The Efficient Advisor: Tactical Business Advice for Financial Planners

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that

Episodes

Total: 250

Today I am going to straight up give you my standard operating procedure for when a client passes aw

I got 'the tingle.'The tingle is when I have an interview or record a podcast that is just

Are you ready to get DETAILED? I mean a specific checklist of what you can do to get MORE referrals

Today I am letting you in on a conversation about how to handle clients, referrals and prospects tha

In my humble opinion one of the main reasons your clients love you is because of the value that you

This is not your “give away the $15/hr tasks podcast. I know you know that. But, do you have an ACTU

We talk ALL THE TIME about how crafting an amazing client experience is the crux of becoming a refer

Looking for a technique to follow up with prospects that doesn’t feel icky or desperate? Well, today

Welcome to another episode in the March Marketing Madness podcast series! When I polled The Efficien

I am extra pumped for this episode! We are still deep in March Marketing Madness here with 3rd episo

This month is March Marketing Madness… and this episode is complete madness! I didn’t intend to lean

Okay so what’s on tap for today? Today we are diving into the #1 marketing trend you cannot ignore f

We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized tha

This week I have my favorite productivity expert, Amber de la Garza on the podcast! Amber and I go t

Today I am sharing with you the #1 Mistake that Advisors make in their Sales & Marketing Funnel

In today's short bonus episode Libby shares two power phrases that will change the way you inte

The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID Y

The elusive referral from an attorney… most Advisors have heard of this phenomenon, but haven’t actu

Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your

In today's episode Libby shares one little trick she used to keep her on track and focused on t