Shows
The Efficient Advisor: Tactical Business Advice for Financial Planners051: Ideas to Implement - Mailbag!Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy! Here are the Action Items to Tuesday's podcast: Mailbag Episode! --------------------------------------------------LINKS FROM THIS EPISODE:iTunes Links to Episodes Mentioned:Invest in a Kolbe A Index and Kolbe Right Fit Here! #012: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!#046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton...
2022-08-1118 minThe Efficient Advisor: Tactical Business Advice for Financial Planners050: Mailbag Episode! Libby Answers Listener QuestionsIt is time to open up the mailbag and answer your listener questions! Because what matters most is what matters to you. In today’s episode Libby answers 3 questions advisors posed in the Efficient Advisor Community and on LinkedIn:Help! I’m hiring my first part-time team member. What do I need to do and consider to make the right choice!?What makes a good referral gift? Can I create a system for this? Do you have ideas for repeat referrers? When a client calls and my team can’t answer the question, what’s the best proce...
2022-08-0938 minThe Efficient Advisor: Tactical Business Advice for Financial Planners046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn SheltonSo how many times on this podcast have you heard me mention Kolbe or Enneagram? A bunch. If you know me in real life, you know that I have really adopted these ideas/assessments to help me be a better mom, wife, coworker, leader, coach, and most importantly to understand myself in a better way and to really maximize my own personal potential by increasing my self-awareness… both in my strengths but also in my weaknesses and potential traps! And if you listened to episode #38 we learned that studies show that self-awareness is the #1 skill (mean...
2022-07-261h 06