The Efficient Advisor: Tactical Business Advice for Financial Planners
411: The Part Most Advisors Skip Before They Automate a Workflow
<p>Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place! </p>
Show Notes
Automation doesn’t fix a bad process—it just helps you do a bad process faster. Yet too often, financial advisors jump straight to the technology: building CRM workflows, connecting Zapier, creating AI assistants, and automating email sequences before they’ve clearly defined what the process is actually supposed to accomplish. In this episode, I’m breaking down why automation should come at the end of process building, not the beginning, and the six steps you need to take before handing anything over to technology.
In this episode you will learn:
The difference between a collection of tasks and a deliberately designed, repeatable process.
The six steps to follow before automating: do it, document it, test it, tweak it, prove it, and then automate it.
How to identify unnecessary steps, friction points, unclear ownership, and broken handoffs before technology locks them in.
How to determine which parts of your process need human judgment and which are actually worth automating.
The goal isn’t to automate everything—it’s to build a process that consistently produces the outcome you want and then use technology to make the right parts more efficient. Before you build another workflow or AI assistant, prove the process works with real people in real life. Think it through, document it, test it, tweak it, prove it, and only then automate it.
Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about our sponsor BELAY for amazing virtual assistant services HERE!
Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
This episode is not processed yet. Sign in to queue the transcript and make it useful for search and Q&A.
Sign in to queue transcript (1 credit)
Free to start
Skim the episode first,
Skim the episode first,
then decide if it is worth listening.
Sign up with Google in one click. 10 transcript credits included. No card needed.
Google sign-in · No credit card · 10 free transcript credits