The Efficient Advisor: Tactical Business Advice for Financial Planners
Episodes
256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza
18 Mar 2025
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...
255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!)
14 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...
254: AI Hacks for Marketing: Better Results with Training and Prompt Engineering with Niki Clark
11 Mar 2025
Contributed by Lukas
In this episode, I sit down with Niki Clark, a marketing expert specializing in financial advisors. We dive into how AI is revolutionizing the way adv...
253: Two Phrases That Transforms Client Communication Instantly (Efficient Friday!)
07 Mar 2025
Contributed by Lukas
In this week’s Efficient Friday, we’re diving into two simple yet powerful phrases that can transform the way you communicate with clients. Whethe...
252: A Menu of Things AI Can Do For You to Pick From with Ben Olsen
04 Mar 2025
Contributed by Lukas
Artificial intelligence is transforming the financial advisory space faster than ever. In this episode, Ben Olsen of Bmo Automation returns to break d...
251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!)
28 Feb 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...
250: How to Future-Proof Your Practice & Capture the 34 Trillion Dollar Shift with Guest Jackie Wilkie
25 Feb 2025
Contributed by Lukas
Women will influence over $34 trillion in assets by 2030, yet many financial advisors still overlook a crucial reality: women are not a niche—they a...
249: Impact Score: Rate Your Client Service Model
18 Feb 2025
Contributed by Lukas
Are you doing things in your business just because you think you're supposed to? Too often, financial advisors continue running the same client s...
248: AI Automation Made Easy: How to do DIY AI in Your Advisory Business
11 Feb 2025
Contributed by Lukas
Ready to supercharge your efficiency with AI the easy way? In this episode, I sit down with AI consultant and former financial advisor Ben Olsen to ex...
247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin
04 Feb 2025
Contributed by Lukas
Thinking about selling your practice someday? Or maybe you're eyeing an acquisition to scale your firm? In this episode, I sit down with Ted Jenk...
246: An Unconventional KPI That Will Change Your Client Experience Immediately
28 Jan 2025
Contributed by Lukas
Are you overwhelmed with tracking endless KPIs that don’t seem to actually move your business forward? You’re not alone. In this episode, I share ...
245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme
21 Jan 2025
Contributed by Lukas
Behavioral finance… it can feel like a buzz term. But what it is really? Is behavioral finance really an actual need? How does it REALLY help you as...
244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2
14 Jan 2025
Contributed by Lukas
What would happen if you hit pause, took a step back, and gave yourself the time and space to reimagine your business? In this week’s episode of The...
243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1
07 Jan 2025
Contributed by Lukas
Happy New Year! 🎉 As we kick off the first podcast of 2025, Libby reflects on her personal and professional journey through 2024 and shares actiona...
242: Ideas to Implement -What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework
19 Dec 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework
17 Dec 2024
Contributed by Lukas
It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL th...
240: Group Coaching FAQs - All About the Systems to Scale Group Coaching & Mastermind
13 Dec 2024
Contributed by Lukas
Frequently Asked Questions: In today’s episode, Libby dives into all the details of the Systems to Scale Group Coaching Program. Today she will cove...
239: - Understanding How to Scale Your Processes & Team - Level 5 of the Systems to Scale Framework
10 Dec 2024
Contributed by Lukas
It’s Week 5 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL ...
238: Ideas to Implement - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework
06 Dec 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework
03 Dec 2024
Contributed by Lukas
Systematize! Just the word alone gives me tingles up and down my spine. It’s no surprise, but it’s one of my favorite layers of my Systems to Scal...
236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
28 Nov 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
26 Nov 2024
Contributed by Lukas
But what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTSWe are step...
234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework
19 Nov 2024
Contributed by Lukas
It’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL ...
233: Ideas to Implement - How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework
14 Nov 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework
12 Nov 2024
Contributed by Lukas
It’s Week 2 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL ...
231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework
05 Nov 2024
Contributed by Lukas
This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades i...
230: The Client New Year's Letter You Need to Write Now!
29 Oct 2024
Contributed by Lukas
Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year...
229: Tax Strategy for Your Boring W-2 Clients and Beyond
22 Oct 2024
Contributed by Lukas
When I was running my practice, I dreamed of having a tax professional who would do actual tax strategy. Like WAY MORE than just getting behind my Rot...
