Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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Netflix Sports Club Podcast
1 America’s Sweethearts: Dallas Cowboys Cheerleaders Season 2 - Tryouts, Tears, & Texas 32:48
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LikedAmerica’s Sweethearts: Dallas Cowboys Cheerleaders is back for its second season! Kay Adams welcomes the women who assemble the squad, Kelli Finglass and Judy Trammell, to the Netflix Sports Club Podcast. They discuss the emotional rollercoaster of putting together the Dallas Cowboys Cheerleaders. Judy and Kelli open up about what it means to embrace flaws in the pursuit of perfection, how they identify that winning combo of stamina and wow factor, and what it’s like to see Thunderstruck go viral. Plus, the duo shares their hopes for the future of DCC beyond the field. Netflix Sports Club Podcast Correspondent Dani Klupenger also stops by to discuss the NBA Finals, basketball’s biggest moments with Michael Jordan and LeBron, and Kevin Durant’s international dominance. Dani and Kay detail the rise of Coco Gauff’s greatness and the most exciting storylines heading into Wimbledon. We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Find more from the Netflix Sports Club Podcast @NetflixSports on YouTube, TikTok, Instagram, Facebook, and X. You can catch Kay Adams @heykayadams and Dani Klupenger @daniklup on IG and X. Be sure to follow Kelli Finglass and Judy Trammel @kellifinglass and @dcc_judy on IG. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports universe! Each episode, Adams will speak with athletes, coaches, and a rotating cycle of familiar sports correspondents to talk about a recently released Netflix Sports series. The podcast will feature hot takes, deep analysis, games, and intimate conversations. Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, or wherever you get your podcasts. New episodes on Fridays every other week.…
251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!)
Manage episode 468867023 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 implement in your business right away!
I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!
And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new!
In today’s episode, we’ll discuss:
Why Uber feels so effortless compared to hailing a taxi! In this episode, we break down how Uber removed friction from the ride experience—and how financial advisors can apply the same thinking to their client journey. From onboarding to account access, every touchpoint matters.
We’ll explore what friction looks like in your practice, how to identify it, and simple ways to create smoother, more enjoyable client interactions. When you remove roadblocks, you don’t just make things easier—you make yourself indispensable. Ready to Uber-ize your client experience? Let’s go! 💡
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
290 episodes
251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!)
The Efficient Advisor: Tactical Business Advice for Financial Planners
ShareManage episode 468867023 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 implement in your business right away!
I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!
And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new!
In today’s episode, we’ll discuss:
Why Uber feels so effortless compared to hailing a taxi! In this episode, we break down how Uber removed friction from the ride experience—and how financial advisors can apply the same thinking to their client journey. From onboarding to account access, every touchpoint matters.
We’ll explore what friction looks like in your practice, how to identify it, and simple ways to create smoother, more enjoyable client interactions. When you remove roadblocks, you don’t just make things easier—you make yourself indispensable. Ready to Uber-ize your client experience? Let’s go! 💡
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
290 episodes
All episodes
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1 290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up 49:42
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Play Later Play Later Lists Like LikedIn this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready. 🎯 Ryan shares how he carved out a unique niche working with nuclear power plant employees — and why going deep instead of wide helped him streamline his messaging, attract the right clients, and confidently scale. You’ll learn: How Ryan identified and leaned into a niche that wasn’t obvious at first Why serving one type of client helped him build a more efficient, repeatable process 🛠️ The tools he uses to delegate, document, and stop being the bottleneck How “doing it messy” allowed him to build traction without waiting for perfection What it really looks like to grow a team, refine your value, and still keep it human If you’ve been afraid to narrow your focus or feel like your growth has stalled, this convo will give you the permission (and playbook) to start building a business that runs smoother, serves deeper, and grows stronger. 🙌 There’s real freedom in focus — and Ryan proves it. 🚀 Ryan's website HERE ! Connect with Ryan on LinkedIn HERE! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
1 289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently 11:18
