The Efficient Advisor: Tactical Business Advice for Financial Planners

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 marketingHow to use video at different stages of the client journeyThe biggest mindset blocks stopping advisors from using video (and how to overcome them)Simple strategies to make video a seamless part of your business operationsBest practices for using video on your website, social media, and in client communicationsUsing 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 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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.

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 valuesHow to help clients set goals that actually resonate with themThe science behind forming long-term habits and staying committedWhy rules and automation are more effective than willpower aloneHow social accountability can dramatically improve financial decisionsSo 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!

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

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….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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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

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! 

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

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 experiencesThe role of AI and automation in streamlining advisory services Why understanding your ideal client is crucial for scaling your firmHow 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!Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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!Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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.

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.

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 planningWhy relationship currency is no longer enough to retain clientsThe importance of proactively delivering value before clients askStrategies for engaging the next generation of clientsRethinking fee structures to align with the modern advisory modelAdam 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!Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Running 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 outThe difference between time blocking and actually assigning tasksHow to identify your “Big 3” priorities and protect themThe simple gratitude practice that grounds you before the chaos hitsHow white space can either be intentional—or where productivity goes to dieIf 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 PlannerRegister for the Financial Planning in 10 Minutes Webinar Here! Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Are 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

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!

Markets 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.

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: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster

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 CEO Day for strategic planning and long-term success.We will cover:Reflection questions you need to askThe 5 areas of your business that you need to assess as CEOThe Start, Stop, Continue frameworkLibby's Flexible Goal Setting strategyAnd how to break down 90-day goals into mile markersYou'll walk away with some very specific tactics and exercises to really help you move the needle in your business! Episodes Mentioned:#96: A Simple Tool to Create the Right Momentum in Your Business (Start, Stop, Continue)#243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1#244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2Learn 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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: 

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.

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:

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 rateHow creating a killer client experience helped me work lessWhy picking a niche was critical to our efficiency and how it drives referralsBeing okay with pushing back on clients' calendars and fitting them into MY model weekHow I organized my time, built a team,  AND SO SO MUCH MORE-----------------------Connect with Amber on LinkedIn HERE!Check out Amber's website 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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: The 3-Goal Strategy: A Proven System to Get More Done in Less Time

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!

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 conversations more collaborative.

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 takeaways from this episode:

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!

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 mistakes that lead to asset attrition, and create an experience that resonates with both partners in a household. Jackie shares powerful insights and actionable strategies to help advisors future-proof their practices and build deeper, lasting relationships with women investors.

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 can determine if it's time to refine your approach, shift your focus, or even cut out initiatives that no longer serve your clients.Key takeaways from this episode:How to use the Impact Score (1-4 scale) to evaluate meetings, webinars, events, and client touchpointsWhy some of your long-standing service offerings may no longer be as valuable as you thinkThe power of "killing your darlings"—eliminating low-impact, high-effort activities to free up resourcesA step-by-step process to audit your service calendar and maximize value for your clientsHow to shift your time and energy toward more high-impact activities that create real client engagementBy the end of this episode, you'll have a clear framework to assess whether your efforts are truly moving the needle or if it's time to redirect that energy elsewhere. Let's make sure every touchpoint in your client experience is purposeful, impactful, and worth your time!-----------------------Episode 106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake BrewerEpisode 182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John SchererEpisode 95: 4 KPIs to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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.

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 now helps advisors maximize the value of their firms—whether they're looking to sell, acquire, or simply increase profitability. We dive into the key numbers that matter, the biggest mistakes advisors make, and how to position your business for a lucrative exit.

