The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!"I feel that on so many levels because that was me early on.And the number one question I got from corporate folks is, "If you could share just ONE thing with advisors from an efficiency standpoint, especially advisors in those early years of their careers, what would you share?"Luckily, the answer for both of those questions is the same thing! I get to kill two birds with one stone.  But what that means is that this is foundational to working efficiently!In today’s episode, I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule.This perfect schedule, or what I call a Model Week, is a schedule that you’ve designed, with intention, that suits your personality, for your business goals, with your energy levels, and your work/life balance objectives in mind.In this episode, I will:Help you design a 'Model Week' that works for your business and life goalsShare tips and tricks to maximize productivityGive examples of things that have worked and haven't worked for myself and other advisorsHelp you build margin and white spaceGuide you in methods to figure out how to tweak your schedule until it works perfectly for YOU!---------------------------------Links from Today’s EpisodeDownload the Model Week Template and Sample Templates Here!Episodes Mentioned:178: Michael Kitces on Time Management & Building Your Model WeekDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: *Free Download* Client Intel Process----------------------LINKS FROM THIS EPISODEGrab the Client Intel Process PDF HereLearn more about one-on-one coaching HereLearn More About the Retirement Tax Services Summit HereGrab Your Focus Gummies HereClick “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Enroll in The Perfect RIA masterclass HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰As advisors, it’s important to take note of even the littlest details your clients share so you can create personalized experiences that make them feel known. In this episode, Libby shares about her Client Intel Process and how using this template to capture information allowed her and her team to create a customized, professional touch for all her client interactions. And, Libby shares a FREE DOWNLOAD that you can start using ASAP in your business to collect, store, and utilize client information to create truly tailored experiences. So, let’s dive into the Client Intel Process and, most importantly, how to integrate it into your business! ----------------------LINKS FROM THIS EPISODEGrab the Client Intel Process PDF HereLearn More About One-on-One Coaching HereLearn More About the Retirement Tax Services Summit HereGrab Your Focus Gummies HereClick “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Enroll in The Perfect RIA masterclass HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer----------------------LINKS FROM THIS EPISODEConnect with John on LinkedIn HereLearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episodes Mentioned:#106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake BrewerDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute. In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌The goal of this virtual event was to help his clients create a lasting legacy beyond finances for their children. John gives all the details of his letter-writing event and shares how this tool not only deepened family bonds for his clients, but also redefined the advisor-client relationship. If you need an innovative value-add that is lower on difficulty and massive on impact, this may be just the thing for you! Take a listen today!P.S. The Legacy Letter was also featured on the Today Show…it’s that cool! 😎----------------------LINKS FROM THIS EPISODEConnect with John on LinkedIn HereLearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episodes Mentioned:#106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Even More Good Ideas You Can Implement Today---------------------------------------LINKS FROM THIS EPISODELearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episodes Mentioned:#044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships - find it on iTunes here! #91: When A Prospect Says, “I’m Interviewing Several Advisors” and What to Do About It - find it on iTunes here! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away. In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including:A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can implement TODAY! Let’s go! 🚀______________LINKS FROM THIS EPISODELearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episodes Mentioned:#044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships - find it on iTunes here! #91: When A Prospect Says, “I’m Interviewing Several Advisors” and What to Do About It - find it on iTunes here! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Michael Kitces on Time Management & Building Your Model Week---------------------------------------LINKS FROM THIS EPISODEConnect with Michael on LinkedIn HereLearn more about Toggl HereCheck out my guest appearance on Michael’s podcast HereEpisodes Mentioned:#12: Designing Your Perfect Schedule to Get it All Done in Less TimeDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different!In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚ Michael has perfected the art of time management over the years with some innovative strategies. He shares in depth about his favorite time hacks, including:Focus management versus time managementStructuring model weeksCreating theme daysGetting started with time blockingSo, if you’re struggling to find balance or simply want to tweak your week, stop what you’re doing 🛑, grab a pad and pen to take notes 📝, and get ready to learn from the self-proclaimed Chief Financial Planning Nerd! 🤓 ---------------------------------------LINKS FROM THIS EPISODEConnect with Michael on LinkedIn HereLearn more about Toggl HereCheck out my guest appearance on Michael’s podcast HereEpisodes Mentioned:#12: Designing Your Perfect Schedule to Get it All Done in Less TimeDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Five Good Ideas You Can Implement Today----------------------LINKS FROM THIS EPISODELearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episodes Mentioned:#12: Designing Your Perfect Schedule to Get it All Done in Less TimeDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

