15 min listen
154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
38 minutes
Released:
Nov 21, 2023
Format:
Podcast episode
Description
I am excited to share a few additional resources to piggyback off Episode 137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond. As I’ve said, being a financial advisor is HARD, but having tested, effective tools and resources will help your business thrive in this fast-paced environment. The Efficient Advisor website is FULL of FREE and some paid resources that I’ve found. I’m excited to share with you what’s out there and where to find them! You’ll see everything from a one-page financial plan masterclass, to a cheat sheet for delegating better, to a letter template that will get those prospects to book that next appointment. In this episode, I have put together some extra resources that will help you do things:BetterFasterSmarterCheaperEasierCan I get an “A-to-the-Men!” So, grab a hot cup of joe and tune in to this episode as we dive into the world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease. —-------------------------------LINKS FROM THIS EPISODE:Episodes Mentioned:Episode #137: Your Ultimate Guide to Resources, Tools and Templates from my Website and BeyondEpisode #94: My Simple Trick to Get Prospects to Finally Book an AppointmentWebpages Mentioned: The Efficient Advisor Resource LibraryLibby’s Favorite ThingsGet on the Systems to Scale Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist 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:
Nov 21, 2023
Format:
Podcast episode
Titles in the series (100)
008: Elevate Your Elevator Pitch by The Efficient Advisor: Tactical Business Advice for Financial Planners