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:  Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team

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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!

Every advisor has overheard a team member on the phone and thought “Oh man, that is NOT how I would have said that!” And, even with coaching and discussion, it’s hard for your team to remember those exact words or phrases the next time something pops up. Enter The Guided Response Document. Consider this the ultimate customer service cheat sheet.

In this episode, Libby explains how a Guided Response Document can help you craft clear, effective responses to put clients at ease and answer their questions. This not only enhances your customer experience, but also creates consistency and saves you and your staff oodles of time and stress. We'll be giving you an example of what your very own Excel sheet might look like, such as keyword topics, potential responses, and notes.

Libby details additional benefits of a Guided Response Document, including:

• Giving your team the language you want them to use
• Empowering your team with the right responses when receiving pushback
• Creating a consistent brand voice
• Serving as a training tool for new hires
• Streamlining back office processes

After walking through this master document with Libby, you will undoubtedly be able to handle any client interaction with eloquence and precision! 

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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: Two Ways to Waste Less Time Every Single Week for You and Your Team

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LINKS FROM THIS EPISODE:

Connect with Libby on LinkedIn Here!

Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist 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!

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!

Everyone wishes there were more hours in the day, but we unfortunately only have so much time to accomplish our professional and personal goals. Stop wasting critical time and start implementing strategies to run your business more productively so you can minimize stress and boost your efficiency. 

In this episode, you’ll hear Libby deliver a compelling keynote message on two strategies to waste less time. She details the importance of streamlining your processes to make your company run smoother and creating standard operating procedures (SOPs) that help teams perform complex tasks accurately and consistently.

In this episode, Libby also addresses the importance of:

• Tackling a big filing issue that is costing your team SO MUCH TIME
• Mastering your model week to optimize your time
• Connecting an advisor’s schedule and the team’s schedule to coordinate more with less stress

By understanding and applying these proven methods, you will ensure your business is the most efficient and effective in delivering your desired financial results, all within a healthy work life balance. Listen to this talk and be sure to share it with your support team today!

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LINKS FROM THIS EPISODE:

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: Better Financial Planning Through Emotional Intelligence with Brendan Fraizer
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LINKS FROM THIS EPISODE

Check out Brendan's website Here
Connect with Brendan on LinkedIn Here

Episodes Mentioned:
#8: Elevate Your Elevator Pitch - Here on iTunes
#10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunes

Books Mentioned:
Essentialism by Greg McKeown
Building a Second Brain by Tiago Forte

Connect with Libby on LinkedIn Here!

Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist 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!
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

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!

In the world of finance, the behavioral aspect plays a crucial role. It's an aspect that often goes unnoticed but can significantly impact the relationship between a financial advisor and their clients. 

In this episode, I am joined by Brendan Frazier, a seasoned consultant to financial advisors turned financial planner, to discuss this fascinating correlation and how it affects financial planning.

Brendan embarked on a journey to explore the emotional dynamics in financial planning after observing a common theme among advisors. They often felt more like therapists than financial advisors, addressing not just the monetary aspects but also the emotional dynamics of their clients' financial decisions. Inspired by this trend, Brendan started going deep into the world of behavioral finance, making him the perfect guest to discuss this topic with me.

In this episode we discuss:

• What Brendan calls the “3 Es” question that opens clients up right away
• The delicate balance between curiosity and structure in a meeting
• Strategies to strengthen trust with clients
• Why understanding the emotional side of money is critically important to financial planning 
• Brendan’s strategies to incorporate behavioral finance in his interview proce

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LINKS FROM THIS EPISODE

Check out Brendan's website Here
Connect with Brendan on LinkedIn Here

Episodes Mentioned:
#8: Elevate Your Elevator Pitch - Here on iTunes
#10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunes

Books Mentioned:
Essentialism by Greg McKeown
Building a Second Brain by Tiago Forte

Connect with Libby on LinkedIn Here! 

Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist 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: Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane

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LINKS FROM THIS EPISODE:
 
Book mentioned in this episode: The Road Less Stupid by Keith Cunnigham
Grab Robyn's 7-Step Marketing Plan here!
Connect with Robyn on LinkedIn
Check out her Position Yourself for Profits event here!

