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 quality over quantity
• Foster genuine connections
• Deliver tailor-made, value-based services
• Alleviate workload
• Build a more sustainable and rewarding business
  
  

Tune in today to learn the transformative power of focusing on your ideal client avatar to truly elevate your business. Let’s go! 🚀

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LINKS FROM THIS EPISODE:

Register for the Systems to Scale Group Coaching Program Here

Grab Your AI Notetaking Free Trial and 10% Discount Here

Grab Your Copy of Tools of Titans by Tim Ferris Here

Listen on: Apple Podcasts Spotify

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!

Here are the Action Items to Tuesday's podcast: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen

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LINKS FROM THIS EPISODE

Register for the Systems to Scale Group Coaching Program Here

Learn More About Simplicity Ops Here

Browse Simplicity Ops’ Resources Here

Talk to Kate Here

Grab Your AI Notetaking Free Trial and 10% Discount Here

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass 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!

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 Efficient Advisor, Libby Greiwe, to unpack how businesses should use their CRMs not only for mere contact databases, but also dynamic operational hubs that:

• Streamline processes
• Enhance efficiency
• Drive growth
• Deliver high-level, consistent client service

Libby also explains how her upcoming Systems to Scale Group Coaching and Mastermind can help you take the automation leap! Register here to secure a spot for the August 22 launch!

So, if you are looking to leverage automation to free up time and energy for yourself and your team, this podcast–--and the group coaching–--are for YOU!

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LINKS FROM THIS EPISODE

Register for the Systems to Scale Group Coaching Program Here

Learn More About Simplicity Ops Here

Browse Simplicity Ops’ Resources Here

Talk to Kate Here

Grab Your AI Notetaking Free Trial and 10% Discount Here

Listen on: Apple Podcasts Spotify

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!

Here are the Action Items to Tuesday's podcast: The Exact Framework Your Business Needs **FREE DOWNLOAD**

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LINKS FOR THIS EPISODE

Register for the Systems to Scale Group Coaching Program Here

Download the Systems to Scale Framework PDF Here

Episodes mentioned:

Episode 10: Marketing

Episode 12: Schedule

Episode 22: Client Experience

Episode 52: Planning Options

Episode 62: Planning

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass 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!

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

Libby explains the six main layers of the framework:

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

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

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LINKS FOR THIS EPISODE

Register for the Systems to Scale Group Coaching Program Here

Download the Systems to Scale Framework PDF Here

Episodes mentioned:

Episode 10: Marketing

Episode 12: Schedule

Episode 22: Client Experience

Episode 52: Planning Options

Episode 62: Planning

Listen on: Apple Podcasts Spotify

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!

Here are the Action Items to Tuesday's podcast: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder

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LINKS FROM THIS EPISODE

Get on the Systems to Scale Group Coaching Waitlist Here

Learn More about SmartAsset Here and Mention Philip’s name

Connect with Philip on LinkedIn Here

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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

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

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

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

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

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

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LINKS FROM THIS EPISODE

Get on the Systems to Scale Group Coaching Waitlist Here

Learn More about SmartAsset Here and Mention Philip’s name

Connect with Philip on LinkedIn Here

Listen on: Apple Podcasts Spotify

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!

Here are the Action Items to Tuesday's podcast: AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen

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LINKS FROM THIS EPISODE

Get on the Systems to Scale Group Coaching Waitlist Here

Learn more about Beemo Automation Here

Connect with Ben on LinkedIn Here

AI Websites:

Perplexity AI
Fireflies.AI
Zapier
Zocks

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass 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!