The Efficient Advisor: Tactical Business Advice for Financial Planners
110: Tips & Tricks from the Trenches - Advisor Success Story with Derrick Kinney
<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 the efficient advisor we talk a lot about ideal client avatars, elevated elevator pitches, and how to stand out from the competition. I love to share my experience and the experiences of advisors that I work with, but it is SO MUCH BETTER when you get a guest on who figured these things out and used them to start, build, and sell a super successful practice – and who is SO willing to share his journey!
Today’s guest, Derrick Kinney, host of the Good Money Podcast and author of Good Money Revolution, shares his journey as an advisor and how he cracked the code on the world of financial services.
Derrick shares with us:
How he stumbled across his ideal client avatar
His exercise to determine who he should be working with
Stories about how he honed his skills and focus
How a 5-day sabbatical every year transformed his business and his relationships
And, the way he uses his business experiences to teach his kids lessons about life
You are going to enjoy this dose of advisor inspiration and affirmation that you can grow your advisor business your way on your terms.
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LINKS FROM THIS EPISODE:
Grab Derrick's book here!
Check out Derrick on LinkedIn here!
Learn more about Derrick at his website!
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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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