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Play Later Play Later Lists Like LikedI 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 implement in your business right away! In today’s episode: Ever wish your schedule had a built-in safety net? 🛑✨ In this episode, Libby shares a powerful but simple addition to your Model Week: VIP Time Slots. Learn how setting aside dedicated "just in case" appointment times can create flexibility for client emergencies, last-minute prospect meetings, or even just space to be awesome. You’ll discover how a little bit of intentional planning can reduce overwhelm, help your team protect your calendar, and give you back control—without sacrificing service or sanity. 🎯 I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
1 288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti 52:08
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Play Later Play Later Lists Like LikedAnthony Zanetti joins Libby Greiwe to discuss the transformation from a reactive advisorypractice to a well-oiled, proactive business machine. With a background in wealth management, wholesaling, and branch leadership, Anthony brings a wealth of experience instreamlining operations, implementing service models, and scaling efficiently—all whilemaintaining a strong client experience. Whether you’re looking to optimize your processes,improve client retention, or simply get your practice running more smoothly, this episode ispacked with insights! What You’ll Learn in This Episode: ✔How to transition from a reactive to a proactive service model ✔The power of client segmentation and why not all clients should be treated equally ✔Why a structured service calendar increases efficiency and client satisfaction ✔The importance of clearly articulating your value so clients can easily explain it to others ✔How strategic workflows and automation can help you scale without burning out Anthony shares real-life examples of what works (and what doesn’t) in running a successful advisory business. He also talks about his own journey—taking a leap of faith, buying into a practice, and building a model that’s better for both clients and advisors alike. Tune in now to discover how you can create a practice that’s intentional, scalable, and built for long-term success! ----------------------------------- Connect with Anthony on LinkedIn HERE ! Anthony's website HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
1 287: Reactive to Proactive: 4 Moves to Make Now 21:37
21:37 Play Later Play Later Lists Like Liked21:37
Play Later Play Later Lists Like LikedI 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 implement in your business right away! In This Episode: Feeling constantly behind and like you're always reacting instead of leading? In this episode, you’ll learn four powerful strategies to help you shift from reactive to proactive in your advisory business. From building a defined client service calendar to setting clear expectations with clients, Libby shares simple ways to get out of the weeds and into a more strategic role. Organize your calendar Shift from reviews to strategy sessions Set better boundaries with clients Listen in for quick wins you can implement right away to reclaim your time and run your firm with intention. I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
1 286: 8 Processes That Every Financial Advisor Needs to Achieve Scale 1:05:06
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Play Later Play Later Lists Like LikedRunning a successful advisory firm isn’t just about giving great advice—it’s about building a business that runs smoothly, scales sustainably, and delivers an outstanding client experience. In this episode, Libby dives deep into the six core and two bonus processes every advisor should have in place to create a streamlined, self-running, and scalable practice. Whether you're solo, growing a team, or running a firm, this episode is your blueprint to operational efficiency 🚀 Here’s what you’ll learn in this episode: 👉 The 8 must-have processes that every advisor, regardless of business model, should implement 👉 How to turn your client experience into a growth and referral machine 👉 Why documenting your processes leads to better delegation, efficiency, and consistency 👉How to scale your time by productizing your planning process From onboarding to referrals, marketing to service models, this episode walks you through how to level up each area with intentional, repeatable, and client-centered strategies. If you’re ready to stop winging it and start building a business that serves you as much as it serves your clients, you won’t want to miss this episode. Check out this episode # 22 : Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines HERE! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
In this episode, we’re diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound thrilling at first, mastering these tools can completely transform your business—from client experience to team delegation and operational consistency. Whether you're starting from scratch or optimizing what you already have, this episode will walk you through exactly how to create workflows that protect your time and wow your clients. Plus, we’ve included downloadable templates to make implementation easier than ever. Here’s what you’ll learn in this episode: What a workflow and SOP actually are—and why they matter The six essential elements of a great SOP (hint: it’s more than just steps!) The most common mistakes advisors make when building workflows How to test and refine your SOPs before automating Why keeping a non-digital copy of your workflows is critical for long-term success By the end of this episode, you’ll have the clarity and tools to begin creating your onboarding SOP template—a foundational piece that will support every client interaction moving forward. This is where your onboarding process becomes referable, repeatable, and remarkable. Let’s get building! 🧩 Create SOPs with Scribe HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
