Financial Planners 공개
[search 0]
Download the App!
show episodes
 
Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
  continue reading
 
Have you ever wondered what it is like to work for a firm of Chartered Accountants and Financial Planners, or perhaps you are looking at taking that career path. Our careers series of podcast looks at exactly that as we hear from those that work at Lovewell Blake and their journey's on how they joined the firm to how they have trained, qualified and been promoted! We have also created podcasts about digital accountancy platforms, networking and more. There is something new coming all the tim ...
  continue reading
 
Loading …
show series
 
This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized …
  continue reading
 
Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter. Really, Libby? A letter is going to make a difference? ABSOLUTELY, but the catch is you have to include the right things. It’s easy for clients to lose sight of all the work you …
  continue reading
 
When I was running my practice, I dreamed of having a tax professional who would do actual tax strategy. Like WAY MORE than just getting behind my Roth conversions or more traditional ideas like QCDs, but someone that could actually sit down with my clients and tell them if they should buy their car through their business, tell them what type of en…
  continue reading
 
We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of the major things you needed to do. YET, you felt slammed all day! So here’s the questions we’re going to seek answers to today… How do you ACTUALLY get things done in your time blocks without getting distra…
  continue reading
 
Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field. In this episode we’ll share insights on: What To Do Beyond Basic Calcul…
  continue reading
 
The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and i’m putting in double that!" I feel that on so many levels because that was me early on. In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 2…
  continue reading
 
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: Complete a Time Study to Boost Productivity Now --------- LINKS FROM THIS EPISODE: Grab your time study template here! Episode with Michael Kitc…
  continue reading
 
On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time. Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too. Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more ba…
  continue reading
 
Have you ever dreamed of writing a book, but found yourself held back by thoughts like: “It sounds too hard.” “I don’t know what I’d write about that hasn’t been done before.” “I’m not really good at writing.” “I don’t even know where to start—or who has the time?” You’re not alone in this. Many of us have the aspiration to write a book but get stu…
  continue reading
 
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: Growing a National Niche Empire - Advisor Success Story with Guest Nick DaughertyLINK FROM THIS SHOW Find out more about Financial Cop Here Conn…
  continue reading
 
Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of takeaways and practical ideas for you as you grow your financial planning business. In this episode, I interview an advisor who started off selling senior trips, became a police officer, and th…
  continue reading
 
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: When Part of Your Business is a Mess Join the Group Coaching & Mastermind HERE! Download the Family Tree Template Here Enroll in The Perfect RIA…
  continue reading
 
Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love. In this episode we'…
  continue reading
 
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 Laser-Focused Marketing Message that Speaks to Your ICA LINKS: Download Your “Laser Focused Marketing Message and ICA” Worksheet Here J…
  continue reading
 
Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking for Understanding these important things about your clients allows you to craft a message that helps you stand out fro…
  continue reading
 
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: Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick LINKS FROM THIS EPISODE: Connect with Josh Here Follow Josh on Instag…
  continue reading
 
It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔 In today’s podcast episode, The Efficient Advisor, Libby Greiwe, sits down with Josh Kosnick to discuss a great starting place—implementing an entrepreneurial operating system (EOS). Kosnick is an EOS pro who explores the transformative…
  continue reading
 
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 Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith LINKS FROM THIS EPISODE: Connect with Jo Faith on LinkedIn Here…
  continue reading
 
You literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read your website, email, blog, brochure, or newsletter. And if your words are not spot on, you can lose a client before you even have a chance to meet them! In this week’s episode, host Libby Greiwe sits down with copyright guru, Jo Faith, to chat about th…
  continue reading
 
Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to leverage the power of AI to transform your workflows? If so, this episode is for you! 🫵 In today’s podcast, The Efficient Advisor host, Libby Greiwe, is joined by Daniel Yoo, founder of FinMate AI, an a…
  continue reading
 
Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few practical tips—Deirdre's insights promise to do just that. You'll discover how a strategic approach to your speaking engagements can lead to remarkable outcomes, like a 93% conversion rate during…
  continue reading
 
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: The Client Experience Cheat Code ------------------------------------------------- LINKS FROM THIS EPISODE: Register for the Systems to Scale Gr…
  continue reading
 
It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working! As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and sati…
  continue reading
 
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 Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” —----------------------------------------------------------------- LIN…
  continue reading
 
What if you could transform your financial advising business by focusing on fewer, fiercely loyal clients? 🤔 In today’s episode, The Efficient Advisor, Libby Greiwe, explores how financial advisors can reduce stress by cultivating a dedicated, smaller following rather than chasing widespread recognition. This mindset shift helps to: Prioritize qual…
  continue reading
 
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: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen --------------------------------- LINKS FROM THIS EPISODE Regist…
  continue reading
 
CRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and automations. But, where do you start when it comes to actually using it as a vital part of your business instead of a glorified Roladex? In today’s episode, workflow guru Kate Guillen sits down with The…
  continue reading
 
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: The Exact Framework Your Business Needs **FREE DOWNLOAD** __________________________ LINKS FOR THIS EPISODE Register for the Systems to Scale Gr…
  continue reading
 
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: Define Create Attract Systematize Scale …
  continue reading
 
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 —---------------------------------------- LI…
  continue reading
 
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 hig…
  continue reading
 
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 —---------------------------------------- LINKS FROM THIS EPIS…
  continue reading
 
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 …
  continue reading
 
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 -------------------------- LINKS FROM THIS EPIOSDE: Get on the Systems to Scale …
  continue reading
 
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 completi…
  continue reading
 
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 —------------------------------------------------ LINKS FROM THIS EPISODE Connect with…
  continue reading
 
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 Laur…
  continue reading
 
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 ----------------- LINKS FROM THIS EPISODE Episode #146: How to Use a Template t…
  continue reading
 
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? Thi…
  continue reading
 
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 . Join the Group Coaching & Mastermind HERE! Download the Family Tree …
  continue reading
 
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 …
  continue reading
 
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. —--------------------------------------- LINKS FROM T…
  continue reading
 
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…
  continue reading
 
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 -------------------------------------------------- Links …
  continue reading
 
You’ve heard it before…you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you! Long story short---your On-Boarding Process is CRITICAL. What you do during this time frame really really really matters. You need to demo…
  continue reading
 
The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!" I feel that on so many levels because that was me early on. And the number one question I got from corporate folks is, "If you could share just ONE thing with adv…
  continue reading
 
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: *Free Download* Client Intel Process ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn more about one-…
  continue reading
 
It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰 As advisors, it’s important to take note of even the littlest details yo…
  continue reading
 
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: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer ---------------------- LINKS FROM THIS EPISODE Co…
  continue reading
 
Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute. In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌 The goal of this virt…
  continue reading
 
Loading …

빠른 참조 가이드