The Efficient Advisor: Tactical Business Advice for Financial Planners

Sometimes the smallest shifts create the biggest results. In this episode, Libby challenges you to focus on just one tiny habit for 30 days. Drawing inspiration from James Clear’s book Atomic Habits, she shares why less really can be more when it comes to creating lasting change in your business and life. Instead of overloading yourself with too many new goals, this simple framework will help you build momentum, reduce overwhelm, and actually stick with the changes you want to make.Here’s what you’ll learn in this episode:Why one small daily action can transform your business and lifeThe science of compound growth through habits and the “1% better” principleHow identity-based habits drive deeper, more lasting changeThe four keys to creating habits that actually stick (make it obvious, attractive, easy, and satisfying)How to join Libby’s 30-Day Challenge and use the free tracker to stay accountableIf you’ve been feeling pulled in a thousand directions, this episode will help you simplify, focus, and finally see results. Pick one habit, commit for 30 days, and watch how much shifts in your practice and your life.Grab your 30-Day Challenge Download HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect 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.

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!In this episode, we dive into a simple but powerful leadership strategy that can completely transform how you guide your team. If you’ve ever felt overwhelmed by decision fatigue or frustrated that all problems land on your desk, this approach will help shift that dynamic.You’ll learn how to empower your team to bring not just problems, but also two to three potential solutions. This shift encourages ownership, critical thinking, and creativity—ultimately helping your practice run smoother and freeing you up to focus on the bigger picture. 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!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect 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.

In this discussion, marketing expert Robyn Crane shares her transition from a struggling advisor to a seven-figure entrepreneur. She reveals her unique BRAND formula for crafting an authentic personal brand that can outlast AI advancements. Robyn emphasizes the importance of building genuine connections, overcoming self-doubt, and aligning with your ideal client. She highlights the power of personal storytelling in establishing trust and offers practical strategies to stand out in a crowded marketplace while embracing AI as a supportive tool.

It's the little things that make a big difference in business. Discover how tiny daily habits can lead to massive growth. From transforming mornings for productivity to limiting email checks for sanity, the strategies shared are practical and impactful. Learn the importance of having just three goals each quarter, and the power of CEO days for strategic thinking. These techniques not only streamline your work but also help reclaim time for what matters most—family and life outside the office.

Discover how proactive scheduling can elevate your efficiency and reduce stress. Learn the game-changing strategy of incorporating a simple two-week buffer into your calendar. This approach can transform you from reactive to calm and organized. Gain insights on enhancing client experiences while leading effectively. Plus, find out about available coaching programs that can help you implement these transformative practices!

Financial advisor and coach Sten Morgan shares insights on redefining value in advisory services. He emphasizes the importance of charging for advice, not products, and offers practical steps for effective communication and trust-building. Sten discusses the transition from a scarcity to an abundance mindset, showcasing techniques like whiteboarding to simplify complex strategies for clients. He also explores how to create impactful business models that prioritize meaningful client relationships, blending strategy with heart to empower advisors to recognize and communicate their true worth.

Summer chaos blurs work-life boundaries, but there's a way back to efficiency. Discover how to reclaim 10 hours a week by using a themed model week. Lack of structure can stealthily add hours to your workload, and learning to design a schedule that aligns with your energy can transform your productivity. The concept of 'white space' might become your most valuable growth tactic. It's time to create a workweek that fits your life, reduces overwhelm, and allows for intentional living.

Jessica Cole, founder of Synergy Wealth Partners, shares her journey through the turbulent waters of managing a $200M AUM advisory firm. She reveals how a lack of systems led to burnout and imposter syndrome. Jessica emphasizes the transformative power of identifying your Ideal Client Avatar and implementing structured processes. She discusses the benefits of group coaching for support and efficiency, as well as how introductory calls can streamline client discovery. Expect insights, humor, and actionable strategies for financial advisors navigating rapid growth.

Discover the exciting new concept of 'Slingshot Days' to supercharge your month! Libby reveals a powerful question that can shift your focus and drive momentum. Uncover how a single intentional decision can create real progress in your life and business. Whether it's adopting a tiny habit or making a big commitment, learn how to launch yourself into success without waiting for a fresh start. Plus, explore effective tools and coaching programs designed to enhance your client experiences!

In this conversation, Lorie Jones, a seasoned Client Service Associate with over 20 years of experience, shares her strategies for streamlining financial advisory practices. She discusses how to build efficient workflows that save time and enhance client experience. Lorie emphasizes the importance of proactive communication and shares tips for documenting processes, ensuring teams function smoothly. She also touches on balancing formal procedures and flexibility, along with the transformative role of CRMs and automation in boosting productivity and client satisfaction.