The Efficient Advisor: Tactical Business Advice for Financial Planners
024: A Picture is Worth 1000 Words – Up Level Your Value using Visuals with Guest Dr. Ross Riskin
<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
In my humble opinion one of the main reasons your clients love you is because of the value that you provide. And you and I both know that value is created by educating and empowering your clients.
When you can make complicated financial concepts easy to understand AND easy to remember… you will be priceless to your clients and they will… I repeat, they will refer you.
So today I am sharing with you a tool to help you do just that. A resource for you to help you level up your client education by using visuals.
I’m bringing in my brand new best friend (and triple threat) Dr. Ross Riskin to show you how to make a bigger and longer-lasting impact on your client education experience.
In today’s episode you’ll hear:
How our clients’ brains process pictures versus words
A major hack for simplifying complex concepts
A ‘system’ to do visuals faster and more efficiently
How to elevate ‘perceived’ and ‘actual’ levels of trust with your clients
Why visual branding matters
And…. how you can access your two free visuals!!!
Our conversation takes a few hard lefts and ends up in some really fun and interesting places. I know you are going to be very intrigued by what Dr. Ross and VisiWealth are creating for advisors.
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Links from Today's Show:
Follow VisiWealth on my Favorite Social Platform, LinkedIn!
Check out VisiWealth.org to subscribe and find out more!
Go to the webpage for this episode to download your one free visual and to get the instructions on how to get your 2nd visual of choice!
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.
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