Podcast Episodes
Back to Search093: 7 Processes Every Advisory Business Needs
Episode 93
Almost every day I get an email or a message asking me "Libby, where do I even start in building out my systems and processes?"
We first have to ask, …
3 years, 5 months ago
092: What Business Data to Track in 2023… and How to Actually Use It (w/ Erica Pauly)
Episode 92
As business owners, we all know we’re supposed to track data… and use it to do something. But what do we track and how do we use that data to make in…
3 years, 5 months ago
091: When a Prospect Says "I'm Interviewing Several Advisors" and What to do About It
Episode 91
Your prospect says they enjoyed meeting you, but that they are going to interview several advisors and get back to you... how do you make sure that Y…
3 years, 6 months ago
090: Software Output, Deeper Conversation, & Staying Ahead of the Curve in Your Business with guest Adam Holt
Episode 90
Financial advice has changed a lot in the last several decades… and it’s going to keep evolving and changing. So today, we’re talking about the futur…
3 years, 6 months ago
089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi
Episode 89
How do you feel about charging for a prospect meeting? Yes, literally the first time you ever meet with someone, having them pay you for your time. …
3 years, 6 months ago
088: Ideas to Implement: Creating a Distraction-Proof Practice
Episode 88
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask fo…
3 years, 6 months ago
087: Creating a Distraction-Proof Practice with Guest Paul Kingsman
Episode 87
Do you ever wish that you had the ability to laser focus on your business and eliminate all those pesky distractions? I've got Olympic medalist-turne…
3 years, 6 months ago
086: Ideas to Implement: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? With Guest Alanah Philips
Episode 86
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask fo…
3 years, 6 months ago
085: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? With Guest Alanah Philips
Episode 85
You love the business you built… but do you ever wonder if you are at the right place? Every firm, broker dealer, or RIA platform has its pros and co…
3 years, 6 months ago
084: Ideas to Implement -Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023
Episode 84
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask fo…
3 years, 7 months ago