The Efficient Advisor: Tactical Business Advice for Financial Planners
104: Follow Up Emails Made Easy - My Hack to Sending Them Consistently
<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
At least once a week in my one-on-one coaching sessions I get asked about building a better follow up email process. It’s funny because at face value it seems so simple, but yet it’s one of those things that’s so hard to execute consistently. Until now!
In today’s episode I’m sharing my follow up email hack that is so simple you’ll be palm to forehead by the end of the episode. And, it’s so easy, you’ll be able to implement it by the end of the week. Money back guarantee.
A good note-taking system does SO 👏🏻 MUCH 👏🏻 MORE 👏🏻 than just capture what you did in the meeting.
A great note taking system should:
1️⃣ Double as a robust compliance document
2️⃣ Assign tasks to your team without you having to have an additional action or conversation
3️⃣ Capture what you discussed, what you did do, what your clients declined to do and why, assign homework to you or your clients, and capture what you said you’d do next time…
4️⃣ It should be converted into a follow up email communication with your clients (again… without you taking another action)
My goal when I help advisors create their meeting note process is for them to be DONE with that file until it’s time to prep for the next meeting.
It feels so good to walk away from a meeting and know everything you dreamt up will be executed and nothing will fall through the cracks.
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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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