The Efficient Advisor: Tactical Business Advice for Financial Planners

Jo Faith, a skilled copywriter dedicated to enhancing websites and written content, shares invaluable strategies for financial advisors. She discusses key tactics to grab attention and craft client-focused messages. Jo also emphasizes the importance of using FAQs and engagement metrics to drive conversions. Listeners will leave inspired to revamp their web presence and implement actionable content improvements in their own practices.

Jo Faith, a seasoned copywriting expert with a background in financial journalism, shares valuable insights on elevating online communication for financial advisors. She emphasizes the importance of a compelling website and client-centered messaging, starting with strong hero statements and clear calls to action. Jo discusses the shift to user-centric language that highlights client benefits and the need for effective SEO strategies. Listeners will discover how optimizing written content can significantly enhance client engagement and drive business success.

Daniel Yoo, founder of FinMate AI, shares his journey from financial advisor to tech innovator. He discusses the struggles of manual note-taking and how AI can revolutionize administrative tasks. Listeners will discover practical ways to enhance productivity through note automation and secure task management. Yoo also explores the balance of AI integration with personal client engagement and addresses the potential concerns that come with the technology. Tune in for insights on maximizing efficiency in financial advisory business!

Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few practical tips—Deirdre's insights promise to do just that. You'll discover how a strategic approach to your speaking engagements can lead to remarkable outcomes, like a 93% conversion rate during my most recent virtual keynote. Whether you're delivering keynotes, hosting webinars, or leading client workshops, Deirdre's advice is a game-changer for boosting engagement and conversions.Register for the Systems to Scale Group Coaching Program Here Book a call to see if the group program is right for you and your team Here (scroll to bottom)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: The Client Experience Cheat Code-------------------------------------------------LINKS FROM THIS EPISODE:Register for the Systems to Scale Group Coaching Program HereEpisodes mentioned: #93: 7 Processes Every Advisory Business NeedsGet Your Seda France Candle HereGrab Your AI Notetaking Free Trial and 10% Discount 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.

It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working!As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and satisfied…just like Disney goers!In this episode, The Efficient Advisor, Libby Greiwe, offers three ways to evaluate your client experience:Happy, mid, and sad face Five senses exerciseFresh eyes experiment Libby also gives practical hacks to streamline and enhance your client experience. She delves into how small touches, like freshly baked cookies and a hot cup of joe, make a lasting impact. These sensory details and personal touches help to build a business that becomes a magnet for referrals.If you’re looking to be equipped with tools and strategies to create a seamless and memorable client journey that sets your practice apart, tune in now…and then sign up for the Systems to Scale Group Coaching Program that launches in August for a FULL systems and processes overhaul. Spots are limited, so register today!-------------------------------------------------LINKS FROM THIS EPISODE:Register for the Systems to Scale Group Coaching Program HereEpisodes mentioned: #93: 7 Processes Every Advisory Business NeedsGet Your Seda France Candle HereGrab Your AI Notetaking Free Trial and 10% Discount 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.

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: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” —-----------------------------------------------------------------LINKS FROM THIS EPISODE:Register for the Systems to Scale Group Coaching Program HereGrab Your AI Notetaking Free Trial and 10% Discount HereGrab Your Copy of Tools of Titans by Tim Ferris 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.

What if you could transform your financial advising business by focusing on fewer, fiercely loyal clients? 🤔In today’s episode, The Efficient Advisor, Libby Greiwe, explores how financial advisors can reduce stress by cultivating a dedicated, smaller following rather than chasing widespread recognition. This mindset shift helps to:Prioritize quality over quantity Foster genuine connectionsDeliver tailor-made, value-based servicesAlleviate workload Build a more sustainable and rewarding businessTune in today to learn the transformative power of focusing on your ideal client avatar to truly elevate your business. Let’s go! 🚀—-----------------------------------------------------------------LINKS FROM THIS EPISODE:Register for the Systems to Scale Group Coaching Program HereGrab Your AI Notetaking Free Trial and 10% Discount HereGrab Your Copy of Tools of Titans by Tim Ferris 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.

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: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen---------------------------------LINKS FROM THIS EPISODERegister for the Systems to Scale Group Coaching Program HereLearn More About Simplicity Ops HereBrowse Simplicity Ops’ Resources HereTalk to Kate HereGrab Your AI Notetaking Free Trial and 10% Discount 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.

Discover how to turn your CRM from a simple contact list into a powerful operational hub! Kate Guillen shares insights on automating workflows to boost efficiency and enhance client service. Learn about the five-phase process to optimize your CRM while avoiding common pitfalls. Plus, hear a testimonial on the transformative impact of business coaching for financial advisors. Finally, explore the importance of choosing the right CRM and staying updated with technology trends to foster collaboration and improve client experiences.