The Efficient Advisor: Tactical Business Advice for Financial Planners

412: When Your Team Isn't Following Through: Here's What to Say

Being a financial advisor is one thing. Leading a team, managing different personalities, and holding people accountable without feeling like the bad guy? That’s a whole

411: The Part Most Advisors Skip Before They Automate a Workflow

Automation doesn’t fix a bad process—it just helps you do a bad process faster. Yet too often, financial advisors jump straight to the technology: building CRM workflows,

410: Prospect Pushing Back on Your Fee? What to Do & Say

When a prospect pushes back on your financial planning fee, it can be tempting to lower the price just to get them to say yes. But a fee objection doesn’t automatically m

409: Why You Keep Blowing Off Your Time Blocks (And How to Finally Follow Through)

You blocked the time. You had every intention of doing the work. But somehow, when that time block arrives, email, team questions, client needs, and a dozen other things

408: How to Build Your Personal Board of Directors (And Who Needs a Seat)

What if you had your own personal board of directors—not for your business, but for you? A carefully chosen group of people who challenge you, encourage you, open doors,

407: The Client Experience Audit Every Advisor Should Do on Their Q3 CEO Day

Every process in your business creates an experience for your clients—whether you designed it intentionally or not. In this episode, Libby shares a simple CEO Day exercis

406: Shadow AI: What Financial Advisors Don’t Know Their Tools Are Doing

AI is moving fast—and for financial advisors, the conversation can’t just be about what these tools can do. It also needs to include what they can access, where your data

405: How to Delegate Without Lowering Your Standards - The 15-80-5 Rule

Need a hack to finally get better at delegation—without feeling like you have to lower your standards? If you’re a financial advisor who knows you need to get more off yo

404: Planning Fees, AUM & the Question Every Advisor Is Asking

Should you be charging for financial planning—and if so, how much? For many advisors, the idea of charging directly for their advice brings up a whole lot of questions (a

403: What Should Financial Advisors Charge?

What should financial advisors charge? Too often, advisors answer that question by looking around at what everyone else is charging and picking a number that feels safe.

402: My “Easy Button” Strategy for Free Travel and Credit Card Points

We spend a lot of time talking about how to simplify, systematize, automate, and streamline our businesses—but what about our lives outside of work? After sharing that I

401: The Simple System That Saved Me Oodles of Time

Some of the best efficiency wins in your practice aren’t massive system overhauls—they’re the small decisions you find yourself making over and over again. In this episo

400: Inside the Client Service Model of a $415M AUM Practice

What does it actually look like to build a fast-growing advisory firm without sacrificing the depth of your client relationships?  In this episode, I’m sitting down with

399: The One Simple Skill Blocking Your Next Level Up

There’s one CEO skill that may be quietly capping your success—and it has nothing to do with how smart you are, how many credentials you have, or how good you are at fina

398: Stop Using AI Like a Note-Taker (Use It Like an Executive Assistant)

If you think AI in your advisory practice means meeting notes, follow-up emails, and asking ChatGPT to write something for you, we need to talk. Because what AI can do in

397: How to Know if You are Solving the Wrong Problem in Your Business (Replay)

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implem

396 - How to Create More Abundance in Your Practice with Ellen Rogin

In this episode, we're talking about something that might feel a little uncomfortable for advisors who love spreadsheets, checklists, and action plans—but it may be

395: 3 Hard Truths Keeping Advisors From a $1 Million Business

This episode is a little different. Instead of another tactical strategy or productivity hack, Libby shares three hard truths that may be the very things holding talented

394: The Fee Increase That Added $420,000 (Without Losing a Single Client)

One of the hardest conversations many financial advisors avoid isn't about investments or markets—it's about their own fees. If you've ever looked at your

393: The Business Advice I Think We've Been Getting Wrong

I changed my mind on a very common piece of business advice.  It's one of the most common messages we hear as entrepreneurs: build a business that runs without you.