodes Mentioned:Episode #93: 7 Processes Every Advisory Business NeedsEpisode #94: My Simple Trick to Get Prospects to Finally Book an AppointmentGet on the Systems to Scale Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll 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!