Sometimes it’s so hard to finish those pesky projects on the to-do list. We start. We stop. We start again. And we stop again. The cycle goes on and on. Anyone else resonate with this?!? 🙋🏻‍♀️

In today’s episode, The Efficient Advisor host, Libby Greiwe, shares some tips and tricks for kick-starting your projects AND seeing them through to completion! ✅ Not only does she share her personal strategies, but also pulls insights from this month’s #fakebookclub book Finish by Jon Acuff. 📚

The podcast details:

• Effective goal setting and accountability
• Breaking down large tasks into smaller, achievable chunks
• Prioritizing projects to maintain momentum
• Perfectionism and the hurdle it creates to productivity

Finally, Libby introduces her Systems to Scale group coaching program, designed to help advisors streamline business processes with ease using proven templates, frameworks, and collaborative environments. Get on the waitlist below for special offers!

Join us now for a deep dive into practical strategies that help you finish what you start, turning your practice into a well-oiled machine of efficiency and success!
Episodes Mentioned:

Get on the Systems to Scale Group Coaching Waitlist Here

Grab your copy of Finish by Jon Acuff Here

92: What Business Data to Track in 2023…And How to Actually Use It With Guest Erica Pauly

168: How to Delegate More Nuanced Tasks

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LINKS FROM THIS EPISODE

Get on the Systems to Scale Group Coaching Waitlist Here

Grab your copy of Finish by Jon Acuff 

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.

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: Project Management vs Client Tasks with Guest Lauren Hong

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LINKS FROM THIS EPISODE

Connect with Lauren on LinkedIn Here

Check out Out & About Communications Here

Visit Asana’s website Here

Learn more about ClickUp Here

Check out Trello 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.

Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them all in the air, and oftentimes it’s a total unorganized mess! Nothing would feel better than to get ALL. THE. THINGS. organized once and for all!

In this week’s episode, host Libby Greiwe chats with Lauren Hong, founder of Out & About Communications, about using platforms to streamline tasks and enhance team collaboration so you can achieve business goals with precision and efficiency. 

Hong details the many benefits of using project management tools, including:

• Project Management vs Task Management 
• Avoiding recurring mistakes
• Automating workflows
• When and when not to use your CRM
• Maintaining a comprehensive log of activities

If your goal is to create an organized, efficient, and enjoyable business environment, take a listen to this week’s episode for practical organizational tips that will help your business soar to the next level! 

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LINKS FROM THIS EPISODE

Connect with Lauren on LinkedIn Here

Check out Out & About Communications Here

Visit Asana’s website Here

Learn more about ClickUp Here

Check out Trello 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.

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: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion

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LINKS FROM THIS EPISODE

Episode #146: How to Use a Template to Stay Organized and Deepen the Client Relationship

Grab Your Ticket for the RTS Tax Summit 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.

Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that you should be taking your best clients out to dinner... but when? You've got a calendar full of soccer practices and baseball games. Are you missing out on the secret sauce of the client experience?

This episode is a breath of fresh air for advisors feeling overwhelmed by the expectation of social engagement, reinforcing that stellar service during business hours lays the groundwork for client satisfaction and the growth of your practice.

You can build a high referable practice without killing yourself or going over the top. Join me for this frank discussion on what I call "The Dentist Rule."

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.

VEach 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: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor .

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.

One of the hardest roles advisors face is helping a potential client “break up” with their previous advisor. It can get awkward, dicey, and downright weird. 🥴 But you can turn this tricky situation into a peaceful process for your clients and make a GREAT first impression if you do it well! 

In today’s episode, Libby shares some tips for this break up process that worked well in her advisory practice, including:

• Choosing your words carefully—language matters
• What to do before you even move money—help reduce retention risk
• Providing them helpful language—eliminate hard feelings when they break up with their advisor
• And much more!

Tune in now to learn some tricks on keeping it classy when engaging with potential clients. Your business…and clients…will thank you!  🙏 

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.

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: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman.

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LINKS FROM THIS EPISODE

Connect with Spencer on LinkedIn 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”

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.

Burnout is real!  We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of your to-do list. 🌪️

In today’s episode, Libby shines the light on burnout as she talks with guest Spencer Sherman. Together, Libby and Spencer tackle some important topics, including:

• Finding your flow state
• Mindfulness exercises to cultivate a less reactive mind
• Turning off your “to do list” mindset 
• Allowing more space for your clients in meetings
• Finding balance between success and enough 

If you’re looking to lighten the load and have more margin in your life, tune in to this week’s episode for some practical and tactical advice that will enhance your own performance and happiness. Let’s go! 🚀

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LINKS FROM THIS EPISODE

Connect with Spencer on LinkedIn 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”

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.

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: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

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Links from Today’s Episode

Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - 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.