Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners / 207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”

Transcript

207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” · The Efficient Advisor: Tactical Business Advice for Financial Planners

• 0:00
  Speaker 1: I love this idea and this concept that I'm going to share with you today and I love sharing with advisors because it always seems to reduce the stress and eliminate some overwhelm.
• 0:12
  Speaker 1: And I recently shared this concept with my group of advisors that are wrapping up their 10 months of group coaching so they started last August and I got so many emails and feedback from them just saying thank you that just took so much pressure off or I feel like this is so attainable and that just put my mind at ease.
• 0:28
  Speaker 1: So I thought I would share it with you guys today because if I can share something that worked for me or worked for others, that really just takes some of the weight off of your shoulders.
• 0:37
  Speaker 1: I love doing that and I almost didn't do the episode a few weeks ago on my unpopular opinion about winding and dining your clients and I almost didn't share it and that was one of the fastest episodes to hit 2000 downloads.
• 0:50
  Speaker 1: Usually it takes about six, seven days to hit that number and that one hit it within like two or three days and I got tons of email and feedback from you guys saying thank you for giving me permission to not do the thing or to not do the thing for all of the people all of the time.
• 1:04
  Speaker 1: So today I'm going to share with you why hitting it small is way more successful and way more attainable than hitting it big.
• 1:13
  Speaker 1: And this idea of a thousand true fans based on an article by Kevin Kelly.
• 1:18
  Speaker 1: And you guys, it's going to be great.
• 1:19
  Speaker 1: So join me for this conversation If you are looking to build a really sustainable business and not drive yourself crazy.
• 1:28
  Speaker 1: All right, let's dive in.
• 1:41
  Speaker 2: I'm Ryder Taff advisor and majority owner of New Perspectives Incorporated in Jackson Mississippi.
• 1:46
  Speaker 2: I just finished the Efficient Advisor Systems to Scale group coaching program and I cannot recommend it enough.
• 1:53
  Speaker 2: Before joining the group, I couldn't delegate, I had poor follow-up and I was just overwhelmed with a mess of tasks on my to-do list every single day.
• 2:02
  Speaker 2: While I haven't completely transformed the business, I'm constantly improving our processes and I can see the path ahead.
• 2:09
  Speaker 2: For instance, I was recently able to systematize a high value tax review document the process and have my associates handle most of it, allowing me to step in and add more value with less stress.
• 2:24
  Speaker 2: The cohort in the group coaching is awesome too.
• 2:28
  Speaker 2: We learn from each other and we encourage each other outside of scheduled meetings.
• 2:31
  Speaker 2: The whole program is tremendous value and if you can join with an accountability partner, because you're going to have a lot of professional growth in a short amount of time.
• 2:43
  Speaker 1: Welcome.
• 2:43
  Speaker 1: I know you're here because you know it's possible to have exactly what Ryder was talking about in his testimonial for the group coaching program.
• 2:51
  Speaker 1: You'll have energy left over for your family, still have your dream business, feel like you are running it instead of it running you.
• 2:59
  Speaker 1: If you're new to the efficient advisor, I promise I don't talk about group coaching all year long, just this little window where we're registering new advisors for our August 22nd start.
• 3:07
  Speaker 1: But if you're new here, welcome.
• 3:09
  Speaker 1: I'm Libby Grywe.
• 3:10
  Speaker 1: I started Built and Sold by 37, a 100% referral-only planning practice that I grew to seven figures as a solo advisor, all while working just three days a week.
• 3:20
  Speaker 1: And I swear that the way that we did that was through building out simple systems and processes that my team and I could deliver consistently, by building a simple client service model and client experience process that really helped us deliver a high experiential process to our clients where they felt really loved on, connected and cared for, and through simple time-saving techniques, building out workflows, templates, checklists all of the things to help our business operate more efficiently behind the scenes.
• 3:53
  Speaker 1: And I'm here just to help you do the same thing, to walk alongside you, to show you the things that worked for me and that have worked for other advisors and to help you take immediate action on the most important strategies for scaling, organizing and creating less stress and overwhelm in your business.
