Podcast Episodes
Back to Search325: From Advisor to CEO: Todd’s Journey to a More Scalable, Organized Practice
Episode 325
In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practic…
7 months, 2 weeks ago
324: Year-End Tax Letter: A Simple System That Saves Your Clients (and You) Time
Episode 324
In this episode, you'll learn how to create a simple, high-value year-end tax letter that makes tax season easier for your clients, their CPAs, and y…
7 months, 2 weeks ago
323: How This Advisor Cut to a 3-Day Workweek and Leveled Up Everything - Part 2
Episode 323
Creating a business you love doesn’t have to be a fantasy, and in this episode, Libby brings back her best friend and long-time advisor Jen for a rea…
7 months, 3 weeks ago
322: One Word to NEVER Say in Front of Clients
Episode 322
Ever stop to think how one small word can change the entire vibe of your business? In this episode, Libby breaks down why saying “s—--” might be hold…
7 months, 3 weeks ago
321: How Jen Tripled Her Revenue in 3 Years While Working 3 Days a Week
Episode 321
In this episode of The Efficient Advisor, Libby sits down with Jen, a powerhouse financial advisor and mom of four who has tripled her revenue in jus…
7 months, 4 weeks ago
320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner
Episode 320
Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In th…
8 months ago
319: CEO Day: 5 Categories to Analyze in Your Next CEO Day
Episode 319
In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to step o…
8 months, 1 week ago
318: How to Build a Culture Your Team Won’t Ever Want to Leave
Episode 318
In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, ex…
8 months, 1 week ago
317: Warren Buffett’s 2-List Strategy: The Secret to Laser-Focused Success
Episode 317
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with yo…
8 months, 2 weeks ago
316: Send a New Year’s Letter That Builds Client Trust & Assets
Episode 316
As the year winds down, it’s the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new y…
8 months, 2 weeks ago