The Efficient Advisor: Tactical Business Advice for Financial Planners

Michael Kitces shares his top time management strategies for running multiple successful companies, including focus management, structuring model weeks, creating theme days, and getting started with time blocking. Learn from the Chief Financial Planning Nerd on how to improve balance and productivity in your week!

Each 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: Five Good Ideas You Can Implement Today----------------------LINKS FROM THIS EPISODELearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episodes Mentioned:#12: Designing Your Perfect Schedule to Get it All Done in Less TimeLearn 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.

“Ideas are easy. Implementation is hard.”After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do things in an easier way. In today’s podcast episode, Libby shares five of her simplest yet most effective ideas that help advisors, including: A simple language change to shift clients’ perspective of reviews How adding special VIP time slots can reduce stress in your schedule Why you should celebrate firing clients with your team How to create happy face experiences And much more!A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can implement TODAY! Let’s go! 🚀----------------------LINKS FROM THIS EPISODELearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episodes Mentioned:#12: Designing Your Perfect Schedule to Get it All Done in Less TimeLearn 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.

Each 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: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson----------------------LINKS FROM THIS EPISODEConnect with Carter on LinkedIn Here!Learn More About the Advisor Client Acquisition Kit Here!Check Out Carter’s Estate Planning Package Here!Learn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”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.

Learn how financial advisors can save time and money by leveraging external expertise and resources. Explore estate planning services and client acquisition strategies, and adapt to the changing digital landscape. Discover efficient marketing strategies with technology integration and the power of early morning routines for increased productivity.

Each 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: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle----------------------LINKS FROM THIS EPISODECheck out the podcast Real AF with Andy Frisella hereGrab your copy of Think and Grow Rich hereOrder The Book on Mental Toughness hereGet The Five-Minute Journal herePurchase this month’s #fakebookclub book The Slight Edge  hereLearn more about one-on-one coaching hereEnroll in the Perfect RIA masterclass hereLearn 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.

Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time.In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel financial advisors to the next level, including:Making relational deposits before withdrawalsFostering trust and support within relationshipsInvesting in personal and professional developmentSelectively consuming literaturePracticing mental fortitude and disciplineIf you want some practical guidance to excel in today’s crazy financial advisory world, tune in to this week’s episode. You’ll leave feeling inspired with ideas on how to pave your own path to excellence!----------------------LINKS FROM THIS EPISODECheck out the podcast Real AF with Andy Frisella hereGrab your copy of Think and Grow Rich hereOrder The Book on Mental Toughness hereGet The Five-Minute Journal  herePurchase this month’s #fakebookclub book The Slight Edge hereLearn more about one-on-one coaching hereEnroll in the Perfect RIA masterclass hereLearn 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.

Each 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: My NEW Favorite Focus Hack for Increased Productivity (and a few other tools!)LINKS FROM THIS EPISODECheck out the Retirement Tax Services  2024 Tax Planning Summit here!Find the Best Self Journal I use here!Get your gummies here (and follow these instructions!)Click Shop > Product Category - Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create SubscriptionEpisode 16: 8 Productivity Hacks to Work More Efficiently - Here!Episode 12: Designing Your Perfect Schedule to Get it All Done in Less Time - 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.

If I can find a way to increase my focus and efficiency… OF COURSE I’m going to share it. 🤗 In today's episode, I have got a couple of productivity ideas for you. One that is brand new, and has been honestly so unbelievable  for me. It’s giving me an extra 90+ minutes a day of major focus and helping me crush my to-do list like a boss. 💪 No joke! But this one…it’s a little unusual. And I’ve got a few other tips and tricks I use, as a business owner with ADD, that genuinely help me prioritize and crush through the things that ACTUALLY move the needle in my business. So, if you want to get more out of your time…let’s dive in!LINKS FROM THIS EPISODECheck out the Retirement Tax Services  2024 Tax Planning Summit here!Find the Best Self Journal I use here!Get your gummies here (and follow these instructions!)Click Shop > Product Category - Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create SubscriptionEpisode 16: 8 Productivity Hacks to Work More Efficiently - Here!Episode 12: Designing Your Perfect Schedule to Get it All Done in Less Time - 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.

Each 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: Delegating Tasks That Are Nuanced  **FREE DOWNLOAD** ----------------------LINKS FROM THIS EPISODEGrab the Asset Transfer Script Download here!Learn more about one-on-one coaching hereEnroll in the Perfect RIA masterclass hereEpisodes mentioned:#23: Delegate More Effectively with Fewer Errors [My System!]#44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client RelationshipsLearn 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.