• 4:09
  Speaker 1: It is time to take that one right next step for your business, to build both a business and maybe even more importantly, or definitely more importantly, a life that you love.
• 4:20
  Speaker 1: Let's dive into this concept from Kevin Kelly that you love.
• 4:26
  Speaker 1: Let's dive into this concept from Kevin Kelly.
• 4:27
  Speaker 1: So I remember reading about this article back in tools of Titan tools of Titans by Tim Ferriss, and when I saw this I was like, oh, I'm kind of obsessed and I went down a rabbit hole and really dug into this concept and figured out a way to take it and apply it to a small business like financial services.
• 4:46
  Speaker 1: So this idea of not necessarily having to hit it big by taking all of this pressure off.
• 4:52
  Speaker 1: You don't have to be famous, you don't have to be loved by everybody, you don't have to walk into the grocery store in your community and everybody go oh my gosh, that's Libby Gryway.
• 5:00
  Speaker 1: She's a financial advisor.
• 5:01
  Speaker 1: You totally need to work with her.
• 5:03
  Speaker 1: You don't have to participate in all of the chambers and the rotaries and be in the PTA and do all of the things so that everybody loves you and you know that's the way you're going to build your business.
• 5:14
  Speaker 1: So today I'm going to share this, this concept.
• 5:17
  Speaker 1: So Kevin Kelly wrote this article back in 2008, and it still totally rings true today, absolutely.
• 5:24
  Speaker 1: The evidence really now is even higher and more true today than it was back in 2008.
• 5:31
  Speaker 1: And sometimes we think of success as this idea of hitting it big.
• 5:35
  Speaker 1: Right, if you think of a musician selling one product right, one CD, one song to many, selling millions of that big hit song, or an author having to sell this one book right, becoming a bestseller and having a huge book right, the larger number of fans, followers, clients this equals success and I love this idea that success can look totally different.
• 6:01
  Speaker 1: You can have a more modest size following.
• 6:05
  Speaker 1: You know, if we're thinking through this like a and I'll explain here in a second what I'm talking about but sometimes this modest business right, sometimes dismissed as a lifestyle business, it is a viable option or alternative for advisors that feels so attainable.
• 6:19
  Speaker 1: So let me explain this concept.
• 6:20
  Speaker 1: So Kevin Kelly's article was written mostly about this idea of for creators, so musicians, artists, authors, et cetera that and don't worry, I'm going to break it down for financial advisors because it is a little different.
• 6:37
  Speaker 1: But this idea was he kind of drew out this and you'll have to like work with me visually here um, these concentric circles, and his concept was any creator just needed 1000 individuals, humans, on this planet out of the 7 billion that exist, to have enough right.
• 6:58
  Speaker 1: So you just have to focus on these core people like these true fans.
• 7:04
  Speaker 1: And he says for every one true fan, you have two to three ordinary fans.
• 7:11
  Speaker 1: So let me explain that A true fan is a diehard right.
• 7:15
  Speaker 1: That person that will buy anything that you produce.
• 7:19
  Speaker 1: So for an author, it's a fan that anytime a new book comes out, they just buy it right.
• 7:25
  Speaker 1: For an advisor, it's clients that are all in on your services, right, they have all of their money with you.
• 7:32
  Speaker 1: They have nothing held away.
• 7:34
  Speaker 1: They pay you for planning, they buy all of their insurances through you.
• 7:37
  Speaker 1: You are the first person that they call for anything money related, right.
• 7:42
  Speaker 1: And if you offer it, they use you for that service.
• 7:47
  Speaker 1: And I want to take this concept of having a thousand true fans and I want to dial it down for financial advisors.
• 7:52
  Speaker 1: So let's knock off a zero there and focus on just 100 true fans.
• 7:58
  Speaker 1: So, for, like, example, garth Brooks, if you're as old as I am, I'm 42.
