Podcast Episodes
Back to Search345: What Kind of Profit Margin Should Your Financial Advisory Business Have?
Episode 345
Revenue growth can feel exciting—but if you don’t know your margins, you’re flying blind. 💸 In this episode, we break down the difference between lev…
4 months, 3 weeks ago
344: Vanilla to Vibrant: How to Build a Brand That Attracts Dream Clients with Nicole Burdick
Episode 344
My guest, Nicole Burdick, took her brand from vanilla to vibrant—and in this episode, she walks through exactly how she built a brand (and a practice…
5 months ago
343: The 85% Wake-Up Call Every Advisor Needs to Hear
Episode 343
In this quick Efficient Friday episode, Libby breaks down a stat that should stop every advisor in their tracks: 85% of clients have thought about sw…
5 months ago
342: No One Warned You About This Part of Business Ownership (Here’s How to Handle It) with Hannah Moore
Episode 342
Running a financial advisory firm often looks appealing from the outside: freedom, flexibility, and income potential. But the reality of being a true…
5 months, 1 week ago
341: A Simple Trick to Keep AI From Killing Your Client Experience
Episode 341
In this episode, Libby Greiwe shares a practical perspective on using AI in your advisory practice without sacrificing authenticity 🤖. You’ll hear a …
5 months, 2 weeks ago
340: Thinking About Making a Move? The Questions Every Advisor Should Ask First with Shelby Nicholl
Episode 340
In this episode, Libby sits down with transition expert Shelby to unpack the increasingly complex landscape of advisor independence. With more channe…
5 months, 2 weeks ago
339: Your 2026 Personal Development Plan
Episode 339
This Efficient Friday, Libby challenges financial advisors to think beyond org charts and revenue and focus on something even more powerful: personal…
5 months, 3 weeks ago
338: How He Built 80% of His Business on LinkedIn with Mando Sallavanti III
Episode 338
In this episode, Libby sits down with Mando to unpack how financial advisors can intentionally use LinkedIn as a repeatable marketing and prospecting…
5 months, 3 weeks ago
337: Hiring in 2026? My Best Advice & The Most Common Mistake I See
Episode 337
Hiring doesn’t have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong w…
6 months ago
336: Your 2026 Game Plan to Implement
Episode 336
In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now…
6 months, 1 week ago