Systems to Scale
Group Coaching & Mastermind
Before I tell you all about this program, let’s talk about who this is really for…
The Systems to Scale™ Group Coaching & Mastermind is for goal getters like you. You have no shortage of ambition and vision for the type of Financial Services business you want to have, but you are tired of living in a state of overwhelm, feeling like you’re always playing catch up and frankly not as organized as you "should" be. You are ready to carve out the time to build a business that allows you to deliver high quality financial planning, make more money, and work as much or as little as you’d like!
I'M READY! LET'S DO THIS, LIBBY!
Whether you're...
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An advisor who has been at this for a little while and has reached that point where business is good, but kind of crazy. You know there is a better way, but don’t know where to start and definitely don’t want to start from scratch.
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An advisor who knows what they want to do with their business, but just needs support and accountability to actually get it done this time! You know with templates, checklists, and support you’ll finally create those processes once and for all.
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An advisor who is still getting established and wants to build your business the smart way. You want to avoid common mistakes and just do it right from the start, but know that the best way to fast-track your success is to follow a proven framework from advisors who have "been there, done that."
You're in the right place!
"Libby's coaching is hands down the BEST training I've had in my 17 years as an advisor. Each session I come back with dozens of new ways to streamline my processes and I get it all done in less time. Libby gives you all the tools and templates to truly build out your systems. I've TRIPLED my revenue while working LESS since signing up with The Efficient Advisor."
Jen Becker, ChFC, RICP, CLTC
Faribault, MN
By the end of this program you will have...
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Defined your ideal client avatar, planning sweet spot, and brand identity
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Created your Financial Planning Process (and all the templates, SOPs, checklists, etc!)
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Built out your Client Experience Process (and all the templates, SOPs, checklists, etc!)
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Established your Client Service Model and mapped out the next 24 months
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Packaged and priced your offers
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Created your Recommendations Template
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Drafted a plan to scale different parts of your planning process
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Built out an organizational chart and determined your next best hire
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Learned Libby’s system to delegate effectively and with confidence that it will get done right
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Establish a goal setting strategy that actually works to move projects and initiatives forward in your business
Systems to Scale Framework
This 10-month program works off the Systems to Scale Framework that Libby created based on her 20 years in the industry. We'll focus on 10 of the most important processes to get your business running like a well-oiled machine.
The Systems to Scale™ Group Coaching & Mastermind will give you the tools, inspiration, and support on your journey to creating a well-oiled machine of a business.
Why YOU deserve to invest in yourself and your business…
It’s YOUR time and your year to take that huge leap and make a seismic shift in your business.
Systems to Scale™ was created to slowly but surely replace inaction with accountability, focused time, and step-by-step instruction. Libby will show you how to bring your dream business to life by helping you establish and refine some of the most important processes to have in your advisory business---the processes that you and your team can lean on to deliver high-quality financial planning consistently and seamlessly client after client.
No more kicking the can down the road. No more procrastination. No more “I just have to get through the next few months and then I can focus on my business.” You can create a well-organized and structured business right now.
TUESDAYS 12:30pm - 1:30pm EST
$4,499
ONE TIME
This group will meet Tuesdays from 12:30pm - 1:30pm EST. We will rotate between live sessions, pre-recorded sessions, working sessions, and individual coaching opportunities. This program is 10 months long with a start date of January 9th, 2024 and ending November 5th, 2024.
Office hours available once a month.
Check Out Detailed Calendar of Coaching Dates Here!
Click below to download the calendar of coaching dates. You can expect to meet every week live, attend the pre-recorded session, or use that as a working session if your group is taking the week off to get caught up.
Libby will also host monthly office hours for anyone and everyone to check in and ask questions to help them move forward!
SEE THE CALENDAR HERE!
"We had never worked with any sort of business coach or consultant in the past so I was not entirely sure what to expect when we started working with Libby. Just under one year in I can now say with certainty this experience has far exceeded any expectations I had. I have commented to Libby many times about the fact that I have been in this business for almost 25 years and everything she has taught us makes me wonder what in the world I had been doing and how I was even able to run a firm before going through this process. Over the last year Libby has helped us implement her series of systems and processes (which we had NONE OF before) that have allowed us transform our firm and the way we do business. We have now reached a point where I feel we are truly running the business rather than the business running us and we can be proactive in the way we operate rather than spending each day putting out fires. I also feel better than ever about the experience our clients and staff are receiving. "