• 8:04
  Speaker 1: You might remember that Garth Brooks well, I hope everybody knows who Garth Brooks is because he's amazing.
• 8:10
  Speaker 1: But you might remember this weird period of time where Garth Brooks had an alter ego and he put out an album that was this alter ego and nobody really understood it and he wasn't even really clear when it came out that it was him in the first place.
• 8:29
  Speaker 1: But anybody who liked Garth Brooks was like, I mean, technically, this Chris Gaines guy is Garth Brooks.
• 8:33
  Speaker 1: So, yeah, I'm gonna buy that.
• 8:34
  Speaker 1: That is a true fan, right?
• 8:38
  Speaker 1: So Kevin Kelly's idea is that if you have a thousand of these diehards and you get to keep, let's's say, a hundred dollars from each of their purchases, that's a hundred thousand dollars a year.
• 8:48
  Speaker 1: So if they're buying all of your stuff, if they're purchasing things from you, right, that's a hundred thousand dollars a year income, which is a nice living for most people.
• 8:55
  Speaker 1: A thousand fans is so much more feasible than aiming for a million fans.
• 9:01
  Speaker 1: So if we think of this through the lens of a financial advisor, right, a million fans.
• 9:04
  Speaker 1: So if we think of this through the lens of a financial advisor, right, if you have a hundred true fan clients, and then so that's the innermost circle of this concentric circle, right, a hundred true clients.
• 9:13
  Speaker 1: So then what Kevin Kelly says is, for every true fan, so for every one true fan, you have two to three regular fans or ordinary fans or casual fans.
• 9:25
  Speaker 1: I've heard it called all three.
• 9:27
  Speaker 1: So in the Garth Brooks example, you might have, like you might have some fans that are like, okay, I really like Garth, but I'm not this Chris Gaines thing.
• 9:35
  Speaker 1: I don't, I don't get it, I'm just not going to buy that, right?
• 9:37
  Speaker 1: So your clients that are ordinary fans are the ones that you have, maybe the majority of their stuff, but not all of it.
• 9:43
  Speaker 1: Maybe they still have a brokerage account that they dabble in on their own.
• 9:47
  Speaker 1: Maybe they will price shop you if you're recommending insurance.
• 9:50
  Speaker 1: You know those people, right.
• 9:52
  Speaker 1: They like you, they trust you, they do most of their business with you.
• 9:56
  Speaker 1: Those are your ordinary fans.
• 10:02
  Speaker 1: So this idea of having to be a breakout success and sell to millions and millions of people, right.
• 10:08
  Speaker 1: The alternative is selling consistently to your 1000 true fans.
• 10:13
  Speaker 1: So that was kind of the the heart of this article.
• 10:15
  Speaker 1: So I think of it like this the small circle in the middle with concentric circles around it, right, you've got your hundred true clients right there in the center.
• 10:23
  Speaker 1: So imagine you have just 100 ideal client avatars that are paying you $3,000 a year in fees.
• 10:31
  Speaker 1: And I know some of you listening are like, oh my gosh, that's $3,000 a year in fees between AUM and 12B1s and maybe commissions or however you do business.
• 10:42
  Speaker 1: We're talking ongoing reoccurring revenue.
• 10:44
  Speaker 1: If you have planning fees, whatever, if you have $3,000 a year coming in and fees from a hundred true fan clients, that's $300,000 a year of business, right.
• 10:56
  Speaker 1: And so for you that are like, oh my gosh, that's kind of low.
• 10:58
  Speaker 1: Don't forget, there's a lot of new people listening who are like, oh my gosh, I would love to be getting $3,000 a year in fees.
• 11:03
  Speaker 1: So you work the numbers out based on whatever your book looks like.
• 11:07
  Speaker 1: So if this concept is true, right?
• 11:09
  Speaker 1: So if for every one true client diehard client you have, you have one to two ordinary clients, right, that means you'd probably have another 250 ordinary clients and let's say they're only paying you a thousand dollars in fee, right, because they're not all in, they're not, you know, your ideal client avatar.
