Podcast Episodes
Back to Search235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
Episode 235
But what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTS
We are ste…
1 year, 7 months ago
234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework
Episode 234
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 s…
1 year, 7 months ago
233: Ideas to Implement - How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework
Episode 233
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 alway…
1 year, 7 months ago
232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework
Episode 232
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 s…
1 year, 7 months ago
231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework
Episode 231
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…
1 year, 8 months ago
230: The Client New Year's Letter You Need to Write Now!
Episode 230
Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—…
1 year, 8 months ago
229: Tax Strategy for Your Boring W-2 Clients and Beyond
Episode 229
When I was running my practice, I dreamed of having a tax professional who would do actual tax strategy. Like WAY MORE than just getting behind my Ro…
1 year, 8 months ago
228: 8 Productivity Hacks to Work More Efficiently
Episode 228
We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of the m…
1 year, 8 months ago
227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin
Episode 227
Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that…
1 year, 9 months ago
226: How to Design Your Perfect Schedule - *Replay with Download*
Episode 226
The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here dro…
1 year, 9 months ago