Los mejores podcasts de Business Financial Advice (2024)

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220: Ideas to Implement - When Part of Your Business is a Mess 10:07

3d ago10:07

10:07

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 Waitlist Here Download the Family Tree Template Here Enroll in The Perfect RIA Mast…

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219: When Part of Your Business is a Mess 30:14

5d ago30:14

30:14

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'…

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218: Ideas to Implement --Create a Laser-Focused Marketing Message that Speaks to Your ICA 12:27

10d ago12:27

12:27

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…

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217: FREE DOWNLOAD Create a Laser-Focused Marketing Message that Speaks to Your ICA 31:21

12d ago31:21

31:21

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…

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216: Ideas to Implement -- Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick 11:28

11d ago11:28

11:28

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…

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215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick 51:16

19d ago51:16

51:16

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…

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214: Ideas to Implement -- How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith 12:05

18d ago12:05

12:05

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…

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213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo Faith 51:39

26d ago51:39

51:39

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…

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212: The Meeting Notes Hack That Will Change Your Life 55:30

1M ago55:30

55:30

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…

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211: 5 Tips to Get Better Conversions When Public Speaking with Deirdre Van Nest 1:06:55

1M ago1:06:55

1:06:55

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…

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210: Ideas to Implement -- The Client Experience Cheat Code 10:39

1M ago10:39

10:39

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…

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209: The Client Experience Cheat Code 44:10

2M ago44:10

44:10

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…

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208: Ideas to Implement -- My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” 9:48

2M ago9:48

9:48

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…

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207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” 26:48

2M ago26:48

26:48

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…

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206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen 18:14

2M ago18:14

18:14

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…

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205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen 50:49

2M ago50:49

50:49

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…

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204: Ideas to Implement -- The Exact Framework Your Business Needs FREE DOWNLOAD 14:02

2M ago14:02

14:02

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…

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203: The Exact Framework Your Business Needs FREE DOWNLOAD 37:03

2M ago37:03

37:03

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 …

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202: Ideas to Implement -- Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder 8:59

2M ago8:59

8:59

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…

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201: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder 46:42

2M ago46:42

46:42

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…

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200: Ideas to Implement -- AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen 16:53

3M ago16:53

16:53

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…

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199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen 58:59

3M ago58:59

58:59

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 …

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198: Ideas to Implement -- Strategies to Finish What You Start and Achieve Project Success 12:27

3M ago12:27

12:27

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 …

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197: Strategies to Finish What You Start and Achieve Project Success 46:21

3M ago46:21

46:21

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…

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196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong 11:10

3M ago11:10

11:10

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…

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195: Project Management vs Client Tasks with Guest Lauren Hong 50:01

3M ago50:01

50:01

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…

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194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion 14:05

3M ago14:05

14:05

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…

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193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion 24:37

3M ago24:37

24:37

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…

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192: Ideas to Implement - Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor 8:16

4M ago8:16

8:16

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 Waitlist Here Download the Family Tree Templ…

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191: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor 23:55

4M ago23:55

23:55

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 …

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190: Ideas to Implement - Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman 10:02

4M ago10:02

10:02

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…

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189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman 44:24

4M ago44:24

44:24

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…

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188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships 6:45

4M ago6:45

6:45

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 …

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187: REPLAY How to Design an On-Boarding Process to Increase the Life of Your Client Relationships 46:32

4M ago46:32

46:32

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…

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186: REPLAY Design Your Perfect Schedule To Get It All Done in Less Time 47:45

5M ago47:45

47:45

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…

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185: Ideas to Implement - Free Download Client Intel Process 10:17

5M ago10:17

10:17

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-…

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184: Free Download Client Intel Process 37:44

5M ago37:44

37:44

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…

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183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer 8:22

5M ago8:22

8:22

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…

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182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer 31:35

5M ago31:35

31:35

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…

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181: Ideas to Implement - Even More Good Ideas You Can Implement Today 11:29

5M ago11:29

11:29

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: Even More Good Ideas You Can Implement Today --------------------------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax…

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180: Even More Good Ideas You Can Implement Today 23:47

6M ago23:47

23:47

Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away. In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including: A few good idea…

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179: Ideas to Implement - Michael Kitces on Time Management & Building Your Model Week 8:39

6M ago8:39

8:39

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: Michael Kitces on Time Management & Building Your Model Week --------------------------------------- LINKS FROM THIS EPISODE Connect with Michae…

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178: Michael Kitces on Time Management & Building Your Model Week 45:06

6M ago45:06

45:06

When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different! In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚ Michael has perfected the art of time management over the yea…

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177: Ideas to Implement - Five Good Ideas You Can Implement Today 12:30

6M ago12:30

12:30

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: Five Good Ideas You Can Implement Today ---------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax Services Summit Here!…

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176: Five Good Ideas You Can Implement Today 31:29

6M ago31:29

31:29

“Ideas are easy. Implementation is hard.” After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do …

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175: Ideas to Implement - Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson 8:03

6M ago8:03

8:03

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: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson ---------------------- LINKS FROM THIS…

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174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson 52:03

6M ago52:03

52:03

We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day. In today’s episode, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some…

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173: Ideas to Implement - Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle 8:17

6M ago8:17

8:17

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: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle ---------------------- LINKS FROM THIS EPISODE Check out the podc…

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172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle 46:12

6M ago46:12

46:12

Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time. In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel…

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171: Ideas to Implement - My NEW Favorite Focus Hack for Increased Productivity (and a Few Other Tools!) 15:32

7M ago15:32

15:32

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 NEW Favorite Focus Hack for Increased Productivity (and a few other tools!) LINKS FROM THIS EPISODE Check out the Retirement Tax Services 202…

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