The Efficient Advisor: Tactical Business Advice for Financial Planners
015: 7 Strategies to Minimize Team Interruptions with productivity expert Amber de la Garza
<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
This week I have my favorite productivity expert, Amber de la Garza on the podcast! Amber and I go through her 7 strategies to reduce team interruptions that will save you a TON of time and frustration. And, bonus, help your team to become more self-sufficient.
Libby and Amber uncover the proactive and reactive strategies you can implement right away with your team whether you’re a small and mighty team of 2 or a more robust practice with lots of moving staff parts.
In this episode Libby and Amber discuss:
Amber’s 7 Effective Leadership Strategies That Reduce Interruptions
Libby’s 2 passive-aggressive techniques (haha!) that might make you smile AND shake your head
Nipping interruptions in the bud (kindly) but uncovering their root cause and fixing that instead
Teaching your team how to critically think about problems to come with their own (and often better!) solutions
I created The Efficient Advisor Podcasts and episodes like this because I think podcasts should do more than just entertain you. I wanted to create a fun format that gives you actionable items. Things you can literally implement tomorrow to make your business more efficient. No fluff. Just getting things done!!!
I basically take all the problems and growing pains that I had building my business along with what I hear from Advisors in our community and find and share solutions. So, that’s what this is. Your solutions based podcast.
And this episode is no different.
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Click here to see my ridiculous photo!
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
You can find Amber and all her brilliance at: amberdelagarza.com
And her mini training "Take Back Your Time" here!
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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