The Efficient Advisor: Tactical Business Advice for Financial Planners

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships -------------------------------------------------- Links from Today’s Episode Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here! 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!

You’ve heard it before…you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you! Long story short---your On-Boarding Process is CRITICAL. What you do during this time frame really really really matters. You need to demonstrate your professionalism, your organization, your commitment to customer service, and set the tone for how they will engage with you and your team. This sets the stage for what it will be like to work with your practice. Get this right…and you’ll have happy clients that turn into referral-generating machines. In today’s episode, we’re doing a deep dive into: -------------------------------------------------- Links from Today’s Episode Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here! Make More with Matt Heslin Explore strategies to thrive financially, build legacy, and enhance life experiences. Listen on: Apple Podcasts Spotify 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!

The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!" I feel that on so many levels because that was me early on. And the number one question I got from corporate folks is, "If you could share just ONE thing with advisors from an efficiency standpoint, especially advisors in those early years of their careers, what would you share?" Luckily, the answer for both of those questions is the same thing! I get to kill two birds with one stone. But what that means is that this is foundational to working efficiently! In today’s episode, I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule. This perfect schedule, or what I call a Model Week, is a schedule that you’ve designed, with intention, that suits your personality, for your business goals, with your energy levels, and your work/life balance objectives in mind. In this episode, I will: --------------------------------- Links from Today’s Episode Download the Model Week Template and Sample Templates Here! Episodes Mentioned: 178: Michael Kitces on Time Management & Building Your Model Week Make More with Matt Heslin Explore strategies to thrive financially, build legacy, and enhance life experiences. Listen on: Apple Podcasts Spotify 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!

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: *Free Download* Client Intel Process ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn more about one-on-one coaching Here 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” Enroll in The Perfect RIA masterclass Here 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!

It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰 As advisors, it’s important to take note of even the littlest details your clients share so you can create personalized experiences that make them feel known. In this episode, Libby shares about her Client Intel Process and how using this template to capture information allowed her and her team to create a customized, professional touch for all her client interactions. And, Libby shares a FREE DOWNLOAD that you can start using ASAP in your business to collect, store, and utilize client information to create truly tailored experiences. So, let’s dive into the Client Intel Process and, most importantly, how to integrate it into your business! ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn More About One-on-One Coaching Here 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” Enroll in The Perfect RIA masterclass Here Make More with Matt Heslin Explore strategies to thrive financially, build legacy, and enhance life experiences. Listen on: Apple Podcasts Spotify 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!

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer ---------------------- LINKS FROM THIS EPISODE Connect with John on LinkedIn Here 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: #106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer 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!

Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute. In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌 The goal of this virtual event was to help his clients create a lasting legacy beyond finances for their children. John gives all the details of his letter-writing event and shares how this tool not only deepened family bonds for his clients, but also redefined the advisor-client relationship. If you need an innovative value-add that is lower on difficulty and massive on impact, this may be just the thing for you! Take a listen today! P.S. The Legacy Letter was also featured on the Today Show…it’s that cool! 😎 ---------------------- LINKS FROM THIS EPISODE Connect with John on LinkedIn Here 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: #106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer Make More with Matt Heslin Explore strategies to thrive financially, build legacy, and enhance life experiences. Listen on: Apple Podcasts Spotify 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!

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Even More Good Ideas You Can Implement Today --------------------------------------- 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: #044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships - find it on iTunes here! #91: When A Prospect Says, “I’m Interviewing Several Advisors” and What to Do About It - find it on iTunes here! 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!

Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away. In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including: 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: #044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships - find it on iTunes here! #91: When A Prospect Says, “I’m Interviewing Several Advisors” and What to Do About It - find it on iTunes here! Make More with Matt Heslin Explore strategies to thrive financially, build legacy, and enhance life experiences. Listen on: Apple Podcasts Spotify 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!

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Michael Kitces on Time Management & Building Your Model Week --------------------------------------- LINKS FROM THIS EPISODE Connect with Michael on LinkedIn Here Learn more about Toggl Here Check out my guest appearance on Michael’s podcast Here 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!

When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different! In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚ Michael has perfected the art of time management over the years with some innovative strategies. He shares in depth about his favorite time hacks, including: So, if you’re struggling to find balance or simply want to tweak your week, stop what you’re doing 🛑, grab a pad and pen to take notes 📝, and get ready to learn from the self-proclaimed Chief Financial Planning Nerd! 🤓 --------------------------------------- LINKS FROM THIS EPISODE Connect with Michael on LinkedIn Here Learn more about Toggl Here Check out my guest appearance on Michael’s podcast Here Episodes Mentioned: #12: Designing Your Perfect Schedule to Get it All Done in Less Time Make More with Matt Heslin Explore strategies to thrive financially, build legacy, and enhance life experiences. Listen on: Apple Podcasts Spotify 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!

