15 min listen
001: I'm Back! An Introduction to The Efficient Advisor
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
001: I'm Back! An Introduction to The Efficient Advisor
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
10 minutes
Released:
Dec 6, 2021
Format:
Podcast episode
Description
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 running my business instead of it running me? Can you just show me HOW instead of telling me WHY? These are just some of the big questions that financial planner, Libby Greiwe, digs into on the Efficient Advisor Podcast. In addition to templates and step-by-step guides, each episode is designed to help you take immediate action on the most important strategies for scaling, organizing, and creating less stress and overwhelm in your business! Libby’s specialty is making running an advisory business feel easier! Discover why hundreds of advisors have attended Libby’s live workshops and why thousands have viewed her free video library. She’s simply obsessed with helping advisors create ease in their business while working less, so they can spend more time doing what they enjoy with the people they love. So if you’ve been searching for a podcast that’s more tactical… focusing on SIMPLE, REPEATABLE, and DELEGATABLE systems--you are in the right place. Welcome to the Efficient Advisor!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
Released:
Dec 6, 2021
Format:
Podcast episode
Titles in the series (100)
008: Elevate Your Elevator Pitch by The Efficient Advisor: Tactical Business Advice for Financial Planners