Shows
The Efficient Advisor: Tactical Business Advice for Financial Planners234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale FrameworkIt’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!In Week 3…it’s all about creating processes for ATTRACTING your ideal client avatar and making it EASY for them to choose to do business with you.This week we’ll talk about: Productizing your offerings (How to package and price your servic...
2024-11-1932 minThe Efficient Advisor: Tactical Business Advice for Financial Planners127: Ideas to Implement - Level 3 Processes of the Systems to Scale Framework: ATTRACTEach 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 3 Processes of the Systems to Scale Framework: ATTRACT----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Episode #052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce IndecisionEpisode #062 (and Download!): Systematizing Your Planning Process & "How Story" on Get Advisor Fi...
2023-07-2111 minThe Efficient Advisor: Tactical Business Advice for Financial Planners126: Level 3 Processes of the Systems to Scale Framework: ATTRACTIt’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!In Week 3…it’s all about creating processes for ATTRACTING your ideal client avatar and making it EASY for them to choose to do business with you. This week we’ll talk about: Productizing your offerings (How to package and price...
2023-07-1824 minThe Efficient Advisor: Tactical Business Advice for Financial Planners062: Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia LuperCreating systems and processes to back your financial planning process is how you reduce overwhelm, scale your business… and straight up work less. In this episode of Get Advisor Fit Libby makes a guest appearance to discuss how she 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 dow...
2022-09-2044 min
Get Advisor FitEpisode 13 - Libby Greiwe | The Efficient AdvisorGain 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.
Ge...
2022-05-1142 minThe Efficient Advisor: Tactical Business Advice for Financial Planners021: How To Follow Up Without Sounding Desperate (Using a Nurture Sequence!) with Guest Olivia LuperLooking for a technique to follow up with prospects that doesn’t feel icky or desperate? Well, today is all about exactly that. Enter: The Nurture Sequence. Today I am talking with marketing expert Olivia Luper and we are going to get into how to follow up and create more inbound calls. In this episode you will learn: What is a nurture sequence?What is the anatomy of a well-crafted & effective nurture sequence?Tips & Tricks to improve your response rate. Do’s and Don’ts of creating captivating copy AND - Olivia shares AN EXACT SCRIP...
2022-03-291h 07