The Efficient Advisor: Tactical Business Advice for Financial Planners

356: How Advisors Are Attracting HNW Clients Weekly Without Referrals

31 Mar 2026

Contributed by Lukas

This episode dives into a powerful and often overlooked strategy for financial advisors: using targeted digital marketing to consistently attract high...

355: Stop Overwhelm in Its Tracks - 5 Steps to Take Control

27 Mar 2026

Contributed by Lukas

Imagine your inbox is multiplying like rabbits, your calendar looks like a jigsaw puzzle, and every client seems to need you yesterday. Overwhelm is r...

353: The 4 Pillars of Advisor Independence (and What It Really Takes to Make the Leap)

24 Mar 2026

Contributed by Lukas

In this episode, I sit down with Rob and Scott, the founders of Kestra, to explore how the industry has evolved over time and what independence looks ...

352: Stop Assigning Client Homework: A Better Way to Gather Data and Move Plans Forward Faster

17 Mar 2026

Contributed by Lukas

In this episode, Libby explores one of the most common sources of friction inside advisory firms: the homework advisors give their clients. While assi...

351: Want More Referrals? Try This 3-Step Conversation

10 Mar 2026

Contributed by Lukas

In this episode, Libby and Robyn Crane tackle a topic that makes a lot of advisors uncomfortable: referrals. But instead of rehashing outdated scripts...

352: The Secret Currency That Makes Employees Want to Stay

07 Mar 2026

Contributed by Lukas

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 t...

350: Client Meetings Running Long? Here’s the Fix.

06 Mar 2026

Contributed by Lukas

In this episode, Libby shares 5 practical ways financial advisors can keep client meetings running on time — starting on time and, just as important...

349: 12 Marketing Strategies to 5X Your Advisory Business (Without Social Media Ads)

03 Mar 2026

Contributed by Lukas

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 ...

Untitled 348: Conference Season: A Simple Framework to Get Measurable Results

27 Feb 2026

Contributed by Lukas

Conference season is one of the most energizing times of the year for financial advisors. From fresh marketing ideas to meaningful connections and lea...

347: How to Cut Your Email Time in Half (Without Ignoring Clients)

24 Feb 2026

Contributed by Lukas

Your inbox is either running your day… or you are. 📥⏳In this episode, Libby tackles the silent productivity killer inside most advisory firms: ...

346: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!)

17 Feb 2026

Contributed by Lukas

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 hos...

345: What Kind of Profit Margin Should Your Financial Advisory Business Have?

13 Feb 2026

Contributed by Lukas

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 bet...

344: Vanilla to Vibrant: How to Build a Brand That Attracts Dream Clients with Nicole Burdick

10 Feb 2026

Contributed by Lukas

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 practic...

343: The 85% Wake-Up Call Every Advisor Needs to Hear

06 Feb 2026

Contributed by Lukas

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 swi...

342: No One Warned You About This Part of Business Ownership (Here’s How to Handle It) with Hannah Moore

03 Feb 2026

Contributed by Lukas

Running a financial advisory firm often looks appealing from the outside: freedom, flexibility, and income potential. But the reality of being a true ...

341: A Simple Trick to Keep AI From Killing Your Client Experience

23 Jan 2026

Contributed by Lukas

In this episode, Libby Greiwe shares a practical perspective on using AI in your advisory practice without sacrificing authenticity 🤖. You’ll hea...

340: Thinking About Making a Move? The Questions Every Advisor Should Ask First with Shelby Nicholl

20 Jan 2026

Contributed by Lukas

In this episode, Libby sits down with transition expert Shelby to unpack the increasingly complex landscape of advisor independence. With more channel...

339: Your 2026 Personal Development Plan

16 Jan 2026

Contributed by Lukas

This Efficient Friday, Libby challenges financial advisors to think beyond org charts and revenue and focus on something even more powerful: personal ...

338: How He Built 80% of His Business on LinkedIn with Mando Sallavanti III

13 Jan 2026

Contributed by Lukas

In this episode, Libby sits down with Mando to unpack how financial advisors can intentionally use LinkedIn as a repeatable marketing and prospecting ...

337: Hiring in 2026? My Best Advice & The Most Common Mistake I See

06 Jan 2026

Contributed by Lukas

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 wron...

336: Your 2026 Game Plan to Implement

02 Jan 2026

Contributed by Lukas

In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now ...