• 11:30
  Speaker 1: They're just, they're doing business with you when it makes sense, right?
• 11:33
  Speaker 1: Oh, I left my job.
• 11:34
  Speaker 1: I'm going to roll over my 401k.
• 11:36
  Speaker 1: Oh, we need insurance.
• 11:37
  Speaker 1: We'll price it around, maybe we'll work with you.
• 11:48
  Speaker 1: So if you have a hundred true fans paying you $3,000 a year, that's $300,000.
• 11:51
  Speaker 1: If you have another 250 ordinary clients paying a thousand dollars in fees, that's another $250,000.
• 11:54
  Speaker 1: That right, there is a $550,000 business and for most people that is so satisfying that is a heck of a business.
• 12:04
  Speaker 1: Right, to make a little over a half a million dollars is a dream for so many people.
• 12:11
  Speaker 1: And obviously you do the math on this for whatever works for you and for whatever your dreams and goals are for your business.
• 12:17
  Speaker 1: So you might have the idea of, hey, I want to run a million dollar business.
• 12:21
  Speaker 1: So what you do is then work backwards, right, and say, okay, so if I have 100 true fans and I have 250 ordinary fans right Replaced with clients, what would I need to be making off of each segment or each group to achieve the business of my dreams?
• 12:40
  Speaker 1: And right, the the more true fan or the more true client you get in that center circle, the higher the fees they're paying If you can continue to.
• 12:50
  Speaker 1: And I don't mean like here a fee, there a fee, everywhere a fee fee, right.
• 12:53
  Speaker 1: But I'm saying if you're moving up market and not everybody is right.
• 12:57
  Speaker 1: So I also want to speak to that advisor who's like I don't work with $5 million plus clients.
• 13:02
  Speaker 1: I did it in my own business.
• 13:03
  Speaker 1: A lot of people are shocked to find out that I worked with 285 households working part-time as the only advisor inside of my practice.
• 13:11
  Speaker 1: I don't subscribe to this idea that there's like you have to go up market and you have to do it.
• 13:16
  Speaker 1: Like, if you go through the good coaching, you'll see how I use a KPI of revenue per hour to define our service model.
• 13:24
  Speaker 1: Right, we ran a what was it at the end?
• 13:26
  Speaker 1: Like $1.4 million business and I worked part-time and had two and a half staff people.
• 13:31
  Speaker 1: Right, it was a small but mighty team.
• 13:33
  Speaker 1: That was good enough for me.
• 13:35
  Speaker 1: I loved the business that I ran.
• 13:37
  Speaker 1: It gave me work, life, balance, all of the things.
• 13:39
  Speaker 1: But here's why I love this concept right.
• 13:41
  Speaker 1: Number one it supports the idea of niching down.
• 13:46
  Speaker 1: You don't have to appeal to the masses, you just have to find your 100 true fans and you do that one awesome client at a time, right?
• 14:00
  Speaker 1: So the goal isn't hey, you're going to go find your a hundred true fans and your 250 ordinary fans, like this year, right?
• 14:06
  Speaker 1: This is building towards a sustainable, low pressure business, and I love the idea that you don't have to be famous, you don't have to be known, you don't have to have the world's largest LinkedIn following and, like I said, you don't have to walk into the grocery in your community and everybody go.
• 14:22
  Speaker 1: Oh my gosh, there he is, everybody loves him.
• 14:25
  Speaker 1: Right.
• 14:25
  Speaker 1: You don't have to be that person.
• 14:28
  Speaker 1: You literally just have to build out your core clients, one at a time, love on them, interact with them, serve them in a meaningful, value-driven way right, and this is so sustainable.
• 14:45
  Speaker 1: The second reason I love this concept is it just takes all of the dang pressure off.
• 14:50
  Speaker 1: You don't have to be constantly putting out all kinds of content and all the this and the that and the marketing and the social media and like.
