In this episode, Libby shares an unpopular but critical perspective on how financial advisors should think about “future potential” clients. She explains why treating clients based on who they might become leads to burnout, resentment, and misaligned service models—and how this quiet mistake often causes your best clients to subsidize everyone else 💭📊🔥
You’ll learn how to treat clients fairly based on where they are today, protect your time and energy, and create a service model that scales without overcommitting to “someday” promises. If you’ve ever felt overworked or stretched too thin, this episode will hit home.
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!
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