154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond

The Efficient Advisor: Tactical Business Advice for Financial Planners

Player FM - Internet Radio Done Right

הוסף לפני two שנים

תוכן מסופק על ידי Libby Greiwe. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Libby Greiwe או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

Lost Cultures: Living Legacies

1
Bermuda: The Crossroads of the Atlantic 51:57

לפני 23 ימים51:57

הפעל מאוחר יותר

רשימות

לייק

אהבתי

51:57

On the Season 2 debut of Lost Cultures: Living Legacies , we travel to Bermuda, an Atlantic island whose history spans centuries and continents. Once uninhabited, Bermuda became a vital stop in transatlantic trade, a maritime stronghold, and a cultural crossroads shaped by African, European, Caribbean, and Native American influences. Guests Dr. Kristy Warren and Dr. Edward Harris trace its transformation from an uninhabited island to a strategic outpost shaped by shipwrecks, colonization, the transatlantic slave trade, and the rise and fall of empires. Plus, former Director of Tourism Gary Phillips shares the story of the Gombey tradition, a vibrant performance art rooted in resistance, migration, and cultural fusion. Together, they reveal how Bermuda’s layered past continues to shape its people, culture, and identity today. You can also find us online at ⁠travelandleisure.com/lostcultures Learn more about your ad choices. Visit podcastchoices.com/adchoices…

לפני שנתיים 39:11

MP3•בית הפרקים

I am excited to share a few additional resources to piggyback off Episode 137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond.
As I’ve said, being a financial advisor is HARD, but having tested, effective tools and resources will help your business thrive in this fast-paced environment. The Efficient Advisor website is FULL of FREE and some paid resources that I’ve found. I’m excited to share with you what’s out there and where to find them! You’ll see everything from a one-page financial plan masterclass, to a cheat sheet for delegating better, to a letter template that will get those prospects to book that next appointment.
In this episode, I have put together some extra resources that will help you do things:

Better
Faster
Smarter
Cheaper
Easier

Can I get an “A-to-the-Men!”
So, grab a hot cup of joe and tune in to this episode as we dive into the world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease.
—-------------------------------
LINKS FROM THIS EPISODE:
Episodes Mentioned:
Episode #137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond
Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
Webpages Mentioned:
The Efficient Advisor Resource Library
Libby’s Favorite Things
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass

Tailwind Talks
Tailwind Talks is a podcast for high-performing professionals who want to build...

Listen on: Apple Podcasts Spotify

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.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

פרקים

1. 154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond (00:00:00)

2. [Ad] Tailwind Talks (00:10:21)

3. (Cont.) 154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond (00:11:08)

280 פרקים

#Entrepreneur #Business #Marketing #Libby Greiwe

154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond

The Efficient Advisor: Tactical Business Advice for Financial Planners

published לפני שנתיים

שתפו

MP3•בית הפרקים

Better
Faster
Smarter
Cheaper
Easier

Tailwind Talks
Tailwind Talks is a podcast for high-performing professionals who want to build...

Listen on: Apple Podcasts Spotify

פרקים

1. 154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond (00:00:00)

2. [Ad] Tailwind Talks (00:10:21)

3. (Cont.) 154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond (00:11:08)

280 פרקים

#Entrepreneur #Business #Marketing #Libby Greiwe

כל הפרקים

The Efficient Advisor: Tactical Business Advice for Financial Planners

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280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss 46:21

לפני 3 ימים46:21

46:21

Running 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 ! Tailwind Talks Tailwind Talks is a podcast for high-performing professionals who want to build... Listen on: Apple Podcasts Spotify 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem 11:16

לפני 7 ימים11:16

11:16

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! 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 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden 55:55

לפני 10 ימים55:55

55:55

Video 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 ! Tailwind Talks Tailwind Talks is a podcast for high-performing professionals who want to build... Listen on: Apple Podcasts Spotify 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
277: 3 Biohacks That Tripled My Daily Focus and Energy 13:29

לפני 14 ימים13:29

13:29

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! 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 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby 50:07

לפני 17 ימים50:07

50:07

Understanding 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 ! Tailwind Talks Tailwind Talks is a podcast for high-performing professionals who want to build... Listen on: Apple Podcasts Spotify 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 21 ימים16:56

16:56

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! 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 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

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274: The Ultimate Value Add to Make Clients for LIFE Replay with Blake Brewer 46:58

לפני 24 ימים46:58

46:58

Adding 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 Tailwind Talks Tailwind Talks is a podcast for high-performing professionals who want to build... Listen on: Apple Podcasts Spotify 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
273: An Alternative to Surge Meetings: What I Call Cluster Meetings 11:24

לפני 28 ימים11:24

11:24

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! 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 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis 37:10

לפני 4 weeks37:10

37:10

Do 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! 🎧 Tailwind Talks Tailwind Talks is a podcast for high-performing professionals who want to build... Listen on: Apple Podcasts Spotify 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 5 weeks14:13

14:13

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 ! 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 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone 54:32

לפני 5 weeks54:32

54:32

Advisors, 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! Tailwind Talks Tailwind Talks is a podcast for high-performing professionals who want to build... Listen on: Apple Podcasts Spotify 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 6 weeks9:44

9:44

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! 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 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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

לפני 6 weeks21:52

21:52

This 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 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

The Efficient Advisor: Tactical Business Advice for Financial Planners

1
267: Stop Doing Annual Reviews Now! And Do This Instead 6:50

לפני 7 weeks6:50

6:50

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 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 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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 47:35

לפני 7 weeks47:35

47:35

In 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! Tailwind Talks Tailwind Talks is a podcast for high-performing professionals who want to build... Listen on: Apple Podcasts Spotify 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. Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!…

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דומה לThe Efficient Advisor: Tactical Business Advice for Financial Planners

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The Efficient Advisor: Tactical Business Advice for Financial Planners « » 154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond

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154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond

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3. (Cont.) 154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond (00:11:08)

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דומה לThe Efficient Advisor: Tactical Business Advice for Financial Planners

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The Efficient Advisor: Tactical Business Advice for Financial Planners « »
154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond