The Efficient Advisor: How to Build a Referral-Driven Practice скачать в хорошем качестве

The Efficient Advisor: How to Build a Referral-Driven Practice

What if you could triple your hourly rate, become 100% referral-only, and cut your working hours by two-thirds—all within three years? Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Libby Greiwe, a former financial advisor who built a seven-figure practice working just 25 hours per week before successfully selling her firm in 2019. Now host of the Efficient Advisor Podcast, Libby shares the exact systems and strategies that transformed her from working 70-80 hours weekly to achieving sustainable success with maximum efficiency. Learn about the eight core processes that drive referral generation, the power of "scuba diving" versus "snorkeling" in client meetings and why switching from annual reviews to strategy sessions revolutionized her client relationships. Whether you're a solo practitioner or managing a team, Libby provides actionable frameworks for automating, delegating, streamlining, and eliminating activities that don't move the needle forward. To see all resources and statistics from this episode, please visit https://c2pe.info/3Hgf0rZ. 🖥 Advise Better, Earn Better, Live Better with C2P Enterprises We help financial advisors manage assets and provide financial advice. Leave money issues with us and focus on your core business. Visit our website www.c2penterprises.com 💬 Did you enjoy this video? Share with your network and tag us on social! 📲 *Follow C2P Enterprises on social media*: Facebook ➡️  / c2penterprises   X/Twitter ➡️https://x.com/C2PEnterprises LinkedIn ➡️  / c2p-enterprises   ✅ Subscribe to C2PEnterprises now! / @C2PEnterprises --------------- We Don’t Just Care About Financial Advisors — We Are Financial Advisors. And Our Business is to Build Your Business. C2P specializes in helping financial advisors succeed. Our focus is on providing the essential tools, training, coaching, and support to build thriving businesses and set advisors up for success. Advisors must bridge the demands of being both an impactful holistic advisor and a capable business owner. C2P independently serves advisors. But when you combine the respective knowledge and resources together, the results are endless. For continued education and professional development, take advantage of our variety of certified financial planner services designed to help you grow as a holistic advisor and cultivate your business. Book A Call With Us: https://calendly.com/c2penterprises --------------- 🎧 For more episodes of our podcasts, visit: The Rainmaker Multiplier On Demand ➡️https://c2pe.info/3MyCrfY The Bucket Plan On Demand ➡️https://c2pe.info/3xII5rA 📬 [email protected] --------------- 📚 Disclaimer: At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice. --------------- #C2Pods #investing #wealthmanagement #investmentmanagement #stockmarket #investmentmanagement