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.