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    099: Ideas to Implement - Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me!

    099: Ideas to Implement - Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me!

    FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

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    099: Ideas to Implement - Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me!

    FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

    ratings:
    Length:
    10 minutes
    Released:
    Mar 2, 2023
    Format:
    Podcast episode

    Description

    Each week I am going to recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me!------------------------------------------------LINKS FROM THIS EPISODE: Connect with Matt Delzingaro here on LinkedIn.Connect with Libby here on LinkedIn.Grab the 37-Point Tax Checklist Here!Email  your receipt to efficientadvisor@gmail.com to get your BONUS.Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value Check out Steven's tax content here!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.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
    Released:
    Mar 2, 2023
    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!