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Five Good Ideas You Can Implement Today ---------------------- 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!

“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 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 Make More with Matt Heslin Explore strategies to thrive financially, build legacy, and enhance life experiences. Listen on: Apple Podcasts Spotify 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!

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson ---------------------- LINKS FROM THIS EPISODE Connect with Carter on LinkedIn Here! Learn More About the Advisor Client Acquisition Kit Here! Check Out Carter’s Estate Planning Package Here! 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” 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!

We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day. In today’s episode, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some really cool stuff. This innovative, comprehensive solution is aimed at revolutionizing marketing efforts and solidifying an advisor's online presence. It offers tons of tools, including: If you’re looking to invest in resources that free you from time consuming tasks and can lead to a more balanced life, be sure to tune into today’s episode for immediate, high-impact actions to streamline your business. ---------------------- LINKS FROM THIS EPISODE Connect with Carter on LinkedIn Here! Learn More About the Advisor Client Acquisition Kit Here! Check Out Carter’s Estate Planning Package Here! 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” Make More with Matt Heslin Explore strategies to thrive financially, build legacy, and enhance life experiences. Listen on: Apple Podcasts Spotify 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!

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle ---------------------- LINKS FROM THIS EPISODE Check out the podcast Real AF with Andy Frisella here Grab your copy of Think and Grow Rich here Order The Book on Mental Toughness here Get The Five-Minute Journal here Purchase this month’s #fakebookclub book The Slight Edge here Learn more about one-on-one coaching here Enroll in the Perfect RIA masterclass here 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!

Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time. In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel financial advisors to the next level, including: If you want some practical guidance to excel in today’s crazy financial advisory world, tune in to this week’s episode. You’ll leave feeling inspired with ideas on how to pave your own path to excellence! ---------------------- LINKS FROM THIS EPISODE Check out the podcast Real AF with Andy Frisella here Grab your copy of Think and Grow Rich here Order The Book on Mental Toughness here Get The Five-Minute Journal here Purchase this month’s #fakebookclub book The Slight Edge here Learn more about one-on-one coaching here Enroll in the Perfect RIA masterclass here Make More with Matt Heslin Explore strategies to thrive financially, build legacy, and enhance life experiences. Listen on: Apple Podcasts Spotify 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!

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: My NEW Favorite Focus Hack for Increased Productivity (and a few other tools!) LINKS FROM THIS EPISODE Check out the Retirement Tax Services 2024 Tax Planning Summit here! Find the Best Self Journal I use here! Get your gummies here (and follow these instructions!) Click Shop > Product Category - Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create Subscription Episode 16: 8 Productivity Hacks to Work More Efficiently - Here! Episode 12: Designing Your Perfect Schedule to Get it All Done in Less Time - Here! 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!

If I can find a way to increase my focus and efficiency… OF COURSE I’m going to share it. 🤗 In today's episode, I have got a couple of productivity ideas for you. One that is brand new, and has been honestly so unbelievable for me. It’s giving me an extra 90+ minutes a day of major focus and helping me crush my to-do list like a boss. 💪 No joke! But this one…it’s a little unusual. And I’ve got a few other tips and tricks I use, as a business owner with ADD, that genuinely help me prioritize and crush through the things that ACTUALLY move the needle in my business. So, if you want to get more out of your time…let’s dive in! LINKS FROM THIS EPISODE Check out the Retirement Tax Services 2024 Tax Planning Summit here! Find the Best Self Journal I use here! Get your gummies here (and follow these instructions!) Click Shop > Product Category - Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create Subscription Episode 16: 8 Productivity Hacks to Work More Efficiently - Here! Episode 12: Designing Your Perfect Schedule to Get it All Done in Less Time - Here! Make More with Matt Heslin Explore strategies to thrive financially, build legacy, and enhance life experiences. Listen on: Apple Podcasts Spotify 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!

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Delegating Tasks That Are Nuanced **FREE DOWNLOAD** ---------------------- LINKS FROM THIS EPISODE Grab the Asset Transfer Script Download here! Learn more about one-on-one coaching here Enroll in the Perfect RIA masterclass here Episodes mentioned: #23: Delegate More Effectively with Fewer Errors [My System!] #44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships 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!