Podcast Episodes
Back to Search355: Stop Overwhelm in Its Tracks - 5 Steps to Take Control
Episode 355
Imagine your inbox is multiplying like rabbits, your calendar looks like a jigsaw puzzle, and every client seems to need you yesterday. Overwhelm is …
3 months, 1 week ago
353: The 4 Pillars of Advisor Independence (and What It Really Takes to Make the Leap)
Episode 353
In this episode, I sit down with Rob Bartenstein (President) and Scott Wilson (Senior Managing Partner), the co-founders of Kestra Private Wealth Ser…
3 months, 2 weeks ago
352: Stop Assigning Client Homework: A Better Way to Gather Data and Move Plans Forward Faster
Episode 352
In this episode, Libby explores one of the most common sources of friction inside advisory firms: the homework advisors give their clients. While ass…
3 months, 3 weeks ago
351: Want More Referrals? Try This 3-Step Conversation
Episode 351
In this episode, Libby and Robyn Crane tackle a topic that makes a lot of advisors uncomfortable: referrals. But instead of rehashing outdated script…
4 months ago
352: The Secret Currency That Makes Employees Want to Stay
There are many forms of compensation that matter to employees. Salary, benefits, and bonuses often get the most attention, but they are not the only …
4 months ago
350: Client Meetings Running Long? Here’s the Fix.
Episode 350
In this episode, Libby shares 5 practical ways financial advisors can keep client meetings running on time — starting on time and, just as importantl…
4 months ago
349: 12 Marketing Strategies to 5X Your Advisory Business (Without Social Media Ads)
Episode 359
In this episode, Libby sits down with advisor Matt McManus to unpack exactly how he 5X’d his business in five years. But this isn’t a story about fla…
4 months, 1 week ago
348: Conference Season: A Simple Framework to Get Measurable Results
Episode 348
Conference season is one of the most energizing times of the year for financial advisors. From fresh marketing ideas to meaningful connections and le…
4 months, 1 week ago
347: How to Cut Your Email Time in Half (Without Ignoring Clients)
Your inbox is either running your day… or you are. 📥⏳
In this episode, Libby tackles the silent productivity killer inside most advisory firms: email.…
4 months, 2 weeks ago
346: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!)
Episode 346
In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast ho…
4 months, 3 weeks ago