The Efficient Advisor: Tactical Business Advice for Financial Planners

030: How to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing w/ Guest Deirdre Van Nest


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If I told you that I knew of a guaranteed way to to accelerate building trust with your clients, prospects, and even your team… would you think I was full of bologna?

I know. It sounds crazy. But 1 Crazy is my jam and 2 I’ve got a guest today who’s got the numbers to back up this claim. 

This episode matters to you because we are communicating all the time. We’re communicating even when we’re not communicating. Not sending your clients a follow up email as promised, definitely communicates something – and it isn’t good. So having an amazing tool to utilize in all the different forms of communication you use is critical. 

Today, my guest Deirdre Van Nest, is going to share with you:

  • How to add “lighter fluid” to all of your conversations, presentations, and marketing activities
  • The 3 types of stories you need in your toolbox and when to use which one
  • How to use this tool across all lines of communication: workshops, social media, blog posts, and—of course—client meetings. 
  • The KEY components to a really compelling lighter fluid story

This episode is going to be super actionable and I know you are going to listen to it and be able to add these elements to your business right away. Like later today. 

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Find Deirdre and Her Free Download here!

Find Deirdre on LinkedIn here!

Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   

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!

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!

Learn more about the Group Coaching & Mastermind 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.

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!

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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