The Efficient Advisor: Tactical Business Advice for Financial Planners
004: Steal My Email Templates
<p>Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place! </p>
Show Notes
Copy and Paste..... Those words are music to my ears.
Why? Because it means I did the work once, and now I can just use it over and over again.
Why? Because it means that it’s going to be easier than if I had to start from scratch.
Why? Because it means that I have more time to do other things that are ‘high value’ activities.
Why? Because if you have turnover on your team it’s already created for the new person to follow.
If you’ve followed the EA for any period of time…. You know I’m a HUGE fan of templating processes. They allow me and my team to work so much more efficiently. We use them for EVERYTHING.
In today’s video we’re going to share:
· What templates we use in our office – it’s a huge list!
· I’ll walk you through a couple of our time saving email templates.
· 4 convenient ways to create email templates so you can pick what works for you!
· Access to a cheat sheet that’s got a sample of our email templates for you to use in your business. Yes… permission to copy!
However you choose to use these templates, my hope is that they will empower you to quickly process your email and move on to the tasks that matter most! My other hope is that this episode will help get your brain working on all the different ways you can use templates in your practice.
I’ve got a cheat sheet for you that you might want to download first and have handy as you listen to the episode. Each cheat sheet I provide you guys is designed to go along with the episode and give you a place to document your ideas that crop up as your listen and also give you the goods in black and white!
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.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
This episode is not processed yet. Sign in to queue the transcript and make it useful for search and Q&A.
Sign in to queue transcript (1 credit)
Free to start
Skim the episode first,
Skim the episode first,
then decide if it is worth listening.
Sign up with Google in one click. 10 transcript credits included. No card needed.
Google sign-in · No credit card · 10 free transcript credits