The Efficient Advisor: Tactical Business Advice for Financial Planners
176: Five Good Ideas You Can Implement Today
<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
“Ideas are easy. Implementation is hard.”
After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do things in an easier way.
In today’s podcast episode, Libby shares five of her simplest yet most effective ideas that help advisors, including:
A simple language change to shift clients’ perspective of reviews
How adding special VIP time slots can reduce stress in your schedule
Why you should celebrate firing clients with your team
How to create happy face experiences
And much more!
A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can implement TODAY! Let’s go! 🚀
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LINKS FROM THIS EPISODE
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Episodes Mentioned:
#12: Designing Your Perfect Schedule to Get it All Done in Less Time
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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