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 you measure success in your business.What You'll Learn in This Episode:Why traditional KPIs might be holding you back and how to identify the ones that actually matter.What an Impact Score is and how it can help you measure your effectiveness with clients, your team, and your overall business.How to shift from “procrastination masquerading as productivity” to tracking metrics that create real results.A fresh framework for stepping into the CEO role and aligning your focus with the areas that drive referrals, improve client experiences, and increase profitability.If you're ready to rethink how you work on your business, tune in now and let's dive into what truly makes an impact!-----------------------Episode #106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake BrewerRegister for the AI Made Easy webinar with Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Download the Family Tree Template HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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 finance actually makes your financial planning process more efficient! She gives us very tactical advice (think specific things you can say and do) to integrate behavioral finance into our client relationships without it coming across as weird or jarring. And, if you're one of those advisors that is worried about AI taking over you job, this is where you can use your humanity to differentiate yourself. In this episode we cover:What IS behavioral finance and how do we make it not feel too ‘woo woo'What language do we use and where do we use it?What kinds of questions can we ask to get into deep conversations with our clients?Does it ACTUALLY improve the quality of financial advice we are delivering?And, so much more!-----------------------Register for the AI Made Easy webinar with Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Download the Family Tree Template HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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 business serving my goals and my life the way I want it to?*  Whether you've already planned your year or feel like you're winging it, this episode is packed with actionable ideas you can use to rethink and refine your business strategy.  Here's what you'll get from today's episode: 1️⃣ Clarity on how to refocus your energy on the most impactful areas of your business so you can work fewer hours while achieving more.  2️⃣ How to identify and address pain points in your business—because the cracks in your foundation often hold the key to your biggest growth opportunities.  3️⃣ Lessons learned from overcommitting and how to keep shiny-object syndrome from derailing your progress.  4️⃣ Tips for setting quarterly goals that are specific, actionable, and aligned with your long-term vision for your practice.  5️⃣ How to pivot with purpose, whether you're considering new offers, refining your services, or simply taking time to enhance what you've already built.  Let's dive in! -----------------------Register for the AI Made Easy webinar with Beemo Automation HERE! Learn more about the Group Coaching & Mastermind HERE! Download the Family Tree Template HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Happy New Year!

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:Download the Systems to Scale Framework Here!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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 roles you have as CEOHow to modernize your org chartEstablishing the right next step for your businessDon't forget to download the Systems to Scale Framework™ HERE! You don't even need to enter your email. It's just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!-----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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 for?What can I expect?Libby invites you to join us to participate in the next round of the Systems to Scale Group Coaching & Mastermind! Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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 processesThis week we'll talk about: How do identify which pieces of your process are the easiest to scaleHow to design the right role for YOUR businessCrafting 3-year plan to scaleDon't forget to download the Systems to Scale Framework™ HERE! You don't even need to enter your email. It's just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!-----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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:Download the Systems to Scale Framework Here!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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 to implementHow to automate, delegate, delete, and streamlineWhy you need a recommendations templateSOPs, templates, & checklists GALORE!Don't forget to download the Systems to Scale Framework™ HERE! You don't even need to enter your email. It's just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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 Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

But what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTSWe are stepping away from the S2S Framework this week, because the end of the year is coming, and we've got a small window of time to maximize your own tax savings before the end of the year. If you're anything like me, the end of the year was all about the clients. Scrambling to get their Roth conversions done, tax harvesting, QCDs, and all the things. My own taxes were in the back of my mind, but everyone else came first. I did an episode a few months ago with a tax strategist that works with your clients… but what about a tax advisor for advisors!? Well, today I am going to introduce you to my friend Catherine. Her CPA firm specializes in doing tax strategy and advice for financial advisors. In this episode, we're digging into:  Common Tax Mistakes Financial Advisors Make—and How to Avoid ThemYear-End Tax Strategies: How Advisors Can Maximize Savings Before December 31stWhat is a Healthy Profit Margin for an Advisory Business?The Power of Proactive Tax Planning for your Firm - What A CPA Relationship Should Look LikeThis episode is just for you, Advisors. An opportunity to take a step back and make sure you are taking care of your own business and your own strategy.-----------------------LINKS FROM THIS EPISODE:Connect with Catherine here! Catherine's Website   dominiones.com Watch Catherine's Podcast here!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

It's Week 3 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 3…it's all about creating processes for ATTRACTING your ideal client avatar and making it EASY for them to choose to do business with you.This week we'll talk about: Productizing your offerings (How to package and price your services)Building out your “How Story” (Free Download!)Updating your brand story across all marketing channelsCreating social media starts based off your brand pillars and how storyGetting started in video!!!!Don't forget to download the Systems to Scale Framework™ HERE! You don't even need to enter your email. It's just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!-----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Episode #052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce IndecisionEpisode #062 (and Download!): Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia LuperJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework---------LINKS FROM THIS EPISODE:Download the Systems to Scale Framework Here! Book Recommendation: Built to Sell by John WarrilowEpisode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna LawsJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

It's Week 2 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. In Week 2…it's all about creating some of my favorite processes.This week we'll talk about: Building out your start-to-finish financial planning process (my favorite!!!!)How to distill this processes down into SOPs and get it documentedDesigning your client experience process (another favorite!)How to create SOPs and a documented client experienceEstablishing your client service model These five steps are some of the most CRUCIAL processes for having a business that is scalable and organized. Don't forget to download the Systems to Scale Framework™ HERE! You don't even need to enter your email. It's just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Book Recommendation: Built to Sell by John WarrilowEpisode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna LawsJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

