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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 by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!
Episode | Date |
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188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
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May 02, 2024 |
187: *REPLAY* How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
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Apr 30, 2024 |
186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time
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Apr 24, 2024 |
185: Ideas to Implement - *Free Download* Client Intel Process
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Apr 18, 2024 |
184: *Free Download* Client Intel Process
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Apr 16, 2024 |
183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
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Apr 04, 2024 |
182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
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Apr 02, 2024 |
181: Ideas to Implement - Even More Good Ideas You Can Implement Today
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Mar 28, 2024 |
180: Even More Good Ideas You Can Implement Today
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Mar 26, 2024 |
179: Ideas to Implement - Michael Kitces on Time Management & Building Your Model Week
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Mar 21, 2024 |
178: Michael Kitces on Time Management & Building Your Model Week
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Mar 19, 2024 |
177: Ideas to Implement - Five Good Ideas You Can Implement Today
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Mar 14, 2024 |
176: Five Good Ideas You Can Implement Today
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Mar 12, 2024 |
175: Ideas to Implement - Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
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Mar 07, 2024 |
174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
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Mar 05, 2024 |
173: Ideas to Implement - Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle
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Feb 29, 2024 |
172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle
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Feb 27, 2024 |
171: Ideas to Implement - My NEW Favorite Focus Hack for Increased Productivity (and a Few Other Tools!)
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Feb 22, 2024 |
170: My NEW Favorite Focus Hack for Increased Productivity (& a Few Other Tools!)
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Feb 20, 2024 |
169: Ideas to Implement - Delegating Tasks That Are Nuanced **FREE DOWNLOAD**
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Feb 15, 2024 |
168: *FREE DOWNLOAD* Delegating Tasks That Are Nuanced
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Feb 13, 2024 |
167: How to Hire, Train, and Retain Quality Talent to Your Team with Guest Alanah Phillips
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Feb 06, 2024 |
166: Ideas to Implement - What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP
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Feb 01, 2024 |
165: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP
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Jan 30, 2024 |
164: Ideas to Implement - Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
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Jan 25, 2024 |
163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
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Jan 23, 2024 |
162: How to Have More Impactful Conversations Through Motivational Interviewing With Jeremy Keil
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Jan 16, 2024 |
161: A New Unconventional but Exciting Way to Approach Your Goals in 2024
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Jan 09, 2024 |
160: How To Do a Client Communications Audit to Make Clients Feel Valued
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Dec 19, 2023 |
159: You NEED This Onboarding Document to Help Set Client Expectations
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Dec 12, 2023 |
158: Ideas to Implement - Scaling Your Business with The Efficient Advisor's Group Coaching Program
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Dec 07, 2023 |
157: Scaling Your Business with The Efficient Advisor's Group Coaching Program
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Dec 05, 2023 |
156: An Exercise That Will Free Up More Time and Increase Impact
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Nov 28, 2023 |
155: Ideas to Implement: Part Two--Your Ultimate Guide to Resources from my Website and Beyond
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Nov 23, 2023 |
154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond
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Nov 21, 2023 |
153: Ideas to Implement - Free to Fee—How to Start Charging for Planning, Even in a BD World
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Nov 16, 2023 |
152: Free to Fee—How to Start Charging for Planning, Even in a BD World w/ Bryan Jansen
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Nov 14, 2023 |
151: Ideas to Implement - Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!)
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Nov 09, 2023 |
150: Two Phrases to NEVER USE When Following Up With a Prospect (and What to Say Instead!)
