Shows
The Efficient Advisor: Tactical Business Advice for Financial Planners231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale FrameworkThis week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized them for you! This is the framework that we work off of for our group coaching program… which kicks off January 9th, 2025, and the signups for that start THIS WEEK! Essentially, there are 6 layers th...
2024-11-0549 minThe Efficient Advisor: Tactical Business Advice for Financial Planners211: 5 Tips to Get Better Conversions When Public Speaking with Deirdre Van NestUnlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few practical tips—Deirdre's insights promise to do just that. You'll discover how a strategic approach to your speaking engagements can lead to remarkable outcomes, like a 93% conversion rate during my most recent virtual keynote. Whether you're delivering keynotes, hosting webinars, or leading client workshops, Deirdre's advice is a game-changer for boosting engagement and conversions.Register for the Systems to Scale Group Coaching Program Here Book a call to see if the group program is...
2024-07-301h 06The Efficient Advisor: Tactical Business Advice for Financial Planners123: Ideas to Implement - Level One of the Systems to Scale Framework: DEFINEEach week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Level One of the Systems to Scale Framework: DEFINE ---------------LINKS FROM THIS EPISODE:Get on the Systems to Scale Group Coaching Waitlist Here!Episode #8: Elevate your Elevator Pitch & Worksheet - Here!Episode #10: How to create a laser-focused marketing message that speaks directly to your ideal client & Workbook - He...
2023-07-0609 minThe Efficient Advisor: Tactical Business Advice for Financial Planners122: Level 1 Processes of the Systems to Scale Framework: DEFINEThis week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized them for you! This is the framework that we work off of for our group coaching program… which kicks off August 24th and the signups for that start happening here in the next couple of weeks!
2023-07-0445 minThe Efficient Advisor: Tactical Business Advice for Financial Planners063: Ideas to Implement - Systematizing Your Planning Process & "How Story"Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Systematizing Your Planning Process & "How Story"Get your free “How-Story Script” from Libby as a free download for this episode! -----------------------------------------------------------LINKS FROM THIS EPISODE: Get the download here!Episodes Mentioned: #002: 5 strategies to work less (aka how I got down to 25 hrs a week!)#012: Designing Your Perfect Schedule to Get it All...
2022-09-2212 minThe Efficient Advisor: Tactical Business Advice for Financial Planners030: How to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing w/ Guest Deirdre Van NestIf I told you that I knew of a guaranteed way to to accelerate building trust with your clients, prospects, and even your team… would you think I was full of bologna?I know. It sounds crazy. But 1 Crazy is my jam and 2 I’ve got a guest today who’s got the numbers to back up this claim. This episode matters to you because we are communicating all the time. We’re communicating even when we’re not communicating. Not sending your clients a follow up email as promised, definitely communicates something – and it isn’t good. S...
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