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117: Client Intel Process, Taking of Fridays, and Group Coaching - MAILBAG EPISODE!

117: Client Intel Process, Taking of Fridays, and Group Coaching - MAILBAG EPISODE!

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


117: Client Intel Process, Taking of Fridays, and Group Coaching - MAILBAG EPISODE!

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
42 minutes
Released:
May 16, 2023
Format:
Podcast episode

Description

Time to open the mailbag! Libby is taking a break from the traditional format to answer some commonly asked questions from listeners. Today we're digging into: What's up the group coaching program and do you have a launch date?How do I create a process to capture personal preferences and unique intel on clients and what I do with it?What's the best way to whittle down my schedule and start taking more days off?What's important to you is important to me! So, let's dive in!_____________________________LINKS FROM THIS EPISODE:Get on the Systems to Scale Group Coaching Waitlist 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.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
May 16, 2023
Format:
Podcast episode

Titles in the series (100)

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!