Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
333: Jeremy’s 5-Step Retirement Planning Process & How it Attracts Better Clients with Jeremy Keil
In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why creating a standardized framework is one of the most powerful growth levers advisors can implement. This conversation is rich with actionable insights, real-world scenarios, and practical guidance for building a more scalable practice. 🚀📘🔍🎯🤝
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