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اپیزودهای قبلی The Efficient Advisor: Tactical Business Advice for Financial Planners را جستجو کن.

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AI is moving fast—and for financial advisors, the conversation can’t just be about what these tools can do. It also needs to include what they can access, where your data is going, and whether what’s actually happening inside your business matches what your compliance documents say. In this episode…
Every process in your business creates an experience for your clients—whether you designed it intentionally or not. In this episode, Libby shares a simple CEO Day exercise to help you step into your clients’ shoes, identify the experience you actually want to create, and find opportunities to make …
You blocked the time. You had every intention of doing the work. But somehow, when that time block arrives, email, team questions, client needs, and a dozen other things suddenly take over. If this sounds familiar, the problem might not be discipline at all. In this episode, I’m digging into the re…
Need a hack to finally get better at delegation—without feeling like you have to lower your standards? If you’re a financial advisor who knows you need to get more off your plate but keeps thinking, “It’s just faster if I do it myself,” this episode is for you. I’m breaking down Gary Vaynerchuk’s 1…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Libby Greiwe است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.