• 14:58
  Speaker 1: You don't have to do all of the things and I know it's so hard because we're all in this together, right, we're all on the inside, we are on LinkedIn, we're listening to podcasts, we hear, oh my gosh, this advisor is over here doing that and that advisor is doing that, and, man, I wish I had a radio show and holy smokes, they're appearing on the morning news programming all the time and there's just so much pressure to do all of the things.
• 15:21
  Speaker 1: And I love this concept because it really just takes some of that pressure off.
• 15:26
  Speaker 1: You don't have to do all of the things, you just need to do what is necessary to replicate and duplicate your ideal client avatars and grow them to a hundred true fans and think about, I mean, do what works for you.
• 15:42
  Speaker 1: But think about the idea like, well, maybe I just need 50 core clients that are producing $5,000 a year of revenue and then that means I have a hundred to 150, um, you know ordinary clients that are producing 2000 of revenue.
• 15:57
  Speaker 1: Like that's a heck of a business, okay.
• 16:01
  Speaker 1: The third reason that I love this concept is it supports the idea of having a very tight client service model that focuses on genuine connection and value-based service.
• 16:13
  Speaker 1: So in the article, kevin Kelly talks about how the artists who have these mega platforms have a little bit more difficult of a time interacting with their fans right, because there's so many versus these smaller artists, these indie artists, these artists that are, um, you know, that have that kind of like cult following, if you will.
• 16:32
  Speaker 1: They are able to interact so much more, whether it's through social media, whether it's through appearances um, think of authors, you know, doing small book signings, like those types of things you're able to interact with your true, true fans in a much more connected, more genuine, more authentic, more meaningful way, and so I love this concept for that exact reason that you can build a very high experiential client service model that is organized around.
• 16:59
  Speaker 1: You've heard me talk about impact and value before right, and not going through the motions of doing like a quote unquote review, but being really intentional about delivering a high value strategy session and having your planning organized, that you're actually delivering financial planning strategically and, um, you can do that for a fewer number of people and have a much bigger impact and run an amazing business.
• 17:25
  Speaker 1: So I know, when I started back in 2004, it was always it's a numbers game, libby, it's a numbers game.
• 17:32
  Speaker 1: You have to call X number of people, you have to see X number of clients you have to do, and what I quickly learned is yes, that's true.
• 17:38
  Speaker 1: So for any managers listening here, I'm not saying you're wrong, okay, I'm not saying you're wrong, but what I found out really quickly is that while it's true that it's a numbers game, it's even more true that it's a quality numbers game.
• 17:51
  Speaker 1: So I had counterparts when I started who were kind of in my rookie class, if you will, who were seeing 4 zillion really crappy not ideal clients a week, and I kind of started off that way Right and I was like this is this is insanity.
• 18:06
  Speaker 1: Like these people aren't, I don't want to spend 4 million hours trying to you know place a hundred thousand dollar term insurance contract.
• 18:14
  Speaker 1: What I quickly found for myself was I would rather run 10 pretty high quality appointments, and then that eventually became eight and that became seven.
• 18:23
  Speaker 1: And while my peers were out there burning themselves out, running themselves ragged, doing business with a gazillion people with all these teeny tiny small applications, I found for me that if I just really focused on the quality that I was delivering and going really, really deep with a fewer people that I had, you know, I had a very successful launch in this business.
• 18:47
  Speaker 1: Like I.
• 18:47
  Speaker 1: Still sometimes people ask like, well, what was it like for you?
• 18:50
  Speaker 1: And I'm like, well, you know, I I didn't.
• 18:52
  Speaker 1: I hear, like my buddy, matt Jarvis talk about operating in the negative for years and losing money and worrying, I feel I don't even know how to describe it.
• 19:01
  Speaker 1: But I feel very fortunate that that wasn't my journey, that I very quickly was in the top performing advisors within my company.
• 19:08
  Speaker 1: But I think and I don't say that because, yay me, I say that to share I mean, yay me, that was really great.
