Gain valuable insight into running a successful financial advisory practice as Olivia and Libby discuss how Libby was able to triple her hourly revenue, triple her referral rate, and cut her hours back to 24 hours per week with three simple changes.
Libby walks us through her journey from being a financial advisor practice owner to a financial advisor coach by offering a consistent client experience backed by systems and processes. She also breaks down why it’s so important to create a standard service offering and a consistent process for delivering your products....AND how it all ties into marketing.
Get your free “How-Story Script” from Libby - a brief description of how to create processes and systems to back up the “how process”.
https://www.theefficientadvisor.com/howstoryscript
Learn more about Libby at on his website: https://www.theefficientadvisor.com/
Learn more about Libby at on Linkedin: https://www.linkedin.com/in/libby-greiwe/
Learn more about Olivia and her firm Lexicon Content Marketing: https://lexiconcontentdevelopment.com/
Follow Lexicon Content Marketing on Instagram: https://www.instagram.com/lexiconcontentdevelopment/
