“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 reduce stress in your schedule
Why you should celebrate firing clients with your team
How to create happy face experiences
And much more!

A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can implement TODAY! Let’s go! 🚀

----------------------

LINKS FROM THIS EPISODE

Learn More About the Retirement Tax Services Summit Here!

Grab Your Focus Gummies Here!

Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”

Episodes Mentioned:

#12: Designing Your Perfect Schedule to Get it All Done in Less Time

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

176: Five Good Ideas You Can Implement Today

The Efficient Advisor: Tactical Business Advice for Financial Planners