• 19:13
  Speaker 1: I don't go, don't get me wrong, god bless me beyond measure and I was really really grateful for not operating in the negative, especially because I was young and just getting married and just buying a house and all the things.
• 19:25
  Speaker 1: So I'm grateful that I was profitable from the beginning.
• 19:28
  Speaker 1: But I think one of the reasons is is that I very quickly was like you know what, I'm going to focus on a fewer number of people, and that's what I did and I started getting referrals from them and I started making sure I was touching base with them and I was adding value to them and I was doing whatever I could to just continue to nurture those relationships and instead of trying to be super splashy and do all the things for all the people and try to have those 4 million appointments a week and not do a very good job for anybody, because I was spread too thin.
• 19:59
  Speaker 1: I think this idea works, so I hope that this is a helpful thought for you.
• 20:05
  Speaker 1: I hope that it's a helpful concept for you that you don't have to change the world.
• 20:11
  Speaker 1: You don't have to have the world's most innovative financial planning process that ever existed.
• 20:17
  Speaker 1: You do have to differentiate yourself and you do have to have your ideal client avatar identified and have a process built out around that client avatar.
• 20:28
  Speaker 1: And that's really, really important.
• 20:29
  Speaker 1: So really understanding what type of planning that you're doing like, what's your sweet spot, who needs that kind of planning right?
• 20:37
  Speaker 1: What problem are you solving for your ideal client avatar?
• 20:40
  Speaker 1: What are their fears, what are their concerns, how do they make decisions, what have their previous experiences with an advisor been and how do you differentiate yourself.
• 20:47
  Speaker 1: That is critically important.
• 20:49
  Speaker 1: And then using that information to inform all of your processes.
• 20:54
  Speaker 1: So building all of your processes out around your true fan and what it is that they want and need from you and how you solve the problems that they have.
• 21:05
  Speaker 1: And when we are going through our group coaching program, it's fun to watch the transformation of processes throughout, when people start explaining here's what I do and then once they start getting into the task by task, like okay, let's start documenting and we start really picking it apart and saying is this valuable?
• 21:24
  Speaker 1: Is this helpful?
• 21:25
  Speaker 1: Is it necessary?
• 21:27
  Speaker 1: Can I make it better?
• 21:28
  Speaker 1: Can I make it more directed at my ideal client avatar?
• 21:30
  Speaker 1: Necessary?
• 21:30
  Speaker 1: Can I make it better?
• 21:32
  Speaker 1: Can I make it more directed at my ideal client avatar?
• 21:34
  Speaker 1: It's fun to watch processes evolve and streamline and get super dialed in to what your true fan really wants from you.
• 21:44
  Speaker 1: And when that happens, that for me is like the moment right, like when I see it click for advisors, like oh, I was doing all of this stuff.
• 21:50
  Speaker 1: That was kind of nonsense, it was sort of fluffy, it didn't really matter, I wasn't adding value.
• 21:55
  Speaker 1: I felt kind of bored in my business.
• 21:56
  Speaker 1: I could tell my clients were kind of bored in these meetings and we've all been there.
• 21:59
  Speaker 1: I have been through that myself.
• 22:01
  Speaker 1: I can remember very much being disenchanted with my business and being like this is boring.
• 22:05
  Speaker 1: I need to reiterate this.
• 22:06
  Speaker 1: And that's actually where a lot of uh, some of the concepts we go through in the program came from was from my own experience of like am I even adding value?
• 22:14
  Speaker 1: How do I build out these true fans, am I really building an experiential practice for my clients?
• 22:19
  Speaker 1: So, anyways, that's enough of my rambling for today, but I hope this idea of just having to find that 100 core clients I hope that takes some pressure off of you.
• 22:28
  Speaker 1: I know, for the advisors who, like I said, are just wrapping up and I kind of shared this in our closing, you know, in our closing couple of weeks they were like you know, thank you for that, because it is one of those with social media and influencers all over the place, even what I would call financial advisor influencers right, we've got LinkedIn, we've got Instagram, we've got TikTok, we've got Facebook, we've got all all the things and it's easy to feel like you're not doing enough, or that you're not unique enough, or that your presence isn't large enough, and it doesn't have to be.
