Podcast Episodes
Back to Search195: Project Management vs Client Tasks with Guest Lauren Hong
Episode 195
Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them al…
2 years, 1 month ago
194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
Episode 194
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…
2 years, 1 month ago
193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
Episode 193
Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that y…
2 years, 1 month ago
192: Ideas to Implement - Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor
Episode 192
VEach week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but alwa…
2 years, 1 month ago
191: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor
Episode 191
One of the hardest roles advisors face is helping a potential client “break up” with their previous advisor. It can get awkward, dicey, and downright…
2 years, 1 month ago
190: Ideas to Implement - Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
Episode 190
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…
2 years, 2 months ago
189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
Episode 189
Burnout is real! We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of your …
2 years, 2 months ago
188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
Episode 188
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…
2 years, 2 months ago
187: *REPLAY* How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
Episode 187
You’ve heard it before…you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100…
2 years, 2 months ago
186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time
Episode 186
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…
2 years, 2 months ago