The Efficient Advisor: Tactical Business Advice for Financial Planners

137: Part One: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond

Sep 12, 2023

Learn about the importance of having the right tools and resources as a financial advisor. Explore the various resource hubs available on their website. Discover the concept of legacy letters and how they enhance the client experience. Maximize the benefits of backdoor Roth contributions using a step-by-step guide. Save time in your business by using email templates. Discuss the efficient advisor community on Facebook and the importance of maintaining support for grieving families.

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Introduction

00:00 • 2min

Building a Successful Financial Planning Practice and Accessing Free Resources

02:05 • 3min

Exploring Legacy Letters and Roth Conversion Guide

05:08 • 9min

Maximizing the Benefits of Backdoor Roth Contributions: A Step-by-Step Guide

14:31 • 5min

Using Email Templates to Save Time in a Business

19:04 • 7min

Establishing and Maintaining Support for Grieving Families

25:49 • 8min

I say this at least once a month or more on this podcast. Being a financial advisor is HARD. Running your own business is HARD. And having tools in your toolkit is your ticket to not just keeping up, but truly thriving in this fast-paced many hats environment is critical. I have put together a list of resources for you that will help you do all the things better, faster, smarter, cheaper, or easier.

Part of my ambition for The Efficient Advisors is to be a hub of vetted resources. A place where advisors can come to look for tools and resources that are industry specific, tried and tested, and well respected that can help you advance whatever it is you’re trying to do in your business. And I’ve shared how I feel about sharing the thing…

The website is FULL of FREE and some paid resources that I’ve found and I’m going to share with you what’s out there and where to find them! But… there are so many I’m going to have to break this down into a couple episodes… so be on the look out for a resources part 2 in a few weeks.

Get ready to dive into a world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease.

LINKS FROM THIS EPISODE:

Episodes Mentioned:
4: Steal My Email Templates
5: 6 Ways Delay Delivery in Outlook Will Make Your Life Easier
112: How to Help Your Clients Not Get Killed on Taxes
28: Steal My SOP (Death of a Client)

Grab the 8606 Roth Conversion Cheat Sheet Here!

Learn More About The Legacy Letter Here!

Get on the Systems to Scale Group Coaching Waitlist 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.

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.