Podcast Episodes
Back to Search385: The Resource Organization Hack You'll Wish You Started Years Ago
If you're anything like most financial advisors, you've collected hundreds of valuable resources over the years: articles, calculators, PDFs, client-…
an hour ago
384: The Truth About My 3-Day Workweek (Part 1)
Episode 384
If you've ever wondered what it actually takes to build a successful advisory firm while working fewer hours, this episode pulls back the curtain. Af…
3 days, 1 hour ago
383: The #1 Mistake Advisors Make with Time & Money
Episode 383
If there's one thing every financial advisor says they value, it's time. But when it comes to running our own businesses, many of us make decisions t…
1 week ago
382: How to Maximize the Tools You're Already Paying For
Episode 382
This week, I'm joined once again by Adam Holt, founder of Asset-Map, for a conversation every advisor needs to hear. We dive into one of the biggest …
1 week, 3 days ago
381: My Script To Help You Meet Clients Less Often (Without Losing Them)
Episode 381
One of the hardest conversations advisors have is about changing expectations with long-time clients. If you've created (or maybe inherited) a servic…
2 weeks ago
380: CEO DAY - Your Q2 Business Review Agenda
Episode 380
As advisors, we spend a lot of time working in the business—but not nearly enough time working on the business.
In this episode, Libby pulls back the…
2 weeks, 3 days ago
379: The Client Experience Mistake That Undermines Your Thoughtfulness
Episode 379
If you've ever struggled to come up with meaningful gifts, memorable client experiences, or even remember the little details that matter most to your…
3 weeks ago
378: The 100+ Hour Time Hack For Investment Management
Episode 378
What if you could get back 100 to 200+ hours a year without sacrificing the quality of your investment management?
In this episode, Libby sits down wi…
3 weeks, 3 days ago
377: The CEO Day Mistake Most Advisors Make
Episode 377
As the end of the quarter approaches and the halfway point of the year comes into focus, many advisors are planning CEO Days to step back and think s…
4 weeks ago
376: The 4 Numbers That Reveal If Your Practice Is Actually Getting More Efficient *FREE DOWNLOAD** (Replay)
Episode 376
Efficiency is one of the most common goals financial advisors share, but very few can actually define what it means—or measure it. In this episode, L…
1 month ago