The Efficient Advisor: Tactical Business Advice for Financial Planners

292: The 6-Step Framework to Systematize, Simplify & Scale Your Advisory Firm


Listen Later

If you’ve ever felt like your business is running you instead of the other way around, this episode is a game changer. Libby breaks down the Systems to Scale Framework—a proven, practical, and powerful method to help financial advisors get out of overwhelm and into systems that actually work. Whether you're flying solo or leading a team, these six layers of business development will help you scale with ease, reclaim your time, and fall back in love with your business again. 🎯

Here’s what you’ll learn in this episode:

 •  Why defining your sweet spot (skills + passion + profitability) is the foundation of everything
 •  How to design a laser-focused ideal client avatar and use it to craft better marketing and service
 •  How to package and price your offers in a way that’s simple to sell and easy to buy
 •  How templates, workflows, and SOPs help you serve more clients without adding time
 •  What it really means to step into a CEO role—and how to develop a hungry, loyal team

By the end of this episode, you’ll have a clear map to create systems that scale—so you can spend more time doing what you love inside and outside your business. 🏖

Ready to get started? Download the free Systems to Scale Framework and take your next right step today 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.

...more
View all episodesView all episodes
Download on the App Store

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

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

123 ratings


More shows like The Efficient Advisor: Tactical Business Advice for Financial Planners

View all
Investing Insights by Morningstar

Investing Insights

511 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

197 Listeners

Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

284 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

456 Listeners

The Long View by Morningstar

The Long View

894 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

106 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

123 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

138 Listeners

The Elite Financial Advisor Podcast With Sten Morgan by Sten Morgan

The Elite Financial Advisor Podcast With Sten Morgan

91 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

43 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

142 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,042 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

24 Listeners