1 284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong 36:10
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Play Later Play Later Lists Like LikedWe’re halfway through the year, advisors — and you know what that means. It’s time to hit pause, get real about what’s working (and what’s not), and make sure you’re set up to finish strong. In this episode, I’m sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for the second half of the year. Here’s what you’ll learn in this episode: 1️⃣ How to run your own S.Q.U.A.D Analysis (a fresh spin on SWOT just for advisors) 2️⃣ Which strengths you should scale — and which ones you shouldn’t 3️⃣ How to spot the quicksand that’s secretly dragging you down 4️⃣ The one-page Direction plan to keep you realistic and focused on what matters 5️⃣ How to pick your top 3 goals for the next quarter (without burning yourself out) No matter where you stand right now — ahead, behind, or coasting — this is your chance to recalibrate and play the rest of the year on purpose. Grab a notebook, your favorite coffee (mushroom for me, please), and let’s map out a second half you can feel proud of. Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
1 283: Why Your Clients Feel Buyer’s Remorse (And What to Do About It) 21:29
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Play Later Play Later Lists Like LikedIn today’s episode of The Efficient Advisor, we’re diving deep into the psychology that makes or breaks your client onboarding experience. There’s a lot happening in your client’s brain during those first 100 days — excitement, trepidation, and even buyer’s remorse — all at the same time. If you’ve ever had a client say yes, only to feel uncertain or disconnected later, this episode is for you. Discover how to turn those critical first 100 days into a smooth, confidence-building journey that transforms new clients into loyal fans who rave about you. In this episode, you’ll learn: 1️⃣ The hidden science behind buyer’s remorse and what it means for your practice 2️⃣ How to use the Uber effect to remove friction from your onboarding 3️⃣ Simple ways to surprise and delight clients beyond the basics 4️⃣ What most advisors get wrong after a client says yes — and how to fix it 5️⃣ The dating analogy that helps you nurture trust long after the paperwork is signed Tune in and get ready to rethink your onboarding process from your client’s perspective — because a remarkable experience doesn’t happen by accident. Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
1 282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days 37:17
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Play Later Play Later Lists Like LikedWhat if your onboarding process could become your best marketing strategy? In this episode, Libby is joined by advisor Craig Gingerich, who shares how he turned simple strategies into a referral-generating machine. Craig took just a few actionable ideas from Libby’s First 100 Days system and turned them into major wins. Whether you're a new advisor or have been in the game for years, this episode is packed with practical tips you can start using right away to get more referrals and build deeper client relationships. 🎯📈💬🎉📬 Here’s what you’ll learn in this episode: How Craig used just two onboarding tweaks to massively increase referrals The psychology behind why the first 100 days are so powerful Creative (and easy) ways to delight new clients right out of the gate Why onboarding isn't just about paperwork—it's your secret marketing weapon The tools, scripts, and templates Craig used without reinventing the wheel You’ll walk away inspired and equipped to rethink how you welcome new clients—so they feel seen, supported, and excited to refer others. If you're curious about the First 100 Days Course Libby mentions, stick around after the interview for all the juicy details on how to enroll (and why now is the best time!). Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
1 281: Unpopular Opinion: Why You Can and Should PAUSE Growth Sometimes 17:10
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Play Later Play Later Lists Like LikedI 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 implement in your business right away! In this episode, Libby shares a refreshing perspective that challenges the hustle mindset so common in our industry. Drawing parallels between climbing Mount Everest and building a business, she explains why taking a strategic pause can be a powerful growth move. You'll learn why it's not only okay—but essential—to step back, recalibrate, and get really good at delivering on what you already have in place 🎯📉🧗 Whether you're feeling overwhelmed, refining your client experience, or just needing permission to breathe, this episode gives you practical and mindset-shifting insights to help you grow sustainably—on your terms. I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
1 280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss 45:34
