The Efficient Advisor: Tactical Business Advice for Financial Planners

I got 'the tingle.'The tingle is when I have an interview or record a podcast that is just so good I can feel it all the way through my body and into my bones. And today’s interview is just that. You hit that point in your business where you know you need to hire teammates to help you scale. It’s an absolute must. But…. now what? How do I get the most out of my team? How do I get them to want to grow within my small business? How do I get them to stay?How do I get the motivated to help me scale this thing!?!Well, it’s time for you to put on your CEO hat, and lead your team like a BOSS!And I’ve got Leadership Coach Elena Beckius of Encourage Her Elena to talk all things leadership. In this episode you will learn: 1️⃣   How to create a “MVV” that inspire your team to give their best effort2️⃣   How to build a Culture of Leadership using the 5 levels of leadership3️⃣   How to help your people get what they want through real deal servant leadership4️⃣   Help you understand why good employees leave your businessGrab your pen. Grab your paper. No multitasking. You’re going to want to really take this one in. ---------------------------------------------------Check out Elena's Blog HereMore info on Elena & Think2Perform HereElena on Facebook!Elena on Instagram!Libby on LinkedIn!Libby on Facebook! Check out The Efficient Advisor Blog Here 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.com Looking 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.

Are you ready to get DETAILED? I mean a specific checklist of what you can do to get MORE referrals faster? Well, today’s episode is exactly that. My guest, Financial Planner Extraordinaire Jeremy Kiel of Keil Financial Partners is walking us through some very specific things he has done with his marketing to TRIPLE his referrals in 12 months. Yes, you heard me correctly. 12 months. You will walk away from this episode with:What you need to do first before you do any marketingSpecific examples, costs, website… from Jeremy that have contributed to his marketing successWhat his marketing funnel looks likeHow he makes it crazy easy for his clients to share him with his ideal client avatarAnd 3 specific tactics you don’t want to miss!We’re diving right in! ---------Connect with Libby on LinkedIn Here!Moz.com to create consistency among online search resourcesKeilFP.com to learn more about Jeremy's practicefivestepretirementplan.com to see Jeremy's lead magnetProud Mouth - the service Jeremy uses to promote his podcast and enhance his "influencer status"Smart Asset - lead service Wiser Advisor - lead service 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.

Today I am letting you in on a conversation about how to handle clients, referrals and prospects that are just not a right fit for your practice with class and grace. Recently I’ve had a ton of Advisors come to me and say, 👉 “Libby, how do you actually tell a client that they are not a good fit for your practice?” 👉 “Libby, how do you tell a client or a center of influence that the referral they sent isn’t ideal?”  👉 “How do I do this politely, and at the same time make my message really clear?”👉 And,  “What do I do if I have a client who turns out to be way needier than I anticipated and I totally underpriced their plan and I’m worried about having them in my book long term?” So…. when I saw these messages coming through on Facebook in the Efficient advisor community I knew this was a topic that would require more than just a quick response. This week I hopped on a call with Advisor Vicky Lilley and we talked through these questions and I give EXACT strategies and EXACT language to use when you bump up against these issues!--------Links from Today’s EpisodeSuccessful 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.

In my humble opinion one of the main reasons your clients love you is because of the value that you provide. And you and I both know that value is created by educating and empowering your clients. When you can make complicated financial concepts easy to understand AND easy to remember… you will be priceless to your clients and they will… I repeat, they will refer you. So today I am sharing with you a tool to help you do just that. A resource for you to help you level up your client education by using visuals. I’m bringing in my brand new best friend (and triple threat) Dr. Ross Riskin to show you how to make a bigger and longer-lasting impact on your client education experience.In today’s episode you’ll hear:How our clients’ brains process pictures versus wordsA major hack for simplifying complex conceptsA ‘system’ to do visuals faster and more efficientlyHow to elevate ‘perceived’ and ‘actual’ levels of trust with your clientsWhy visual branding mattersAnd…. how you can access your two free visuals!!!Our conversation takes a few hard lefts and ends up in some really fun and interesting places. I know you are going to be very intrigued by what Dr. Ross and VisiWealth are creating for advisors. ---------------------------------------------------Links from Today's Show:Follow VisiWealth on my Favorite Social Platform, LinkedIn!Check out VisiWealth.org to subscribe and find out more!Go to the webpage for this episode to download your one free visual and to get the instructions on how to get your 2nd visual of choice!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.com  Looking 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.

