In the market for a new car insurance? Contact me today.
1 39 August, 2019
Click link in my bio, for more information.
1 58 August, 2019
4 57 August, 2019
Look after you!
1 76 August, 2019
2 135 August, 2019
This represents JUMPING in and doing something you currently don’t do well, BEFORE you feel ready, knowing many others do it WAY better, knowing it’s not going to look like the PICTURE in your head, knowing it’s going to be painfully uncomfortable... 😂
But that’s how I (and we 👫👬👭👫👬) got here, welcoming the unknown and letting go of perfectionism, embracing the bigger purpose behind it, sharing ideas trusting the process — and it’s how YOU will get to where YOU want to be too!
If you’re playing safe, you’re playing small! 🧨
Advisors of all ages, races, demographics from different geography come together to share and grow.
This picture was from this past March and we have about 40 of the coolest, like-minded Advisors all in community together for two intense days.
Their RESULTS have been nothing short of amazing.
I hope you consider joining us September 16th and 17th in Cincinnati... Check our this link: https://www.theefficientadvisor.com/PES2019
We talk ALL THE TIME about how crafting an amazing client experience is the crux of becoming a referral-based business. BUT THIS…. THIS BLEW MY MIND!
I like to pat myself on the back when it comes to curating an amazing, but easy-to-execute experience for my clients… BUT HOLY COW.
This week I interview Ben and Jenna Laws, the power advisor couple behind Evexia Wealth. I knew they were committed to client experience. I knew there were lots of similarities in how they
approached client experience to how I do… so I knew this would be an amazing interview full of synergy…
BUT THIS WAS NEXT LEVEL STUFF.
Can you believe it’s been almost 6 months since we did our February 1 All Advisor Kick Off Call?!? It was so fun to come together with a bunch of Advisors and just create some positive mojo to start the year super strong!
I think we should do it again!
I thought one of the things that I will share about during the call is something I’ve been thinking a lot about lately… especially since I get asked this question every time I speak somewhere... if I had to start all over again, knowing what I know now, what would I do differently?
It’s been a lot of fun to reflect on the things that I would do differently, along with the things I would do exactly the same! And times are a little different than when I started 15 years ago... So I’ll share that, some other fun tips & tricks I’ve been thinking about, and maybe will just leave a ton of time for just Q&A and we can just share?! Drop a 🙌🏻 in the comments if you like this idea!?! Can’t make the date? Register anyway and I’ll send you a link to the recording afterwards!
Click this link to register… And as soon as you do you will see receive an email with instructions on how to join us on the call
I talk to Advisors all the time that love that self-employed freedom... but still feel like they can’t fully relax on vacation because they need to check in at the office.
Or they are the only licensed person.
Or they don’t have enough systems and process for the joint to run without them!
I want you to ask yourself:
Can your business run for a week without you?
What about 2 weeks?
What about an entire month?
This week over at The Efficient Advisor I’m sharing how I built up to taking a month off and what we needed to implement for me to totally disconnect for that long.
Tell me... do you check email on vacation? No judgement here. .
This week’s video is all about crafting a clear message and laser-focused marketing language... based off of Donald Miller’s book Building a Story Brand. You are going to love how Casey shows us examples of Advisory firms who whittled down their message to win big!