This week we are kicking off a podcast series! As you may or may not know, I have a framework that I've developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I've taken all the big processes and micro processes and have organized them for you! This is the framework that we work off of for our group coaching program… which kicks off January 9th, 2025, and the signups for that start THIS WEEK! Essentially, there are 6 layers that these processes fall into, so I think of it like a cake. Each layer has its own ingredients and when you add all the right ingredients in the right order, layer after layer, you end up with a super sweet delicious business—and a life that you love. Over the next 6 weeks together we're going to dive into each of these 6 levels. There are: Define, Create, Attract, Systematize, Scale, and Lead. Each week we'll walk through the layer, and what's involved, I'll give you a roadmap to build out that level. In today's episode, I describe each of the 6 levels of the System to Scale Framework™ and we'll dive right into the first level… DEFINE. Throughout this series, I'm throwing a bunch of resources, guides, templates, etc at you! These are some awesome resources to help you build out each of these levels in your business. ------------LINKS FROM THIS EPISODE:Join the Systems to Scale Group Coaching & Mastermind HERE!Episode #8: Elevate your Elevator Pitch & Worksheet - Here!Episode #10: How to create a laser-focused marketing message that speaks directly to your ideal client & Workbook - Here!Episode #30: How to add lighter fluid to all your conversations with Deirdre Van Nest - Here! Scale 2 The Top with Dr. Lyman Montgomery Welcome to Scale 2 the Top," the essential podcast for business leaders and HR...Listen on: Apple Podcasts SpotifyJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Today, we're diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year's letter.Really, Libby? A letter is going to make a difference? ABSOLUTELY, but the catch is you have to include the right things. It's easy for clients to lose sight of all the work you do behind the scenes, but a well-crafted New Year's letter can change that. In this episode, I'll guide you through exactly what to include in a letter that not only recaps the services and support you provided over the past year, but also shows clients the value you bring to their lives.Plus, we'll cover how to preview upcoming changes and improvements in a way that builds excitement and trust. We want your clients to ooze with appreciation over 2025 and excitement for working with you in 2025!In this episode we'll cover: How to use an Impact Score to rate your Client Service Model. How to use this letter to reinforce the Behind-the-Scenes work that you do, reminding them of the value you bringSet expectations and build excitement for 2025 and the changes that come along with a new year in your businessAnd, SO MUCH MORE!Ready to take your client communications to the next level? I'll share tips and resources to help you craft a New Year's letter that's personalized, impactful, and memorable. Join the Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

When I was running my practice, I dreamed of having a tax professional who would do actual tax strategy. Like WAY MORE than just getting behind my Roth conversions or more traditional ideas like QCDs, but someone that could actually sit down with my clients and tell them if they should buy their car through their business, tell them what type of entity they should be, help my boring W-2 clients find clever ways to strategize to save tax dollars well in advance of tax season, figure out a way for them to deduct their Starbucks obsession (and she shares this story in this episode), or if doing an AirBnB makes sense for their lake house… you know what I'm talking about a TAX STRATEGIST… not just a CPA. Enter, Shauna the Tax Goddess. Yes, that's the name of her company and she's known as the Tax Goddess because she is one of the most highly credentialed tax strategists in the United States. In this episode, Shauna gives us a glimpse into the world of tax strategy and how they help advisors' clients get creative and save boatloads of tax dollars without getting into the gray area of the tax code.  We get into: How having deeper conversations leads to unique tax savings opportunitiesHow to turn a hobby into a potential business for your clientsWhat the IRS considers reasonable… and Shauna shares an example that might floor you as it did me!How tax strategy differs from tax preparation and basic tax ideasIf nothing else, you will be entertained by this episode!Schedule a time to learn more about The Tax Goddess and what they can do for your clients! Join the Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

We've all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn't actually do or complete any of the major things you needed to do. YET, you felt slammed all day! So here's the questions we're going to seek answers to today… How do you ACTUALLY get things done in your time blocks without getting distracted? What do you do if your energy is off and you just don't feel like doing that thing you had scheduled? How do you manage your time when random tasks and crap just pop up in your business that you have to deal with? How do you not get sucked into the vortex that is random to dos, being all over the place, and juggling all the balls? I mention it all the time–that to scale your business you have got to scale yourself first…. These are the questions I hear from advisors in our coaching and these are certain questions I had for myself that I had to test, try, tweak, and seek out answers to for myself in my own business. In today's episode, I am going to share EIGHT tips & tricks I uncovered over my nearly 2 decades in the business that worked for me when it came to actually getting done what I was supposed to… when I was supposed to do it. This includes a rapid-fire power hour, iron butt time, and the Pomodoro method. Intrigued? Let's go… ---------------Links from Today's Episode:Grab the guided Brain Dump PDF here!Join the Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!