This is not your “give away the $15/hr tasks podcast. I know you know that. But, do you have an ACTUAL SYSTEM to make sure your delegation is successful?Are you guilty of saying any of the following statements?!?!➡️  “No one can do this the way I can, so I’ll do it myself.”➡️  “I do not have the right person on my team to handle this…so I guess it falls on me.”➡️  “I can’t afford for anyone to make a mistake on this, so I’ll just handle it.”➡️  “It’s just easier if I do it myself - it would take longer to explain it to someone than it would for me to just do it.”➡️  “This is a sucky task and I hate to ask anyone else to do it - I want them to love their job.”If you answered no… you’re a dirty liar. Kidding. But all of us make this mistake… especially early on in our careers. Most of us were never trained to be a boss and trained on how to delegate effectively. I don’t know about you, but this did NOT come naturally to me as I was scaling my practice. If you answered ‘yes’ to any of the above, you are not alone! Chances are you could benefit a bit from learning a thing or two about how to be more effective in your delegation strategy.And to be clear: Delegation is a means of strategically managing projects and tasks at their inception. Delegation is not, I repeat… delegation is NOT, a last-minute dump of responsibility onto someone else’s plate because you didn’t plan or prepare appropriately.In today’s episode we’re going to dig into:1️⃣   The 5 levels of delegation to grow confidence and competence in your team2️⃣   My strategy to reduce errors so you can feel SO GOOD about turning over ownership3️⃣   Create a plan to identify how and when your teammate is ready to self-manage tasks AND take on more!So if you have a hard time asking for help, or even if you’re a control freak. I’VE GOT YOU! AND - stick around until the end because I’ve got an amazing free download for you!--------Grab this week's download "The 5 Stages of Delegation Guide" Here!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 talk ALL THE TIME about how crafting an amazing client experience is the crux of becoming a referral-based business. BUT THIS…. THIS BLEW MY MIND!I like to pat myself on the back when it comes to curating an amazing, but easy-to-execute experience for my clients… BUT HOLY COW.Today I interview Ben and Jenna Laws, the power advisor couple behind Evexia Wealth. I knew they were committed to client experience. I knew there were lots of similarities in how they approached client experience to how I do… so I knew this would be an amazing interview full of synergy…BUT THIS WAS NEXT LEVEL STUFF --- It was like ordering a 4-pack of nuggets and getting a 20-pack for the same price --- Nuggets galore.  In this episode Ben and Jenna share their CRAZY, OVER-THE-TOP, AMAZING client experience. We also get into: 1️⃣  How creating core values for your business creates the basis for your client experience2️⃣  How client experience starts with how your team treats each other3️⃣  What they do to set the stage for a prospect – enter mind blowing experience4️⃣  How you scale your client experience over time as you add capacity (don’t worry Year 3 Advisor – I got you!!!!)5️⃣  How to set up your space to amplify your experience6️⃣  Ben’s favorite book about creating an experience in your businessI know you are going to love this episode. I actually recorded it as a video back in 2019 and people went bananas over it. In fact, I still have Advisors reference it when we chat. It’s that good. ------Links from this episode: The Experience Economy - Ben's favorite book about client experienceRocketfuel - Both the Laws and Libby mentioned this book as a game changer for teaming 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.

