180: Even More Good Ideas You Can Implement Today
180: Even More Good Ideas You Can Implement Today
180: Even More Good Ideas You Can Implement Today
Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away.
In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including:
A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can implement TODAY! Let’s go! 🚀
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LINKS FROM THIS EPISODE
Learn More About the Retirement Tax Services Summit Here!
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Episodes Mentioned:
#044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships - find it on iTunes here!
#91: When A Prospect Says, “I’m Interviewing Several Advisors” and What to Do About It - find it on iTunes here!
School of Podcasting -Launch, Grow, Monetize Your Podcast
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Listen on: Apple Podcasts Spotify
Get on the Systems to Scale Group Coaching Waitlist Here
Learn more about Bee 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!
Get on the Systems to Scale Group Coaching Waitlist Here
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From The Podcast
The Efficient Advisor: Tactical Business Advice for Financial Planners
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!Join Podchaser to...
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