Podcast Episodes
Back to Search023: Delegate More Effectively with Fewer Errors [My System!]
Episode 23
This is not your “give away the $15/hr tasks podcast. I know you know that. But, do you have an ACTUAL SYSTEM to make sure your delegation is success…
4 years, 2 months ago
022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws
Episode 22
We talk ALL THE TIME about how crafting an amazing client experience is the crux of becoming a referral-based business. BUT THIS…. THIS BLEW MY MIND!…
4 years, 3 months ago
021: How To Follow Up Without Sounding Desperate (Using a Nurture Sequence!) with Guest Olivia Luper
Episode 21
Looking for a technique to follow up with prospects that doesn’t feel icky or desperate? Well, today is all about exactly that. Enter: The Nurture S…
4 years, 3 months ago
020: 10 Steps to Creating a Pitchable Planning Process
Episode 20
Welcome to another episode in the March Marketing Madness podcast series! When I polled The Efficient Advisor Community about this series and marketi…
4 years, 3 months ago
019: How She Used FREE Marketing to become the ‘Go-To Expert” in Her Niche (w/ Guest Natalie Kratzer)
Episode 19
I am extra pumped for this episode! We are still deep in March Marketing Madness here with 3rd episode in the series - and again you’re going to get …
4 years, 3 months ago
018: How He Generated 50 New Clients from LinkedIn in Just 12 Months (and the clients all came to him!) with Guest Moshe Grunhut
Episode 18
This month is March Marketing Madness… and this episode is complete madness! I didn’t intend to lean towards free/low cost marketing strategies for t…
4 years, 4 months ago
017:The #1 Most Effective Marketing Strategy that Most Advisors Are Missing Out On…And How To Get Started in VIDEO
Episode 17
Okay so what’s on tap for today? Today we are diving into the #1 marketing trend you cannot ignore for 2022… that has low cost to entry, is crazy eff…
4 years, 4 months ago
016: 8 Productivity Hacks to Work More Efficiently
Episode 16
We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of the m…
4 years, 4 months ago
015: 7 Strategies to Minimize Team Interruptions with productivity expert Amber de la Garza
Episode 15
This week I have my favorite productivity expert, Amber de la Garza on the podcast! Amber and I go through her 7 strategies to reduce team interrupti…
4 years, 4 months ago
014: The #1 Mistake Advisors Make in their Sales/Marketing Funnel
Episode 14
Today I am sharing with you the #1 Mistake that Advisors make in their Sales & Marketing Funnel and how to fix it! Yep, the solution is easier than y…
4 years, 5 months ago