Frequently Asked Questions: In today’s episode, Libby dives into all the details of the Systems to Scale Group Coaching Program. Today she will cover:What is the delivery format?How much time do I need to commit to the program to get the most out of it?Can my team join me for free? (Hint: YES!)What will we cover?How often and when do we meet?Who is this program right for? Who is it not right for?What can I expect?Libby invites you to join us to participate in the next round of the Systems to Scale Group Coaching & Mastermind! Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

It’s Week 5 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!In Week 5…it’s all about creating processes for SCALING your processesThis week we’ll talk about: How do identify which pieces of your process are the easiest to scaleHow to design the right role for YOUR businessCrafting 3-year plan to scaleDon’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!-----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business -  Level 4 of the Systems to Scale Framework---------LINKS FROM THIS EPISODE:Download the Systems to Scale Framework Here!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Systematize! Just the word alone gives me tingles up and down my spine. It’s no surprise, but it’s one of my favorite layers of my Systems to Scale Framework. Why? Because this is where we build upon all of the previous weeks and it all comes together. This is where we get real about automation, delegation, deletion, and streamlining. In this episode, we’ll dive into:Time-management techniques to implementHow to automate, delegate, delete, and streamlineWhy you need a recommendations templateSOPs, templates, & checklists GALORE!Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!-----------------------Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall---------LINKS FROM THIS EPISODE:Download the Systems to Scale Framework Here!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

But what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTSWe are stepping away from the S2S Framework this week, because the end of the year is coming, and we’ve got a small window of time to maximize your own tax savings before the end of the year. If you’re anything like me, the end of the year was all about the clients. Scrambling to get their Roth conversions done, tax harvesting, QCDs, and all the things. My own taxes were in the back of my mind, but everyone else came first. I did an episode a few months ago with a tax strategist that works with your clients… but what about a tax advisor for advisors!? Well, today I am going to introduce you to my friend Catherine. Her CPA firm specializes in doing tax strategy and advice for financial advisors. In this episode, we’re digging into:  Common Tax Mistakes Financial Advisors Make—and How to Avoid ThemYear-End Tax Strategies: How Advisors Can Maximize Savings Before December 31stWhat is a Healthy Profit Margin for an Advisory Business?The Power of Proactive Tax Planning for your Firm - What A CPA Relationship Should Look LikeThis episode is just for you, Advisors. An opportunity to take a step back and make sure you are taking care of your own business and your own strategy.-----------------------LINKS FROM THIS EPISODE:Connect with Catherine here! Catherine’s Website   dominiones.com Watch Catherine’s Podcast here!Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

It’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!In Week 3…it’s all about creating processes for ATTRACTING your ideal client avatar and making it EASY for them to choose to do business with you.This week we’ll talk about: Productizing your offerings (How to package and price your services)Building out your “How Story” (Free Download!)Updating your brand story across all marketing channelsCreating social media starts based off your brand pillars and how storyGetting started in video!!!!Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!-----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Episode #052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce IndecisionEpisode #062 (and Download!): Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia LuperJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items from Tuesday's podcast: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework---------LINKS FROM THIS EPISODE:Download the Systems to Scale Framework Here! Book Recommendation: Built to Sell by John WarrilowEpisode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna LawsJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

It’s Week 2 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. In Week 2…it’s all about creating some of my favorite processes.This week we’ll talk about: Building out your start-to-finish financial planning process (my favorite!!!!)How to distill these processes down into SOPs and get it documentedDesigning your client experience process (another favorite!)How to create SOPs and a documented client experienceEstablishing your client service model These five steps are some of the most CRUCIAL processes for having a business that is scalable and organized. Don’t forget to download the Systems to Scale Framework™ HERE! ----------------------LINKS FROM THIS EPISODE:Sign Up for the Systems to Scale Group Coaching & Mastermind Here!Book Recommendation: Built to Sell by John WarrilowEpisode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna LawsJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized them for you! This is the framework that we work off of for our group coaching program… which kicks off January 9th, 2025, and the signups for that start THIS WEEK! Essentially, there are 6 layers that these processes fall into, so I think of it like a cake. Each layer has its own ingredients and when you add all the right ingredients in the right order, layer after layer, you end up with a super sweet delicious business—and a life that you love. Over the next 6 weeks together we’re going to dive into each of these 6 levels. There are: Define, Create, Attract, Systematize, Scale, and Lead. Each week we’ll walk through the layer, and what’s involved, I’ll give you a roadmap to build out that level. In today’s episode, I describe each of the 6 levels of the System to Scale Framework™ and we’ll dive right into the first level… DEFINE. Throughout this series, I’m throwing a bunch of resources, guides, templates, etc at you! These are some awesome resources to help you build out each of these levels in your business. ------------LINKS FROM THIS EPISODE:Join the Systems to Scale Group Coaching & Mastermind HERE!Episode #8: Elevate your Elevator Pitch & Worksheet - Here!Episode #10: How to create a laser-focused marketing message that speaks directly to your ideal client & Workbook - Here!Episode #30: How to add lighter fluid to all your conversations with Deirdre Van Nest - Here! Scale 2 The Top with Dr. Lyman Montgomery Welcome to Scale 2 the Top," the essential podcast for business leaders and HR...Listen on: Apple Podcasts   SpotifyJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect 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.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!