On-Air Coaching Videos
Watch as Libby coaches advisors through a variety of different road blocks they are experiencing as they grow and scale their Advisory businesses.
Advisor Tenure - 4 years
Adam Hautly’s wife is about to have their second child, he just hired a Director of Operations into his practice, and his house is under major renovation... a recipe for overwhelm!?
Topics discussed:
Plan of attack for on-boarding an employee, using hiring as a way to show his clients his business is growing and how to spin that into referrals, articulating a specialty and communicating that to clients, how to drive more referrals,
ways to turn down clients that don’t fit your lane...and more!
Maggie Carter - Advisor Tenure < 1 Year
Maggie Carter (advisor tenure – less than 1 year) is getting her advisory business up and running and is looking for advice on ALL.THE.THINGS.
Together we tackle:
Where do I get the knowledge I need to grow my business? If I could go back to when you started, what would I focus on knowing what I know now? My recommendation of 3 different ways to experience client meetings. Templating and documenting the process for delivering advice. What does a planning process looks like in our office? Why rough draft meetings are CRUCIAL to efficient closing. Defining your identity and style as an advisor. Differentiating from the competition. How to grow your knowledge and combat imposter syndrome. Creating tenants of planning that you use to anchor your plans.
This episode is ideal for advisors in their first 3 years in the business, or Advisors launching other Advisors!
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