The Efficient Advisor: Tactical Business Advice for Financial Planners
090: Software Output, Deeper Conversation, & Staying Ahead of the Curve in Your Business with guest Adam Holt
<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
Financial advice has changed a lot in the last several decades… and it’s going to keep evolving and changing. So today, we’re talking about the future. My guest, Adam Holt, and I are going to make sure that you are positioned to crush your business now AND stay ahead of the curve when it comes to the future of advice.
In this episode we get into the nitty gritty of:
How planning has changed from salesperson that gives advice to an advisor that sells
What elements of planning will NEVER change
How to strike the right balance between technology and human connection
What is the next big trend in the planning world
Will robo advice replace advisors? Which ones will it replace?
What not to be afraid of in the future of your business
And a whole bunch of other inspo on why it’s great to be an advisor, build a business, and increase your acumen
I’ll be honest, Adam and I did not have an agenda, outline, or any plan of what we were going to discuss today. I know… no agenda? So unlike me. We connected months ago over the tech tool Asset Map that Adam built and I just knew it would be a fun and interesting conversation.
So let’s start of 2023 with hope, excitement, and tactical advice over where you are going to take your business to in the future.
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LINKS FROM THIS EPISODE:
Connect with Adam here on LinkedIn.
Check out Asset Map here.
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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