Feeling overwhelmed and on the verge of burnout? You’re not alone, especially in the demanding world of financial advising. In this episode, our guest shares her top hacks and efficiencies that contribute to thriving in the industry.
First things first: ditch the chaos and embrace efficiency. Many advisors waste time and resources on building brand awareness without a corresponding return on investment (ROI). Tracking the effectiveness of marketing efforts is crucial, and marketing should be viewed as an investment in the business rather than a mere budget.
Joining us today is Libby Greiwe, the Efficient Advisor Podcast Host and Advisor Coach, who emphasizes the significance of assembling the right team and implementing time-saving hacks to enhance overall efficiency.
Come along as we delve into a practical guide for automating repetitive tasks, delegating responsibilities, eliminating unnecessary elements and streamlining processes for your firm.
In this episode, you’ll learn critical concepts on:
- Distinguishing sunk costs from investments
- Simplifying processes and systems
- Embracing data-driven decisions
- Preventing burnout
- And more!
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About our Guest:
Do you ever wish you knew an Advisor who built a 7-figure practice—while only working three 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.
She ran her own planning business for 16 years, culminating in a sale & retirement in 2019. Now, she’s simply obsessed with helping other amazing advisors do the same thing.
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