Got a question about running a more efficient advisory business? I’d love to hear it!
Are you wrestling with a team challenge? Trying to figure out what to delegate? Wondering how to get your processes organized, improve your client experience, or just get a little more time back in your week?
Let’s talk about it!
“Hey Libby!” is a segment of The Efficient Advisor Podcast where I answer real questions from real financial advisors about the challenges of running, growing, and scaling their businesses.
Think of it as a little mini-coaching session, right here on the podcast!Â
Record your question below, and you just might hear me answering it on an upcoming episode.
Got a question about running a more efficient advisory business? I’d love to hear it!
Are you wrestling with a team challenge? Trying to figure out what to delegate? Wondering how to get your processes organized, improve your client experience, or just get a little more time back in your week?
Let’s talk about it!
“Hey Libby!” is a segment of The Efficient Advisor Podcast where I answer real questions from real financial advisors about the challenges of running, growing, and scaling their businesses.
Think of it as a little mini-coaching session, right here on the podcast!Â
Record your question below, and you just might hear me answering it on an upcoming episode.
Here's How It Works
It’s easy! Just grab your phone or computer, hit record, and tell me what’s going on.
Start with:
“Hey Libby! My name is [first name], I’m a financial advisor in [city/state], and my question is...”
Then tell me what’s happening in your business and where you’re feeling stuck.Â
A Few Quick Tips
Keep it short and sweet! Aim for 30–60 seconds.
One question at a time. Have more than one? Feel free to send another recording!
Give me a little context. Instead of asking “How do I delegate better?” tell me what you’re trying to delegate and what’s not working. The more specific you are, the more helpful I can be.
Don’t overthink it! No fancy microphone or perfect script required. Just find a quiet spot and talk to me like we’re having a conversation.
Protect client privacy. Please don’t share client names, account information, or other confidential details.Â
Ready? Let's Hear It!
By submitting a recording, I confirm that I have permission to share its contents and understand that The Efficient Advisor may select, edit, and use my recording, first name, and general location in its podcast and related promotional content. I understand that submission does not guarantee a response or appearance on the show. I will not include confidential client information.
What Happens Next?
I’ll be listening for questions that I think other financial advisors are wrestling with too.
If I choose your question, I’ll play your recording and coach through it on an upcoming episode of The Efficient Advisor Podcast.
Not every question will make it onto the show, and I won’t be able to respond to each submission individually. But I’ll be reading and listening!
And who knows? Your question might be exactly what another advisor needed to hear.
So keep listening... you might just hear your voice on the podcast!
See you on the show!
LibbyÂ
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