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, we’re diving into an easy, powerful, but often overlooked way to elevate your client relation

When I was running my practice, I dreamed of having a tax professional who would do actual tax strat

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

Most advisors treat college planning as a straightforward math problem: calculate tuition, project s

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

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me th

On the podcast this week, we dive into the powerful tool of time studies and how they can help advis

Have you ever dreamed of writing a book, but found yourself held back by thoughts like:“It sounds to

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me th

Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Tod

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me th

Ever felt like your business is a mess and you're the only one struggling to keep it together?

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me th

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

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me th

It’s time to stop the chaos in your business and actually start achieving your goals! But where do y

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me th

You literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read yo

Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling munda

Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transfo