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Play Later Play Later Lists Like LikedRunning an efficient, scalable advisory practice isn’t just about serving clients—it’s about having the right processes, tech, and people in place to keep everything running smoothly. In this episode, I sit down with Joe Moss, COO of an RIA and financial tech expert, to unpack the key operational strategies every financial advisor needs to optimize their practice. Joe shares his journey from real estate and staffing to transforming financial advisory operations, how advisors can rethink their tech stacks, and why hiring a COO (or thinking like one) can be a game-changer for firm efficiency. If you’re looking to streamline your business, improve your workflows, and leverage the best technology without distraction, this episode is packed with insights you won’t want to miss! 🔥 What You'll Learn in This Episode: The biggest operational mistakes advisors make and how to avoid them How to build an efficient team structure that supports firm growth The must-have tech tools for advisors (and how to stop overcomplicating tech) Why advisors struggle with delegation—and how to finally fix it The COO mindset: How to think strategically about running your firm Whether you’re ready to hire an operations leader or just want to tighten up your business, this episode will help you make smarter decisions and create a more efficient practice. 🎧 Listen now & subscribe for more insights to optimize your advisory firm! Check out Joe’s Book, The Ultimate AdvisorTech Stack for 2025, HERE ! Connect with Joe on LinkedIn HERE ! Joe's Skool Group HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
1 279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem 11:16
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Play Later Play Later Lists Like LikedI 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 implement in your business right away! In this episode, we dive into a common misstep advisors make—solving for the wrong problem. Are you actually demand-constrained or supply-constrained? 🧩 You’ll learn how to quickly diagnose where your true bottleneck lies, what to focus on based on your answer, and what to stop wasting time on. Whether you’re drowning in clients or staring at an empty calendar, this episode will help you get clarity, cut the noise, and start making the right moves 🚀💼 I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
1 278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden 55:08
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Play Later Play Later Lists Like LikedVideo is no longer just a "nice-to-have"—it's an essential tool for financial advisors looking to build trust, streamline operations, and enhance the client experience. In this episode, Libby sits down with Katie Braden to discuss why video is so powerful and how advisors can integrate it into their business in a way that feels easy and authentic. Whether you're just getting started or looking to improve your video presence, this conversation is packed with practical insights! What you'll learn in this episode: Why video helps build trust faster than traditional marketing How to use video at different stages of the client journey The biggest mindset blocks stopping advisors from using video (and how to overcome them) Simple strategies to make video a seamless part of your business operations Best practices for using video on your website, social media, and in client communications Using video doesn't have to be overwhelming or complicated. Katie shares how to start small, focus on authenticity, and leverage video in a way that works for you. Tune in to learn how video can help you create stronger client relationships and a more efficient practice! Check out Katie's website HERE ! Connect with Katie on LinkedIn HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
1 277: 3 Biohacks That Tripled My Daily Focus and Energy 13:29
13:29 Play Later Play Later Lists Like Liked13:29
Play Later Play Later Lists Like LikedI 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 implement in your business right away! Ready to level up your energy, focus, and productivity? In this episode, I share my latest biohacking routine—what I’m continuing, what’s new, and what’s actually working. I dive into the power-packed focus gummies that I still swear by, my honest take on mushroom coffee (spoiler: I found a brand I love!), and my new obsession with red light therapy. If you’ve been curious about what’s boosting my daily output without the caffeine crash, tune in for the exact tools I’m using to feel unstoppable. 🚀☕🔴 I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! ---------------------------------- 🔗Resources & Links These are the Brilliant Gummies I take, HERE ! Here's how you find the gummies on the website: Click the button below> Click Shop > Product Category> Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create Subscription This is the Mushroom Coffee I'm obsessed with, HERE ! This is the Red Light and New Infrared light I use, HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
1 276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby 49:20
49:20 Play Later Play Later Lists Like Liked49:20
Play Later Play Later Lists Like LikedUnderstanding human behavior is key to financial success, both for advisors and their clients. In this episode, Daniel Crosby, a psychologist turned behavioral finance expert, dives deep into why traditional goal-setting often falls short and how to create meaningful, lasting change. If you’ve ever wondered why clients set arbitrary financial goals—or why sticking to your own habits is so hard—this conversation is for you! What you’ll learn in this episode: Why most financial goals are based on social influence, not personal values How to help clients set goals that actually resonate with them The science behind forming long-term habits and staying committed Why rules and automation are more effective than willpower alone How social accountability can dramatically improve financial decisions So many advisors focus on the numbers, but real success comes from understanding the psychology behind money decisions. Tune in for actionable strategies that will transform how you and your clients approach financial planning! 🎧 Check out Daniel’s Book, The Soul of Wealth, HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
