241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework

The Efficient Advisor: Tactical Business Advice for Financial Planners

#Entrepreneur #Business #Marketing #Libby Greiwe

30:00

Living together in a group is a strategy many animals use to survive and thrive. And a big part of what makes that living situation successful is listening. In this episode, we explore the collaborative world of the naked mole-rat. Threshold is nonprofit, listener-supported, and independently produced. You can support Threshold by donating today . To stay connected, sign up for our newsletter . Operation frog sound! Send us your frog sounds for an upcoming episode. We want you to go out, listen for frogs and toads, and record them. Just find someone croaking, and hit record on your phone. It doesn’t matter if there’s background noise. It doesn’t even matter if you’re not sure whether or not you’re hearing an amphibian—if you think you are, we would love to get a recording from you. Please also say your name and where you are in the world, and then email the recording to us at outreach@thresholdpodcast.org…

hace un año 38:58

MP3•Episodio en casa

It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we're officially wrapping up!

In Week 6…it’s all about creating processes for LEADING your business.
This week we’ll talk about:

The two roles you have as CEO
How to modernize your org chart
Establishing the right next step for your business

Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

-----------------------
LINKS FROM THIS EPISODE:
Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!

The New Manager Playbook with Lia Garvin
The old rules of management are broken. Get the new playbook for today's workplace.
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!

Capíttulos

1. 241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework (00:00:00)

2. [Ad] The New Manager Playbook with Lia Garvin (00:21:07)

3. (Cont.) 241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework (00:21:50)

263 episodios

The Efficient Advisor: Tactical Business Advice for Financial Planners

241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework

The Efficient Advisor: Tactical Business Advice for Financial Planners

published hace un año

MP3•Episodio en casa

In Week 6…it’s all about creating processes for LEADING your business.
This week we’ll talk about:

The two roles you have as CEO
How to modernize your org chart
Establishing the right next step for your business

-----------------------
LINKS FROM THIS EPISODE:
Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!

The New Manager Playbook with Lia Garvin
The old rules of management are broken. Get the new playbook for today's workplace.
Listen on: Apple Podcasts Spotify

Capíttulos

1. 241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework (00:00:00)

2. [Ad] The New Manager Playbook with Lia Garvin (00:21:07)

3. (Cont.) 241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework (00:21:50)

263 episodios

#Entrepreneur #Business #Marketing #Libby Greiwe

Kaikki jaksot

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
263: Stop Tax Season Madness: 5 Fixes Now! 15:44

hace 1 day15:44

15:44

Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos. And listen, I get it. You want to help these clients. You care . But at the same time, you’re frustrated because they’ve had 15 MONTHS to do this—and you’ve sent the reminders! I can still feel that tension from when I was in the trenches myself. This used to happen to us every year. Until one year, we decided: NO MORE. In this episode, I'm breaking down exactly how we changed our approach so that tax season stopped feeling like a fire drill. I’m sharing actionable tips that you can start implementing now to protect your time, set better expectations, and serve your clients without sacrificing your sanity. Tax season doesn’t have to feel like Groundhog Day in Hell. With a little intention and structure, you can protect your time, deliver great service, and save your team (and yourself) from burnout. Tune into this week’s episode for the full breakdown—and walk away with a plan you can actually use. Let’s make next tax season feel a lot less frantic. You’ve got this! 🎧 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!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
262: How You Show Up in a Crazy Market Really Matters (And What To Do!) 26:11

hace 4 días26:11

26:11

Markets are a mess, your inbox is full, and you’re probably feeling like you’re having the same conversation 100 times in a row. Maybe you're exhausted, maybe a little discouraged, and definitely stretched thin between trying to market yourself, stay visible, and manage nervous clients. I see you. This work is hard. I wanted to create a special podcast for you—interrupting our planned content calendar—to address this, because it can feel SO HEAVY! But I want to give you a little mindset shift today—and some tactical things you can do right now to support your clients and your business. This comes from my own experience of managing clients through the 2008 crisis and many ups and downs since then. And, because of the strategies we’re going to talk about, we actually brought on SO MANY clients during down markets—they were our biggest onboarding years because we were proactive and client-centric. 📌 In this episode, you’ll learn: 📞 Why having the same conversation over and over is normal —and how to manage the emotional drain 🧠 The two main reasons clients panic (and how to talk them off the ledge) 🔥 Why silence isn't golden when it comes to client communication 💡 One-to-one and one-to-many strategies for calming fears and staying visible 📈 How down markets can actually be a growth opportunity if you show up intentionally You don’t have to be everything to everyone right now—but you do have to be present. How you show up in times like this becomes a cornerstone of your client experience. And remember, clients are watching closely—now more than ever. So take a breath, pick your message, and keep showing up. You’ve got this. The New Manager Playbook with Lia Garvin The old rules of management are broken. Get the new playbook for today's workplace. 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!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
261: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster (Efficient Friday!) 13:17