|
Nov 07, 2023 |
149: Ideas to Implement - Five Strategies I Used to Work 25 Hours a Week
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Nov 03, 2023 |
148: Five Strategies I Used to Work 25 Hours a Week
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Oct 31, 2023 |
147: Ideas to Implement - How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship
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Oct 26, 2023 |
146: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship
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Oct 24, 2023 |
145: Ideas to Implement - Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team
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Oct 19, 2023 |
144: Create a “Guided Responses” Cheat Sheet to Improve Client Service and Empower Your Team
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Oct 17, 2023 |
143: Ideas to Implement - 2 Ways to Waste Less Time Every Single Week for You and Your Team
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Oct 12, 2023 |
142: 2 Ways to Waste Less Time Every Single Week for You and Your Team
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Oct 10, 2023 |
141: Ideas to Implement - Better Financial Planning Through Emotional Intelligence with Brendan Fraizer
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Oct 05, 2023 |
140: Better Financial Planning Through Emotional Intelligence with Brendan Fraizer
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Oct 03, 2023 |
139: Ideas to Implement - Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane
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Sep 29, 2023 |
138: Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane
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Sep 26, 2023 |
137: Part One: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond
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Sep 12, 2023 |
136: Leveraging Technology and AI for Amplifying Your Client Experience Process w/ John Prendergast
|
Sep 05, 2023 |
135: Ideas to Implement - Yankee Outfielder to CFP: Kevin Thompson's Transition from MLB to Financial Planner and Broker Dealer to RIA
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Aug 24, 2023 |
134: Yankee Outfielder to CFP: Kevin Thompson's Transition from MLB to Financial Planner and Broker Dealer to RIA
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Aug 22, 2023 |
133: Leveraging Experts to Add Value and Sales with Guest Kelly Augspurger
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Aug 15, 2023 |
131: Level 6 Processes of the Systems to Scale Framework - LEAD
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Aug 08, 2023 |
130: Level 5 Processes of the Systems to Scale Framework - SCALE
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Aug 01, 2023 |
129: Ideas to Implement - Level 4 Processes of the Systems to Scale Framework: SYSTEMATIZE
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Jul 27, 2023 |
128: Level 4 Processes of the Systems to Scale Framework - SYSTEMATIZE
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Jul 25, 2023 |
127: Ideas to Implement - Level 3 Processes of the Systems to Scale Framework: ATTRACT
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Jul 21, 2023 |
126: Level 3 Processes of the Systems to Scale Framework: ATTRACT
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Jul 18, 2023 |
125: Ideas to Implement - Level 2 Processes of the Systems to Scale Framework: CREATE
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Jul 13, 2023 |
124: Level 2 Processes of the Systems to Scale Framework: CREATE
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Jul 11, 2023 |
123: Ideas to Implement - Level One of the Systems to Scale Framework: DEFINE
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Jul 06, 2023 |
122: Level 1 Processes of the Systems to Scale Framework: DEFINE
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Jul 04, 2023 |
121: Growing Your Team: From Advisor to CEO with guest Jeremy Straub
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Jun 20, 2023 |
120: My 5-Minute Hack to Help You Move Forward
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Jun 13, 2023 |
119: Scaling Unconventionally: A Unique Strategy with Sucess Story Trent Grzegorczyk
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May 31, 2023 |
118: Turning Variable Compensation into Consistent Income with Mike Witkowski
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May 23, 2023 |
117: Client Intel Process, Taking of Fridays, and Group Coaching - MAILBAG EPISODE!
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May 16, 2023 |
116: Ideas to Implement: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan
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May 16, 2023 |
115: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan
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May 11, 2023 |
114: Growing A Firm to 4.3 Billion AUM - Tips from the Trenches with Matt Reiner
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Apr 25, 2023 |
113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis
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Apr 20, 2023 |
112: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis
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Apr 18, 2023 |
111: Ideas to Implement: Tips & Tricks from the Trenches - Advisor Success Story
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Apr 13, 2023 |
110: Tips & Tricks from the Trenches - Advisor Success Story with Derrick Kinney
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Apr 11, 2023 |
109: Ideas to Implement - Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale
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Apr 06, 2023 |
108: Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale
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Apr 04, 2023 |
107: Ideas to Implement -The Ultimate Value Add for 2023: Low Difficulty, High Impact
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Mar 30, 2023 |
106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer
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Mar 28, 2023 |
105: Ideas to Implement: Follow Up Emails Made Easy - My Hack to Sending Them Consistently
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Mar 23, 2023 |
104: Follow Up Emails Made Easy - My Hack to Sending Them Consistently
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Mar 21, 2023 |
103: Ideas to Implement - This “Extra” Touch is Easy & Effective - The First 100 Days and Beyond
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Mar 16, 2023 |
102: This “Extra” Touch is Easy & Effective - The First 100 Days and Beyond
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Mar 14, 2023 |
101: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt
|
Mar 09, 2023 |
100: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt
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Mar 07, 2023 |
099: Ideas to Implement - Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me!
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Mar 02, 2023 |
098: Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me!
