The Efficient Advisor: Tactical Business Advice for Financial Planners

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.

392: How to Make Your Systems Stick When Things Get Busy

You built the process... so why aren't you (or your team) following it?  This episode is all about the difference between creating great processes and actually gett

391: Diagnose Your Firm in 20 Minutes - The 4 Systems I Always Check in a Backend Audit

If you only had 20 minutes to diagnose why your advisory firm feels chaotic, where would you look first? In this episode, Libby walks you through the same rapid-fire audi

390: Behind the Scenes of Systems to Scale (And How to Know If It's Right for You)

If you've ever wondered whether Systems to Scale Group Coaching is the right next step for your business, this episode is for you. Libby pulls back the curtain on ex

389: The CEO Exercise That Shows You Exactly What Process to Improve Next *FREE DOWNLOAD*

If you've ever looked around your business and thought, "I know I need better systems, but I have no idea where to start," this episode is for you. In today's c

388: The One Exercise That Shows You Exactly Who Should Be Doing What

One of the biggest mistakes I see growing advisory firms make is waiting too long to define roles and responsibilities. When your team is small, it's easy for everyo

386: The Simplest Way to Never Get Blindsided in a Client Meeting

Today, I am sharing one simple process that transformed our client experience, helped us stay on schedule, reduced unnecessary follow-up meetings, and ensured we walked i

386: The Truth About My 3-Day Workweek (Part 2)

If you've ever wondered whether a three-day workweek is actually possible as a financial advisor, this episode is your practical roadmap. In Part 2 of this series, I

385: The Resource Organization Hack You'll Wish You Started Years Ago

If you're anything like most financial advisors, you've collected hundreds of valuable resources over the years: articles, calculators, PDFs, client-friendly gr

384: The Truth About My 3-Day Workweek (Part 1)

If you've ever wondered what it actually takes to build a successful advisory firm while working fewer hours, this episode pulls back the curtain. After receiving mo

383: The #1 Mistake Advisors Make with Time & Money

If there's one thing every financial advisor says they value, it's time. But when it comes to running our own businesses, many of us make decisions that protect

382: How to Maximize the Tools You're Already Paying For

This week, I'm joined once again by Adam Holt, founder of Asset-Map, for a conversation every advisor needs to hear. We dive into one of the biggest challenges facin