Custom AI Automations Solutions

Featured on Episodes #199, #248, & #252

Beemo Automation is on a mission to revolutionize the financial advisory industry through the power of AI and automation. Founded by Ben Olsen, a unique blend of financial advisor turned AI engineer, their company bridges the gap between cutting-edge technology and the practical needs of wealth management professionals.

AI is SO much more than just a notetaking app or ChatGPT writing your social media. Beemo Automation is able to take your EXISTING tech stack and make it all work together harmoniously. I see advisors wasting so much time trying to find the next best tech... when it's possible to just make your existing tech work so much better! The stuff Ben & his team are able to do is just mind blowing. 

Asset-Map: Financial Planning Solution
that's Guaranteed to Impress

Featured on Episodes #90

The need for efficiency shows up all over your business... both behind-the-scenes and client-facing. When I stumbled across Asset-Map I knew it was a clear winner in both back stage and front stage financial planning software. 

Used by thousands of advisors, Asset-Map simplifies complex data into one easy-to-understand, interactive snapshot—helping you engage clients, drive better decisions, and boost efficiency in every meeting.

Want to streamline your practice and deliver more value in less time? Try Asset-Map today or schedule a demo. 

Asset-Map—reimagine financial planning.

Featured on Episode #106

Blake Brewer is something really special. He’s on a mission to help parents create a lasting legacy beyond finances for their children and he partners with financial advisors to help them become indispensable in their clients’ lives. The Legacy Letter Challenge was featured on the Today Show. It’s that cool! This is a value add that is lower on difficulty and massive on impact. The perfect value add!

Click here to find the process I mention in this episode that I would follow in my own practice to execute this idea. 

Financial Services Specific Recruiting and Hiring Specialist 

Featured on Episode #108

You need a team to scale. But, where do you find really, really good employees? The kind that want to grow, are anxious to take on more work and are an ideal fit for your business? I am so grateful to have found Claire Myers Vitale, a head hunter who specializes in helping financial advisors build out their firms from executive assistant to fully licensed directors of operations.

Claire works exclusively in the financial planning world and is the perfect person to outsource your hiring needs. Claire has helped many advisors I work with find amazing team members and I am confident in her service... including her 90-Day Guarantee! 

One-Page Financial Plan Masterclass 

Brought to you by The Perfect RIA

I get asked all the time about one-page financial plans. We used them in our business and they are an amazing way to simplify your financial planning recommendations. 

I am excited to partner with The Perfect RIA and offer this mastercalls to my listeners! Check out the link below to learn more. I am confident that after attending you'll be equipped with all the knowlge you need to turn even the most complicated financial situation into a one-page easy read!

Note Taking AI That Will Change Your Life

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! 

37-Point Tax Return Checklist

The "Focus Gummies" I'm Obsessed With 

Don't worry...they are not drugs! 

In Episode #170 of The Efficient Advisor Podcast, I went into GREAT DETAIL on how I found, tested, and tweaked my usage of these incredible focus gummies. They have seriously added at least 90+ minutes A DAY to my productivity. While they have worked wonders for my focus, I share in the podcast how others have not necessarily seen the benefits like me. Full transparency here, folks! 

If you are easily distracted, have a hard time focusing on a project for an extended period of time, or just want to wake up feeling more refreshed, you MUST give these bad boys a try! They are risk-free, so if you don't like them, you can get a full refund. 

Follow these easy steps to purchase: 

Click the button below> Click Shop > Product Category> Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create Subscription

Your Start-to-Finish Roth Conversion Guide From RTS 

Roth Conversions and Backdoor Roths are a tactic most advisors are using... but the real questions is...is it getting done correctly? I know in my own practice, we were constantly recommending these strategies ONLY TO FIND OUT that the CPAs messed it up! And... it became a bit of a nightmare. 

Retirement Tax Services (RTS) has created a comprehensive guide to IRS Form 8606--literally walking you through it line-by-line so you can make sure your clients are filing your genius strategies correctly! 

It also includes the five questions you need to ask on every backdoor Roth contribution to make sure you, your team, and their CPAs are getting it right.

CPA Care Package Gift Idea 

Featured in Episode #011

In Episode #011 of The Efficient Advisor Podcast guest Michelle Klisanich and I talked about how to nurture and spoil our Centers of Influence. 

Whether it's tax season right around the corner, a holiday coming up or just time in your service calendar to do a little 'extra,' Michelle has shared a Surprise & Delight idea that she is implementing this tax season. And, you know me, when I see a good idea... I have to share it!

Attorney Care Package Gift Idea 

Referral Partner Ideas

In Episode #011 of The Efficient Advisor Podcast guest Michelle Klisanich and I talked about how to nurture and spoil our Centers of Influence. 

We created the care package for CPAs during tax season and it was a huge hit, this year we've pulled together ideas for you to spoil the attorneys that you interact with in your business. I suggest having a process (*SHOCKER*) around surprising and delighting your attorneys. 

Client Family Tree Template 

Featured in Episode #146

In Episode #146 I dive into how I used a Family Tree Template to manage client data, develop a deeper connection with my clients, identify new opportunities, and help me team better understand our clients. 

For a $15 or more donation to my favorite charity, you can get a copy of my template so you don't have to recreate the wheel or spend time trying to craft your own! Click the link to donate! 

The Advisor Partner Client Acquisition Kit 

Featured in Episode #174 

In Episode #174 of The Efficient Advisor Podcast, guest Carter Wilcoxson and I discuss using other people's resources to buy back your time!

ePIC Services Co. has built a top-down marketing system for advisors...from a new website, to custom videos, to drip email campaigns, AND their estate planning workshop services (and a whole host of other things!).

They also offer a done-for-you Estate Planning service that you can offer to your clients...with VERY little work on your end! Click the buttons below to learn more!