hace 8 días13:17

13:17

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster 🚀 In this episode, you'll learn how to stop wasting time on small tweaks and start focusing on high-impact actions that actually move the needle in your business. Libby introduces the "Ship It" framework, which helps you assess when to stop perfecting and start executing. You'll discover how to prioritize tasks that have a real impact, like refining processes, using automation, and leveraging AI. 📈🚀✅ Tune in to hear actionable tips on how to stop overanalyzing and start getting things done—because taking action is what leads to real growth! 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!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
260 - How to Review Your Q1 Business Goals Even if You’ve Only Got an Hour (Q1 CEO DAY!) 44:47

hace 11 días44:47

44:47

In this episode, Libby dives into the critical elements of a successful CEO Day for financial advisors. Focusing on how to effectively review the first quarter, Libby shares strategies and tips for evaluating business performance, setting goals, and preparing for the next phase. Whether you're a seasoned advisor or new to the business, this episode will guide you in making the most of your CEO Day for strategic planning and long-term success. We will cover: Reflection questions you need to ask The 5 areas of your business that you need to assess as CEO The Start, Stop, Continue framework Libby’s Flexible Goal Setting strategy And how to break down 90-day goals into mile markers You’ll walk away with some very specific tactics and exercises to really help you move the needle in your business! Episodes Mentioned: # 96: A Simple Tool to Create the Right Momentum in Your Business (Start, Stop, Continue) # 243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1 # 244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2 The New Manager Playbook with Lia Garvin The old rules of management are broken. Get the new playbook for today's workplace. 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!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
259: Time Management Mastery: Edit Your Calendar Like a Best-Selling Book (Efficient Friday!) 3:19

hace 15 días3:19

3:19

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel. And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: 🎙️ The Art of Calendar Editing: Create a No Fluff Week✂️📖 In this episode, Libby Greiwe shares a powerful mindset shift: treat your calendar like an author treats a book. Just as great writers cut unnecessary details to strengthen their story, business owners must edit their schedules ruthlessly. Are your meetings, tasks, and commitments truly moving your business forward? Libby challenges you to take five minutes to trim the fluff and create a well-edited calendar—because a well-managed schedule leads to a best-selling life. 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!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche 49:50

hace 18 días49:50

49:50

Running a successful financial advisory firm isn't just about growing your client base—it's about attracting the right clients. In this episode, I sit down with Maddy Roche to explore the power of intentional prospecting, refining your ideal client profile, and creating a process that makes client acquisition smoother and more fulfilling. 🚀 Things you'll learn in this episode: How to identify and attract your ideal clients 🎯 The impact of eliminating energy-draining clients 🔥 Strategies to refine your discovery calls 🗣️ Setting clear boundaries to maintain efficiency and work-life balance ⏳ The power of strong branding in creating the right client pipeline 🏆 By the end of this conversation, you'll have actionable insights to elevate your client acquisition strategy while building a firm that feels aligned with your values and goals. ----------------------- Connect with Maddy on LinkedIn HERE ! The New Manager Playbook with Lia Garvin The old rules of management are broken. Get the new playbook for today's workplace. 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!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
257: Maximizing Your Tech Stack: Save Time, Cut Costs & Boost Efficiency (Efficient Friday!) 7:16

hace 22 días7:16

7:16

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: 🎙️ Becoming a Student of Your Tech Stack 🚀🔍 Are you a master of your tools, or are you working off of minimal viable product!? In this episode, Libby shares a game-changing mindset shift—becoming a student of the technology you already have. Learn how mastering your existing tools can save you time, money, and frustration while unlocking powerful features you never knew existed. Plus, discover how automation tools like Zapier and AI can supercharge your workflows without the headache of switching platforms. 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!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza 59:24

hace 25 días59:24

59:24

In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression. So today we dive into: How I more than quadrupled my hourly rate How creating a killer client experience helped me work less Why picking a niche was critical to our efficiency and how it drives referrals Being okay with pushing back on clients’ calendars and fitting them into MY model week How I organized my time, built a team, AND SO SO MUCH MORE ----------------------- Connect with Amber on LinkedIn HERE ! Check out Amber's website HERE ! The New Manager Playbook with Lia Garvin The old rules of management are broken. Get the new playbook for today's workplace. 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!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!) 14:40

hace 29 días14:40

14:40

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: The 3-Goal Strategy: A Proven System to Get More Done in Less Time 🚀 Want to achieve more without feeling overwhelmed? In this episode, Libby shares her game-changing goal-setting strategy designed for busy financial advisors 🎯. As an Enneagram 7 with a love for new ideas, she reveals how limiting herself to just three goals per quarter has helped her stay focused, build momentum, and accomplish big projects faster. You'll learn how to map out your year, prioritize what truly matters, and create space for future ideas without derailing your current progress 📅. Plus, Libby shares real-life examples from her coaching program to help you implement this approach in your own business 🚀. Don't miss this practical and efficient strategy for taking control of your goals! 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!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
254: AI Hacks for Marketing: Better Results with Training and Prompt Engineering with Niki Clark 42:04

