Every financial planning practice, no matter the size, client demographic, or AUM, relies on processes—whether they’re documented or not. These processes are the foundation of a well-oiled business that doesn’t drain the life out of its owner. Yet, many advisors struggle with where to start when it comes to formalizing their systems.

Here’s the reality: you are already using these processes in your practice, but without intentionality, they may be inefficient, inconsistent, or full of friction. Friction in business refers to anything that slows down operations, creates bottlenecks, or diminishes the client experience. It’s the small inefficiencies that waste time, energy, and resources, and it’s the moments when clients feel frustration, confusion, or a lack of clarity.

That’s why today, we’re going to break down 7 Essential Processes every financial advisor needs to have. Plus, we’ll include an important *bonus process* for advisors managing investments. It’s important to identify a...

Leading a financial planning firm as a CEO/Lead Advisor is a rewarding but ultra demanding role that requires exceptional time management, decision-making skills, and the ability to balance numerous responsibilities. You set the tone for your organization's productivity, and adopting effective strategies can make a substantial difference. In this short article, we'll dive into some of the best productivity tips tailored specifically for advisors, helping you navigate your busy schedules while driving your companies toward success.

 **Set Clear Goals and Priorities**

Begin by defining clear and strategic goals for your company. Once your overarching objectives are in place, break them down into smaller, actionable steps. This helps you focus on high-priority tasks and ensures that your efforts align with your company's vision. Check out podcast #56 of The Efficient Advisor Podcast to hear more about how I built my dream business 10 minutes at a time!

 **Master Delegation**

As a l...

I know most Financial Advisors want to work less, and know they need to manage themselves to get more done (in addition to having a killer, effective team & good systems!).

Here are the questions we are going to answer today:

1. How do you ACTUALLY get things done in your time blocks without getting distracted?

2. How do you manage your time when random tasks and crap just pop up in your business that you have to deal with?

3. How do you not get sucked into the vortex that is random to dos, being all over the place, and juggling all the balls?

4. How do you manage your energy so you can get the “big, more time-consuming” things done?

I am sharing 8 tips & tricks I uncovered over my near 2 decades in the business that worked for me when it came to actually getting done what I was supposed to… when I wa...

Does it feel a little cliche to pick out a “Word of the Year?” Yes. It does. But, I’m doing it anyway and you should too…. here’s why.

As an Advisor it is SO easy to get distracted by all the shiny, interesting things. You know what I’m talking about. You’ve laid out your perfect, well-crafted business plan… and then it happens. You hear a speaker drop some amazing knowledge at a conference and you get back to the office and add this idea to your business. Or maybe you jump on a mastermind call with some peers and an advisor friend shares a marketing strategy that has worked for her… and then you get back to work and add this idea to your business too. You essentially abandon that perfect, well-thought-out business plan because you get distracted by new and interesting ideas! 

Does that feel familiar? Or maybe even more familiar… these ideas just get half fleshed out,  added to a “to do list” and never fully make it to the “done list".  At least that’s how I rolled in the early part ...

I know what it's like to be STUCK. 

Analysis paralysis. Shiny object syndrome. No time.

These are all reasons that financial advisors leave their best ideas–the ones that would make their business great–on the back burner. There is just so much going on ALL the time in your business that you know you want to do some important things… but there always seems to be something more pressing that needs your attention. 

Here’s a few common phrases I hear when I’m coaching Advisors:

“My website is garbage and I KNOW it needs to be updated… but I’ve been saying that for 3 years.”

“I’m finally making really good money and I know I need to put systems in place so I can maybe work a little smarter and not so hard… but finding the time to create the thing is next to impossible.”

Or, my personal favorite: “I blocked off an entire day to work on that… but I had to get a whole bunch of other stuff done and then I didn’t have enough time or mental capacity to work on it….”

(And for the recor...