Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
062: Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper
Creating systems and processes to back your financial planning process is how you reduce overwhelm, scale your business… and straight up work less.
In this episode of Get Advisor Fit Libby makes a guest appearance to discuss how she was able to triple her hourly revenue, triple her referral rate, and cut her hours back to 24 hours per week with three simple changes.
Libby walks us through her journey from being a financial advisor practice owner to a financial advisor coach by offering a consistent client experience backed by systems and processes. She also breaks down why it’s so important…
The skinny
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