Episodes Mentioned:
#8: Elevate Your Elevator Pitch - Here on iTunes
#10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunes

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!

Get ready to transform your prospecting efforts as I sit down with Robyn Crane, a marketing dynamo known for her successful strategies. Robyn shares her five-step Revenue Accelerator System and her unique approach to ‘cloning your ideal client’. This episode is all about maximizing your marketing reach and doing money-making activities that turn into ACTUAL revenue.

Take a virtual walk with us through Robyn's  journey, which began with a moment of self-realization at a Tony Robbins event, and how it moulded her outlook towards business growth in her own advisory business. Robyn walks us through her Revenue Accelerator System and shares the 5 Ms to make your marketing way more effective. You do not want to miss this episode!

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LINKS FOR THIS EPISODE:
 
Book mentioned in this episode: The Road Less Stupid by Keith Cunnigham
Grab Robyn's 7-Step Marketing Plan here!
Connect with Robyn on LinkedIn
Check out her Position Yourself for Profits event here!

Episodes Mentioned:
#8: Elevate Your Elevator Pitch - Here on iTunes
#10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunes

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!

I say this at least once a month or more on this podcast. Being a financial advisor is HARD. Running your own business is HARD. And having tools in your toolkit is your ticket to not just keeping up, but truly thriving in this fast-paced many hats environment is critical. I have put together a list of resources for you that will help you do all the things better, faster, smarter, cheaper, or easier. 

Part of my ambition for The Efficient Advisors is to be a hub of vetted resources. A place where advisors can come to look for tools and resources that are industry specific, tried and tested, and well respected that can help you advance whatever it is you’re trying to do in your business. And I’ve shared how I feel about sharing the thing… 

The website is FULL of FREE and some paid resources that I’ve found and I’m going to share with you what’s out there and where to find them! But… there are so many I’m going to have to break this down into a couple episodes… so be on the look out for a resources part 2 in a few weeks. 

Get ready to dive into a world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease.

LINKS FROM THIS EPISODE:

Episodes Mentioned:
4: Steal My Email Templates
5: 6 Ways Delay Delivery in Outlook Will Make Your Life Easier
112: How to Help Your Clients Not Get Killed on Taxes
28: Steal My SOP (Death of a Client)

Grab the 8606 Roth Conversion Cheat Sheet Here!

Learn More About The Legacy Letter Here!

Get on the Systems to Scale Group Coaching Waitlist Here!

Connect with Libby on LinkedIn

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!

Can you imagine the power that technology and artificial intelligence hold for the future of financial advising? We're bringing you an exhilarating conversation that peels back the layers of this fascinating subject. Our special guest, John Pendergast, CEO of Blue Leaf, provides a wealth of wisdom on how financial advisors can leverage digital magic to transform client engagement. John unravels how the perfect balance of contact and the use of technology can revolutionize the client-advisor relationship. We also delve into how to create a comprehensive, immersive client experience that goes beyond the traditional financial advising.

This episode is brimming with valuable insights and strategies on how financial advisors can use digital tools to create up to 150-200 meaningful connections in a year. We explore how to use various digital channels such as email, mobile messaging, and web platforms to provide tailored experiences to clients. We unravel how an all-in-one platform like Blue Leaf can streamline this process, and John provides expert guidance on how to navigate the balance of contact to engage clients more deeply.

In our captivating conversation, we take a deep-dive into the transformative world of generative AI in financial planning. We explore how generative AI can solve client problems, craft investment policy statements, and even help advisors break out of writing ruts. However, don't think we shy away from the challenges - we address potential pitfalls and how to navigate them. We wrap up by discussing how tools like Air Table or Monday can aid in small business training. This episode is a treasure trove of knowledge, guiding you to transform your client engagement approach with a touch of digital magic!

LINKS FOR THIS EPISODE:
 
Check out John's company Blue Leaf Here!

Learn more about John's podcast The Augment Advisor

Books John mentioned:
Extreme Ownership by Jocko Willink
How to Tell a Story by Meg Bowles

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.the

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!