Shows
The Efficient Advisor: Tactical Business Advice for Financial Planners314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMTWelcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, and “pre-suasion” that sets the stage for meaningful connections from the very first impression. 🚀In this episode, you’ll learn:Why 95% of client decisions are emotional and subconscious—and what that means for your marketing.How to shift from persuasion to pre-suasio...
2025-10-1455 minThe Efficient Advisor: Tactical Business Advice for Financial Planners313: What Every Advisor Needs to Hear Before Saying Yes to One More ThingEver feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions that align with your goals instead of your guilt.In this episode, you’ll learn:Why advisors are great at financial math but often fail at “calendar math”How to pause before saying yes and evaluate what you’ll...
2025-10-1017 minThe Efficient Advisor: Tactical Business Advice for Financial Planners310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam ChapmanGetting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a unique and refreshingly easy process for generating more introductions. Instead of adding friction or pressure, Adam shares how he flips the script and creates an experience that builds trust, strengthens relationships, and makes referring feel natural. Here’s what you’ll learn in this episode:A powerful mindset shift that removes pressure when asking for introductionsHow involving new clients in the thank-you process deepens connect...
2025-09-3036 minThe Efficient Advisor: Tactical Business Advice for Financial Planners304: A Personal Look into How I Built a 7-Figure Practice Working Just 3 Days a WeekToday’s episode… it’s Opposite Day! Today, Libby is the one being interviewed. Dillion Kazemi and Montel Hawkins of the Live Your Aim Podcast ask Libby some big questions around selling her firm, her framework for decision making for her business, and get pretty personal… but it a good & tactical way!Libby shares how she leaned into her authenticity, built her business around her values, and created systems and processes that allowed her to thrive both professionally and personally. This episode is packed with wisdom for financial advisors who want to grow their firms with intention while st...
2025-09-091h 37The Efficient Advisor: Tactical Business Advice for Financial Planners302: Do This One Thing for 30 Days to Transform Your Business and LifeSometimes the smallest shifts create the biggest results. In this episode, Libby challenges you to focus on just one tiny habit for 30 days. Drawing inspiration from James Clear’s book Atomic Habits, she shares why less really can be more when it comes to creating lasting change in your business and life. Instead of overloading yourself with too many new goals, this simple framework will help you build momentum, reduce overwhelm, and actually stick with the changes you want to make.Here’s what you’ll learn in this episode:Why one small daily action...
2025-09-0228 minThe Efficient Advisor: Tactical Business Advice for Financial Planners300: How To Build a Personal Brand AI Can’t Replace, With Guest Robyn CraneIn this episode of The Efficient Advisor, Libby sits down with marketing and branding expert Robyn Crane to explore how financial advisors can future-proof their business in an AI-driven world. Robyn shares her personal journey from struggling advisor to seven-figure business owner and reveals her BRAND formula for creating an authentic personal brand that attracts affluent clients — without getting replaced by technology. From overcoming limiting beliefs to aligning with your ideal client, this conversation is packed with both inspiration and tactical steps you can apply right away. 💡What you’ll learn in this episode:Why aut...
2025-08-2651 minThe Efficient Advisor: Tactical Business Advice for Financial Planners299: 11 Tiny Habits That Leveled Up My Business GrowthWe often think that only big moves create transformation in business, but it’s the tiny daily habits that add up to create massive impact. In this episode, Libby shares 11 small but mighty shifts that helped her grow her practice to seven figures, streamline her workweek, and create more time for family and life outside the office. These are practical strategies you can start implementing today to reduce stress, reclaim your focus, and build a business that serves you—not the other way around.What you’ll learn in this episode:How to switch from r...
2025-08-1950 minThe Efficient Advisor: Tactical Business Advice for Financial Planners296: How I’m Cutting 10 Hours a Week From My Work Schedule (And You Can Too!)As summer chaos sets in and the lines between work and life begin to blur, it’s easy to drift away from structure and feel the weight of inefficiency. In this episode, Libby pulls back the curtain on her own schedule reset—sharing how she’s reclaiming 10 hours a week by returning to a themed model week. This practical episode is packed with strategies you can use to restructure your time, reset your rhythm, and reduce the overwhelm.This week we’re digging into:Why lack of structure adds invisible hours to your workloadHow to use a...
