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

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

Burnout is real!  We all know this business can be a complete and total hamster wheel…showing up, do

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

You’ve heard it before…you only get ONE chance to make a good first impression. And research shows t

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

It feels good to be known----like when your hubby surprises you with your favorite flowers, when you

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

Every financial advisor is looking for a value-add that will make their service unforgettable—someth

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

Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a

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

When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no diff

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

“Ideas are easy. Implementation is hard.”After decades of building and running her own successful ad

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

We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic wa

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

Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits

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