Systems to Scale Alumni Resources
We have been so fortunate to have industry experts contribute content to the group coaching program! I wanted to get all of their videos onto a single page AND share with you some additional resources they are offering to expand your knowledge in their area of expertise!
Please do me a solid and let them know The Efficient Advisor
sent you and say thank you for contributing!!
Having a marketing guru in your pocket can’t hurt! Robyn shares with us how to engage clients, build brand awareness, and increase sales through various marketing strategies.
Robyn Crane of
Robyn Crane, INC
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Marketing & Prospecting Expert
Having a marketing guru in your pocket can’t hurt! Robyn shares with us how to engage clients, build brand awareness, and increase sales through various marketing strategies.
This 48-minute long module is on how to attract your ideal clients and clone them without feeling salesy or cheesy. Robyn knows her stuff and has delivered amazing results for many advisors that I know.Â
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Robyn offers a pretty fantastic prospecting program that is efficient and effective. You can attend her live event for super cheap. You can also work with her directly if you're wanting to attract high net worth individuals. Check out this 3-minute video to learn more about her offers.Â
The Ultimate Value Add for Your Clients
Ben Olsen of Beemo Automation
Expert in Artificial Intelligence for Advisors
Keeping up with AI is hard. In this module, Ben breaks down ChatGPT and how to take your usage of it to the next level. He shares different ways that Advisors can utilize this tool to save time, money, and effort for every day tasks.
The most recent group said this video is the best 45 minutes they have spend in a long time!
Brendan Frazier of The Human Side of Money
Behavioral Finance Guru
Brendan has a special way of connecting with prospects in a Discovery Meeting. In Brendan’s module, he will explore the delicate balance between curiosity and structure in a meeting and share strategies to strengthen trust with clients.
Matt Jarvis & Micah Shilanski
of The Perfect RIAÂ
One-Page Financial Plan Experts
Matt & Micah share their thoughts and some resources on crafting an exceptional one-page financial plan. He gives us tools and resources to streamline your recommendations. This video is from their one-page financial plan masterclass (which I've linked below).Â
In this training module Matt & Micah share how to pull together all the pertinent information and plug into a one-page template.Â
Kate Guillen of SimplicityOps
CRM & Workflow Specialist
In this 24-minute video, Kate will share with you some of the do’s and don’ts of making your CRM your operational hub! Kate explains how to turn your CRM from a glorified Roladex into a workflow cascading, task delegating, client service model organizing machine.Â
Deirdre Van Nest of Crazy Good TalksÂ
Speaking Coach & Why Story Expert
Having an incredible Why Story is one of the best ways to connect with your prospects and move them through your financial planning process. It’s also part of your referral strategy. Deirdre breaks down how to craft a killer “why” and shares how you can use it with clients to develop that know, like, and trust faster than ever before. Â
In this 60-minute workshop you'll learn very tactical tips and tricks to make your why story really pop and what to do if you are stuck.
P.S. You can hire Deirdre and her team to craft your why story script!
Finmate.AI
Notetaking SoftwareÂ
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Featured on Episode #212
When I was an advisor, note taking was THE WORST. I figured out a solution where I was able to capture all the things, assign tasks to my team, and create an email follow up...but it had to be done MANUALLY. If FinMate AI had existed, I would've been unstoppable!Â
Potential Interest in the alumni group?
Let me know here! No commitments, just gauging interest!
