293: How to Save 30+ Hours a Month with Smart Workflows and Automation With Lorie Jones

The Efficient Advisor: Tactical Business Advice for Financial Planners

Ready to transform the way you handle client service? In this episode, I’m joined by Lorie Jones, a seasoned Financial Advisor who has over 20 years of experience supporting top-performing financial advisors. Lorie shares her secrets for creating a high-touch client experience, building efficient systems, and managing the chaos that can come with growth. Whether you’re a solo advisor or run a team, you’ll walk away with actionable strategies to elevate your client service model.

What you’ll learn in this episode:

• How to build replicable and consistent service systems that scale with your business
• The secret behind proactive communication that makes clients feel truly cared for
• Tips for documenting processes so your team can function smoothly and confidently
• Why Lorie says “the client doesn’t always know what they need” and how to respond
• How to think like a COO even if you’re just starting out or running lean

This episode is packed with wisdom for advisors who want to deliver world-class service without burning out. Lorie’s perspective will help you refine your systems, take control of your calendar, and set your team up for success.

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
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