The Efficient Advisor: Tactical Business Advice for Financial Planners
416: The Marketing Strategy You're Overlooking (And It's SO Easy to Fix!)
<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
What if one of your biggest opportunities for growing your advisory business is hiding inside a process you already have? Most financial advisors think their onboarding process is working just fine. The paperwork gets signed, the assets transfer, and clients aren't complaining. But what if those first 100 days could become one of your most powerful referral-generating strategies? In this episode, I'm joined by financial advisor Craig Gingerich of Sage Rutty, who shares how a few intentional changes to his onboarding experience helped turn new clients into enthusiastic advocates for his firm. We're talking referrals from referrals from referrals, memorable client gifts, proactive communication, and simple ways to create an experience your clients can't help but talk about.
In this episode you will learn:
Why the first 100 days are a powerful opportunity to generate referrals.
Simple onboarding improvements that make clients feel valued and cared for.
How personalized gifts and proactive communication create memorable client experiences.
How to turn service mistakes into opportunities to build trust and strengthen relationships.
Creating a remarkable onboarding experience doesn't have to mean adding complicated systems or spending a fortune. Craig shares practical, real-world examples you can borrow and implement in your own advisory business.
And if you're listening to this thinking, "Okay, I know my onboarding could be better, but where do I even start?" I've got you! My First 100 Days course walks you step-by-step through building a remarkable, repeatable onboarding experience, complete with the workflows, templates, scripts, and ideas you need to put it into action. You don't have to reinvent the wheel or figure it all out yourself. Head to theefficientadvisor.com to learn more about The First 100 Days course and start turning your onboarding process into an experience your clients can't help but rave about.
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about our sponsor BELAY for amazing virtual assistant services HERE!
Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software 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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