Podcast Episodes
Back to Search275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track
Episode 275
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 yo…
1 year, 1 month ago
274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer*
Episode 274
Adding value to clients is a core value over here at the Efficient Advisor. Today’s episode is going to be a game changer for you when it comes to a …
1 year, 1 month ago
273: An Alternative to Surge Meetings: What I Call Cluster Meetings
Episode 273
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 yo…
1 year, 1 month ago
272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis
Episode 272
Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive va…
1 year, 1 month ago
271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In
Episode 271
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 yo…
1 year, 2 months ago
270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone
Episode 270
Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian J…
1 year, 2 months ago
269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward
Episode 269
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 yo…
1 year, 2 months ago
268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout
Episode 268
This week, Libby gets real about burnout, white space, and the power of pressing pause. She shares her journey from soul-level exhaustion to creating…
1 year, 2 months ago
267: Stop Doing Annual Reviews Now! And Do This Instead
Episode 267
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 yo…
1 year, 2 months ago
266: Future-Proofing Your Advisory Firm: How to Stay Relevant in an AI - Driven World With Adam Holt
Episode 266
In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven lan…
1 year, 2 months ago