Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
176: Five Good Ideas You Can Implement Today
“Ideas are easy. Implementation is hard.”
After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do things in an easier way.
In today’s podcast episode, Libby shares five of her simplest yet most effective ideas that help advisors, including:
A simple language change to shift clients’ perspective of reviews
How adding special VIP time slots can…
The skinny
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