2025-08-0818 minThe Efficient Advisor: Tactical Business Advice for Financial Planners288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony ZanettiAnthony Zanetti joins Libby Greiwe to discuss the transformation from a reactive advisorypractice to a well-oiled, proactive business machine. With a background in wealth management, wholesaling, and branch leadership, Anthony brings a wealth of experience instreamlining operations, implementing service models, and scaling efficiently—all whilemaintaining a strong client experience. Whether you’re looking to optimize your processes,improve client retention, or simply get your practice running more smoothly, this episode ispacked with insights! What You’ll Learn in This Episode:✔How to transition from a reactive to a proactive service model✔The power o...
2025-07-0852 minThe Efficient Advisor: Tactical Business Advice for Financial Planners286: 8 Processes That Every Financial Advisor Needs to Achieve ScaleRunning a successful advisory firm isn’t just about giving great advice—it’s about building a business that runs smoothly, scales sustainably, and delivers an outstanding client experience. In this episode, Libby dives deep into the six core and two bonus processes every advisor should have in place to create a streamlined, self-running, and scalable practice. Whether you're solo, growing a team, or running a firm, this episode is your blueprint to operational efficiency 🚀Here’s what you’ll learn in this episode:👉 The 8 must-have processes that every advisor, regardless of business model, should implement...
2025-07-011h 05The Efficient Advisor: Tactical Business Advice for Financial Planners282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 DaysWhat if your onboarding process could become your best marketing strategy? In this episode, Libby is joined by advisor Craig Gingerich, who shares how he turned simple strategies into a referral-generating machine. Craig took just a few actionable ideas from Libby’s First 100 Days system and turned them into major wins. Whether you're a new advisor or have been in the game for years, this episode is packed with practical tips you can start using right away to get more referrals and build deeper client relationships. 🎯📈💬🎉📬Here’s what you’ll learn in this episode:How Craig used just...
2025-06-1737 minThe Efficient Advisor: Tactical Business Advice for Financial Planners281: Unpopular Opinion: Why You Can and Should PAUSE Growth SometimesI am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In this episode, Libby shares a refreshing perspective that challenges the hustle mindset so common in our industry. Drawing parallels between climbing Mount Everest and building a business, she explains why taking a strategic pause can be a powerful growth move. You'll learn why it's not only okay—but essential—to step back, recalibrate, and get really good at de...
2025-06-1317 minThe Efficient Advisor: Tactical Business Advice for Financial Planners278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie BradenVideo is no longer just a "nice-to-have"—it's an essential tool for financial advisors looking to build trust, streamline operations, and enhance the client experience. In this episode, Libby sits down with Katie Braden to discuss why video is so powerful and how advisors can integrate it into their business in a way that feels easy and authentic. Whether you're just getting started or looking to improve your video presence, this conversation is packed with practical insights! What you'll learn in this episode: Why video helps build trust faster than traditional marketingHow to use vide...
2025-06-0355 minThe Efficient Advisor: Tactical Business Advice for Financial Planners275: New Book Update & Shifting Goals: Staying On Track When You Get Off TrackI am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In this episode, we're getting real about shifting gears when life and business get chaotic. Libby shares an honest update on her upcoming book, the decision to pause for quality, and how diving into building her first digital course brought fresh clarity.You'll hear how she adjusts goals without guilt, builds in flexibility, and stays focused—even when things don...
2025-05-2316 minThe Efficient Advisor: Tactical Business Advice for Financial Planners273: An Alternative to Surge Meetings: What I Call Cluster MeetingsI am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!In this episode, we explore an alternative to the high-intensity surge meeting model: Cluster Meetings 🌿. Libby shares how she restructured her calendar to align...
2025-05-1611 minThe Efficient Advisor: Tactical Business Advice for Financial Planners268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents BurnoutThis week, Libby gets real about burnout, white space, and the power of pressing pause. She shares her journey from soul-level exhaustion to creating an intentional retreat tradition she calls Camp Libby. It’s not about productivity—it’s about reconnecting with yourself, finding margin, and remembering what it feels like to just be. Whether you’re juggling clients, family, or all of the above, this episode is your official permission slip to take a breath. 🌿What you’ll learn in this episode:Why creating intentional white space isn't a luxury, but a leadership toolHow do yo...
