The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby Greiwe
320 episodes
19 hours ago
Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention. What you’ll learn in this episode: The difference between a task-based virtual assistant and a strategic executive assistantHow...
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Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention. What you’ll learn in this episode: The difference between a task-based virtual assistant and a strategic executive assistantHow...
314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT
The Efficient Advisor: Tactical Business Advice for Financial Planners
55 minutes
4 weeks ago
314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT
Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, and “pre-suasion” that sets the stage for meaningful connections from the very first impression. 🚀 In this episode, you’ll learn: Why 95% of client...
The Efficient Advisor: Tactical Business Advice for Financial Planners
Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention. What you’ll learn in this episode: The difference between a task-based virtual assistant and a strategic executive assistantHow...