1 275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track 16:56
16:56 Play Later Play Later Lists Like Liked16:56
Play Later Play Later Lists Like LikedI 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 implement in your business right away! In this episode, we're getting real about shifting gears when life and business get chaotic. Libby shares an honest update on her upcoming book, the decision to pause for quality, and how diving into building her first digital course brought fresh clarity. You'll hear how she adjusts goals without guilt, builds in flexibility, and stays focused—even when things don’t go as planned. If you’re feeling behind or overwhelmed, this one’s a reminder that it’s okay to slow down, recalibrate, and still make serious progress 💪. I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! Episode 255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!) Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
1 274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer* 46:11
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Play Later Play Later Lists Like LikedAdding value to clients is a core value over here at the Efficient Advisor. Today’s episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we’re looking for two things… 1) How much impact does it actually have on your clients?... and 2) What is the difficulty to execute said value add? When I come across something that is lower on difficulty and HIGH on impact… I am here for it and I cannot wait to share it with this community. Today’s guest, Blake Brewer, is something really special. He’s on a mission to help parents create a lasting legacy beyond finances for their children and he partners with financial advisors to help them become indispensable in their clients’ lives. Legacy Letter - which is this awesome idea - was just featured on the Today Show. It’s that cool. And, at the end of the episode I’m going to share with you how I would create a process around this value add and how I would incorporate this into my business themes to increase my client impact. Blake joins us today to share how his father inspired him to help parents create legacies for their children. He discusses the power of words and writing letters and explains how he helps financial advisors make an impact. Get the tissues out… this story is moving. Talk about adding maximum value and impact…. Click Here to Learn More About Legacy Letter Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
1 273: An Alternative to Surge Meetings: What I Call Cluster Meetings 11:24
11:24 Play Later Play Later Lists Like Liked11:24
Play Later Play Later Lists Like LikedI 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 implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! In this episode, we explore an alternative to the high-intensity surge meeting model: Cluster Meetings 🌿. Libby shares how she restructured her calendar to align with her family life, team capacity, and personal energy levels—without sacrificing client experience or business growth 💼. You’ll learn how theming meetings by client segment and spacing them throughout the year can still deliver efficiency, organization, and intentionality—without the burnout. If traditional surge meetings have ever felt like a bad fit, this episode offers a refreshing, sustainable approach that might be just what you need ✨. Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
1 272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis 36:23
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Play Later Play Later Lists Like LikedDo you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer! In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—without becoming tax preparers. What You’ll Learn in This Episode: ✅ Why tax planning is one of the biggest value-adds for financial advisors ✅ How to avoid common tax-reporting mistakes that cost clients ✅ The power of proactive CPA collaboration and how to simplify the process ✅ Easy, actionable tax planning strategies for advisors at every level ✅ How to build repeatable systems for tax conversations all year long Tax planning doesn’t have to be complicated to be impactful. Steven shares simple but effective strategies that will help you educate clients, communicate more effectively with CPAs, and confidently incorporate tax planning into your advisory practice. If you want to elevate your client experience and stand out in the industry, this episode is a must-listen! 🔗 Resources & Links: 📌 Grab the 37-point tax checklist Here ! 📌 Learn more about the RTS Summit Conference Here ! Tune in and take action—your clients (and their CPAs) will thank you! 🎧 Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
1 271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In 14:13
14:13 Play Later Play Later Lists Like Liked14:13
Play Later Play Later Lists Like LikedI 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 implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel ! In this episode we dive into the rough draft meeting—a powerful but often overlooked step in the financial planning process. You’ll learn why pausing before building out final recommendations can save time, reduce misalignment, and lead to faster, more confident client implementation. We unpack how to set up, run, and maximize the impact of this collaborative session, and share real-world examples of how it transforms client conversations. What you will learn in this episode 🤓 Why a rough draft meeting is the best way to confirm you’ve captured all client goals and data correctly How to use early-stage plan previews to surface and refine big-picture priorities (retirement age, second home, education funding) Techniques for presenting multiple strategy options (dividends vs. bucket strategies vs. annuities) and gathering client feedback Ways this meeting boosts buy-in and speeds up implementation by making recommendations familiar before the final presentation Tips for turning the rough draft meeting into a collaborative, high-value experience that clients love Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
