Check out this wide variety of videos to Scale, Simplify, and Streamline your business.
From strategies to manage your insane inbox, to developing leadership skills, to all things hiring a team member... Libby sits down with experts in a variety of areas to help you navigate ALL.THE.THINGS we deal with as business owners.
Libby shares everything from systems and processes, to language, to best practices... essentially all the tips and tricks she's used to build a successful business and minimize stress and overwhelm.
Watch Libby coach advisors through a variety of different road blocks they are experiencing as they grow and scale their Advisory businesses.
In this video, Productivity Expert Amber De La Garza, shows us simple tricks to tame and then maintain your inbox. These are the strategies Libby used to go from 2,800 emails in her inbox to less than 100... and keep it there!
In this video, Leadership Coach, Tami Chapek and I get into how to truly shift from managing employees to LEADING a team! We get into how to run effective one-on-ones, how to set expectations with team members, how to empower your team, and how to have “those” tough conversations… Tami gives some tactical tips that ANY advisor who has support needs to consider right now.
6 Ways to Use Delay Delivery to Streamline Your Advisory Practice
Today we explore a few ways you can use this little tool in outlook to streamline your practice, work ahead, prospect, and keep you organized!
On this live call I answer some of the most common Q&As I get from the EA Community! The main focus is how can you, as an advisor, differentiate yourself and compete in 2019? With roboinvesting, no-cost index funds, and DIY platforms… I go through 2 main ways you can create value for your clients and still be profitable. I also answer some questions live, and OF COURSE, go off on some tangents. Operation Motivation!
Tips from the Top! I asked 5 top professionals in the financial planning world for their tips and tricks to staying organized, keeping focused, and working efficiently. This is audio only!
In this video I share what was a game changer in my life. This planner (tied together with my 10-minute goal setting strategy) has helped me stay crazy organized AND maintain goal-crushing momentum in my business.
Trouble relaxing on vacation? Try this practice I use to help rid my brain of "to do's" and "I shoulds" so I can actually step away from the office and not think about the office!
Every Advisor, at EVERY level, has "THOSE" days. Here is a simple thing I do to remind me how valuable I am to my clients and that the work that I do matters.
Advisor Tenure - 4 years
Maggie Carter - Advisor Tenure < 1 Year