The Efficient Advisor: Tactical Business Advice for Financial Planners

339: Your 2026 Personal Development Plan


Listen Later

This Efficient Friday, Libby challenges financial advisors to think beyond org charts and revenue and focus on something even more powerful: personal development. You’ll learn how asking the right questions about who you’re becoming, who you’re learning from, and where you need to be stretched can directly impact your business growth 📈

In this episode, you’ll discover how to create a simple, realistic personal development plan that supports both your life and your firm, using small daily actions and quarterly focus to build momentum for the year ahead 🚀✨

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

126 ratings


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

View all
Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,390 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

198 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

290 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,027 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,042 Listeners

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

The Perfect RIA

464 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,161 Listeners

The Long View by Morningstar

The Long View

925 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

244 Listeners

Morning Brew Daily by Morning Brew

Morning Brew Daily

3,048 Listeners

Ask The Compound by The Compound

Ask The Compound

336 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

128 Listeners

The Advisor Journey by Altruist

The Advisor Journey

27 Listeners

The Elite Financial Advisor Podcast With Sten Morgan by Sten Morgan

The Elite Financial Advisor Podcast With Sten Morgan

96 Listeners