Returning to the show for this episode is former financial advisor and active rockstar advisor coach, Libby Griewe. Libby shares from her experience of being an advisor and coaching other advisors on how tax planning can be incorporated to deliver massive value over multiple years. In fact she highly recommends that Advisors take that approach because it creates the best experience for the client. Listen to the end to hear about the exciting opportunity now available through Libby's Efficient Advisor coaching program.

https://bit.ly/43uyVJ4