The Efficient Advisor Podcast: 
Tactical Business Advice for Financial Advisors

Episode #029: Tips And Tricks: Things You Didn't Know You Didn't Know With Guest Jeremy Keil

You might remember just a short period of time ago when Jeremy was on the podcast sharing how he TRIPLED his referral in just 1 year… it was so good.

Well, when were recording that episode we were just riffing on other things and you know I talk A LOT about stepping into that CEO role and really RUNNING your business instead of it running you.

And, Jeremy and I were chatting and I thought you would like to hear some of the tips and tricks that he’s uncovered that have propelled his practice into the stratosphere.

  • In this episode Jeremy and I talk about:
  • His client experience tips & tricks
  • How he defined and markets his “not so unique” unique niche
  • How he developed and morphed his practice from the onset to where it is now
  • How he stepped into his CEO role and some mindset hacks around building a team
  • What Frank Sinatra and Frankie Valli taught him about running his practice
  • The 3 main functions of your business that you need to pay attention to
  • His “tests” to find the MOST IDEAL team mates

So I invite you in to join our discussion and I know you will walk away with a ton of ideas that you can implement in your business RIGHT AWAY.


Links from Today’s Episode

You and your team can take your Kolbe - A Index personality profile here and learn more about Right Fit.

Link to the Kitces article on how to set up your office for success!

Learn more about motivational interviewing here!

Books Jeremy mentioned... Rocket Fuel & EOS Life

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

Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist her for more information on the next session.  

Check out Jeremy's website here!

 And don't miss Jeremy's podcast, Retirement Revealed, here! 

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