I LOVE when I find a good resource for advisors. When I think about what I ultimately want for the Efficient Advisor, a big piece of that vision is to be a hub for solid, vetted resources. A place where advisors can come to get great ideas to help them grow and leverage their practices.
Today’s guest, Kelly Augspurger, is one of those resources. Kelly is a total rockstar in the insurance world and what she does is super cool and I can’t wait to share it with you because I know she fills a huge gap for people.
I can’t tell you how many times I’m working with advisors and there is just a certain chunk of financial planning they just don’t do –not because they don’t think it’s important- but because they just don’t have the time to be the expert on everything, they don’t have the capacity to take the right amount of time to execute it well, or sometimes they just don’t have the desire or interest to explore that part of the planning world. I get it… and that’s why God invented people like Kelly.
In 2022, Kelly was named “HOT 100 insurance professionals” by Insurance Business America and “Top 10 Women of Distinction in Insurance” by Success Pitchers. She’s also an instructor for the CLTC® training program. She knows her stuff and we’re going to talk today about how you can leverage someone like Kelly to help you close the gap in those areas of planning you’re just not into.
Related: Ideas to Implement - Level One of the Systems To Scale Framework: Define