The Efficient Advisor: Tactical Business Advice for Financial Planners

In this episode, Libby sits down with transition expert Shelby to unpack the increasingly complex landscape of advisor independence. With more channels, platforms, and business models than ever before, many advisors feel the pull to explore new options — but don’t know where to start. Together, they walk through how to think strategically about change, avoid costly missteps, and design a transition that truly supports your long-term vision 🚀📊🤝
You’ll learn:
How to evaluate whether your current frustrations are simple nuisances or true deal breakers 🔍
The three critical “fit” factors every advisor must consider before making a move
What a successful transition really involves beyond just repapering accounts
Why client communication and experience can make or break your move
Who should be on your transition team to protect your business and your clients
If you’ve been quietly wondering whether you’re in the right place — or if there’s a better option out there — this conversation will give you clarity, structure, and confidence to explore what’s next. It’s a thoughtful, practical roadmap for any advisor considering a major career move.
Connect with Shelby Nicholl HERE!
Learn more about Muriel Consulting HERE!
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.

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.

In this episode, Libby sits down with Mando to unpack how financial advisors can intentionally use LinkedIn as a repeatable marketing and prospecting system. They dive into what actually works, what most advisors get wrong, and why consistency, clarity, and relevance matter far more than chasing the latest algorithm trend. This conversation is a behind-the-scenes look at how one advisor built a thriving practice by treating social media like a real business development strategy, not a side project. 🚀📈💡🤝🧠
In this episode, you will learn:
Why defining your ideal client beyond income and net worth is the foundation of effective marketing
How LinkedIn can function like a modern prospecting system when content, comments, and messages work together
The difference between top, middle, and bottom of funnel content and how to balance them without burning goodwill
How to use profile views, comments, and connection requests as natural conversation starters
What a realistic time commitment looks like and how to fit LinkedIn into your weekly schedule
This episode is a reminder that growth doesn’t come from gimmicks or shortcuts, but from showing up consistently with intention and clarity. If you’ve been curious about using LinkedIn more strategically or want a better way to attract the right clients without cold calling, this conversation will give you a clear framework to start taking action today.
Find out more about Mando's LinkedIn marketing community HERE!
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.

Hiring doesn’t have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one of the biggest drivers of stress, frustration, and team dysfunction in advisory firms. Whether you’re actively hiring or just thinking ahead, this conversation will help you step into your role as CEO, clarify what your business truly needs, and design a team structure that actually supports growth instead of creating more work. 
In this episode, you’ll learn:
Why hiring a person before defining the role often leads to burnout, confusion, and poor performance
How to use a simple org chart exercise to identify role gaps, overlaps, and misaligned responsibilities
The difference between stewarding people and stewarding results—and how great leaders balance both
Why more help isn’t always the answer, and when clarity and systems matter more than another hire
How defining roles creates better onboarding, stronger accountability, and clearer growth paths for your team
Hiring well starts long before interviews and job descriptions. When you design roles intentionally and align them with your vision, hiring becomes less stressful and far more effective. This episode will help you slow down, think like a CEO, and build a team that makes your business feel easier to run—not harder.
Learn more about Claire’s hiring process HERE!
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.

In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026 📅🚀
You’ll learn simple, realistic ways to turn ideas into progress, including how to use implementation power hours, accountability partners, and focused implementation days. This episode is a practical reminder that growth doesn’t come from more information, but from consistent follow-through on the right priorities 💡
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.