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Feb 28, 2023 |
096: A Simple Tool to Create the Right Momentum in Your Business
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Feb 21, 2023 |
95: 4 KPIs to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*
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Feb 13, 2023 |
94: My Simple Trick to Get Prospects to Finally Book an Appointment
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Feb 07, 2023 |
093: 7 Processes Every Advisory Business Needs
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Jan 24, 2023 |
092: What Business Data to Track in 2023… and How to Actually Use It (w/ Erica Pauly)
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Jan 17, 2023 |
091: When a Prospect Says "I'm Interviewing Several Advisors" and What to do About It
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Jan 10, 2023 |
090: Software Output, Deeper Conversation, & Staying Ahead of the Curve in Your Business with guest Adam Holt
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Jan 03, 2023 |
089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi
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Dec 27, 2022 |
088: Ideas to Implement: Creating a Distraction-Proof Practice
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Dec 22, 2022 |
087: Creating a Distraction-Proof Practice with Guest Paul Kingsman
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Dec 20, 2022 |
086: Ideas to Implement: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? With Guest Alanah Philips
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Dec 15, 2022 |
085: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? With Guest Alanah Philips
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Dec 13, 2022 |
084: Ideas to Implement -Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023
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Dec 08, 2022 |
083: Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023 - w/ Guest Kristin Burke
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Dec 06, 2022 |
082: CEO Days and Year-End Questions To Ask Yourself
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Nov 30, 2022 |
081: Ideas to Implement: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen
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Nov 24, 2022 |
080: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen
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Nov 22, 2022 |
079: Ideas to Implement - How to Re-Onboard Existing Clients And Update the Way You Do Business
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Nov 17, 2022 |
078: How to Re-Onboard Existing Clients And Update the Way You Do Business
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Nov 15, 2022 |
077: Ideas to Implement: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda
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Nov 10, 2022 |
076: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda
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Nov 08, 2022 |
075: Ideas to Implement - Position Yourself to Buy, Transition, and Sell an Advisory Business
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Nov 03, 2022 |
074: Position Yourself to Buy, Transition, and Sell an Advisory Business w/ Christine Timms
|
Nov 01, 2022 |
073: Ideas to Implement - Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox
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Oct 27, 2022 |
072: Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox w/ Amber De La Garza
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Oct 25, 2022 |
071: Ideas to Implement: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team
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Oct 21, 2022 |
070: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team
|
Oct 18, 2022 |
069: Ideas to Implement - 13 Easy Value Adds that You Can Implement Right Now
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Oct 13, 2022 |
068: 13 Easy Value Adds that You Can Implement Right Now
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Oct 11, 2022 |
067: Ideas to Implement - A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans
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Oct 06, 2022 |
066: A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans w/ Guest Mary Schmid
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Oct 04, 2022 |
065: Ideas to Implement - Tactical Tips for Making Conferences & Regional Meetings Effective and Impactful
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Sep 29, 2022 |
064: Tactical Tips for Making Conferences & Regional Meetings Effective and Impactful
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Sep 27, 2022 |
063: Ideas to Implement - Systematizing Your Planning Process & "How Story"
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Sep 22, 2022 |
062: Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper
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Sep 20, 2022 |
061: Ideas to Implement: 5 Ideas to Create Concierge-Level Service and Drive Client Loyalty
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Sep 15, 2022 |
060: 5 Ideas to Create Concierge-Level Service and Drive Client Loyalty
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Sep 13, 2022 |
059: Ideas to Implement - Specific Ideas to Add Value Your Clients Each and Every Meeting
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Sep 08, 2022 |
058: Specific Ideas to Add Value Your Clients Each and Every Meeting
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Sep 06, 2022 |
057: Ideas to Implement: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum
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Sep 01, 2022 |
056: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum
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Aug 30, 2022 |
055: Ideas to Implement - The Anatomy of an Effective Review Meeting Agenda that Drives Results
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Aug 25, 2022 |
054: The Anatomy of an Effective Review Meeting Agenda that Drives Results
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Aug 23, 2022 |
053: Ideas to Implement - Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision
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Aug 18, 2022 |
052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision
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Aug 16, 2022 |
051: Ideas to Implement - Mailbag!
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Aug 11, 2022 |
050: Mailbag Episode! Libby Answers Listener Questions
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Aug 09, 2022 |
049: Ideas to Implement - Clever Productivity Solutions to Short, Medium and Long-Term Tasks
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Aug 04, 2022 |
048: Clever Productivity Solutions Short, Medium and Long-Term Tasks with Guest Avi Friedman
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Aug 02, 2022 |
047: Ideas to Implement -Two Assessments You Need to Dramatically Increase Personal & Team Productivity
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Jul 28, 2022 |
046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton
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Jul 26, 2022 |
045: Ideas to Implement - The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
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Jul 21, 2022 |
044: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
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Jul 19, 2022 |
043: Ideas to Implement - Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations!
