The Efficient Advisor: Tactical Business Advice for Financial Planners
087: Creating a Distraction-Proof Practice with Guest Paul Kingsman
<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
Do you ever wish that you had the ability to laser focus on your business and eliminate all those pesky distractions? I've got Olympic medalist-turned-Financial Advisor, Paul Kingsman, on to talk about how to apply Olympic-style focus to your plannning business.
Paul is my kind of people... all about the step-by-step processes, the checklists, etc. He used the tools and methods he developed as an athlete and applied them to his financial planning business.
With the new year right around the corner, I think you'll enjoy this dose of focused inspiration and some of the ideas Paul shares to help you build a distratction-proof practice.
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Buy Paul's Book Here: The Distraction-Proof Advisor
www.TheDistractionProofAdvisor.com
www.PaulKingsman.com
LINKS FROM THE SHOW:
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Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
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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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