228: 8 Productivity Hacks to Work More Efficiently
15 Oct 2024
Contributed by Lukas
We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of th...
227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin
08 Oct 2024
Contributed by Lukas
Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that ...
226: How to Design Your Perfect Schedule - *Replay with Download*
01 Oct 2024
Contributed by Lukas
The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over he...
225: Ideas to Implement - Complete a Time Study to Boost Productivity Now
26 Sep 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
224: Complete a Time Study to Boost Productivity Now
24 Sep 2024
Contributed by Lukas
On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time.Ev...
223: How to Write a Book in Just 6 Weeks with Guest Paul McManus
17 Sep 2024
Contributed by Lukas
Have you ever dreamed of writing a book, but found yourself held back by thoughts like:“It sounds too hard.”“I don’t know what I’d write abo...
222: Ideas to Implement -Growing a National Niche Empire - Advisor Success Story
12 Sep 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
221: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty
10 Sep 2024
Contributed by Lukas
Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a hea...
220: Ideas to Implement - When Part of Your Business is a Mess
05 Sep 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
219: When Part of Your Business is a Mess
03 Sep 2024
Contributed by Lukas
Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really ab...
218: Ideas to Implement --Create a Laser-Focused Marketing Message that Speaks to Your ICA
29 Aug 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
217: *FREE DOWNLOAD* Create a Laser-Focused Marketing Message that Speaks to Your ICA
27 Aug 2024
Contributed by Lukas
Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read yo...
216: Ideas to Implement -- Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick
22 Aug 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick
20 Aug 2024
Contributed by Lukas
It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔In today’s podcast episode, Th...
214: Ideas to Implement -- How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith
15 Aug 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo Faith
13 Aug 2024
Contributed by Lukas
You literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read your website, email, blog, brochure, or newsletter...
212: The Meeting Notes Hack That Will Change Your Life
06 Aug 2024
Contributed by Lukas
Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to le...
211: 5 Tips to Get Better Conversions When Public Speaking with Deirdre Van Nest
30 Jul 2024
Contributed by Lukas
Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a...
210: Ideas to Implement -- The Client Experience Cheat Code
25 Jul 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
209: The Client Experience Cheat Code
23 Jul 2024
Contributed by Lukas
It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of ...
208: Ideas to Implement -- My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”
18 Jul 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”
16 Jul 2024
Contributed by Lukas
What if you could transform your financial advising business by focusing on fewer, fiercely loyal clients? 🤔In today’s episode, The Efficient Adv...
206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
11 Jul 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
09 Jul 2024
Contributed by Lukas
CRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and ...
204: Ideas to Implement -- The Exact Framework Your Business Needs **FREE DOWNLOAD**
04 Jul 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
203: The Exact Framework Your Business Needs **FREE DOWNLOAD**
02 Jul 2024
Contributed by Lukas
Libby Greiwe dives into her proven business framework that she uses to help advisors build out their systems and processes in her Systems to Scale Gro...
202: Ideas to Implement -- Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder
27 Jun 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
201: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder
25 Jun 2024
Contributed by Lukas
We all need leads to grow our business, but there’s a lot of skepticism around purchasing leads—it’s a scam, it’s not worth the money, the lea...
200: Ideas to Implement -- AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
20 Jun 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
18 Jun 2024
Contributed by Lukas
A lot of people squirm at the words “artificial intelligence.” And while there are interesting implications to this cutting-edge technology, there...
198: Ideas to Implement -- Strategies to Finish What You Start and Achieve Project Success
13 Jun 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
197: Strategies to Finish What You Start and Achieve Project Success
11 Jun 2024
Contributed by Lukas
Sometimes it’s so hard to finish those pesky projects on the to-do list. We start. We stop. We start again. And we stop again. The cycle goes on and...
196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong
06 Jun 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
195: Project Management vs Client Tasks with Guest Lauren Hong
04 Jun 2024
Contributed by Lukas
Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them...
194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
30 May 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
28 May 2024
Contributed by Lukas
Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that yo...
192: Ideas to Implement - Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor
16 May 2024
Contributed by Lukas
VEach week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for...
191: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor
14 May 2024
Contributed by Lukas
One of the hardest roles advisors face is helping a potential client “break up” with their previous advisor. It can get awkward, dicey, and downri...
190: Ideas to Implement - Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
09 May 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
07 May 2024
Contributed by Lukas
Burnout is real! We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of you...
