The Efficient Advisor: Tactical Business Advice for Financial Planners
227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin
<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
Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field.
In this episode we’ll share insights on:
What To Do Beyond Basic Calculations: College planning involves strategies that extend far beyond simple tuition calculations.
College Planning Fintech: What tools should advisors be using AND staying way from
Expertise: How does an advisor build expertise in this unique category
Tactical Ideas: Ross shares several tactical ideas and strategies that you can start sharing with clients today
Value Addition: Advisors can significantly enhance their value by engaging in more complex college planning.
Join us as we welcome Ross Riskin, whom I am calling a college planning genius. Ross will guide us through advanced strategies to elevate your college planning game from ordinary to extraordinary.
Links from this episode:
AICCFC Main Website
Learn More About the CCFC Designation Program
Learn More About the AICCFC | XYPN LIVE Pre-Con Event
Connect with Ross Riskin
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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