The Efficient Advisor: Tactical Business Advice for Financial Planners
050: Mailbag Episode! Libby Answers Listener Questions
<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
It is time to open up the mailbag and answer your listener questions! Because what matters most is what matters to you.
In today’s episode Libby answers 3 questions advisors posed in the Efficient Advisor Community and on LinkedIn:
Help! I’m hiring my first part-time team member. What do I need to do and consider to make the right choice!?
What makes a good referral gift? Can I create a system for this? Do you have ideas for repeat referrers?
When a client calls and my team can’t answer the question, what’s the best process for capturing these details, getting answers, and doing call backs without sending me a zillion emails? Do you have a system to help us streamline this type of customer service?
Do you want to submit your question to Libby?
You can:
Create a thread in the Efficient Advisor Community on Facebook (bonus: other advisors from around the world contribute answers, ideas, and resources)
Each month Libby will do a Q&A thread in the Efficient Advisor Community and you can comment on that thread
You can send Libby a message on LinkedIn, her favorite platform!
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LINKS FROM THIS EPISODE:
iTunes Links to Episodes Mentioned:
Invest in a Kolbe A Index and Kolbe Right Fit Here!
#012: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!
#046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton - Here!
#015: 7 Strategies to Reduce Team Interruptions with Productivity Expert Amber de La Garza - Here!
3-Part Video Series on Hiring with Erin Carlson - Here!
Connect with Libby on LinkedIn 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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