How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks down how multi-advisor teams can create a unified client experience that feels consistent across the firm while still giving each advisor room to shine.

You’ll learn how to define your firm’s baseline client experience, standardize key service elements, and design flexible systems that empower every advisor to deliver with confidence. From centralizing prep and decentralizing delivery to codifying your sales process and building G1-to-G2 playbooks, this episode is packed with practical steps to help your team work smarter, not harder.

I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

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!

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315: Get Your Advisory Team Rowing in Sync: Building a Unified Client Experience

The Efficient Advisor: Tactical Business Advice for Financial Planners