• 23:02
  Speaker 1: So, of the 7 billion people on this planet, you just have to find that 100 core clients that want to work with you and I promise you there are people out there praying for the work that you do in the way that you do it.
• 23:17
  Speaker 1: Right, because even if you are delivering the exact same service as the guy next door, the way in which you do it, the way in which you talk about it, the systems you have in place, the contact you have with your clients.
• 23:30
  Speaker 1: It's going to be different and your ideal client avatar is going to look different than Jim's ideal client avatar and you're going to build a process for them that wouldn't appeal to Jim's clients.
• 23:40
  Speaker 1: Right, they're going to find you, they're going to be your true fans and you can build a very, very successful business that way.
• 23:48
  Speaker 1: And I'd love to invite you into the systems to scale group coaching program.
• 23:52
  Speaker 1: It's a 10 month program where we walk through together, building out the six layers of a financial planning practice and some of the most important processes for you to document, establish and standardize, while elevating and making super cool inside of your business.
• 24:12
  Speaker 1: The results that we have seen from advisors going through the program you've been hearing them kind of at the beginning and end of every episode through these testimonials has just been phenomenal.
• 24:21
  Speaker 1: And that's really what I feel like I was put on this earth to do was to help advisors build out the back end of their business through samples, examples, breaking down these big processes into teeny, tiny, super doable chunks, bite-sized pieces that you can implement every single week, and creating community.
• 24:40
  Speaker 1: I know, often I felt like I was in a silo when I was running my business, and you know, as advisors are becoming more and more independent and starting their own RIAs, it's great to develop relationships with other advisors who are doing the same thing but also doing different things, and so I love the diversity that the group brings with.
• 24:59
  Speaker 1: You know all walks of life.
• 25:00
  Speaker 1: We've got broker-dealer, captive agents, we've got hybrids, we've got boutique firms, we've got RIAs, we've got mega.
• 25:06
  Speaker 1: I mean, we've got a little bit of everything inside of these groups and it's so, so cool.
• 25:11
  Speaker 1: So I would love to invite you into that.
• 25:13
  Speaker 1: You can learn more out on the efficientadvisorcom under the coaching tab you can also, and then there's a banner up at the top that says join the systems to scale group coaching program.
• 25:22
  Speaker 1: You can also check out the link in the show notes below, and we'd love to have you.
• 25:27
  Speaker 1: It's super fun.
• 25:29
  Speaker 1: It's 10 months of hard work, so I'm not gonna sugarcoat it and I'll do an episode here soon on what is actually involved and you can go back.
• 25:37
  Speaker 1: I did a couple of those last year as we were building up towards registration, so we'll tell you exactly what's involved, but you can definitely learn more on the website.
• 25:46
  Speaker 1: There's an FAQ.
• 25:46
  Speaker 1: There's also an opportunity to book a discovery call with me if you are interested in identifying whether or not it's the right fit for you.
• 25:59
  Speaker 1: Thank you, guys, so much.
• 26:00
  Speaker 3: I hope you have an amazing and productive rest of your week.
• 26:01
  Speaker 3: My name is Jen Becker and I'm a financial advisor in Faribault, minnesota.
• 26:04
  Speaker 3: I went through Libby's program and her coaching is, hands down, the best training I've had in my 16 years as a financial advisor.
• 26:11
  Speaker 3: Each session I come back with dozens of new ways to streamline my processes and I can get it all done in less time.
• 26:22
  Speaker 3: Libby gives you all the tools and templates to truly build out your systems.
• 26:24
  Speaker 3: I've tripled my revenue while working less since signing up with the efficient advisor.
• 26:27
  Speaker 3: Your business is worth the investment of your time, your energy and your money.
• 26:32
  Speaker 3: You will not regret going through this program.