It feels like every entrepreneur lists “freedom” as one of their goals in working for themselves. But often, I find that Advisors are burning out from being in the tornado of their business. Handling the most pressing matters that are popping up and working reactively instead of this vision they had of a proactive and strategic practice. 

In today’s episode we flip the script and I am interviewed by my friend Matt Delzingaro, host of Coffee with Delzie. In this episode we dive into:

1. Where do advisors start when it comes to creating systems and processes?
2. What are the three SIMPLE solutions I suggest?
3. What exercises does an Advisor need to do to really identify where and how to scale?

This is a fun episode because we get into lots of detail. Matt does a great job interviewing and asking a lot of questions! And, I love getting into the nuts and bolts of building a scalable business that you run… instead of it running you. 

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LINKS FROM THIS EPISODE: 

Connect with Matt Delzingaro here on LinkedIn.
Connect with Libby here on LinkedIn.

Grab the 37-Point Tax Checklist Here!
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Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value 

Check out Steven's tax content here!

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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.