The Efficient Advisor: Tactical Business Advice for Financial Planners
048: Clever Productivity Solutions Short, Medium and Long-Term Tasks with Guest Avi Friedman
<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
Running a financial planning practice is a lot like being the ringmaster of a 47-circle circus.
We manage a lot of chaos… and when done well, we put on a heck of a show! But, often when you step out of the light, you feel a little… exhausted.
Every ringmaster loves a good life hack. You know, the kind that helps you get something done faster, the kind that helps you stay organized or the kind that frees up your time to work on the stuff that really matters.
In today’s episode we’re really going to focus on the 3 different areas we need to be employing these productivity strategies to manage our circus:
SHORT TERM: The time-sensitive stuff that needs to get done right now – the tasks
MEDIUM TERM: The projects we have going on – little longer in timeframe, and a little longer in scope
LONG TERM: The big picture things – the CEO stuff. Business building and scaling.
Come one, come all! Join Productivity Coach Avi Friedman and I to explore different ways that you can get and keep your “ish” together while moving forward on your big goals.
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LINKS FROM THIS EPISODE:
Connect with Avi on LinkedIn Here
Download Avi's PDF Here
Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.
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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