Each week I 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: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson

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LINKS FROM THIS EPISODE

Connect with Carter on LinkedIn Here!

Learn More About the Advisor Client Acquisition Kit Here!

Check Out Carter’s Estate Planning Package Here!

Learn More About the Retirement Tax Services Summit Here!

Grab Your Focus Gummies Here!

Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”

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!

We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day.

In today’s episode, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some really cool stuff. This innovative, comprehensive solution is aimed at revolutionizing marketing efforts and solidifying an advisor's online presence. It offers tons of tools, including:

• Website design
• Custom video content
• Drip marketing campaigns
• Client acquisition and retention
• A done-for-you estate planning service

 If you’re looking to invest in resources that free you from time consuming tasks and can lead to a more balanced life, be sure to tune into today’s episode for immediate, high-impact actions to streamline your business. 

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LINKS FROM THIS EPISODE

Connect with Carter on LinkedIn Here!

Learn More About the Advisor Client Acquisition Kit Here!

Check Out Carter’s Estate Planning Package Here!

Learn More About the Retirement Tax Services Summit Here!

Grab Your Focus Gummies Here!

Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”

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!

Each week I 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: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle

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LINKS FROM THIS EPISODE

Check out the podcast Real AF with Andy Frisella here

Grab your copy of Think and Grow Rich here

Order The Book on Mental Toughness here

Get The Five-Minute Journal here

Purchase this month’s #fakebookclub book The Slight Edge  here

Learn more about one-on-one coaching here

Enroll in the Perfect RIA masterclass 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!

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!

Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time.

In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel financial advisors to the next level, including:

• Making relational deposits before withdrawals
• Fostering trust and support within relationships
• Investing in personal and professional development
• Selectively consuming literature
• Practicing mental fortitude and discipline

If you want some practical guidance to excel in today’s crazy financial advisory world, tune in to this week’s episode. You’ll leave feeling inspired with ideas on how to pave your own path to excellence!

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LINKS FROM THIS EPISODE

Check out the podcast Real AF with Andy Frisella here

Grab your copy of Think and Grow Rich here

Order The Book on Mental Toughness here

Get The Five-Minute Journal  here

Purchase this month’s #fakebookclub book The Slight Edge here

Learn more about one-on-one coaching here

Enroll in the Perfect RIA masterclass 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!

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!

Each week I 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: My NEW Favorite Focus Hack for Increased Productivity (and a few other tools!)

LINKS FROM THIS EPISODE

Check out the Retirement Tax Services  2024 Tax Planning Summit here!

Find the Best Self Journal I use here!

Get your gummies here (and follow these instructions!)

Click Shop > Product Category - Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create Subscription

Episode 16: 8 Productivity Hacks to Work More Efficiently - Here!

Episode 12: Designing Your Perfect Schedule to Get it All Done in Less Time - 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!

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!

If I can find a way to increase my focus and efficiency… OF COURSE I’m going to share it. 🤗 In today's episode, I have got a couple of productivity ideas for you. One that is brand new, and has been honestly so unbelievable  for me. It’s giving me an extra 90+ minutes a day of major focus and helping me crush my to-do list like a boss. 💪 No joke! But this one…it’s a little unusual. 

And I’ve got a few other tips and tricks I use, as a business owner with ADD, that genuinely help me prioritize and crush through the things that ACTUALLY move the needle in my business. So, if you want to get more out of your time…let’s dive in!

LINKS FROM THIS EPISODE

Check out the Retirement Tax Services  2024 Tax Planning Summit here!

Find the Best Self Journal I use here!

Get your gummies here (and follow these instructions!)

Click Shop > Product Category - Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create Subscription

Episode 16: 8 Productivity Hacks to Work More Efficiently - Here!

Episode 12: Designing Your Perfect Schedule to Get it All Done in Less Time - 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!

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!

Each week I 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: Delegating Tasks That Are Nuanced  **FREE DOWNLOAD** 

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LINKS FROM THIS EPISODE

Grab the Asset Transfer Script Download here!

Learn more about one-on-one coaching here

Enroll in the Perfect RIA masterclass here

Episodes mentioned:

#23: Delegate More Effectively with Fewer Errors [My System!]

#44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

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!

One of the biggest challenges for any advisor is delegating tasks that require knowledge, experience, and education—the stuff that lives in your head based on years of experience. It often feels too daunting to explain all the details to someone, so we continue to do ALL. THE. THINGS. 🙃

In today’s episode, Libby walks you through the steps she took to hand off to her Director of Operations the intricate process of coordinating account transfers, and how crafting airtight standard operating procedures became her map to success. She details stages of delegation that reduce oversight and save time, including:

1. Training employees through observation
2. Empowering employees to independently handle tasks and update procedures
3. Investing time for professional development
4. Creating scripts and checklists 

By stepping aside and empowering others to lead the charge, you’ll be able to redirect your time and energy toward what a CEO does best—strategy and vision. 🎯 💡 Tune in now for some tips on mastering delegation so you can focus on scaling your business to the next level! 🤑

----------------------

LINKS FROM THIS EPISODE

Grab the Asset Transfer Script Download here!

Learn more about one-on-one coaching here

Enroll in The Perfect RIA masterclass here

Episodes mentioned:

#23: Delegate More Effectively with Fewer Errors [My System!]

#44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

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!

We all know that building a dynamic, cohesive team you can trust is essential to scaling a successful advisory practice, but how do you go about finding, hiring, and retaining great employees? Acquiring the right people—in the right role—is one of the hardest yet most critical aspects to growth. No people = no scale. 📈

Alanah Phillips, recruiting, hiring, and training extraordinaire, joins The Efficient Advisor, Libby Greiwe, to discuss how to find “unicorn” employees in today’s market without having to invest in “nap pods” or add crop tops to the dress code! 😳

In this episode, Alanah explains how to build a dream team by:

• Examining your hiring process
• Creating a culture that balances work and life
• Embracing modernization and fostering flexibility
• Integrating new employees with a transparent onboarding process

If you're scaling your team or simply planning ahead, this podcast is brimming with practical tips you can implement to create a flourishing business environment. Let’s go! 🚀

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LINKS FROM THIS EPISODE

Connect with Alanah on LinkedIn here
Visit Alanah’s website here

Episodes Mentioned:

#85: Is the grass really greener on the other side? How do I know if I’m with the right firm? With guest Alanah Philips

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!

Each week I 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: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP

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LINKS FROM THIS EPISODE

Connect with Stephen on LinkedIn 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!

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!