The Efficient Advisor: Tactical Business Advice for Financial Planners
089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi
<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
How do you feel about charging for a prospect meeting? Yes, literally the first time you ever meet with someone, having them pay you for your time. I know! It sounds foreign and crazy right? What if I told you that advisors do this ALL THE TIME?! And, there is a way to do it where you deliver immense value in that meeting so you can feel so good about having them pay you right off the bat.
So much imposter syndrome kicks in. I have to determine if we are a good fit for each other? I need to demonstrate value first? I’m not even sure how I can deliver actionable advice in our very first meeting. I KNOW! All the imposter syndrome and head trash kicks in. and I’ve got you.
Today I am interviewing Jamie Schilanski of Schilanski & Associates - a firm in Anchorage, Alaska that does exactly this. They charge day one of their client relationships. I never did this in my own business so when I hear a concept you know me… I jump on the mic and interview the snot out of someone who’s doing something unique, innovative or different in this business.
With the new year right around the corner, this might just be the new thing that pushes you to try something a little different next year. And who knows, it might change the way you do business forever like it did for Jamie and her family firm.
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LINKS FROM THIS EPISODE:
Email Jamie at lifestyle@theperfectria.com
Learn more about Jamie's family firm at Schilanski & Associates
Check out PlanYourFederalRetirement.com to see more of Jamie's funnel.
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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