The Efficient Advisor: Tactical Business Advice for Financial Planners

203: The Exact Framework Your Business Needs **FREE DOWNLOAD**


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Libby Greiwe dives into her proven business framework that she uses to help advisors build out their systems and processes in her Systems to Scale Group Coaching Program. This framework creates a solid foundation to build a systematized, scalable business.

Libby explains the six main layers of the framework:

  1. Define
  2. Create
  3. Attract
  4. Systematize
  5. Scale
  6. Lead

If you are looking to streamline your business while building out systems and processes, this episode—and the group coaching program—are for you! Sign up for the Systems to Scale program launching August 22! 

__________________________

LINKS FOR THIS EPISODE

Register for the Systems to Scale Group Coaching Program Here

Download the Systems to Scale Framework PDF Here

Episodes mentioned:

Episode 10: Marketing

Episode 12: Schedule

Episode 22: Client Experience

Episode 52: Planning Options

Episode 62: Planning

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - 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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