The Efficient Advisor: Tactical Business Advice for Financial Planners
Episodes
054: The Anatomy of an Effective Review Meeting Agenda that Drives Results
23 Aug 2022
Contributed by Lukas
For a while my parent company was doing this survey process with clients and there was ONE thing that was consistently mentioned in our client reviews...
053: Ideas to Implement - Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision
18 Aug 2022
Contributed by Lukas
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy! Here are ...
052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision
16 Aug 2022
Contributed by Lukas
When you are pitching your process to prospects you have one job: To help your clients make a decision to move forward with you.Analysis paralysis, de...
051: Ideas to Implement - Mailbag!
11 Aug 2022
Contributed by Lukas
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! Here are th...
050: Mailbag Episode! Libby Answers Listener Questions
09 Aug 2022
Contributed by Lukas
It is time to open up the mailbag and answer your listener questions! Because what matters most is what matters to you. In today’s episode Libby an...
049: Ideas to Implement - Clever Productivity Solutions to Short, Medium and Long-Term Tasks
04 Aug 2022
Contributed by Lukas
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! Here are ...
048: Clever Productivity Solutions Short, Medium and Long-Term Tasks with Guest Avi Friedman
02 Aug 2022
Contributed by Lukas
Running a financial planning practice is a lot like being the ringmaster of a 47-circle circus. We manage a lot of chaos… and when done well, we pu...
047: Ideas to Implement -Two Assessments You Need to Dramatically Increase Personal & Team Productivity
28 Jul 2022
Contributed by Lukas
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!Here are the ...
046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton
26 Jul 2022
Contributed by Lukas
So how many times on this podcast have you heard me mention Kolbe or Enneagram? A bunch. If you know me in real life, you know that I have really ado...
045: Ideas to Implement - The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
21 Jul 2022
Contributed by Lukas
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! Here are th...
044: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
19 Jul 2022
Contributed by Lukas
You’ve heard it before… you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the f...
043: Ideas to Implement - Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations!
14 Jul 2022
Contributed by Lukas
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!Here are the ...
042: Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations! w/ Guest Lindsey McMillion Stemann
12 Jul 2022
Contributed by Lukas
LinkedIn was NEVER my thing. Only in the last 6 months have I embraced LinkedIn and I’ll tell you what… I’M IN LOVE! I know what you’re going...
041: Ideas to Implement: Tax Returns--What to ACTUALLY Do With Them to Add Value w/ Guest Steven Jarvis
07 Jul 2022
Contributed by Lukas
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!Here are the ...
040: Tax Returns: What to ACTUALLY Do With Them to Add Value w/ Guest Steven Jarvis
05 Jul 2022
Contributed by Lukas
As Advisors, we all know that taxes play an integral role in our client’s financial picture. AND, we know that that clients EXPECT their financial a...
039 - Ideas to Implement: How to DIAL IN Your Business to be EXACTLY What Your Clients Want
30 Jun 2022
Contributed by Lukas
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!Here are the ...
038: How to DIAL IN Your Business to be EXACTLY What Your Clients Want
28 Jun 2022
Contributed by Lukas
If you are listening to this podcast… I know one thing about you already. You care. You care A LOT. You want your business to be successful and you ...
037: Ideas to Implement - Action Items for How to Add Massive Value in Minimum Time w/ Matt Jarvis
23 Jun 2022
Contributed by Lukas
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!Here are the ...
036: Matt Jarvis on Adding Massive Value in Minimum Time
21 Jun 2022
Contributed by Lukas
Dream Guest Alert! This week I’ve got ‘advisor famous’ guest Matthew Jarvis of the Perfect RIA on the show to talk about all things working les...
035: Ideas to Implement - Action Items to Squash Imposter Syndrome
16 Jun 2022
Contributed by Lukas
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!Here are the ...
034: Squash Imposter Syndrome for Good: A 5-Step System to Silence Your Inner Bully
14 Jun 2022
Contributed by Lukas
Do you ever hear a little voice in your head telling you that you’re not ready for this, you’re not smart enough, and maybe you’re not as good...