“Ideas are easy. Implementation is hard.”After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do things in an easier way. In today’s podcast episode, Libby shares five of her simplest yet most effective ideas that help advisors, including: A simple language change to shift clients’ perspective of reviews How adding special VIP time slots can reduce stress in your schedule Why you should celebrate firing clients with your team How to create happy face experiences And much more!A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can implement TODAY! Let’s go! 🚀----------------------LINKS FROM THIS EPISODELearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episodes Mentioned:#12: Designing Your Perfect Schedule to Get it All Done in Less TimeDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson----------------------LINKS FROM THIS EPISODEConnect with Carter on LinkedIn Here!Learn More About the Advisor Client Acquisition Kit Here!Check Out Carter’s Estate Planning Package Here!Learn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day.In today’s episode, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some really cool stuff. This innovative, comprehensive solution is aimed at revolutionizing marketing efforts and solidifying an advisor's online presence. It offers tons of tools, including:Website designCustom video contentDrip marketing campaignsClient acquisition and retentionA done-for-you estate planning service If you’re looking to invest in resources that free you from time consuming tasks and can lead to a more balanced life, be sure to tune into today’s episode for immediate, high-impact actions to streamline your business. ----------------------LINKS FROM THIS EPISODEConnect with Carter on LinkedIn Here!Learn More About the Advisor Client Acquisition Kit Here!Check Out Carter’s Estate Planning Package Here!Learn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle----------------------LINKS FROM THIS EPISODECheck out the podcast Real AF with Andy Frisella hereGrab your copy of Think and Grow Rich hereOrder The Book on Mental Toughness hereGet The Five-Minute Journal herePurchase this month’s #fakebookclub book The Slight Edge  hereLearn more about one-on-one coaching hereEnroll in the Perfect RIA masterclass hereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time.In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel financial advisors to the next level, including:Making relational deposits before withdrawalsFostering trust and support within relationshipsInvesting in personal and professional developmentSelectively consuming literaturePracticing mental fortitude and disciplineIf you want some practical guidance to excel in today’s crazy financial advisory world, tune in to this week’s episode. You’ll leave feeling inspired with ideas on how to pave your own path to excellence!----------------------LINKS FROM THIS EPISODECheck out the podcast Real AF with Andy Frisella hereGrab your copy of Think and Grow Rich hereOrder The Book on Mental Toughness hereGet The Five-Minute Journal  herePurchase this month’s #fakebookclub book The Slight Edge hereLearn more about one-on-one coaching hereEnroll in the Perfect RIA masterclass hereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: My NEW Favorite Focus Hack for Increased Productivity (and a few other tools!)LINKS FROM THIS EPISODECheck out the Retirement Tax Services  2024 Tax Planning Summit here!Find the Best Self Journal I use here!Get your gummies here (and follow these instructions!)Click Shop > Product Category - Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create SubscriptionEpisode 16: 8 Productivity Hacks to Work More Efficiently - Here!Episode 12: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

If I can find a way to increase my focus and efficiency… OF COURSE I’m going to share it. 🤗 In today's episode, I have got a couple of productivity ideas for you. One that is brand new, and has been honestly so unbelievable  for me. It’s giving me an extra 90+ minutes a day of major focus and helping me crush my to-do list like a boss. 💪 No joke! But this one…it’s a little unusual. And I’ve got a few other tips and tricks I use, as a business owner with ADD, that genuinely help me prioritize and crush through the things that ACTUALLY move the needle in my business. So, if you want to get more out of your time…let’s dive in!LINKS FROM THIS EPISODECheck out the Retirement Tax Services  2024 Tax Planning Summit here!Find the Best Self Journal I use here!Get your gummies here (and follow these instructions!)Click Shop > Product Category - Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create SubscriptionEpisode 16: 8 Productivity Hacks to Work More Efficiently - Here!Episode 12: Designing Your Perfect Schedule to Get it All Done in Less Time - Here! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Each week I recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Delegating Tasks That Are Nuanced  **FREE DOWNLOAD** ----------------------LINKS FROM THIS EPISODEGrab the Asset Transfer Script Download here!Learn more about one-on-one coaching hereEnroll in the Perfect RIA masterclass hereEpisodes mentioned:#23: Delegate More Effectively with Fewer Errors [My System!]#44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client RelationshipsDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

One of the biggest challenges for any advisor is delegating tasks that require knowledge, experience, and education—the stuff that lives in your head based on years of experience. It often feels too daunting to explain all the details to someone, so we continue to do ALL. THE. THINGS. 🙃In today’s episode, Libby walks you through the steps she took to hand off to her Director of Operations the intricate process of coordinating account transfers, and how crafting airtight standard operating procedures became her map to success. She details stages of delegation that reduce oversight and save time, including:Training employees through observationEmpowering employees to independently handle tasks and update proceduresInvesting time for professional developmentCreating scripts and checklists By stepping aside and empowering others to lead the charge, you’ll be able to redirect your time and energy toward what a CEO does best—strategy and vision. 🎯 💡 Tune in now for some tips on mastering delegation so you can focus on scaling your business to the next level! 🤑 ----------------------LINKS FROM THIS EPISODEGrab the Asset Transfer Script Download here!Learn more about one-on-one coaching hereEnroll in The Perfect RIA masterclass hereEpisodes mentioned:#23: Delegate More Effectively with Fewer Errors [My System!]#44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client RelationshipsDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

We all know that building a dynamic, cohesive team you can trust is essential to scaling a successful advisory practice, but how do you go about finding, hiring, and retaining great employees? Acquiring the right people—in the right role—is one of the hardest yet most critical aspects to growth. No people = no scale. 📈 Alanah Phillips, recruiting, hiring, and training extraordinaire, joins The Efficient Advisor, Libby Greiwe, to discuss how to find “unicorn” employees in today’s market without having to invest in “nap pods” or add crop tops to the dress code! 😳 In this episode, Alanah explains how to build a dream team by:Examining your hiring processCreating a culture that balances work and lifeEmbracing modernization and fostering flexibilityIntegrating new employees with a transparent onboarding processIf you're scaling your team or simply planning ahead, this podcast is brimming with practical tips you can implement to create a flourishing business environment. Let’s go! 🚀-----------------------------------LINKS FROM THIS EPISODEConnect with Alanah on LinkedIn hereVisit Alanah’s website hereEpisodes Mentioned:#85: Is the grass really greener on the other side? How do I know if I’m with the right firm? With guest Alanah PhilipsDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!