In this episode of The Efficient Advisor, Libby sits down with Jen, a powerhouse financial advisor and mom of four who has tripled her revenue in just three years—all while working only three days a week. Jen shares the mindset shifts, systems, and team-building strategies that allowed her to scale her practice with confidence and ease. This conversation is packed with real, actionable advice for advisors who want to grow their businesses without burning out.
In this episode, you’ll learn:
- How Jen defined her niche and specialized in serving pre-retirees and widowed women to grow her practice faster.
- The key systems and templates that freed her time while improving client service and consistency.
- Why hiring the right team members—even when it’s scary—is essential to scaling sustainably.
- How creating a “model week” transformed her time management and family balance.
- The importance of investing in coaching, continued learning, and accountability to reach new levels of success.
As Libby and Jen reflect on their years of coaching together, they show what’s possible when you put in the work, trust the process, and build your business intentionally. You’ll walk away inspired to simplify, systematize, and scale—while still having time for the people and things you love most.
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