Shows
The Efficient Advisor: Tactical Business Advice for Financial Planners272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven JarvisDo you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer! In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—without becoming tax preparers. What You’ll Learn in This Episode: ✅ Why tax planning is one of the biggest value-adds for financial advisors ✅ How to avoid common tax-reporting mistakes that cost clients ✅ The power...
2025-05-1336 min
Retirement Tax Services PodcastBecoming the Uber of tax planning with Libby GreiweSteven is once again joined by Libby Greiwe to talk all things process and client experience. Libby shares her first-hand experiences with building an incredibly successful and efficient practice that emphasized creating remarkable client experiences, even on topics like tax planning. Steven and Libby discuss the importance of continually leveling up and specifically talk through how an advisor should think about getting a new client through their first tax season together. This episode is filled with actionable recommendations that any listener can apply, and Libby shares the details of her upcoming book. https://zurl.co/5BE3y
2025-03-2434 minThe Efficient Advisor: Tactical Business Advice for Financial Planners113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven JarvisEach 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 Help Your Clients Not Get Killed on Taxes with Steven Jarvis---------------LINKS FROM THIS EPISODE:Grab Steven's Book Don't Get Killed On Taxes Here!Grab the 37-Point Tax Checklist Here!(Email your receipt to efficientadvisor@gmail.com to get your BONUS)Sign up for the RTS Webinar Here...
2023-04-2009 minThe Efficient Advisor: Tactical Business Advice for Financial Planners112: How to Help Your Clients Not Get Killed on Taxes with Steven JarvisHe’s baaack! I’ve talked about this before on the podcast… but integrating tax planning into our business changed everything. I think when we started collecting tax returns, plugging them into our software, doing analysis, looking for areas of opportunity… we really separated ourselves from other advisors. When we got really good at this– that’s when we started to stand out from our competitors. I felt so good about the planning that we did and how much value we added to clients. Demystifying taxes, savings clients, money, and being thoughtful about their future tax situation was adding so much valu...
2023-04-1841 minThe Efficient Advisor: Tactical Business Advice for Financial Planners067: Ideas to Implement - A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving FansEach 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: A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans------------------------------------------------------LINKS FROM THIS EPISODE:Get the download here!Get Mary's book, Make or Break Conversations, here! Connect with Mary on LinkedIn! Want to hang out with me, Matt Jarvis, Ste...
2022-10-0610 minThe Efficient Advisor: Tactical Business Advice for Financial Planners066: A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans w/ Guest Mary SchmidTrust is the direct result of how you lead conversations. Think about a time you have encountered a professional who “rubbed you the wrong way” and made you feel like you could not trust them. The key to successful and profitable relationships is to create the conversational space so that the person you are speaking with can open up and speak about what is important to them. That’s how you can guide them to the solution that they are looking for. My guest, Mary Schmid is an author, speaker, and mentor to financial CEOs and profe...
2022-10-041h 13The Efficient Advisor: Tactical Business Advice for Financial Planners065: Ideas to Implement - Tactical Tips for Making Conferences & Regional Meetings Effective and ImpactfulEach 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: Tactical Tips for Making Conferences & Regional Meetings Effective and Impactful-------------------------------------------------Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more info...
2022-09-2914 minThe Efficient Advisor: Tactical Business Advice for Financial Planners064: Tactical Tips for Making Conferences & Regional Meetings Effective and ImpactfulIt’s conference season! When done thoughtfully, a great conference can expose you to new innovations, great marketing ideas, killer connections, and amazing leadership growth opportunities. But, if you’re like me… a great conference can ALSO lead to overwhelm, imposter syndrome, and feeling like you don’t know where to start first. I don’t know about you, but I really really really enjoy attending industry conferences. Networking with peers, leveraging educational opportunities, and being the recipient of extreme motivation are three of the main reasons that I love to attend a great event — even if it’s j...
2022-09-2743 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 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 minThe Efficient Advisor: Tactical Business Advice for Financial Planners061: Ideas to Implement: 5 Ideas to Create Concierge-Level Service and Drive Client LoyaltyEach 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: 5 Ideas to Create Concierge-Level Service and Drive Client Loyalty -------------------------------------------------LINKS FROM THIS EPISODE: Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the wa...
2022-09-1512 minThe Efficient Advisor: Tactical Business Advice for Financial Planners060: 5 Ideas to Create Concierge-Level Service and Drive Client LoyaltyWhy should Financial advisors aspire to deliver concierge-level service?Long story short it drives next-level customer loyalty which in turn drives referrals. In a world where there is an advisor on every corner… this level of service is no longer a luxury. It’s a must. Your objective must be to deliver a high quality client experience wrapped in professionalism.Ritz Carlton concierges (known throughout the world as the gold standard) are known for being proactive, observant, and anticipating a guest's every need before they even know they needed it. T...
2022-09-1332 minThe Efficient Advisor: Tactical Business Advice for Financial Planners059: Ideas to Implement - Specific Ideas to Add Value Your Clients Each and Every MeetingEach 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: Specific Ideas to Add Value Your Clients Each and Every Meeting -----------------------------------------------------------LINKS FROM THIS EPISODE:Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Gro...
2022-09-0804 minThe Efficient Advisor: Tactical Business Advice for Financial Planners058: Specific Ideas to Add Value Your Clients Each and Every MeetingDo you need some fresh ideas on how to add value in each and every client meeting? This is the million-dollar idea… and it seems so easy yet is also so hard. I’m going to help you get out of your own way and out of your own head and into an easy way to blow your clients mind and trigger a gazillion referrals. And if it doesn’t, I’ll offer you a FULL REFUND of every penny you have spent listening to this podcast. Shocker - I’ve got a SYSTEM for you to...