335: My Journey from 80 Hours a Week Down to 24 and Redefining Success & Balance

30 Dec 2025

Contributed by Lukas

In this episode, Libby Greiwe of The Efficient Advisor shares a candid and powerful conversation about building a successful advisory business without...

334: The “They Have Potential to be Great Clients Someday” Mistake Advisors Make

26 Dec 2025

Contributed by Lukas

In this episode, Libby shares an unpopular but critical perspective on how financial advisors should think about “future potential” clients. She e...

333: Jeremy’s 5-Step Retirement Planning Process & How it Attracts Better Clients with Jeremy Keil

23 Dec 2025

Contributed by Lukas

In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeata...

332: The Two CEO Day Questions Every Advisor Should Ask Before 2026

19 Dec 2025

Contributed by Lukas

In this episode, Libby shares a powerful two-question framework to help you reshape your business heading into 2026. You’ll learn how to identify th...

331: The Science of Follow-Through: How Advisors Can Finally Stick to Their Goals with Brian Ford

16 Dec 2025

Contributed by Lukas

Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not be...

330: The Ritz Carlton Loyalty Rule Every Advisor Should Be Using Today

12 Dec 2025

Contributed by Lukas

In this episode, you’ll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create ...

329: How Small Shifts Helped Eva 5X Her Practice (and Transform Her Client Experience)

09 Dec 2025

Contributed by Lukas

This episode features an inspiring conversation between Libby and advisor Eva Stukenberg, who shares her journey from feeling stuck on the hamster whe...

328: Drowning in Year-End To-Dos? Here’s Your Reset Plan

05 Dec 2025

Contributed by Lukas

In today’s episode, we’ll discuss: Year-end processing doesn’t have to feel like an annual stress cycle. In this episode, you’ll learn five s...

327: Your Client Service Model Upgrade: Streamline Your Process, Boost Profitability, and Wow Your Clients

02 Dec 2025

Contributed by Lukas

Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives i...

326: The Simple Email Hack That Protects Your Boundaries (and Trains Clients Automatically)

28 Nov 2025

Contributed by Lukas

In this quick episode, you’ll learn a simple but powerful tool advisors can use to maintain strong boundaries, protect their time, and still deliver...

325: From Advisor to CEO: Todd’s Journey to a More Scalable, Organized Practice

25 Nov 2025

Contributed by Lukas

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 practice...

324: Year-End Tax Letter: A Simple System That Saves Your Clients (and You) Time

21 Nov 2025

Contributed by Lukas

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, a...

323: How This Advisor Cut to a 3-Day Workweek and Leveled Up Everything - Part 2

18 Nov 2025

Contributed by Lukas

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 re...

322: One Word to NEVER Say in Front of Clients

14 Nov 2025

Contributed by Lukas

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...

321: How Jen Tripled Her Revenue in 3 Years While Working 3 Days a Week

11 Nov 2025

Contributed by Lukas

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 just...

320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner

04 Nov 2025

Contributed by Lukas

Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In...

319: CEO Day: 5 Categories to Analyze in Your Next CEO Day

31 Oct 2025

Contributed by Lukas

In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to...

318: How to Build a Culture Your Team Won’t Ever Want to Leave

28 Oct 2025

Contributed by Lukas

In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, e...

317: Warren Buffett’s 2-List Strategy: The Secret to Laser-Focused Success

24 Oct 2025

Contributed by Lukas

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...

316: Send a New Year’s Letter That Builds Client Trust & Assets

21 Oct 2025

Contributed by Lukas

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 ...

315: Get Your Advisory Team Rowing in Sync: Building a Unified Client Experience

17 Oct 2025

Contributed by Lukas

How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks do...

314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT

14 Oct 2025

Contributed by Lukas

Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral fi...

313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing

10 Oct 2025

Contributed by Lukas

Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math beh...

312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients

07 Oct 2025

Contributed by Lukas

As financial advisors, we’re always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while ...

311: 3 Thanksgiving Ideas for a WOW Client Experience!

03 Oct 2025

Contributed by Lukas

Looking to make your client experience stand out this holiday season? 🍂 In this episode, I share simple yet impactful Thanksgiving ideas that show ...

310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman

30 Sep 2025

Contributed by Lukas

Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Lib...

309: How to Say No to Night & Saturday Meetings (Without Feeling Like a Jerk)

26 Sep 2025

Contributed by Lukas

In this episode, Libby shares why setting clear boundaries with clients isn’t just about protecting your personal time—it’s about elevating your...

