Libby Greiwe dives into her proven business framework that she uses to help advisors build out their systems and processes in her Systems to Scale Group Coaching Program. This framework creates a solid foundation to build a systematized, scalable business.

Libby explains the six main layers of the framework:

1. Define
2. Create
3. Attract
4. Systematize
5. Scale
6. Lead

If you are looking to streamline your business while building out systems and processes, this episode—and the group coaching program—are for you! Sign up for the Systems to Scale program launching August 22! 

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LINKS FOR THIS EPISODE

Register for the Systems to Scale Group Coaching Program Here

Download the Systems to Scale Framework PDF Here

Episodes mentioned:

Episode 10: Marketing

Episode 12: Schedule

Episode 22: Client Experience

Episode 52: Planning Options

Episode 62: Planning

Listen on: Apple Podcasts   Spotify

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: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder

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LINKS FROM THIS EPISODE

Get on the Systems to Scale Group Coaching Waitlist Here

Learn More about SmartAsset Here and Mention Philip’s name

Connect with Philip on LinkedIn 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 need leads to grow our business, but there’s a lot of skepticism around purchasing leads—it’s a scam, it’s not worth the money, the leads are less than ideal.

In today’s episode, The Efficient Advisor dismantles all the suspicions with guest Philip Snyder. Phil shares his firsthand experience, shedding light on the unexpected quality and high-value clients these purchased leads can bring.

Phil details what every advisor should know when contemplating online leads, including:

• Initial hurdles and the trial-and-error learning curve
• Realistic expectations to maximize success
• The importance of having a structured process
• Strategies that focus on high net worth clients 

If you’re looking to grow your pipeline, it may be time to harness the power of online leads.

Finally, a quick plug for the upcoming group coaching session launching August 2024. We have a special $500 discount for those on the waitlist. If you’ve been wanting to level up your practice, now is the time! Join the waitlist here to secure a spot AND save some cash! 🤑

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LINKS FROM THIS EPISODE

Get on the Systems to Scale Group Coaching Waitlist Here

Learn More about SmartAsset Here and Mention Philip’s name

Connect with Philip on LinkedIn Here

Listen on: Apple Podcasts   Spotify

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: AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen

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LINKS FROM THIS EPISODE

Get on the Systems to Scale Group Coaching Waitlist Here

Learn more about Beemo Automation Here

Connect with Ben on LinkedIn Here

AI Websites:

Perplexity AI
Fireflies.AI
Zapier
Zocks

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!

A lot of people squirm at the words “artificial intelligence.” And while there are interesting implications to this cutting-edge technology, there are also some amazing ways to use AI in your financial planning business. It’s SO much more than ChatGPT.

In this week’s episode, host Libby Greiwe chats with AI automation expert, Ben Olsen, to uncover the secrets to smarter, more efficient financial advising with artificial intelligence. Ben details the many ways AI can be used in practices to complete mundane tasks, allowing you more time and energy to focus your efforts on what matters most—your clients.

Olsen details the many benefits to AI and how it can be instrumental for advisors, including:

• Writing personalized emails
• Generating meeting summaries
• Organizing client service models
• Automating workflows
• AND SO MUCH MORE!

If you want to integrate the latest AI tools in your practice and stay ahead of the tech curve, this episode is a must listen!

Finally, a quick plug for the upcoming group coaching session launching August 2024. We have a special $500 discount for those on the waitlist. If you’ve been wanting to level up your practice, now is the time! Join the waitlist below to secure a spot AND save some cash!

Now, let’s learn how to harness AI tools for research, meeting summaries, workflow automation, and much more in today’s episode! Let’s go! 🚀

Listen on: Apple Podcasts   Spotify

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: Strategies to Finish What You Start and Achieve Project Success

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LINKS FROM THIS EPIOSDE:

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

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!

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

Listen on: Apple Podcasts   Spotify

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: 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 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!

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

Listen on: Apple Podcasts   Spotify

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: 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 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!