The Efficient Advisor: Tactical Business Advice for Financial Planners

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:  How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda------------------------------------------------------LINKS FROM THE SHOW: Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    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 resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!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.

We’re getting into  the most wonderful time of the year… and as you know… it can be the most hectic time of the year! It’s important for you to set expectations, boundaries, and get prepared for the holiday season in your business now so that you can have a smooth and enjoyable end of the year. I want you to have an actual plan and move through this season as efficiently as possible and preemptively avoid any hiccups or last-minute scrambling that is so typical of the holiday season. Today we’re going to dive into my recommended agenda for your Christmas Season or Holiday Season meeting with your team. Your Agenda Includes:Time Off/Office CoverageBoundaries with Time OffHow to Communicate Your Holiday Schedule to ClientsDecorating Duties/EfficienciesClient Gift Plan/Holiday Card PlanHoliday Parties!Let’s enter this last stretch with INTENTION AND A PLAN!------------------------------------------LINKS FROM THE SHOW: Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    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 resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!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 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:  Position Yourself to Buy, Transition, and Sell an Advisory Business w/ Christine Timms--------------------------------------------------Check out Christine's Books: Transitioning Clients and the Retirement Exit Decision: Includes Strategies and Tools for Seeking and Implementing Group Referrals Team Building for Financial Advisors: Enhance Client Services, Grow Your Business and Improve Your Life Business Models for Financial Advisors: Develop and Articulate Your Unique Business ModelConnect with Christine on LinkedIn here! Find her templates, tutorials, and videos here! Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!    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 resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!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.

Every advisor I talked to knows the blood, sweat, and tears that goes into building a financial planning practice. And, every advisor believes that their business has value and wants to exit their business someday with a check that reflects that value they created (alongside the pride of building a business that lives beyond them). Today we’re diving into the lifecycle of a business… and what you need to be doing to position yourself as the ideal candidate to be chosen as a successor and buy a business to help grow your practice.We’ll talk about what it takes to make a smooth transition from seller to buyer. And our guest will share a checklist she created to facilitate this process – and you know how I feel about a good checklist.. Then, we’ll talk about the sale component. Christine, who literally wrote the book on this topic, will share what she has learned about contracts, structuring the deal, and other things to consider when you decide it's your time to move on. I started, built, and sold my financial planning practice. And, while I definitely looking back at my career and feel pride and success… I also have the power of hindsight! I’ll of course share a few things about my transition too and what I would have done differently if I had to do it all over again. --------------------------------------------------Check out Christine's Books: Transitioning Clients and the Retirement Exit Decision: Includes Strategies and Tools for Seeking and Implementing Group Referrals Team Building for Financial Advisors: Enhance Client Services, Grow Your Business and Improve Your Life Business Models for Financial Advisors: Develop and Articulate Your Unique Business ModelConnect with Christine on LinkedIn here! Find her templates, tutorials, and videos her website  here! Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!    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 resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, traLearn 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 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:  Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox ------------------------------------------------------Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    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 resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!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.

I have a secret. A couple years ago, when I was running my planning practice,… I had over 2,800 emails in my inbox. I used my inbox for storage, as a to do list, and all the other things you are not supposed to do. I know what you’re thinking… but you’re the “efficient advisor!?!” How could this incongruency happen!?! While systems and processes are kinda my thing... my inbox was something I could never really get control of. I was so deep in it I couldn’t see the way out… it was my dirty little secret. Until I met Amber – The Productivity Specialist. Amber gave me some simple strategies to TAME and then also MAINTAIN my inbox. I knew I had to share these tools with my advisor friends because it TRANSFORMED by inbox, which has made me not just more productive… but also less stressed! What you’ll discover in this episode: ·      5 steps to TAME your current inbox (if it is like mine was!)·      5 simple email decisions to MAINTAIN your inbox·      The problem with checking your email and what to do INSTEADThis is one of my first video interviews from 2018. I feel like Disney re-releasing something from “the vault.”But, it's a classic because it's impactful and it WORKS!-------------------------------------------------------If you’re interested in learning more about Amber De La Garza you can check her out at www.amberdelagarza.com and take a listen to her podcast, The Productivity Specialist.  Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!    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 resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!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 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:  Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team------------------------------------------------------LINKS FROM THE SHOW: Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    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 resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!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.

You've heard the old African proverb "If you want to go fast go alone; if you want to go far, go together." Building a team is a MUST.  But, it's so freaking hard sometimes!In today's episode Libby dives into:an exercise she uses to help advisors identify the right role to hire for... and how to streamline their existing rolesstrategies for helping your team see growth potential for their careers at your firm (even if it's super small)how to identify the right tasks to delegate to build out a role and increase the scale of your businessand what to look for in a Director of OperationsLibby combines listener questions about hiring and staff with a practical tactical exercise you can do to help you step out of that Advisor-Doing-It-All Role and into that of a CEO. ----------------------------------------------------LINKS FROM THIS EPISODE:Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session!    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 resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!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 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:  13 Easy Value Adds that You Can Implement Right Now------------------------------------------------------Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    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 resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!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.

Every advisor claims they want to add more value to their clients and their planning process. But, we let it get too complicated. We let the idea of adding more and more value start to overwhelm us. All the existential questions kick in….How are we going to fit that on top of what we’re already doing? Am I even able to add more value? Is value something I can delegate?What the heck defines value anyways?Is Starbucks hiring baristas?Before you start to question the meaning of life, I’ve got 13 examples of “value adds” for you in this episode. AND, I’ve broken it down into several categories for you. From super easy to execute across the board, to highly customized for your best clients. ALSO: Did you know I was interviewed on Michael’s Kitces’ Podcast Financial Advisor Success. Check out that episode here! ------------------------------------------------------Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    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 resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!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.