This episode features an inspiring conversation between Libby and advisor Eva Stukenberg, who shares her journey from feeling stuck on the hamster wheel to building a thriving, intentional, 5X-growth practice. Eva opens up about the small shifts that created massive momentum, the mindset work that changed everything, and the systems that transformed her team, her client experience, and her quality of life. This episode is packed with practical insights for any advisor ready to move from reactive to proactive, from overwhelmed to organized, and from doing everything to doing only what matters most. 🌱✨

What You’ll Learn in This Episode

• How small, consistent improvements compound into a flywheel of long-term growth 🔄

• The power of defining and designing your business around your ideal client avatar

• Practical systems to move from reactive chaos to proactive preparation

• Ways to elevate your client experience through thoughtful touches and intentional processes 💬

• Why mindset shifts like “Why not me? Why not now?” can change your entire trajectory 🚀

Eva and Libby dig into real examples of how clarity, systems, and intentional decision-making shape both your business and your personal life. From transforming meeting prep and follow-up, to creating emotional, memorable client events, to building the right team around you, this conversation shows what sustainable growth actually looks like for a modern advisor 🎧

If you’re ready to take the long view, make meaningful changes, and design a practice that supports both your clients and the life you want to live, this episode gives you a clear roadmap forward.

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

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.

Three Moves Ahead 642: Anno 117: Pax Romana

Three Moves Ahead

What is Anno 117 and series basics

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