The Efficient Advisor: Tactical Business Advice for Financial Planners
157: Scaling Your Business with The Efficient Advisor's Group Coaching Program
<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
Every advisor dreams of a successful practice that runs like a well oiled machine, allowing you more time outside the office to enjoy the things you love. If that feels impossible or out of reach…the only thing standing in your way is that you don’t have the necessary systems and processes in place for your business to run effectively and efficiently.
And it’s SO much easier than you think!
In this episode, Libby guides you through the many challenges that advisors grapple with and shares pearls of wisdom drawn from her own experience of building and selling a thriving referral-only practice.
Together with Libby, you'll delve into The Efficient Advisor’s Systems to Scale Group Coaching and Mastermind Program, a carefully designed toolkit that puts you back in the driver's seat by:
Defining your sweet spot
Creating your planning process
Attracting your clients
Systemizing your processes
Scaling your business
Leading through delegation
So, are you ready to take the leap and transform your practice? We’re here to help you make that leap easier! Let’s go!
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LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching & Mastermind Program Here
Systems to Scale download is available here
Episodes Mentioned:
Episode #122: Level 1 Processes of the Systems to Scale Framework: DEFINE
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
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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