The Efficient Advisor: Tactical Business Advice for Financial Planners

In this episode, Libby dives into the critical elements of a successful CEO Day for financial advisors. Focusing on how to effectively review the first quarter, Libby shares strategies and tips for evaluating business performance, setting goals, and preparing for the next phase. Whether you're a seasoned advisor or new to the business, this episode will guide you in making the most of your CE...

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 Chann...

Running a successful financial advisory firm isn't just about growing your client base—it's about attracting the right clients. In this episode, I sit down with Maddy Roche to explore the power of intentional prospecting, refining your ideal client profile, and creating a process that makes client acquisition smoother and more fulfilling. 🚀 Things you'll learn in this episode: How...

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 Chann...

In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression.  So today we dive into: How I more than quadrupled my hourly rate How creating a killer client experience...

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 Chann...

In this episode, I sit down with Niki Clark, a marketing expert specializing in financial advisors. We dive into how AI is revolutionizing the way advisors manage their businesses and why embracing new technologies can lead to greater efficiency and success. If you're curious about how AI can work for you, this episode is a must-listen! 🔹 What You’ll Learn: How AI tools can help financial ad...

In this week’s Efficient Friday, we’re diving into two simple yet powerful phrases that can transform the way you communicate with clients. Whether you're setting boundaries or handling objections, these small language tweaks can make a big impact. By making just a slight adjustment in how you frame your responses, you can create stronger client relationships, improve understanding, and make...

Artificial intelligence is transforming the financial advisory space faster than ever. In this episode, Ben Olsen of Bmo Automation returns to break down the latest AI advancements, how advisors can leverage them, and why ignoring AI is no longer an option. From automating client communication to optimizing workflows, Ben shares real-world strategies for integrating AI into your practice. Key take...

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 Chann...

Women will influence over $34 trillion in assets by 2030, yet many financial advisors still overlook a crucial reality: women are not a niche—they are half the population. In this episode, I sit down with Jackie Wilkie of First Trust Portfolios to discuss why every advisor needs to rethink how they engage with female investors. We dive into how to better connect with women clients, avoid common mi...

Are you doing things in your business just because you think you're supposed to? Too often, financial advisors continue running the same client service playbook without questioning its true value. In this episode, we introduce an unconventional KPI—your Impact Score—to help you evaluate whether your client service efforts are making a real difference. By measuring both impact and effort, you...

Ready to supercharge your efficiency with AI the easy way? In this episode, I sit down with AI consultant and former financial advisor Ben Olsen to explore how AI is revolutionizing the financial planning industry. We dive into practical applications that can help advisors become more efficient, boost profitability, and enhance the client experience. 🎧 What You’ll Learn in This Episode: How AI ca...

Thinking about selling your practice someday? Or maybe you're eyeing an acquisition to scale your firm? In this episode, I sit down with Ted Jenkin the "Jerry Maguire" of financial advisors, to break down the smartest strategies for buying, selling, and structuring your business for long-term success. Ted shares insights from his own experience selling Oxygen Financial and how he no...

Are you overwhelmed with tracking endless KPIs that don’t seem to actually move your business forward? You’re not alone. In this episode, I share how I went from drowning in dashboards to focusing on unconventional KPIs that truly matter. It’s time to stop thinking like an advisor and start thinking like a CEO. I’ll introduce you to the Impact Score , one of my favorite tools for transforming how...

Behavioral finance… it can feel like a buzz term. But what it is really? Is behavioral finance really an actual need? How does it REALLY help you as an advisor deliver better financial advice? Where does it show up in your email copy, on your website, and in your meetings? In today’s episode, marriage counselor turned behavioral therapist Ashley Quamme, shares with us how integrating behavioral fi...

What would happen if you hit pause, took a step back, and gave yourself the time and space to reimagine your business? In this week’s episode of The Efficient Advisor, I’m sharing the results of my CEO Day Retreat —a two-day intensive that reshaped how I’ll approach 2025. For financial advisors, it’s easy to get stuck in the grind of daily operations, but what if you took a moment to ask: *Is this...

Happy New Year! 🎉 As we kick off the first podcast of 2025, Libby reflects on her personal and professional journey through 2024 and shares actionable insights from her recent CEO Day retreat. This episode is all about the power of reflection, the hard decisions that shape your business, and how to set yourself up for a successful year ahead. Libby opens up about her unique approach to goal setti...

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business -  Level 4 of the Systems to Scale Framework --------- LINKS FROM THIS EPISODE: Downloa...

It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we're officially wrapping up! In Week 6…it’s all about creating processes for LEADING your business. This week we’ll talk about:  The two...

Frequently Asked Questions: In today’s episode, Libby dives into all the details of the Systems to Scale Group Coaching Program. Today she will cover: What is the delivery format? How much time do I need to commit to the program to get the most out of it? Can my team join me for free? (Hint: YES!) What will we cover? How often and when do we meet? Who is this program right for? Who is it not right...

It’s Week 5 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through! In Week 5…it’s all about creating processes for SCALING your processes This week we’ll talk about:   How do identify...

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business -  Level 4 of the Systems to Scale Framework --------- LINKS FROM THIS EPISODE: Downloa...

Systematize! Just the word alone gives me tingles up and down my spine. It’s no surprise, but it’s one of my favorite layers of my Systems to Scale Framework . Why? Because this is where we build upon all of the previous weeks and it all comes together. This is where we get real about automation, delegation, deletion, and streamlining.  In this episode, we’ll dive into: Time-management techniques...

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall --------- LINKS FROM THIS EPISODE: Download the Systems to Scale Framework Here ! Join the Systems to Sc...