033: Ideas to Implement - Action Items to Designing a Life You Love
09 Jun 2022
Contributed by Lukas
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!Here are the ...
032: 3 Steps to Designing a Life You Love with Guest Erin Hente
07 Jun 2022
Contributed by Lukas
Are you feeling overwhelmed by all the things you want to do in life and business? Do you ever just feel like there’s not enough of you to go around...
031: Ideas to Implement - Action Items to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing
02 Jun 2022
Contributed by Lukas
Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!Here are the ...
030: How to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing w/ Guest Deirdre Van Nest
31 May 2022
Contributed by Lukas
If I told you that I knew of a guaranteed way to to accelerate building trust with your clients, prospects, and even your team… would you think I wa...
029: Tips And Tricks: Things You Didn't Know You Didn't Know With Guest Jeremy Keil
24 May 2022
Contributed by Lukas
You might remember just a short period of time ago when Jeremy was on the podcast sharing how he TRIPLED his referral in just 1 year… it was so good...
028: Steal My Standard Operating Procedure (SOP) Yep - It's Yours to Customize!
17 May 2022
Contributed by Lukas
Today I am going to straight up give you my standard operating procedure for when a client passes away. Why? Well #1 because the Efficient Advisor Co...
027: Advisor to CEO: 4 Ways to Grow Yourself, Your People, and your Profits w/ Elena Beckius
10 May 2022
Contributed by Lukas
I got 'the tingle.'The tingle is when I have an interview or record a podcast that is just so good I can feel it all the way through my body...
026: He TRIPLED His Referral Rate In Just ONE Year - Here’s How! w/ Guest Jeremy Keil
03 May 2022
Contributed by Lukas
Are you ready to get DETAILED? I mean a specific checklist of what you can do to get MORE referrals faster? Well, today’s episode is exactly that. M...
025: How to Deal With Not “Right Fit” Existing Clients, Referrals, and Prospects (Kindly!)
26 Apr 2022
Contributed by Lukas
Today I am letting you in on a conversation about how to handle clients, referrals and prospects that are just not a right fit for your practice with ...
024: A Picture is Worth 1000 Words – Up Level Your Value using Visuals with Guest Dr. Ross Riskin
19 Apr 2022
Contributed by Lukas
In my humble opinion one of the main reasons your clients love you is because of the value that you provide. And you and I both know that value is cre...
023: Delegate More Effectively with Fewer Errors [My System!]
12 Apr 2022
Contributed by Lukas
This is not your “give away the $15/hr tasks podcast. I know you know that. But, do you have an ACTUAL SYSTEM to make sure your delegation is succes...
022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws
05 Apr 2022
Contributed by Lukas
We talk ALL THE TIME about how crafting an amazing client experience is the crux of becoming a referral-based business. BUT THIS…. THIS BLEW MY MIND...
021: How To Follow Up Without Sounding Desperate (Using a Nurture Sequence!) with Guest Olivia Luper
29 Mar 2022
Contributed by Lukas
Looking for a technique to follow up with prospects that doesn’t feel icky or desperate? Well, today is all about exactly that. Enter: The Nurture...
020: 10 Steps to Creating a Pitchable Planning Process
22 Mar 2022
Contributed by Lukas
Welcome to another episode in the March Marketing Madness podcast series! When I polled The Efficient Advisor Community about this series and marketin...
019: How She Used FREE Marketing to become the ‘Go-To Expert” in Her Niche (w/ Guest Natalie Kratzer)
15 Mar 2022
Contributed by Lukas
I am extra pumped for this episode! We are still deep in March Marketing Madness here with 3rd episode in the series - and again you’re going to get...
018: How He Generated 50 New Clients from LinkedIn in Just 12 Months (and the clients all came to him!) with Guest Moshe Grunhut
08 Mar 2022
Contributed by Lukas
This month is March Marketing Madness… and this episode is complete madness! I didn’t intend to lean towards free/low cost marketing strategies fo...
