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029: Tips And Tricks: Things You Didn't Know You Didn't Know With Guest Jeremy Keil

029: Tips And Tricks: Things You Didn't Know You Didn't Know With Guest Jeremy Keil

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


029: Tips And Tricks: Things You Didn't Know You Didn't Know With Guest Jeremy Keil

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
42 minutes
Released:
May 24, 2022
Format:
Podcast episode

Description

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. Well, when were recording that episode we were just riffing on other things and you know I talk A LOT about stepping into that CEO role and really RUNNING your business instead of it running you. And, Jeremy and I were chatting and I thought you would like to hear some of the tips and tricks that he’s uncovered that have propelled his practice into the stratosphere.In this episode Jeremy and I talk about:His client experience tips & tricksHow he defined and markets his “not so unique” unique nicheHow he developed and morphed his practice from the onset to where it is nowHow he stepped into his CEO role and some mindset hacks around building a teamWhat Frank Sinatra and Frankie Valli taught him about running his practiceThe 3 main functions of your business that you need to pay attention to His “tests” to find the MOST IDEAL team matesSo I invite you in to join our discussion and I know you will walk away with a ton of ideas that you can implement in your business RIGHT AWAY. Links from Today’s Episode _________________________You and your team can take your Kolbe - A Index personality profile here and learn more about Right Fit.  Link to the Kitces article on how to set up your office for success! Learn more about motivational interviewing here! Books Jeremy mentioned... Rocket Fuel & EOS Life Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    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.comCheck out Jeremy's website here!Find Jeremy's Podcast, Retirement Revealed, here!Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!  
Released:
May 24, 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!