The Efficient Advisor: Tactical Business Advice for Financial Planners

Discover the game-changing concept of rough draft meetings that enhance client collaboration and trust. Learn how presenting early-stage plan previews helps refine priorities like retirement goals and education funding. Explore techniques for giving clients more strategy options to gather valuable feedback. This approach not only boosts buy-in but also expedites the implementation process, making clients feel engaged and informed. Embrace technology to transform your client onboarding and streamline your planning process!

Adrian Johnstone, CEO of Practify, helps financial advisors maximize their tech stack for better client experiences. In this discussion, she highlights common CRM pitfalls and the importance of aligning technology with business goals. Adrian emphasizes the role of AI and automation in transforming services and the necessity of understanding your ideal client for effective scaling. She also shares insights on moving from reactive to proactive client service, making technology an invaluable ally in the advisory landscape.

Discover practical ways for financial advisors to communicate their fees confidently and politely. Learn phrases that help set boundaries without feeling awkward or salesy. Understand the mindset shift needed to see quick advice as an investment rather than a freebie. Embrace your expertise and make others value it too. Engage with a supportive community to enhance your skills further!

Discover the art of creating intentional 'white space' in your life to combat burnout and reignite creativity. The speaker shares their inspiring personal journey to establishing an annual retreat called Camp Libby, emphasizing it’s all about reconnecting with yourself rather than productivity. Learn simple ways to incorporate margin into your daily routine without committing to a full retreat. This is your gentle nudge to take a break, breathe, and protect that pause—because your best ideas thrive in that space.

Discover why it's time to ditch traditional annual reviews in favor of proactive strategy sessions. This shift not only enhances client engagement but also transforms the dynamics of meetings, making them more valuable and exciting. Learn how a simple change in terminology can reposition you as a proactive guide, elevating the overall client experience. Say goodbye to passive reviews and embrace planning that truly makes an impact!

Join Adam Holt, a financial planning and technology expert, as he navigates the shifting landscape of advisory firms in an AI-driven era. He discusses how AI is revolutionizing financial planning, highlighting the need for advisors to enhance their value beyond traditional relationships. Adam emphasizes engaging younger clients, innovative fee structures, and delivering proactive value. He challenges advisors to reassess their worth, proving that staying relevant in today’s market requires adaptation and strategic shifts.

Discover how to run your day with intention using effective time blocking techniques. Learn the difference between general time blocking and assigning specific tasks, and identify your top three priorities to maintain focus. Libby shares a simple gratitude practice to ground you before the chaos begins. Find out how to prevent productivity loss in white space and get a sneak peek of her favorite planner that replaced the one she used to love. Transform your daily routine and wake up ready to tackle the day!

Are you haunted by your past compliance experiences? You're not alone! In this episode, we sit down with Kent Keister, compliance consultant and founder of Reliant, to demystify the world of compliance for RIAs. Kent brings humor, clarity, and loads of practical wisdom to a topic that usually makes advisors cringe. Whether you're thinking about going independent, already running your own firm, or just want to understand what your Series 7 really does for you (or doesn’t), this conversation is packed with insight and “ah-ha” moments 🙌.Here’s what you’ll learn in this episode: 🔍 The truth about the SEC vs. state regulation (and what that means for you) 📅 What needs to be on your compliance calendar and how often you should update your ADV 💼 Why you might not need your Series 7 anymore—and what you give up if you drop it 💡 How outsourcing compliance can actually free up your time and reduce risk 🔥 Real talk on what happens if you neglect your compliance responsibilities (hint: probably not jail—but still not good)Kent’s approach to compliance is refreshingly practical. He shares how he helps advisors stay ahead of the game without feeling overwhelmed or bogged down in legal jargon 💬. Plus, we wrap with a few of his top productivity hacks as a business owner—including how turning off Outlook can be a game-changer ⏳.Compliance doesn’t have to be scary. It can actually be your firm’s secret weapon for long-term success. Tune in and find out why Kent is the compliance person you actually want to talk to 🤝Register HERE for the Asset+Map Webinar!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.

Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos.And listen, I get it. You want to help these clients. You care. But at the same time, you’re frustrated because they’ve had 15 MONTHS to do this—and you’ve sent the reminders! I can still feel that tension from when I was in the trenches myself.This used to happen to us every year. Until one year, we decided: NO MORE.In this episode, I'm breaking down exactly how we changed our approach so that tax season stopped feeling like a fire drill. I’m sharing actionable tips that you can start implementing now to protect your time, set better expectations, and serve your clients without sacrificing your sanity.Tax season doesn’t have to feel like Groundhog Day in Hell. With a little intention and structure, you can protect your time, deliver great service, and save your team (and yourself) from burnout.Tune into this week’s episode for the full breakdown—and walk away with a plan you can actually use. Let’s make next tax season feel a lot less frantic. You’ve got this! 🎧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.

Navigating a chaotic market can feel exhausting, but it’s a prime opportunity for growth. Discover why repeated client conversations are normal and how to handle the emotional toll. Learn the two key reasons clients panic and how to ease their fears. Silence isn’t golden—effective communication is vital. Implement one-to-one and group strategies to boost visibility and client trust. Embrace these challenges, and you could turn downturns into your biggest onboarding years.