Looking for a technique to follow up with prospects that doesn’t feel icky or desperate? Well, today is all about exactly that.  Enter: The Nurture Sequence.  Today I am talking with marketing expert Olivia Luper and we are going to get into how to follow up and create more inbound calls.  In this episode  you will learn: What is a nurture sequence?What is the anatomy of a well-crafted & effective nurture sequence?Tips & Tricks to improve your response rate. Do’s and Don’ts of creating captivating copy  AND - Olivia shares   AN EXACT SCRIPT  for your first email in the sequence… the confirmation email! This alone is pretty fantastic. I may, or may not, geek out a little about how this email sequence can occur while you’re sleeping, hanging out with family, or volunteering. The Lord knows how much I love automated systems.   I hope you enjoy this episode and I’d love to see how you implement this in your business! ------From Today's Episode: Get on the Group Coaching Waitlist to learn more!You can connect with Olivia Luper on LinkedIn here.You can visit Olivia's website here for more information on her services. 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.

Welcome to another episode in the March Marketing Madness podcast series! When I polled The Efficient Advisor Community about this series and marketing the #2 topic people voted for was “how to talk about or pitch your planning process with clients.” So that is EXACTLY what we are going to cover today! I get really jacked up about this topic and have a lot to say. Today’s episode is going to dive into how to package your process in a way that:Differentiates you from other advisorsCreates a clear scope of work so clients know what to expect and what NOT to expectAllows you to have confidence in your pricing Streamlines your planning process behind the scenes – hello scalability! I think there are (at least) 10 steps or things to consider when building your process in a way that makes it easy to pitch AND easy to be desired by your Ideal Clients and I'm walking you through them all today!----------------------------------Links from Today’s EpisodeBook --> Built To Sell by John WarrillowCoaching wait listEpisode #17:  The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEOEpisode #10:  How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client AvatarEpisode #8: Elevate Your Elevator PitchSuccessful 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.com Looking for all the resources from this episode in one happy place? 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 am extra pumped for this episode! We are still deep in March Marketing Madness here with 3rd episode in the series - and again you’re going to get tangible, immediately implementable strategies from today’s conversation. Today I’m introducing you Advisor Natalie Kratzer who picked a niche and in just a few short years has become the “Go -To” Planner  in her category. She’s tapped into some unique marketing that doesn’t cost a dime, but has prospects LINING up to meet with her because of her expertise. In today’s episode you’ll meet our guest Natalie Kratzer and we’ll get into:1️⃣  Key partnerships she developed that helped her explode as the ‘Go-To Expert’ in her niche (hint: she used INFLUENCERS to promote her!)2️⃣  How these partnerships have converted into referral after referral after referral3️⃣  How she approached her niche marketing and what worked and what didn’t work4️⃣  What adjustments and pivots she’s had to make in her practice to accommodate her growing niche alongside her more “traditional retirement planning” businessAnd of course so much more. I think you’ll really be inspired by her marketing strategy and I can’t wait to see what you do with these ideas in your own practice. Book Libby Mentioned: Blue Ocean Strategy-----------------------------------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.

This month is March Marketing Madness… and this episode is complete madness! I didn’t intend to lean towards free/low cost marketing strategies for this series, but when you come across some Advisors who are crushing the prospecting game without blowing out a budget I just have to stop & pay attention. Today I’m going to introduce you to Moshe Grunhut. He caught my attention when he stated he got 50 new clients just from his LinkedIn strategy in just 12 months. And I don’t mean him searching and reaching out to prospects… we’re talking prospects reaching out to him! No fancy profile sorts, no cheesy pitching. I 👏🏻 can’t 👏🏻 wait 👏🏻  to implement his suggestions. In today’s episode you’ll meet our guest Moshe and we’re digging into:1️⃣  How does he structure his posts to capture so much attention!? 2️⃣  Tips and tricks he uses to maximize the algorithm and how to keep his engagement high3️⃣  What is he doing differently that makes clients reach out to HIM!? And what does that conversation then look like?4️⃣  How he’s navigated compliance to implement this strategy So join us for this conversation about mastering LinkedIn!------------Links from Today’s EpisodeYou can find Moshe Grunhut on LinkedIn Here!You can 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. 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.