Shows
The 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 Planners214: Ideas to Implement -- How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo FaithEach 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: How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo FaithLINKS FROM THIS EPISODE:Connect with Jo Faith on LinkedIn HereCheck Out Jo Faith Copywriting HereEpisodes mentioned:10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar008: Elevate Your E...
2024-08-1512 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 min