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Jul 14, 2022 |
042: Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations! w/ Guest Lindsey McMillion Stemann
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Jul 12, 2022 |
041: Ideas to Implement: Tax Returns--What to ACTUALLY Do With Them to Add Value w/ Guest Steven Jarvis
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Jul 07, 2022 |
040: Tax Returns: What to ACTUALLY Do With Them to Add Value w/ Guest Steven Jarvis
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Jul 05, 2022 |
039 - Ideas to Implement: How to DIAL IN Your Business to be EXACTLY What Your Clients Want
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Jun 30, 2022 |
038: How to DIAL IN Your Business to be EXACTLY What Your Clients Want
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Jun 28, 2022 |
037: Ideas to Implement - Action Items for How to Add Massive Value in Minimum Time w/ Matt Jarvis
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Jun 23, 2022 |
036: Matt Jarvis on Adding Massive Value in Minimum Time
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Jun 21, 2022 |
035: Ideas to Implement - Action Items to Squash Imposter Syndrome
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Jun 16, 2022 |
034: Squash Imposter Syndrome for Good: A 5-Step System to Silence Your Inner Bully
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Jun 14, 2022 |
033: Ideas to Implement - Action Items to Designing a Life You Love
|
Jun 09, 2022 |
032: 3 Steps to Designing a Life You Love with Guest Erin Hente
|
Jun 07, 2022 |
031: Ideas to Implement - Action Items to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing
|
Jun 02, 2022 |
030: How to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing w/ Guest Deirdre Van Nest
|
May 31, 2022 |
029: Tips And Tricks: Things You Didn't Know You Didn't Know With Guest Jeremy Keil
|
May 24, 2022 |
028: Steal My Standard Operating Procedure (SOP) Yep - It's Yours to Customize!
|
May 17, 2022 |
027: Advisor to CEO: 4 Ways to Grow Yourself, Your People, and your Profits w/ Elena Beckius
|
May 10, 2022 |
026: He TRIPLED His Referral Rate In Just ONE Year - Here’s How! w/ Guest Jeremy Keil
|
May 03, 2022 |
025: How to Deal With Not “Right Fit” Existing Clients, Referrals, and Prospects (Kindly!)
|
Apr 26, 2022 |
024: A Picture is Worth 1000 Words – Up Level Your Value using Visuals with Guest Dr. Ross Riskin
|
Apr 19, 2022 |
023: Delegate More Effectively with Fewer Errors [My System!]
|
Apr 12, 2022 |
022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws
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Apr 05, 2022 |
021: How To Follow Up Without Sounding Desperate (Using a Nurture Sequence!) with Guest Olivia Luper
|
Mar 29, 2022 |
020: 10 Steps to Creating a Pitchable Planning Process
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Mar 22, 2022 |
019: How She Used FREE Marketing to become the ‘Go-To Expert” in Her Niche (w/ Guest Natalie Kratzer)
|
Mar 15, 2022 |
018: How He Generated 50 New Clients from LinkedIn in Just 12 Months (and the clients all came to him!) with Guest Moshe Grunhut
|
Mar 08, 2022 |
017:The #1 Most Effective Marketing Strategy that Most Advisors Are Missing Out On…And How To Get Started in VIDEO
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Mar 01, 2022 |
016: 8 Productivity Hacks to Work More Efficiently
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Feb 22, 2022 |
015: 7 Strategies to Minimize Team Interruptions with productivity expert Amber de la Garza
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Feb 15, 2022 |
014: The #1 Mistake Advisors Make in their Sales/Marketing Funnel
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Feb 08, 2022 |
013: 2 Power Phrases You Need To Know [Bonus Episode!]
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Feb 03, 2022 |
012: Design Your Perfect Schedule To Get It All Done in Less Time
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Feb 01, 2022 |
011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich
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Jan 25, 2022 |
010: How to Create a Laser-Focused Marketing Message that Speaks to Your Ideal Client
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Jan 18, 2022 |
009: One Simple Way to Stick to Your Business Plan
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Jan 11, 2022 |
008: Elevate Your Elevator Pitch
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Jan 04, 2022 |
007: The ONE Question Every Advisor Should Be Asking at Year End
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Dec 28, 2021 |
006: How Taking A Month Off Will Make Your Business More Productive and Profitable... Seriously!
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Dec 21, 2021 |
BONUS: Quick Tip To Save You Time During the Holidays
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Dec 16, 2021 |
005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier
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Dec 14, 2021 |
004: Steal My Email Templates
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Dec 09, 2021 |
003: Nailing Your Niche with Divorce Financial Planner Michelle Klisanich
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Dec 08, 2021 |
002: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!)
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Dec 07, 2021 |
001: I'm Back! An Introduction to The Efficient Advisor
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Dec 06, 2021 |
Efficient Advisor Podcast Trailer
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Dec 01, 2021 |