304: A Personal Look into How I Built a 7-Figure Practice Working Just 3 Days a Week

The Efficient Advisor: Tactical Business Advice for Financial Planners

Today’s episode… it’s Opposite Day! Today, Libby is the one being interviewed. Dillion Kazemi and Montel Hawkins of the Live Your Aim Podcast ask Libby some big questions around selling her firm, her framework for decision making for her business, and get pretty personal… but it a good & tactical way!

Libby shares how she leaned into her authenticity, built her business around her values, and created systems and processes that allowed her to thrive both professionally and personally. This episode is packed with wisdom for financial advisors who want to grow their firms with intention while still living a life they love.

Here’s what you’ll learn in this episode:

• How Libby built a seven-figure advisory practice while working part-time
• The systems and processes that create efficiency without sacrificing client experience
• Why saying “no” can be the most powerful growth strategy
• How to embrace your uniqueness and turn it into your superpower in business
• The importance of designing your practice by intention rather than default

Whether you’re just starting out or looking to scale your firm sustainably, this episode will challenge you to rethink what success looks like and inspire you to build a business that serves both your clients and your life.

Check out the Live Your Aim Podcast 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.