What happens after the sale matters more than most advisors realize!

Most listeners understand the 80/20 rule - 20% of our efforts produce 80% of the results. For financial advisors, that 20% is sitting across from a client or prospect.

But problems show up in the other 80% of advisor's efforts- writing apps, fixing NIGOs, tracking paperwork, chasing signatures, calling carriers, following up on money, etc. When there are no real processes in place, things fall through the cracks fast.

And when help is hired without processes or without teaching them how to think like an advisor, those problems just get passed down. Deadlines get missed. Priorities get confused. The back office becomes the bottleneck.

In this episode, Justin sits down with Katelyn Graham, founder of The Admin Effect, to talk through this exact scenario that so many advisors face.

Katelyn and her team work inside advisor back offices every day and what she shares in this conversation explains why so many firms stay stuck in the grind even when production is strong.

If you or your team is busy but not productive and growth feels heavy, this conversation will hit home.

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Guests and companies featured on Beyond The IMO are selected based on relevance and value to independent advisors. Neither Justin nor Beyond The IMO receive compensation, referral fees, or incentives tied to who appears on the show.

In a world of competing for your clients and prospects attention, inbox battles and email drips can only take you so far, especially with high net worth and ultra high net worth relationships where trust, exclusivity, and top of mind actually matter.

This conversation with Andrew and Bjorn from Essential Engine* dives into a premium, coffee table magazine with you on the cover, personalized down to a single client when it counts, built to live in the home, connect with both spouses and the next generation, and create referrals organically without feeling salesy.

Here is the link to the special offer mentioned at the end of the show.

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Guests and companies featured on Beyond The IMO are selected based on relevance and value to independent advisors. Neither Justin nor Beyond The IMO receive compensation, referral fees, or incentives tied to who appears on the show.

In this trailer episode, Justin Woodbury shares why Beyond the IMO exists and the experiences that shaped his belief that advisors deserve real independence and genuine support. This episode sets the foundation for a podcast driven by purpose, challenging the industry norms that limit advisors and advocating for a better way forward.

Follow Beyond The IMO on:

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Guests and companies featured on Beyond The IMO are selected based on relevance and value to independent advisors. Neither Justin nor Beyond The IMO receive compensation, referral fees, or incentives tied to who appears on the show.