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

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: 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

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.

The financial planning landscape is ever-evolving, and advisors regularly find themselves second guessing their structure—BDs to IBDs and RIAs. A transition can seem daunting, but starting anew can bring freedom and independence.

In this episode, Stephen Taylor, attorney turned Certified Financial Planner, joins The Efficient Advisor, Libby Greiwe, to share his insights and experiences on making such a pivotal move in the industry. Together, they tackle some of the most common questions advisors confront when thinking through a transition, including:

1. Compliance
2. Technology
3. Portfolio management
4. Commission trails, and so much more. 

This conversation will guide you through thinking about a business transition without being overwhelmed by the operational side. So, take a break and tune in now to hear from those who have taken the steps and walked this journey out successfully!

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LINKS FROM THIS EPISODE

Connect with Stephen on LinkedIn 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: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis

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LINKS FROM THIS EPISODE

Check out Matt’s website here

Connect with Matt on LinkedIn here

Enroll in the One-Page Financial Plan Masterclass here

Books Mentioned:

Delivering Massive Value by Matthew Jarvis

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.

Today’s busy world leaves us no other option than to make every second count. Whether it’s at home or work, we must optimize our resources to maximize our time.

In this episode, financial planning extraordinaire, Matt Jarvis, joins The Efficient Advisor host, Libby Greiwe, to discuss themes and trends he has seen throughout his decades of experience that successful advisors are using to streamline their practices.

Matt shares his expertise on running a seamless, efficient financial advisory business by utilizing:

• Communication strategies
• Financial planning software
• Document management systems
• Customizable templates 

Matt also shares some tips and tricks for how he and his team use one-page financial plans to deliver advice quicker and easier to clients. His successful approach is a testament to the power of simplicity and clarity in financial planning.

Don't forget to connect with The Efficient Advisor on LinkedIn and Facebook to keep the conversation going!

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LINKS FROM THIS EPISODE

Check out Matt’s website here

Connect with Matt on LinkedIn here

Enroll in the One-Page Financial Plan Masterclass here

Books Mentioned:

Delivering Massive Value by Matthew Jarvis

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.

Empathy and support are essential components of the advising process, but sometimes it’s hard to connect with clients on such a deep level. Our guest today, Jeremy Keil, shares some powerful and effective tools he has used over the years to strengthen his relationship bond with clients.

In this episode, Libby and Jeremy dissect the following three levels of communication:

1. Surface-level
2. Goals and underlying motivations
3. Vulnerable, profound discussions

While all three levels are necessary to building trust and meaningful relationships, it’s the third level of communication—vulnerable, profound discussions—that cements an advisor's indispensability. Jeremy's insights on asking strategic questions are key to building lasting bonds with your clients. 

Libby and Jeremy discuss the transformative power of motivational interviewing, a nuanced form of communication that can strengthen the bond between financial advisors and their clients. Originating from psychology, motivational interviewing helps guide discussions about change and helps clients articulate their financial goals, while highlighting the importance of tailoring advice to a client's unique life situation.

Whether you're a seasoned financial advisor or new on the block, this episode is laden with strategies and insights to communicate with intention and foster trust with your clients. Let’s go!

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LINKS FROM THIS EPISODE:

Check out Jeremy’s website here

Connect with Jeremy on LinkedIn here

Websites Mentioned:

Welcome to the Motivational Interviewing Website! | Motivational Interviewing Network of Trainers (MINT)

Books Mentioned:

Motivational Interviewing: Helping People Change and Grow

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.

Here I am doing an experiment for myself this year related to goals. I’ve been having a lot of conversations with advisors lately who are struggling to set clear goals. They have great revenue… what’s another 10% really going to do? They are having a hard time connecting deeply with the why behind the goals… since they are VERY happy with their business and their lives. 

So today I want to offer up a different acronym for goal setting if you’re in a place where you need to mix it up and just need a different approach. This might be a fun addition to come along side some of your traditional business goals. Maybe you just need a shot in the arm to get your reinvigorated about your business? 

Let me introduce to you F.U.N. goals. 

____________________________________________

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.

Every interaction with a client is an opportunity to strengthen your bond and relationship with them. But in order to engage in effective communication, advisors must first learn the art of connecting through and using a variety of different “communication love languages.” 

In this episode, Libby shares with you the nuances of how to execute an effective communications audit within your financial planning business. This exercise breaks down all the different ways you are communicating to make sure you are effectively speaking in a variety of mediums. 

Speaking different communication languages to hit clients in slightly different ways and formats is critical to ensure your clients do not miss any valuable information. Some communication styles Libby addresses include:

• Email
• Video
• Text
• Face-to-face
• Phone
• Snail mail
• Social media

Learn how to make every touch point matter by tuning into today’s episode. After all, clients are the lifeblood to your business, so take the time to build a process to communicate effectively.  

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LINKS FROM THIS EPISODE:

Register for the Systems to Scale Group Coaching & Mastermind Program Here

Episodes Mentioned:

Episode #157: Scaling Your Business with The Efficient Advisor’s Group Coaching Program

Books Mentioned:

Never Lose a Customer Again by Joey Coleman

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass 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.

We’ve all been in a situation where what we expected was DEFINITELY not what we got (like pretty much every time I order something off Instagram)! It’s frustrating, confusing, and certainly disappointing.

However, when everyone is on the same page, everything flows so much easier. When client expectations are not aligned with your practice, it can quickly sour the relationship, or worse, break trust altogether.

Enter the “Expectations of Our Engagement” resource. 

In this episode, Libby explains why this document is critical to every practice and outlines how it will help you:

1. Maintain successful client-advisor relationships
2. Prevent misunderstandings and disappointments
3. Guide and set the tone for client interactions
4. Outline clear expectations from you, your team, and clients

Clarity and transparency go a loooooong way in this business. So, tune in today to learn how setting some solid expectations can foster, enrich, and grow your client relationships and ensure everyone is on the same page!  

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LINKS FROM THIS EPISODE:

Register for the Systems to Scale Group Coaching & Mastermind Program Here

Episodes mentioned:

Episode #157: Scaling Your Business with The Efficient Advisor’s Group Coaching Program

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass 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: Scaling Your Business with The Efficient Advisor's Group Coaching Program

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

LINKS FROM THIS EPISODE:

Register for the Systems to Scale Group Coaching & Mastermind Program Here

Systems to Scale download is available here

Episodes Mentioned:

Episode #122: Level 1 Processes of the Systems to Scale Framework: DEFINE

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass 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.