2022-09-0633 minThe Efficient Advisor: Tactical Business Advice for Financial Planners057: Ideas to Implement: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable MomentumEach week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy! Here are the Action Items to Tuesday's podcast: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum-------------------------------------------------- LINKS FROM THIS EPISODE:Get the template here!Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Adviso...
2022-09-0107 minThe Efficient Advisor: Tactical Business Advice for Financial Planners056: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable MomentumHave you ever "cleared a whole day" or a big block of time on your calendar to get a big project done..... buuuuut when the day comes you have 5 zillion other immediate tasks to do and you just don't make that big project happen? How do you actually create time to work ON your business? You don't have to. In this week's episode I'm going to show you how to make massive progress on your biggest goals... in just 10 minutes a day. Sounds like clickbait. PROMISE IT'S NOT. This is the system I...
2022-08-3038 minThe Efficient Advisor: Tactical Business Advice for Financial Planners055: Ideas to Implement - The Anatomy of an Effective Review Meeting Agenda that Drives ResultsEach week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy! Here are the Action Items to Tuesday's podcast: The Anatomy of an Effective Review Meeting Agenda that Drives Results-------------------------------------------------- LINKS FROM THIS EPISODE:Get the template here! Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the...
2022-08-2512 minThe Efficient Advisor: Tactical Business Advice for Financial Planners054: The Anatomy of an Effective Review Meeting Agenda that Drives ResultsFor a while my parent company was doing this survey process with clients and there was ONE thing that was consistently mentioned in our client reviews as a fan favorite. And this survey process would actually ask them a series of questions and they would free form answer… I tell you this because it’s not like they picked this one thing from a list of items. It was something they came up with off the top of their head when asked about the professionalism of our practice. It kept coming up and I was...
2022-08-2340 minThe Efficient Advisor: Tactical Business Advice for Financial Planners053: Ideas to Implement - Are You Confusing Your Clients? Focusing Your Planning Options to Reduce IndecisionEach week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy! Here are the Action Items to Tuesday's podcast: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision -------------------------------------------------- LINKS FROM THIS EPISODE:Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here f...
2022-08-1808 minThe Efficient Advisor: Tactical Business Advice for Financial Planners052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce IndecisionWhen you are pitching your process to prospects you have one job: To help your clients make a decision to move forward with you.Analysis paralysis, decision fatigue, and mental overload. Our potential clients are exhausted by the speed at which the world moves today. All the decisions they are making at work, as parents, as children of aging parents, at home.... SO.MANY.DECISIONS. In this episode we dive into how simplifying and clarifying your offers can help your clients move forward with confidence and ease. Our goal is to reduced confusion and streamline...
2022-08-1626 minThe Efficient Advisor: Tactical Business Advice for Financial Planners051: Ideas to Implement - Mailbag!Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! Here are the Action Items to Tuesday's podcast: Mailbag Episode! --------------------------------------------------LINKS FROM THIS EPISODE:iTunes Links to Episodes Mentioned:Invest in a Kolbe A Index and Kolbe Right Fit Here! #012: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!#046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton...
2022-08-1118 minThe Efficient Advisor: Tactical Business Advice for Financial Planners050: Mailbag Episode! Libby Answers Listener QuestionsIt is time to open up the mailbag and answer your listener questions! Because what matters most is what matters to you. In today’s episode Libby answers 3 questions advisors posed in the Efficient Advisor Community and on LinkedIn:Help! I’m hiring my first part-time team member. What do I need to do and consider to make the right choice!?What makes a good referral gift? Can I create a system for this? Do you have ideas for repeat referrers? When a client calls and my team can’t answer the question, what’s the best proce...
2022-08-0938 minThe Efficient Advisor: Tactical Business Advice for Financial Planners049: Ideas to Implement - Clever Productivity Solutions to Short, Medium and Long-Term TasksEach week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! Here are the Action Items to Tuesday's podcast: Clever Productivity Solutions to Short, Medium and Long-Term Tasks -------------------------------------------------- LINKS FROM THIS EPISODE:Connect with Avi on LinkedIn HereDownload Avi's PDF HereWant to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the E...
2022-08-0412 minThe Efficient Advisor: Tactical Business Advice for Financial Planners048: Clever Productivity Solutions Short, Medium and Long-Term Tasks with Guest Avi FriedmanRunning a financial planning practice is a lot like being the ringmaster of a 47-circle circus. We manage a lot of chaos… and when done well, we put on a heck of a show! But, often when you step out of the light, you feel a little… exhausted. Every ringmaster loves a good life hack. You know, the kind that helps you get something done faster, the kind that helps you stay organized or the kind that frees up your time to work on the stuff that really matters. In today’s episode w...
2022-08-0251 minThe Efficient Advisor: Tactical Business Advice for Financial Planners041: Ideas to Implement: Tax Returns--What to ACTUALLY Do With Them to Add Value w/ Guest Steven JarvisEach week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!Here are the Action Items to Tuesday's podcast: Tax Returns--What to ACTUALLY Do With Them to Add Value w/ Steven Jarvis. ____________________________________Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August. Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE r...
2022-07-0708 minThe Efficient Advisor: Tactical Business Advice for Financial Planners040: Tax Returns: What to ACTUALLY Do With Them to Add Value w/ Guest Steven JarvisAs Advisors, we all know that taxes play an integral role in our client’s financial picture. AND, we know that that clients EXPECT their financial advisor to be able to help with taxes.Why? Because:1) Most clients really don’t understand their return AT ALL, 2) They have never received real advice related to taxes, and3) Everything we do as Advisors impacts them tax-wise either now or in the future. I know for me, this was a HUGE area of planning that really differentiated us from every other p...
2022-07-0541 min