2025-04-2921 minThe Efficient Advisor: Tactical Business Advice for Financial Planners265: Time Blocking with a Plan: How I Plan My Day to Actually Get Stuff DoneRunning your day with intention doesn’t have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time blocks, writes in specific tasks, and uses structure to create more freedom. Whether you’re in the thick of client meetings or juggling team leadership with family life, this system will help you stop spinning your wheels and start finishing the right things.Here’s how Libby sets herself up to lead each day instead of react to it.What you’ll learn in this episode:How to end the...
2025-04-1817 minThe Efficient Advisor: Tactical Business Advice for Financial Planners261: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster (Efficient Friday!)I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s epis...
2025-04-0413 minThe Efficient Advisor: Tactical Business Advice for Financial Planners260 - How to Review Your Q1 Business Goals Even if You’ve Only Got an Hour (Q1 CEO DAY!)In this episode, Libby dives into the critical elements of a successful CEO Day for financial advisors. Focusing on how to effectively review the first quarter, Libby shares strategies and tips for evaluating business performance, setting goals, and preparing for the next phase. Whether you're a seasoned advisor or new to the business, this episode will guide you in making the most of your CEO Day for strategic planning and long-term success.We will cover:Reflection questions you need to askThe 5 areas of your business that you need to assess as CEOThe Start, Stop, Continue frameworkLibby’s...
2025-04-0144 minThe Efficient Advisor: Tactical Business Advice for Financial Planners259: Time Management Mastery: Edit Your Calendar Like a Best-Selling Book (Efficient Friday!)I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel.And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s epis...
2025-03-2803 minThe Efficient Advisor: Tactical Business Advice for Financial Planners257: Maximizing Your Tech Stack: Save Time, Cut Costs & Boost Efficiency (Efficient Friday!)I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s epis...
2025-03-2107 minThe Efficient Advisor: Tactical Business Advice for Financial Planners255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!)I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s epi...
2025-03-1414 minThe Efficient Advisor: Tactical Business Advice for Financial Planners243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1Happy New Year! 🎉 As we kick off the first podcast of 2025, Libby reflects on her personal and professional journey through 2024 and shares actionable insights from her recent CEO Day retreat. This episode is all about the power of reflection, the hard decisions that shape your business, and how to set yourself up for a successful year ahead.Libby opens up about her unique approach to goal setting, how she handles shiny object syndrome, and the essential questions she asks herself to reflect on the past year before planning for the future. Whether you're ready to hit the gro...
2025-01-0736 minThe Efficient Advisor: Tactical Business Advice for Financial Planners240: Group Coaching FAQs - All About the Systems to Scale Group Coaching & MastermindFrequently Asked Questions: In today’s episode, Libby dives into all the details of the Systems to Scale Group Coaching Program. Today she will cover:What is the delivery format?How much time do I need to commit to the program to get the most out of it?Can my team join me for free? (Hint: YES!)What will we cover?How often and when do we meet?Who is this program right for? Who is it not right for?What can I expect?Libby invites you to join us to participate in the next round of th...
2024-12-1320 minThe Efficient Advisor: Tactical Business Advice for Financial Planners230: The Client New Year's Letter You Need to Write Now!Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter.Really, Libby? A letter is going to make a difference? ABSOLUTELY, but the catch is you have to include the right things. It’s easy for clients to lose sight of all the work you do behind the scenes, but a well-crafted New Year’s letter can change that. In this episode, I’ll guide you through exactly what to include in a letter that...
2024-10-2937 minThe Efficient Advisor: Tactical Business Advice for Financial Planners226: How to Design Your Perfect Schedule - *Replay with Download*The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and i’m putting in double that!"I feel that on so many levels because that was me early on. In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule. This perfect schedule, or what I call a Model Week, is a schedule...
