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020: 10 Steps to Creating a Pitchable Planning Process

020: 10 Steps to Creating a Pitchable Planning Process

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


020: 10 Steps to Creating a Pitchable Planning Process

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
45 minutes
Released:
Mar 22, 2022
Format:
Podcast episode

Description

Welcome to another episode in the March Marketing Madness podcast series! When I polled The Efficient Advisor Community about this series and marketing the #2 topic people voted for was “how to talk about or pitch your planning process with clients.” So that is EXACTLY what we are going to cover today! I get really jacked up about this topic and have a lot to say. Today’s episode is going to dive into how to package your process in a way that:Differentiates you from other advisorsCreates a clear scope of work so clients know what to expect and what NOT to expectAllows you to have confidence in your pricing Streamlines your planning process behind the scenes – hello scalability! I think there are (at least) 10 steps or things to consider when building your process in a way that makes it easy to pitch AND easy to be desired by your Ideal Clients and I'm walking you through them all today!----------------------------------Links from Today’s EpisodeBook --> Built To Sell by John WarrillowCoaching wait listEpisode #17:  The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEOEpisode #10:  How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client AvatarEpisode #8: Elevate Your Elevator PitchSuccessful 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 Looking for all the resources from this episode in one happy place? Check out this episode’s webpage for show notes, transcripts, downloads and more! 
Released:
Mar 22, 2022
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!