hace 5 weeks42:04

42:04

In this episode, I sit down with Niki Clark, a marketing expert specializing in financial advisors. We dive into how AI is revolutionizing the way advisors manage their businesses and why embracing new technologies can lead to greater efficiency and success. If you're curious about how AI can work for you, this episode is a must-listen! 🔹 What You’ll Learn: How AI tools can help financial advisors streamline their workflows 🤖 How to trail your AI model, like ChatGPT, to fit your unique voice 🎤 Why simplifying your messaging is key to better client engagement ✍️ How to leverage marketing strategies to stand out in the crowded financial space 📈 Practical steps to get started with AI and automation today ⚡ AI isn't just the future—it’s already here. Tune in to hear Niki’s insights on how you can use it to your advantage. 🎧 Listen now and start optimizing your business! ----------------------- Connect with Niki on LinkedIn HERE ! The New Manager Playbook with Lia Garvin The old rules of management are broken. Get the new playbook for today's workplace. 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!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
253: Two Phrases That Transforms Client Communication Instantly (Efficient Friday!) 9:19

hace 5 weeks9:19

9:19

In this week’s Efficient Friday, we’re diving into two simple yet powerful phrases that can transform the way you communicate with clients. Whether you're setting boundaries or handling objections, these small language tweaks can make a big impact. By making just a slight adjustment in how you frame your responses, you can create stronger client relationships, improve understanding, and make conversations more collaborative. 🎯 In this episode, you’ll learn: How the phrase "I hope you can appreciate..." softens tough conversations and sets clear boundaries 🙌 Why replacing "but" with "and" makes your messaging feel more collaborative and positive The psychology behind word choices and how they impact client reactions Real-life examples of these phrases in action and why they work so well How small shifts in language can help you attract the right clients and gently repel the wrong ones 🎯 Language is a powerful tool, and with these two simple swaps, you’ll find yourself having smoother, more productive client conversations. Give them a try, and you might be surprised at the results! 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!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
252: A Menu of Things AI Can Do For You to Pick From with Ben Olsen 1:08:38

hace 6 weeks1:08:38

1:08:38

Artificial intelligence is transforming the financial advisory space faster than ever. In this episode, Ben Olsen of Bmo Automation returns to break down the latest AI advancements, how advisors can leverage them, and why ignoring AI is no longer an option. From automating client communication to optimizing workflows, Ben shares real-world strategies for integrating AI into your practice. Key takeaways from this episode: 🔹 The three ways advisors can implement AI: DIY, Build, or Buy 🔹 How AI can streamline client onboarding, meeting prep, and follow-ups 🔹 Using AI for personalized email outreach and content creation 🔹 Compliance and security considerations when integrating AI 🔹 The future of AI in financial advisory and what’s coming next AI isn’t just a futuristic concept—it’s already revolutionizing how advisors work. Tune in to learn how to stay ahead of the curve and make AI your efficiency bestie! 🎧 Listen now and start leveraging AI in your practice! ----------------------- The New Manager Playbook with Lia Garvin The old rules of management are broken. Get the new playbook for today's workplace. 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!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!) 11:13

hace 6 weeks11:13

11:13

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: Why Uber feels so effortless compared to hailing a taxi! In this episode, we break down how Uber removed friction from the ride experience—and how financial advisors can apply the same thinking to their client journey. From onboarding to account access, every touchpoint matters. We’ll explore what friction looks like in your practice, how to identify it, and simple ways to create smoother, more enjoyable client interactions. When you remove roadblocks, you don’t just make things easier—you make yourself indispensable. Ready to Uber-ize your client experience? Let’s go! 💡 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!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
250: How to Future-Proof Your Practice & Capture the 34 Trillion Dollar Shift with Guest Jackie Wilkie 54:21

hace 7 weeks54:21

54:21

Women will influence over $34 trillion in assets by 2030, yet many financial advisors still overlook a crucial reality: women are not a niche—they are half the population. In this episode, I sit down with Jackie Wilkie of First Trust Portfolios to discuss why every advisor needs to rethink how they engage with female investors. We dive into how to better connect with women clients, avoid common mistakes that lead to asset attrition, and create an experience that resonates with both partners in a household. Jackie shares powerful insights and actionable strategies to help advisors future-proof their practices and build deeper, lasting relationships with women investors. 💡 What You’ll Learn in This Episode: Why women investors are often overlooked—and how to change that 🏦 The biggest risk advisors face with asset attrition after a life transition ⚠️ How to engage both partners in a client relationship 💬 Proven strategies to create female-friendly client experiences 🎯 Creative event ideas that help women clients become your biggest advocates 🍷 If you want to retain more clients, strengthen relationships, and stay ahead of the $34 trillion wealth transfer, this episode is a must-listen! 🎧 Listen now & subscribe for more actionable strategies for financial advisors! ----------------------- Connect with Jackie on LinkedIn HERE ! The New Manager Playbook with Lia Garvin The old rules of management are broken. Get the new playbook for today's workplace. 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!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
249: Impact Score: Rate Your Client Service Model 27:34

hace 8 weeks27:34