The Efficient Advisor: Tactical Business Advice for Financial Planners

329: How Small Shifts Helped Eva 5X Her Practice (and Transform Her Client Experience)

11 snips

Dec 9, 2025

Eva Stukenberg, a financial advisor and founder of Bloom Financial Associates, shares her journey of intentional growth in her practice, achieving a remarkable 5X increase. She discusses the power of mindset shifts, emphasizing questions like 'Why not me? Why not now?' that can transform perspectives. Eva highlights practical systems for client engagement, from personalized experiences to effective team dynamics. The conversation delves into aligning business practices with personal values, prioritizing self-care, and creating memorable client interactions through thoughtful events and communication.

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INSIGHT

Momentum From Small Shifts

Small, consistent shifts compound into big momentum like a flywheel rather than one big leap.
Eva credits mindset shifts and many small process improvements for 5X growth over years.

ADVICE

Ask 'Why Not Me? Why Not Now?'

Ask yourself "Why not me? Why not now?" to open possibilities without overcommitting.
Use that question to reframe timing and ambition for business growth.

ADVICE

Decide What You're Running

Decide whether you're running a business, hobby, or charity and make choices accordingly.
Remember every yes is a no to something else and protect personal priorities like family.

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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.

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