017:The #1 Most Effective Marketing Strategy that Most Advisors Are Missing Out On…And How To Get Started in VIDEO
01 Mar 2022
Contributed by Lukas
Okay so what’s on tap for today? Today we are diving into the #1 marketing trend you cannot ignore for 2022… that has low cost to entry, is crazy ...
016: 8 Productivity Hacks to Work More Efficiently
22 Feb 2022
Contributed by Lukas
We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of th...
015: 7 Strategies to Minimize Team Interruptions with productivity expert Amber de la Garza
15 Feb 2022
Contributed by Lukas
This week I have my favorite productivity expert, Amber de la Garza on the podcast! Amber and I go through her 7 strategies to reduce team interruptio...
014: The #1 Mistake Advisors Make in their Sales/Marketing Funnel
08 Feb 2022
Contributed by Lukas
Today I am sharing with you the #1 Mistake that Advisors make in their Sales & Marketing Funnel and how to fix it! Yep, the solution is easier tha...
013: 2 Power Phrases You Need To Know [Bonus Episode!]
03 Feb 2022
Contributed by Lukas
In today's short bonus episode Libby shares two power phrases that will change the way you interact with your clients, colleagues, and family. Th...
012: Design Your Perfect Schedule To Get It All Done in Less Time
01 Feb 2022
Contributed by Lukas
The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over he...
011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich
25 Jan 2022
Contributed by Lukas
The elusive referral from an attorney… most Advisors have heard of this phenomenon, but haven’t actually experienced this sought after event with ...
010: How to Create a Laser-Focused Marketing Message that Speaks to Your Ideal Client
18 Jan 2022
Contributed by Lukas
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 yo...
009: One Simple Way to Stick to Your Business Plan
11 Jan 2022
Contributed by Lukas
In today's episode Libby shares one little trick she used to keep her on track and focused on the goals that she set at the beginning of the year...
008: Elevate Your Elevator Pitch
04 Jan 2022
Contributed by Lukas
We’ve all been to that party or a wedding and someone asks you a question that you have prepared for… What do you do? Even though you’ve thought...
007: The ONE Question Every Advisor Should Be Asking at Year End
28 Dec 2021
Contributed by Lukas
Today I am sharing the #1 most TRANSFORMATIONAL question I ever asked myself as part of my business plan.... and you won't find it in any planner...
006: How Taking A Month Off Will Make Your Business More Productive and Profitable... Seriously!
21 Dec 2021
Contributed by Lukas
One of the biggest questions I get all of the time on social media from other advisors is “SERIOUSLY – How on EARTH can you take an entire month o...
BONUS: Quick Tip To Save You Time During the Holidays
16 Dec 2021
Contributed by Lukas
In this super short bonus episode Libby shares a quick system she came up with for an Advisor friend who was lamenting about having to do things herse...
005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier
14 Dec 2021
Contributed by Lukas
What is delay delivery? Well as most of you might already know, it’s a cool little feature in outlook (and some other email service providers) that ...
004: Steal My Email Templates
09 Dec 2021
Contributed by Lukas
Copy and Paste..... Those words are music to my ears. Why? Because it means I did the work once, and now I can just use it over and over again.Why? B...
003: Nailing Your Niche with Divorce Financial Planner Michelle Klisanich
08 Dec 2021
Contributed by Lukas
Divorce Financial Planner, Michelle Klisanich, and I dive into the art of niching down. Michelle is a true example of how differentiating yourself fro...
002: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!)
07 Dec 2021
Contributed by Lukas
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 hos...
001: I'm Back! An Introduction to The Efficient Advisor
06 Dec 2021
Contributed by Lukas
How do I become a referral-only practice? Build systems and processes to create ease in my financial planning business? Get out of overwhelm and into ...
Efficient Advisor Podcast Trailer
01 Dec 2021
Contributed by Lukas
Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who&...