1 270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone 53:45
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Play Later Play Later Lists Like LikedAdvisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate! What you'll learn in this episode: The key mistakes advisors make when choosing and using their CRM How to ensure your tech stack aligns with your business goals and client experiences The role of AI and automation in streamlining advisory services Why understanding your ideal client is crucial for scaling your firm How to transition from reactive to proactive client service with smart tech integrations If you've ever wondered whether your tech is working for you—or against you—this episode is a must-listen! Tune in and discover how to make technology your biggest business ally. ----------------------- Register HERE for the Asset+Map Webinar! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
1 269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward 9:44
9:44 Play Later Play Later Lists Like Liked9:44
Play Later Play Later Lists Like LikedI 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 implement in your business right away! In this episode, we're tackling a challenge many financial advisors face: how to politely and confidently communicate that there’s a fee for your time, expertise, and services outside your core offerings. You’ll learn simple, professional phrases you can start using right away to set boundaries—without sounding cold or salesy. We’ll reframe the mindset around charging for “quick” advice and explore how to confidently show the value behind your experience. This episode is your reminder that quick doesn’t mean cheap, and your efficiency is a gift—one worth charging for. ----------------------- Register HERE for the Asset+Map Webinar! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
1 268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout 21:52
21:52 Play Later Play Later Lists Like Liked21:52
Play Later Play Later Lists Like LikedThis week, Libby gets real about burnout, white space, and the power of pressing pause. She shares her journey from soul-level exhaustion to creating an intentional retreat tradition she calls Camp Libby. It’s not about productivity—it’s about reconnecting with yourself, finding margin, and remembering what it feels like to just be. Whether you’re juggling clients, family, or all of the above, this episode is your official permission slip to take a breath. 🌿 What you’ll learn in this episode: Why creating intentional white space isn't a luxury, but a leadership tool How do you not feel guilty about this practice The evolution of “Camp Libby” and how to create your own version (no tent required) Simple ideas to incorporate margin without needing a full-on retreat How white space can reignite creativity, strategy, and your sense of self This isn’t about checking off another to-do. It’s about making space to think, feel, and dream again. Whether you create your own Camp You at a cabin, coffee shop, or quiet room in your house, this episode will inspire you to pause—and protect that pause—like your best ideas depend on it. Because they probably do. 🌸 🎧 So pour the coffee, hit play, and let this episode guide you back to clarity and calm. ☀️ Camp You starts now. What will you do with your time? ----------------------- Register HERE for the Asset+Map Webinar! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
1 267: Stop Doing Annual Reviews Now! And Do This Instead 6:50
6:50 Play Later Play Later Lists Like Liked6:50
Play Later Play Later Lists Like LikedI 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 implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss why it’s time to ditch the traditional “annual review” and what to do instead. You’ll discover how a simple shift in language—from review to strategy session—can elevate your client experience, change the energy in the room, and position you as the proactive guide your clients truly need. 🔥 If you’ve ever wondered how to make your client meetings feel more valuable, purposeful, and exciting—this is the episode for you. Say goodbye to passive reviews and hello to proactive planning that moves the needle. 💡📈✨ ----------------------- Register HERE for the Asset+Map Webinar! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
1 266: Future-Proofing Your Advisory Firm: How to Stay Relevant in an AI - Driven World With Adam Holt 46:48
46:48 Play Later Play Later Lists Like Liked46:48
Play Later Play Later Lists Like LikedIn this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. As technology reshapes the industry, how can advisors stay ahead, continue to deliver exceptional value, and ensure their businesses remain competitive? Adam shares his insights on the challenges advisors face and the strategic shifts necessary to thrive in the future. Key Takeaways: How AI and automation are reshaping financial planning Why relationship currency is no longer enough to retain clients The importance of proactively delivering value before clients ask Strategies for engaging the next generation of clients Rethinking fee structures to align with the modern advisory model Adam and I explore what it takes to remain relevant in an era where technology can generate financial plans in seconds. He challenges advisors to ask themselves: Do my clients see my value as greater than the cost? If not, it’s time for a strategic shift. Tune in to learn how you can future-proof your business and create a client experience that sets you apart. ----------------------- Register HERE for the Asset+Map Webinar! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
