The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
İçerik Libby Greiwe tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Libby Greiwe veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
The Efficient Advisor: Tactical Business Advice for Financial Planners benzeri
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Positive Leadership has the power to change the world. By focusing on trust, empathy, authenticity and deep collaboration, leaders can energize their teams to achieve success for individuals, their organizations, and society as a whole. Yet, it remains relatively unknown outside positive psychology and neuroscience circles. Join Jean-Philippe Courtois, former member of the Microsoft senior leadership team alongside Satya Nadella and co-founder of Live for Good, as he brings Positive Leadersh ...
…
continue reading
The Self-Employed Life Podcast (formerly Creative Warriors) provides business and personal development strategies for self-employed business owners that create sustainable success. A community of self-employed and small business owners, entrepreneurs, innovators and ambitious individuals that need creative solutions in business. Being self-employed and a business Warrior is a mindset, a spirit and a challenge. We need a different way of doing business. This is business with a soul. We discus ...
…
continue reading
Welcome to Why That Worked – Presented by StoryBrand.ai. Have you ever wondered why some brands, trends, or products become massive successes while others fade away? That’s exactly what this podcast explores. Hosted by Donald Miller, creator of the StoryBrand Framework, and co-hosted by Kyle Reed, each episode dives into the strategies behind the world’s biggest wins, breaking them down into clear, actionable insights you can use to create your own success. Discover how to craft clear and ef ...
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
Where startup founders raise millions and listeners can invest. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
Player FM - Podcast Uygulaması
Player FM uygulamasıyla çevrimdışı Player FM !
Player FM uygulamasıyla çevrimdışı Player FM !
))
251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!)
Manage episode 468867023 series 3460679
İçerik Libby Greiwe tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Libby Greiwe veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!
I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!
And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new!
In today’s episode, we’ll discuss:
Why Uber feels so effortless compared to hailing a taxi! In this episode, we break down how Uber removed friction from the ride experience—and how financial advisors can apply the same thinking to their client journey. From onboarding to account access, every touchpoint matters.
We’ll explore what friction looks like in your practice, how to identify it, and simple ways to create smoother, more enjoyable client interactions. When you remove roadblocks, you don’t just make things easier—you make yourself indispensable. Ready to Uber-ize your client experience? Let’s go! 💡
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
266 bölüm
251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!)
The Efficient Advisor: Tactical Business Advice for Financial Planners
Paylaş
Manage episode 468867023 series 3460679
İçerik Libby Greiwe tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Libby Greiwe veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!
I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!
And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new!
In today’s episode, we’ll discuss:
Why Uber feels so effortless compared to hailing a taxi! In this episode, we break down how Uber removed friction from the ride experience—and how financial advisors can apply the same thinking to their client journey. From onboarding to account access, every touchpoint matters.
We’ll explore what friction looks like in your practice, how to identify it, and simple ways to create smoother, more enjoyable client interactions. When you remove roadblocks, you don’t just make things easier—you make yourself indispensable. Ready to Uber-ize your client experience? Let’s go! 💡
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
266 bölüm
Tüm bölümler
×
Player FM'e Hoş Geldiniz!
Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.
The Efficient Advisor: Tactical Business Advice for Financial Planners benzeri
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Positive Leadership has the power to change the world. By focusing on trust, empathy, authenticity and deep collaboration, leaders can energize their teams to achieve success for individuals, their organizations, and society as a whole. Yet, it remains relatively unknown outside positive psychology and neuroscience circles. Join Jean-Philippe Courtois, former member of the Microsoft senior leadership team alongside Satya Nadella and co-founder of Live for Good, as he brings Positive Leadersh ...
…
continue reading
The Self-Employed Life Podcast (formerly Creative Warriors) provides business and personal development strategies for self-employed business owners that create sustainable success. A community of self-employed and small business owners, entrepreneurs, innovators and ambitious individuals that need creative solutions in business. Being self-employed and a business Warrior is a mindset, a spirit and a challenge. We need a different way of doing business. This is business with a soul. We discus ...
…
continue reading
Welcome to Why That Worked – Presented by StoryBrand.ai. Have you ever wondered why some brands, trends, or products become massive successes while others fade away? That’s exactly what this podcast explores. Hosted by Donald Miller, creator of the StoryBrand Framework, and co-hosted by Kyle Reed, each episode dives into the strategies behind the world’s biggest wins, breaking them down into clear, actionable insights you can use to create your own success. Discover how to craft clear and ef ...
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
Where startup founders raise millions and listeners can invest. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
Player FM - Podcast Uygulaması
Player FM uygulamasıyla çevrimdışı Player FM !
Player FM uygulamasıyla çevrimdışı Player FM !