2024-10-0148 minThe Efficient Advisor: Tactical Business Advice for Financial Planners217: *FREE DOWNLOAD* Create a Laser-Focused Marketing Message that Speaks to Your ICADo you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking forUnderstanding these important things about your clients allows you to craft a message that helps you stand out from the sea of advisors and helps you add immense value…which makes you super referable!In this podcast, Libby will give you:A step-by-step exercise on how to craft your Ideal Client Avat...
2024-08-2731 minThe Efficient Advisor: Tactical Business Advice for Financial Planners215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh KosnickIt’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔In today’s podcast episode, The Efficient Advisor, Libby Greiwe, sits down with Josh Kosnick to discuss a great starting place—implementing an entrepreneurial operating system (EOS). Kosnick is an EOS pro who explores the transformative power of this system for financial advisors. We get into all things EOS, including:EOS tools you can use dailyHow to stop micromanagingWhy you need someone with OCD if you have ADDEmpowering your teamBecoming an effective...
2024-08-2051 minThe Efficient Advisor: Tactical Business Advice for Financial Planners213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo FaithYou literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read your website, email, blog, brochure, or newsletter. And if your words are not spot on, you can lose a client before you even have a chance to meet them!In this week’s episode, host Libby Greiwe sits down with copyright guru, Jo Faith, to chat about the importance of how and what you write. With Faith’s background in financial journalism, she brings expertise and deep understanding to this podcast episode. You will learn...
2024-08-1351 minThe Efficient Advisor: Tactical Business Advice for Financial Planners212: The Meeting Notes Hack That Will Change Your LifeOverwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to leverage the power of AI to transform your workflows? If so, this episode is for you! 🫵In today’s podcast, The Efficient Advisor host, Libby Greiwe, is joined by Daniel Yoo, founder of FinMate AI, an artificial intelligence tool that will revolutionize your workflow as a financial advisor!Yoo and Greiwe explore this powerful technology and address how FinMate AI can automate the following while ensuring impeccable security:Note-takingTask assignmentsFollow-up emailsAND SO MUCH...
2024-08-0655 minThe Efficient Advisor: Tactical Business Advice for Financial Planners209: The Client Experience Cheat CodeIt’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working!As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and satisfied…just like Disney goers!In this episode, The Efficient Advisor, Libby Greiwe, offers three ways to evaluate your client experience:Happy, mid, and sad face Five senses exerciseFresh eyes experiment Libby also gives...
2024-07-2344 minThe Efficient Advisor: Tactical Business Advice for Financial Planners207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”What if you could transform your financial advising business by focusing on fewer, fiercely loyal clients? 🤔In today’s episode, The Efficient Advisor, Libby Greiwe, explores how financial advisors can reduce stress by cultivating a dedicated, smaller following rather than chasing widespread recognition. This mindset shift helps to:Prioritize quality over quantity Foster genuine connectionsDeliver tailor-made, value-based servicesAlleviate workload Build a more sustainable and rewarding businessTune in today to learn the transformative power of focusing on your ideal client avatar to truly elevate your business. Let’s go! 🚀—...
2024-07-1626 minThe Efficient Advisor: Tactical Business Advice for Financial Planners205: Transforming Your CRM into an Effective Operational Hub with Guest Kate GuillenCRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and automations. But, where do you start when it comes to actually using it as a vital part of your business instead of a glorified Roladex?In today’s episode, workflow guru Kate Guillen sits down with The Efficient Advisor, Libby Greiwe, to unpack how businesses should use their CRMs not only for mere contact databases, but also dynamic operational hubs that:Streamline processesEnhance efficiencyDrive growthDeliver high...
2024-07-0950 minThe Efficient Advisor: Tactical Business Advice for Financial Planners203: The Exact Framework Your Business Needs **FREE DOWNLOAD**Libby Greiwe dives into her proven business framework that she uses to help advisors build out their systems and processes in her Systems to Scale Group Coaching Program. This framework creates a solid foundation to build a systematized, scalable business.Libby explains the six main layers of the framework:DefineCreateAttractSystematizeScaleLeadIf you are looking to streamline your business while building out systems and processes, this episode—and the group coaching program—are for you! Sign up for the Systems to Scale program launching August 22! __________________________LINKS FOR THIS EPISODER...
