The Efficient Advisor: Tactical Business Advice for Financial Planners

294: One Question to Help You CRUSH August


Listen Later

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 you that you can implement in your business right away!

It’s the first of the month — your built-in Slingshot Day! In this quick-hit episode, Libby shares the powerful question that can reset your focus and fuel massive momentum in your life and business. You’ll learn how to turn a single intentional decision into real progress — no waiting for New Year’s, no perfection required.

Whether it’s a tiny habit or a big commitment, today is your launchpad. Ready to make August 31st you proud? Let’s go!

You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

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.

...more
View all episodesView all episodes
Download on the App Store

The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

123 ratings


More shows like The Efficient Advisor: Tactical Business Advice for Financial Planners

View all
Investing Insights by Morningstar

Investing Insights

511 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

197 Listeners

Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

284 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

457 Listeners

The Long View by Morningstar

The Long View

894 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

242 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

106 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

123 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

138 Listeners

The Elite Financial Advisor Podcast With Sten Morgan by Sten Morgan

The Elite Financial Advisor Podcast With Sten Morgan

91 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

142 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,041 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

24 Listeners