The Efficient Advisor: Tactical Business Advice for Financial Planners 050: Mailbag Episode! Libby Answers Listener Questions
It 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 process for capturing these details, getting answers, and doing call backs without sending me a zillion emails? Do you have a system to help us streamline this type of customer service?
Do you want to submit your question to Libby?
You can:
- Create a thread in the Efficient Advisor Community on Facebook (bonus: other advisors from around the world contribute answers, ideas, and resources)
- Each month Libby will do a Q&A thread in the Efficient Advisor Community and you can comment on that thread
- You can send Libby a message on LinkedIn, her favorite platform!
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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 - Here!
#015: 7 Strategies to Reduce Team Interruptions with Productivity Expert Amber de La Garza - Here!
3-Part Video Series on Hiring with Erin Carlson - Here!
Connect with Libby on LinkedIn 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 waitlist here
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.