2024-07-0237 minThe Efficient Advisor: Tactical Business Advice for Financial Planners199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben OlsenA lot of people squirm at the words “artificial intelligence.” And while there are interesting implications to this cutting-edge technology, there are also some amazing ways to use AI in your financial planning business. It’s SO much more than ChatGPT.In this week’s episode, host Libby Greiwe chats with AI automation expert, Ben Olsen, to uncover the secrets to smarter, more efficient financial advising with artificial intelligence. Ben details the many ways AI can be used in practices to complete mundane tasks, allowing you more time and energy to focus your efforts on what matters most—you...
2024-06-1858 minThe Efficient Advisor: Tactical Business Advice for Financial Planners197: Strategies to Finish What You Start and Achieve Project SuccessSometimes it’s so hard to finish those pesky projects on the to-do list. We start. We stop. We start again. And we stop again. The cycle goes on and on. Anyone else resonate with this?!? 🙋🏻♀️In today’s episode, The Efficient Advisor host, Libby Greiwe, shares some tips and tricks for kick-starting your projects AND seeing them through to completion! ✅ Not only does she share her personal strategies, but also pulls insights from this month’s #fakebookclub book Finish by Jon Acuff. 📚The podcast details:Effective goal setting and accountabilityBreaking down large tasks into smaller, achievabl...
2024-06-1146 minThe Efficient Advisor: Tactical Business Advice for Financial Planners195: Project Management vs Client Tasks with Guest Lauren HongFinancial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them all in the air, and oftentimes it’s a total unorganized mess! Nothing would feel better than to get ALL. THE. THINGS. organized once and for all!In this week’s episode, host Libby Greiwe chats with Lauren Hong, founder of Out & About Communications, about using platforms to streamline tasks and enhance team collaboration so you can achieve business goals with precision and efficiency. Hong details the many benefits of using pro...
2024-06-0450 minThe Efficient Advisor: Tactical Business Advice for Financial Planners191: Do’s and Don'ts of Helping Your Clients Break Up with a Previous AdvisorOne of the hardest roles advisors face is helping a potential client “break up” with their previous advisor. It can get awkward, dicey, and downright weird. 🥴 But you can turn this tricky situation into a peaceful process for your clients and make a GREAT first impression if you do it well! In today’s episode, Libby shares some tips for this break up process that worked well in her advisory practice, including:Choosing your words carefully—language mattersWhat to do before you even move money—help reduce retention riskPro...
2024-05-1423 minThe Efficient Advisor: Tactical Business Advice for Financial Planners189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer ShermanBurnout is real! We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of your to-do list. 🌪️In today’s episode, Libby shines the light on burnout as she talks with guest Spencer Sherman. Together, Libby and Spencer tackle some important topics, including:Finding your flow stateMindfulness exercises to cultivate a less reactive mindTurning off your “to do list” mindset Allowing more space for your clients in meetingsFinding balance between success and enough If you’re looking to lighten the load and have more margin i...
2024-05-0744 minThe Efficient Advisor: Tactical Business Advice for Financial Planners186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less TimeThe number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!"I feel that on so many levels because that was me early on.And the number one question I got from corporate folks is, "If you could share just ONE thing with advisors from an efficiency standpoint, especially advisors in those early years of their careers, what would you share?"Luckily, the answer for both...
2024-04-2447 minThe Efficient Advisor: Tactical Business Advice for Financial Planners184: *Free Download* Client Intel ProcessIt feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰As advisors, it’s important to take note of even the littlest details your clients share so you can create personalized experiences that make them feel known. In this episode, Libby shares about her Client Intel Process and how using this template to capt...
2024-04-1637 minThe Efficient Advisor: Tactical Business Advice for Financial Planners182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John SchererEvery financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute. In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌The goal of this virtual event was to help his clients create a lasting legacy beyond finances for their children. John gives all the details of his letter-writing event and shares how this tool not only deepened family bonds for his clients, b...
2024-04-0231 minThe Efficient Advisor: Tactical Business Advice for Financial Planners180: Even More Good Ideas You Can Implement TodayTwo weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away. In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including: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! 🚀______________LINKS...
2024-03-2623 min