Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Complete a Time Study to Boost Productivity Now---------LINKS FROM THIS EPISODE:Grab your time study template here! Episode with Michael Kitces on Time Tracking and Model WeekEpisode on 8 Productivity Hacks to Work More EfficientlyJoin the Group Coaching Waitlist HereDownload the Famil...
On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time.Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too.Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more balance. Join us as we explore the benefits of a time study and learn actionable steps you can take to streamline your workday and increase your produc...
Have you ever dreamed of writing a book, but found yourself held back by thoughts like:“It sounds too hard.”“I don’t know what I’d write about that hasn’t been done before.”“I’m not really good at writing.”“I don’t even know where to start—or who has the time?”You’re not alone in this. Many of us have the aspiration to write a book but get stuck at the starting line. The good news is that you can overcome these hurdles, and we’re here to help you do just that.In our latest podcast episode, we...
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Growing a National Niche Empire - Advisor Success Story with Guest Nick DaughertyLINK FROM THIS SHOWFind out more about Financial Cop HereConnect with Nick Here Join the Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereCon...
Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of takeaways and practical ideas for you as you grow your financial planning business.In this episode, I interview an advisor who started off selling senior trips, became a police officer, and then built a financial planning empire by working with what he knows. Today’s episode is the ultimate power move in niche marketing and explores what ...
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 MessJoin the Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Successful businesses don’t get built alone. You need community! You need collaboration! Joi...
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'll discuss:The reality of a messy businessHow to identify the messy part and what to do about itHow overthinking is just procrastination in disguise...
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 ICALINKS:Download Your “Laser Focused Marketing Message and ICA” Worksheet HereJoin the Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedI...
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 forUnderstanding these important things about your clients allows you to craft a message that helps you stand out from the sea of advisors and helps you add immense value…which makes you super referable!In this podcast, Libby will give you:A step-by-step exercise o...
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 KosnickLINKS FROM THIS EPISODE:Connect with Josh HereFollow Josh on Instagram HereListen to Josh’s Podcast HereBooks Mentioned:Rocket FuelTraction: Get a Grip on Your BusinessGood to GreatWho Not HowJoin the Group Coach...
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 power of this system for financial advisors. We get into all things EOS, including:EOS tools you can use dailyHow to stop micromanagingWhy you need...
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 FaithLINKS FROM THIS EPISODE:Connect with Jo Faith on LinkedIn HereCheck Out Jo Faith Copywriting HereEpisodes mentioned:10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Cli...
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 the importance of how and what you write. With Faith’s background in financial journalism, she brings expertise and deep understanding to this podcast...
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 artificial intelligence tool that will revolutionize your workflow as a financial advisor!Yoo and Greiwe explore this powerful technology and address...
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 my most recent virtual keynote. Whether you're delivering keynotes, hosting webinars, or leading client workshops, Deirdre's advice is a game-chan...
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 Group Coaching Program HereEpisodes mentioned: #93: 7 Processes Every Advisory Business NeedsGet Your Seda France Candle HereGrab Your AI Notetakin...
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 satisfied…just like Disney goers!In this episode, The Efficient Advisor, Libby Greiwe, offers three ways to evaluate your client experience:Happy, mid, ...
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!” —-----------------------------------------------------------------LINKS FROM THIS EPISODE:Register for the Systems to Scale Group Coaching Program HereGrab Your AI Notetaking Free Trial and 10% Discount HereG...
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 connectionsDeliver tailor-made, value-based servicesAlleviate workload Build a more sustainable and reward...
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 EPISODERegister for the Systems to Scale Group Coaching Program HereLearn More About Simplicity Ops HereBrowse Simplicity Ops’ Resources HereTalk to Kate Here...
Tracy Melvin Richter
looking for the 5 tip sheet she mentions at podcast 59, it isn't on her site. thoughts?