308: How Advisors Can Save 15+ Hours a Week Using an AI Assistant with Gabe Caldwell

23 Sep 2025

Contributed by Lukas

Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with ...

307: How I Organize All of My Thoughts, Ideas, Things to Do without Feeling Scattered

19 Sep 2025

Contributed by Lukas

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...

306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience

16 Sep 2025

Contributed by Lukas

Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through...

305: How to Handle Client Requests Without Losing Your Day

12 Sep 2025

Contributed by Lukas

In this episode, we dive into simple but powerful strategies to reduce stress and overwhelm in your advisory practice. Learn how to handle unexpected ...

304: A Personal Look into How I Built a 7-Figure Practice Working Just 3 Days a Week

09 Sep 2025

Contributed by Lukas

Today’s episode… it’s Opposite Day! Today, Libby is the one being interviewed. Dillion Kazemi and Montel Hawkins of the Live Your Aim Podcast as...

303: Ditch the 24/7 Cell Phone Hotline: Smarter Client Access, Happier You

05 Sep 2025

Contributed by Lukas

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...

302: Do This One Thing for 30 Days to Transform Your Business and Life

02 Sep 2025

Contributed by Lukas

Sometimes the smallest shifts create the biggest results. In this episode, Libby challenges you to focus on just one tiny habit for 30 days. Drawing i...

301: One Tip to Train Your Team to Solve More Problems

29 Aug 2025

Contributed by Lukas

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...

300: How To Build a Personal Brand AI Can’t Replace, With Guest Robyn Crane

26 Aug 2025

Contributed by Lukas

In this episode of The Efficient Advisor, Libby sits down with marketing and branding expert Robyn Crane to explore how financial advisors can future-...

299: 11 Tiny Habits That Leveled Up My Business Growth

19 Aug 2025

Contributed by Lukas

We often think that only big moves create transformation in business, but it’s the tiny daily habits that add up to create massive impact. In this e...

298: Margin = Magic: How I Stopped Curveballs from Wrecking My Schedule

15 Aug 2025

Contributed by Lukas

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...

297: Charge What You’re Worth: Sten Morgan’s Blueprint for Confident, Value-Driven Advising

12 Aug 2025

Contributed by Lukas

In this episode, financial advisor Sten Morgan joins Libby to talk about redefining what it means to bring value to your clients. From charging for ad...

296: How I’m Cutting 10 Hours a Week From My Work Schedule (And You Can Too!)

08 Aug 2025

Contributed by Lukas

As summer chaos sets in and the lines between work and life begin to blur, it’s easy to drift away from structure and feel the weight of inefficienc...

295: 200M AUM & Still Drowning? How Jessica Systematized Her Firm & Reclaimed Her Sanity

05 Aug 2025

Contributed by Lukas

Running a thriving financial advisory firm sounds like the dream, but what happens when success outpaces your systems? In this episode, Jessica Cole, ...

294: One Question to Help You CRUSH August

01 Aug 2025

Contributed by Lukas

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...

293: How to Save 30+ Hours a Month with Smart Workflows and Automation With Lorie Jones

29 Jul 2025

Contributed by Lukas

Ready to transform the way you handle client service? In this episode, I’m joined by Lorie Jones, a seasoned Financial Advisor who has over 20 years...

292: The 6-Step Framework to Systematize, Simplify & Scale Your Advisory Firm

22 Jul 2025

Contributed by Lukas

If you’ve ever felt like your business is running you instead of the other way around, this episode is a game changer. Libby breaks down the Systems...

291: Behind the Scenes: Is Group Coaching the Missing Link Your Advisory Practice Needs?

18 Jul 2025

Contributed by Lukas

Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own busine...

290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up

15 Jul 2025

Contributed by Lukas

In this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're...

289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently

11 Jul 2025

Contributed by Lukas

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...

288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti

08 Jul 2025

Contributed by Lukas

Anthony Zanetti joins Libby Greiwe to discuss the transformation from a reactive advisorypractice to a well-oiled, proactive business machine. With a ...

287: Reactive to Proactive: 4 Moves to Make Now

04 Jul 2025

Contributed by Lukas

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...

286: 8 Processes That Every Financial Advisor Needs to Achieve Scale

01 Jul 2025

Contributed by Lukas

Running a successful advisory firm isn’t just about giving great advice—it’s about building a business that runs smoothly, scales sustainably, a...

