176: Five Good Ideas You Can Implement Today

The Efficient Advisor: Tactical Business Advice for Financial Planners

“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:

1. A simple language change to shift clients’ perspective of reviews
2. How adding special VIP time slots can reduce stress in your schedule
3. Why you should celebrate firing clients with your team
4. How to create happy face experiences
5. 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

Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching Waitlist Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!