1 265: Time Blocking with a Plan: How I Plan My Day to Actually Get Stuff Done 17:18
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Play Later Play Later Lists Like LikedRunning your day with intention doesn’t have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time blocks, writes in specific tasks, and uses structure to create more freedom. Whether you’re in the thick of client meetings or juggling team leadership with family life, this system will help you stop spinning your wheels and start finishing the right things. Here’s how Libby sets herself up to lead each day instead of react to it. What you’ll learn in this episode: How to end the day before with planning the next day out The difference between time blocking and actually assigning tasks How to identify your “Big 3” priorities and protect them The simple gratitude practice that grounds you before the chaos hits How white space can either be intentional—or where productivity goes to die If you’ve ever blocked out time for “admin” and then stared at your screen not knowing what to do next, this episode will give you a simple and powerful shift. Plus, Libby shares the exact planner she uses (spoiler: it’s not the one she used to love). Take 10 minutes tonight, plan tomorrow like a pro, and wake up already ahead. Linked resource: Libby’s current fave → Full Focus Planner Register for the Financial Planning in 10 Minutes Webinar Here! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
1 264: Compliance Made Simple: What You Need to Know & Do! 55:35
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Play Later Play Later Lists Like LikedAre you haunted by your past compliance experiences? You're not alone! In this episode, we sit down with Kent Keister, compliance consultant and founder of Reliant, to demystify the world of compliance for RIAs. Kent brings humor, clarity, and loads of practical wisdom to a topic that usually makes advisors cringe. Whether you're thinking about going independent, already running your own firm, or just want to understand what your Series 7 really does for you (or doesn’t), this conversation is packed with insight and “ah-ha” moments 🙌. Here’s what you’ll learn in this episode: 🔍 The truth about the SEC vs. state regulation (and what that means for you) 📅 What needs to be on your compliance calendar and how often you should update your ADV 💼 Why you might not need your Series 7 anymore—and what you give up if you drop it 💡 How outsourcing compliance can actually free up your time and reduce risk 🔥 Real talk on what happens if you neglect your compliance responsibilities (hint: probably not jail—but still not good) Kent’s approach to compliance is refreshingly practical. He shares how he helps advisors stay ahead of the game without feeling overwhelmed or bogged down in legal jargon 💬. Plus, we wrap with a few of his top productivity hacks as a business owner—including how turning off Outlook can be a game-changer ⏳. Compliance doesn’t have to be scary. It can actually be your firm’s secret weapon for long-term success. Tune in and find out why Kent is the compliance person you actually want to talk to 🤝 Register HERE for the Asset+Map Webinar! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos. And listen, I get it. You want to help these clients. You care . But at the same time, you’re frustrated because they’ve had 15 MONTHS to do this—and you’ve sent the reminders! I can still feel that tension from when I was in the trenches myself. This used to happen to us every year. Until one year, we decided: NO MORE. In this episode, I'm breaking down exactly how we changed our approach so that tax season stopped feeling like a fire drill. I’m sharing actionable tips that you can start implementing now to protect your time, set better expectations, and serve your clients without sacrificing your sanity. Tax season doesn’t have to feel like Groundhog Day in Hell. With a little intention and structure, you can protect your time, deliver great service, and save your team (and yourself) from burnout. Tune into this week’s episode for the full breakdown—and walk away with a plan you can actually use. Let’s make next tax season feel a lot less frantic. You’ve got this! 🎧 Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
1 262: How You Show Up in a Crazy Market Really Matters (And What To Do!) 25:28
