Conference season is one of the most energizing times of the year for financial advisors. From fresh marketing ideas to meaningful connections and leadership growth, the upside can be huge. But without a plan, it can just as easily turn into overwhelm, shiny object syndrome, and a notebook full of ideas that never see the light of day. In this episode, I walk you through a simple four-phase framework — before, during, after, and six months later — so you can actually measure ROI from the events you attend and make sure they move the needle in your business.

In this episode, you’ll learn:

• How to schedule the right debriefs and CEO time before you even leave for a conference so you don’t waste the momentum when you return
• How to set a clear conference goal that filters sessions, networking, and opportunities through what actually matters to your business
• A smarter way to take notes that prioritizes action over inspiration so you leave with a plan, not just a pile of quotes
• How to protect your team from idea overload and bring back focused, strategic priorities instead of a firehose of change
• What to measure six months later so you can determine whether a conference truly delivered ROI — in time saved, revenue gained, relationships built, or friction reduced

Conference season does not have to equal overwhelm. With the right structure, it can become one of the most profitable and strategic investments you make all year. When you approach events with intention before you go, discipline while you’re there, and measurable follow-through afterward, you stop attending based on vibes and start attending based on results. Choose one action from this episode and put it on your calendar today — your future self (and your bottom line) will thank you.

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.

Your inbox is either running your day… or you are. 📥⏳

In this episode, Libby tackles the silent productivity killer inside most advisory firms: email. If you’ve ever felt busy all day but unsure what you actually accomplished, this conversation will hit home.

If you want more energy at the end of the day and less reactive chaos in your business, this episode is your permission slip to stop living in your email.

Here’s what you’ll learn:

• Why your inbox is not a to-do list — and how fragmented attention is secretly stealing 2–3 hours a day
• The difference between checking and processing email (and why blending them is the root of overwhelm)
• The 4 D’s framework: delete, delegate, do, or defer — and how to move tasks out of your inbox for visual “inbox zero”
• How templates can save you 40+ hours a year and dramatically reduce decision fatigue
• Why the more emails you send, the more you receive — and how setting boundaries protects your time and client experience 📊✨

Libby also shares practical tactics like blocking email windows in your model week, removing work apps from your phone, using delayed send to train client expectations, and reducing unnecessary back-and-forth communication with your team. Because clean systems reduce mental load — and mental load is what keeps you feeling stuck in reactive mode.

You don’t scale your business by answering more emails — you scale it by reducing friction. 🚀 Your inbox doesn’t get to be the CEO. You do.

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 I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression.

So today we dive into:

• How I more than quadrupled my hourly rate
• How creating a killer client experience helped me work less
• Why picking a niche was critical to our efficiency and how it drives referrals
• Being okay with pushing back on clients’ calendars and fitting them into MY model week
• How I organized my time, built a team, AND SO SO MUCH MORE

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.