There is serious science behind what we say and how we say it. And we all know that in order to run a successful practice, following-up with potential and existing clients is critical. But the WAY in which we follow-up is actually one of the key factors that will determine a client’s level of engagement.  In this episode, Libby shares two phrases to NEVER USE when checking in with your prospects. Instead, she offers up a few alternative suggestions that will encourage your clients to take action and do the thang!So, how do advisors stay top of mind without sounding passive, desperate, or needy?!? Tune in to this week’s podcast to learn the most effective methods and strategies for following-up with your clients! Your business (and clients) will thank you!—----------------------------------------------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!

Learn how to work smarter, not harder, in your financial planning business with tips on reducing work hours, streamlining processes, serving niche markets, and using one-page financial plans. Discover actionable strategies to boost efficiency and improve productivity.

Learn strategies to reduce work hours while maintaining productivity and increasing revenue. Develop a niche for streamlined business. Identify and address sources of frustration to improve life. Discover time-saving techniques and the importance of outsourcing tasks.

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: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship----------------------------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!

Learn how to use a Family Tree Template to stay organized and deepen client relationships. Discover the benefits of structured data management and building meaningful connections with clients. Explore the importance of effective communication within a team to keep client information updated. Understand the value of implementing a Family Tree Template in financial planning for increased confidence and maintaining strong client-advisor relationships.

Learn how to improve client service and empower your team with a guided response cheat sheet. Discover the benefits of using guided response documents, including enhanced efficiency and accuracy. Co-create the cheat sheet with your team for easy updates and centralized location.

Every advisor has overheard a team member on the phone and thought “Oh man, that is NOT how I would have said that!” And, even with coaching and discussion, it’s hard for your team to remember those exact words or phrases the next time something pops up. Enter The Guided Response Document. Consider this the ultimate customer service cheat sheet. In this episode, Libby explains how a Guided Response Document can help you craft clear, effective responses to put clients at ease and answer their questions. This not only enhances your customer experience, but also creates consistency and saves you and your staff oodles of time and stress. We'll be giving you an example of what your very own Excel sheet might look like, such as keyword topics, potential responses, and notes.Libby details additional benefits of a Guided Response Document, including:Giving your team the language you want them to useEmpowering your team with the right responses when receiving pushbackCreating a consistent brand voiceServing as a training tool for new hiresStreamlining back office processesAfter walking through this master document with Libby, you will undoubtedly be able to handle any client interaction with eloquence and precision! ----------------------------------------------------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: Two Ways to Waste Less Time Every Single Week for You and Your Team—----------------------------------------LINKS FROM THIS EPISODE:Connect with Libby on LinkedIn Here!Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist 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!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!

Everyone wishes there were more hours in the day, but we unfortunately only have so much time to accomplish our professional and personal goals. Stop wasting critical time and start implementing strategies to run your business more productively so you can minimize stress and boost your efficiency. In this episode, you’ll hear Libby deliver a compelling keynote message on two strategies to waste less time. She details the importance of streamlining your processes to make your company run smoother and creating standard operating procedures (SOPs) that help teams perform complex tasks accurately and consistently.In this episode, Libby also addresses the importance of:Tackling a big filing issue that is costing your team SO MUCH TIMEMastering your model week to optimize your timeConnecting an advisor’s schedule and the team’s schedule to coordinate more with less stressBy understanding and applying these proven methods, you will ensure your business is the most efficient and effective in delivering your desired financial results, all within a healthy work life balance. Listen to this talk and be sure to share it with your support team today!—----------------------------------------LINKS FROM THIS EPISODE: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: Better Financial Planning Through Emotional Intelligence with Brendan Fraizer—-------------------------------------LINKS FROM THIS EPISODECheck out Brendan's website HereConnect with Brendan on LinkedIn HereEpisodes Mentioned:#8: Elevate Your Elevator Pitch - Here on iTunes#10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunesBooks Mentioned:Essentialism by Greg McKeownBuilding a Second Brain by Tiago ForteConnect with Libby on LinkedIn Here! Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist 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!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!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!