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Play Later Play Later Lists Like LikedMarkets are a mess, your inbox is full, and you’re probably feeling like you’re having the same conversation 100 times in a row. Maybe you're exhausted, maybe a little discouraged, and definitely stretched thin between trying to market yourself, stay visible, and manage nervous clients. I see you. This work is hard. I wanted to create a special podcast for you—interrupting our planned content calendar—to address this, because it can feel SO HEAVY! But I want to give you a little mindset shift today—and some tactical things you can do right now to support your clients and your business. This comes from my own experience of managing clients through the 2008 crisis and many ups and downs since then. And, because of the strategies we’re going to talk about, we actually brought on SO MANY clients during down markets—they were our biggest onboarding years because we were proactive and client-centric. 📌 In this episode, you’ll learn: 📞 Why having the same conversation over and over is normal —and how to manage the emotional drain 🧠 The two main reasons clients panic (and how to talk them off the ledge) 🔥 Why silence isn't golden when it comes to client communication 💡 One-to-one and one-to-many strategies for calming fears and staying visible 📈 How down markets can actually be a growth opportunity if you show up intentionally You don’t have to be everything to everyone right now—but you do have to be present. How you show up in times like this becomes a cornerstone of your client experience. And remember, clients are watching closely—now more than ever. So take a breath, pick your message, and keep showing up. You’ve got this. Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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The Efficient Advisor: Tactical Business Advice for Financial Planners
1 261: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster (Efficient Friday!) 13:17
13:17 Play Later Play Later Lists Like Liked13:17
Play Later Play Later Lists Like LikedI 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 implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new! In today’s episode, we’ll discuss: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster 🚀 In this episode, you'll learn how to stop wasting time on small tweaks and start focusing on high-impact actions that actually move the needle in your business. Libby introduces the "Ship It" framework, which helps you assess when to stop perfecting and start executing. You'll discover how to prioritize tasks that have a real impact, like refining processes, using automation, and leveraging AI. 📈🚀✅ Tune in to hear actionable tips on how to stop overanalyzing and start getting things done—because taking action is what leads to real growth! Learn more about the Group Coaching & Mastermind HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Learn more about the Group Coaching & Mastermind HERE ! Check out the Efficient Advisor YouTube Channel HERE ! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.…
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Daily Deals
Daily Deals
Similar to The Efficient Advisor: Tactical Business Advice for Financial Planners
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Hubspot's SVP of Marketing), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
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The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
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Behind every successful business, there’s a story you don’t hear—the sleepless nights, the moments of doubt, and the determination to keep going when everything feels impossible. That’s what Unbreakable Business is all about. Join host Akua Konadu each week as she sits down with entrepreneurs who share the raw, real side of their journey—the roadblocks they faced, the challenges they overcame, and the stories that don’t make the highlight reel, but the the ones that matters the most. If you’ ...
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The Self-Employed Life Podcast (formerly Creative Warriors) provides business and personal development strategies for self-employed business owners that create sustainable success. A community of self-employed and small business owners, entrepreneurs, innovators and ambitious individuals that need creative solutions in business. Being self-employed and a business Warrior is a mindset, a spirit and a challenge. We need a different way of doing business. This is business with a soul. We discus ...
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Hear the stories, learn the proven methods, and accelerate your growth and future through entrepreneurship. Welcome to The Foundr Podcast with Nathan Chan. About the show: For over a decade, The Foundr Podcast with Nathan Chan has been a leading entrepreneurship podcast for open-book conversations with, by, and for founders. Whether you're starting, building, or dreaming about your business, The Foundr Podcast is where you can access experienced founders who've been in your shoes to learn th ...
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Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
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Welcome to Why That Worked – Presented by StoryBrand.ai. Have you ever wondered why some brands, trends, or products become massive successes while others fade away? That’s exactly what this podcast explores. Hosted by Donald Miller, creator of the StoryBrand Framework, and co-hosted by Kyle Reed, each episode dives into the strategies behind the world’s biggest wins, breaking them down into clear, actionable insights you can use to create your own success. Discover how to craft clear and ef ...
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The Life Coach School Podcast is your go-to resource for learning, growing, and becoming certified as a Life Coach & Weight Loss Coach. Through this podcast, you'll hear directly from the Master Coach Brooke Castillo to help you better understand life coaching, the required skills and mindsets, and how we focus on serving the client to get them the results they seek. At The Life Coach School, we offer a thorough and intense certification course that produces some of the most successful coach ...
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