Strap in Model FA’s, this is a powerful episode! Efficiency savant Libby Greiwe joins David to discuss productivity strategies for busy financial advisors. Libby shares tips for creating standard operating procedures, managing time through model weeks, and balancing business ownership with family responsibilities. She shares practical techniques for running advisory practices more efficiently while maintaining a sustainable work-life balance. This episode provides actionable takeaways advisors can implement immediately to save time and streamline their business operations.

This week on The Model FA Podcast:

[0:00-5:00] Introduction and background on Libby's journey from engineering to financial planning and building an efficient practice model.

[5:00-11:25] Discussion on balancing time spent growing a business with the quality of clients and relationships. Debating the importance of initial exposure versus long-term sustainability.

[11:25-18:00] Libby shares insights on balancing motherhood with business ownership, including assessing priorities and building structure for full presence in both roles.

[18:00-23:50] Top challenges for advisors like lack of standard operating procedures and time management. Libby emphasizes the importance of process documentation.

[23:50-28:30] Personalized productivity strategies including compartmentalizing days, avoiding distractions, and customizing schedules over time.

[28:30-34:10] Tips for creating margin in schedules, dedicating time to strategic thinking as a business owner instead of just working in the business.

[34:10-41:00] Importance of templatizing tasks to avoid duplication of work and examples of applying this to emails.

[41:00-46:45] Discussion of book "Built to Sell" and applying lessons to productize services for scalability and an exit strategy.

Connect with Libby:

Website: https://www.theefficientadvisor.com/

Email: efficientadvisor@gmail.com

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.

Our Team:

President of Model FA, David DeCelle

If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

In episode 152 of the Model FA Podcast, David is joined by Nick Meyer and Nate Hoskin to discuss content marketing and brand sponsorships in the financial services industry. They share their experience creating educational content on TikTok and Instagram, emphasizing the importance of long-form content and chopping it up for social media use. This episode focuses on their experiences in leveraging social media platforms to build their personal brands and businesses, and share their approaches to creating valuable content and optimizing social media strategies for financial advisors, including compliance, brand deals, virtual networking, and high-quality content.

This week on The Model FA Podcast:

00:00 - Transitioning from financial advisors to content creators and insights on compliance and brand partnerships.

36:11 - Strategies for content creation such as podcasting vs short videos and batch recording.

46:51 - Building a financial advisor practice during COVID through social media and video content.

1:02:36 - Optimizing social media campaigns through educational content targeting ideal clients.

1:10:16 - Tips for scripting, filming, and editing short videos authentically for different platforms.

1:28:22 - Using a satisfaction guarantee in financial planning to improve services.

Connect with Nick:

Website: https://n2contentmarketing.com

Email: nick@n2contentmarketing.com

Connect with Nate:

Website: https://n2contentmarketing.com

Email: nate@n2contentmarketing.com

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.

Our Team:

President of Model FA, David DeCelle

If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

In the latest episode of the Model FA Podcast, Trevor Scotto shares how he grew his financial planning firm from $30M to $500M AUM through strategic mergers and acquisitions. He details leveraging personal connections to partner with a tax practice, and how adopting technology helped convert those clients. Trevor also reflects on finding purpose and work-life balance after his father's cancer diagnosis. In this interview, he discusses integrating tax planning into comprehensive client services and applying negotiation skills from Chris Voss's MasterClass to grow his business.

This week on The Model FA Podcast:

• 00:00 Welcome to the Mic: Trevor Scotto
• 02:15 Unpacking Trevor's Early Career and Inspirations
• 04:30 Striking the Perfect Balance: Work and Family Life
• 06:30 Entrepreneurial Spirit: The Genesis of Trevor's Firm
• 08:15 Networking Mastery: Connecting with Titans of the Industry
• 10:15 The Search for the Ideal Tax Practice Partner
• 12:30 The Art of the Deal: Navigating a Successful Merger
• 14:30 Scaling from $160M to $500M in AUM
• 16:30 Tax Planning: A Critical Tool for Wealth Maximization
• 18:30 Breaking New Ground with Schwab's Platform Integration
• 20:30 Secrets to Sustaining Strong Client Relationships
• 22:30 Trevor's Top Book Picks for Success and Inspiration

Connect with Trevor:

• Website: https://www.ffgwealth.com
• Email: tscotto@ffgwealth.com

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you’d love to see covered.

Our Team:

President of Model FA, David DeCelle

If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.