285: 6 Key Must Haves for a Remarkable SOP

27 Jun 2025

Contributed by Lukas

In this episode, we’re diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not so...

284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong

24 Jun 2025

Contributed by Lukas

We’re halfway through the year, advisors — and you know what that means. It’s time to hit pause, get real about what’s working (and what’s n...

283: Why Your Clients Feel Buyer’s Remorse (And What to Do About It)

20 Jun 2025

Contributed by Lukas

In today’s episode of The Efficient Advisor, we’re diving deep into the psychology that makes or breaks your client onboarding experience. There’...

282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days

17 Jun 2025

Contributed by Lukas

What if your onboarding process could become your best marketing strategy? In this episode, Libby is joined by advisor Craig Gingerich, who shares how...

281: Unpopular Opinion: Why You Can and Should PAUSE Growth Sometimes

13 Jun 2025

Contributed by Lukas

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...

280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss

10 Jun 2025

Contributed by Lukas

Running an efficient, scalable advisory practice isn’t just about serving clients—it’s about having the right processes, tech, and people in pla...

279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem

06 Jun 2025

Contributed by Lukas

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...

278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden

03 Jun 2025

Contributed by Lukas

Video is no longer just a "nice-to-have"—it's an essential tool for financial advisors looking to build trust, streamline operations,...

277: 3 Biohacks That Tripled My Daily Focus and Energy

30 May 2025

Contributed by Lukas

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...

276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby

27 May 2025

Contributed by Lukas

Understanding human behavior is key to financial success, both for advisors and their clients. In this episode, Daniel Crosby, a psychologist turned b...

275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track

23 May 2025

Contributed by Lukas

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...

274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer*

20 May 2025

Contributed by Lukas

Adding value to clients is a core value over here at the Efficient Advisor. Today’s episode is going to be a game changer for you when it comes to a...

273: An Alternative to Surge Meetings: What I Call Cluster Meetings

16 May 2025

Contributed by Lukas

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...

272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis

13 May 2025

Contributed by Lukas

Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive val...

271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In

09 May 2025

Contributed by Lukas

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...

270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone

06 May 2025

Contributed by Lukas

Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Jo...

269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward

02 May 2025

Contributed by Lukas

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...

268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout

29 Apr 2025

Contributed by Lukas

This week, Libby gets real about burnout, white space, and the power of pressing pause. She shares her journey from soul-level exhaustion to creating ...

267: Stop Doing Annual Reviews Now! And Do This Instead

25 Apr 2025

Contributed by Lukas

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...

266: Future-Proofing Your Advisory Firm: How to Stay Relevant in an AI - Driven World With Adam Holt

22 Apr 2025

Contributed by Lukas

In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven land...

265: Time Blocking with a Plan: How I Plan My Day to Actually Get Stuff Done

18 Apr 2025

Contributed by Lukas

Running your day with intention doesn’t have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—...

264: Compliance Made Simple: What You Need to Know & Do!

15 Apr 2025

Contributed by Lukas

Are you haunted by your past compliance experiences? You're not alone! In this episode, we sit down with Kent Keister, compliance consultant and ...

263: Stop Tax Season Madness: 5 Fixes Now!

11 Apr 2025

Contributed by Lukas

Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing...

262: How You Show Up in a Crazy Market Really Matters (And What To Do!)

08 Apr 2025

Contributed by Lukas

Markets are a mess, your inbox is full, and you’re probably feeling like you’re having the same conversation 100 times in a row. Maybe you're...

261: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster (Efficient Friday!)

04 Apr 2025

Contributed by Lukas

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...

260 - How to Review Your Q1 Business Goals Even if You’ve Only Got an Hour (Q1 CEO DAY!)

01 Apr 2025

Contributed by Lukas

In this episode, Libby dives into the critical elements of a successful CEO Day for financial advisors. Focusing on how to effectively review the firs...

259: Time Management Mastery: Edit Your Calendar Like a Best-Selling Book (Efficient Friday!)

28 Mar 2025

Contributed by Lukas

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...

258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche

25 Mar 2025

Contributed by Lukas

Running a successful financial advisory firm isn't just about growing your client base—it's about attracting the right clients. In this ep...

257: Maximizing Your Tech Stack: Save Time, Cut Costs & Boost Efficiency (Efficient Friday!)

21 Mar 2025

Contributed by Lukas

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...