188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
02 May 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
187: *REPLAY* How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
30 Apr 2024
Contributed by Lukas
You’ve heard it before…you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the firs...
186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time
24 Apr 2024
Contributed by Lukas
The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over he...
185: Ideas to Implement - *Free Download* Client Intel Process
18 Apr 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
184: *Free Download* Client Intel Process
16 Apr 2024
Contributed by Lukas
It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit t...
183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
04 Apr 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
02 Apr 2024
Contributed by Lukas
Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy ...
181: Ideas to Implement - Even More Good Ideas You Can Implement Today
28 Mar 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
180: Even More Good Ideas You Can Implement Today
26 Mar 2024
Contributed by Lukas
Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you...
179: Ideas to Implement - Michael Kitces on Time Management & Building Your Model Week
21 Mar 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
178: Michael Kitces on Time Management & Building Your Model Week
19 Mar 2024
Contributed by Lukas
When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different!In today’s podcast episode, I am thrilled ...
177: Ideas to Implement - Five Good Ideas You Can Implement Today
14 Mar 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
176: Five Good Ideas You Can Implement Today
12 Mar 2024
Contributed by Lukas
“Ideas are easy. Implementation is hard.”After decades of building and running her own successful advisory practice, Libby has collected lots of g...
175: Ideas to Implement - Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
07 Mar 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
05 Mar 2024
Contributed by Lukas
We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day.In tod...
173: Ideas to Implement - Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle
29 Feb 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle
27 Feb 2024
Contributed by Lukas
Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time.I...
171: Ideas to Implement - My NEW Favorite Focus Hack for Increased Productivity (and a Few Other Tools!)
22 Feb 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
170: My NEW Favorite Focus Hack for Increased Productivity (& a Few Other Tools!)
20 Feb 2024
Contributed by Lukas
If I can find a way to increase my focus and efficiency… OF COURSE I’m going to share it. 🤗 In today's episode, I have got a couple of pro...
169: Ideas to Implement - Delegating Tasks That Are Nuanced **FREE DOWNLOAD**
15 Feb 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
168: *FREE DOWNLOAD* Delegating Tasks That Are Nuanced
13 Feb 2024
Contributed by Lukas
One of the biggest challenges for any advisor is delegating tasks that require knowledge, experience, and education—the stuff that lives in your hea...
167: How to Hire, Train, and Retain Quality Talent to Your Team with Guest Alanah Phillips
06 Feb 2024
Contributed by Lukas
We all know that building a dynamic, cohesive team you can trust is essential to scaling a successful advisory practice, but how do you go about findi...
166: Ideas to Implement - What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP
01 Feb 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
165: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP
30 Jan 2024
Contributed by Lukas
The financial planning landscape is ever-evolving, and advisors regularly find themselves second guessing their structure—BDs to IBDs and RIAs. A tr...
164: Ideas to Implement - Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
25 Jan 2024
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
23 Jan 2024
Contributed by Lukas
Today’s busy world leaves us no other option than to make every second count. Whether it’s at home or work, we must optimize our resources to maxi...
162: How to Have More Impactful Conversations Through Motivational Interviewing With Jeremy Keil
16 Jan 2024
Contributed by Lukas
Empathy and support are essential components of the advising process, but sometimes it’s hard to connect with clients on such a deep level. Our gues...
161: A New Unconventional but Exciting Way to Approach Your Goals in 2024
09 Jan 2024
Contributed by Lukas
Here I am doing an experiment for myself this year related to goals. I’ve been having a lot of conversations with advisors lately who are struggling...
160: How To Do a Client Communications Audit to Make Clients Feel Valued
19 Dec 2023
Contributed by Lukas
Every interaction with a client is an opportunity to strengthen your bond and relationship with them. But in order to engage in effective communicatio...
159: You NEED This Onboarding Document to Help Set Client Expectations
12 Dec 2023
Contributed by Lukas
We’ve all been in a situation where what we expected was DEFINITELY not what we got (like pretty much every time I order something off Instagram)! I...
158: Ideas to Implement - Scaling Your Business with The Efficient Advisor's Group Coaching Program
07 Dec 2023
Contributed by Lukas
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for,...
157: Scaling Your Business with The Efficient Advisor's Group Coaching Program
05 Dec 2023
Contributed by Lukas
Every advisor dreams of a successful practice that runs like a well oiled machine, allowing you more time outside the office to enjoy the things you l...