The Efficient Advisor: Tactical Business Advice for Financial Planners
008: Elevate Your Elevator Pitch
<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
We’ve all been to that party or a wedding and someone asks you a question that you have prepared for… What do you do? Even though you’ve thought through this, you’ve crafted a little description, you look at them and simply answer something LAME like “I am a financial advisor.”
And, if you’re like me, you leave thinking “What the heck!?!?! I had totally prepared for that and I choked! I am so much more than a financial planner I didn’t articulate what I do who I do it and for…”
You totally start to beat yourself up. Been there, done that.
Then, I figured out this simple formula!
In this short episode I’ll share:
· A SUPER simple formula that you can use to articulate your value succinctly and quickly without feeling tongue-tied!
· How to keep from monologuing about yourself and your business so you don’t sound like you’re ‘here to network.’
· The trick I used to nailing this language for this little pitch (hint.. 10x).
To elevate your elevator pitch you need to be able to tell people what it is that you do, who it is that you do it for, and why it would make a difference in their lives. Not too short. Not too long. Juuuuust right. You can do this Goldilocks!
Don’t forget your worksheet for this episode 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.com
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.
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