Behavioral finance… it can feel like a buzz term. But what it is really? Is behavioral finance really an actual need? How does it REALLY help you as an advisor deliver better financial advice? Where does it show up in your email copy, on your website, and in your meetings?

In today’s episode, marriage counselor turned behavioral therapist Ashley Quamme, shares with us how integrating behavioral finance actually makes your financial planning process more efficient! She gives us very tactical advice (think specific things you can say and do) to integrate behavioral finance into our client relationships without it coming across as weird or jarring. 

And, if you’re one of those advisors that is worried about AI taking over you job, this is where you can use your humanity to differentiate yourself. 

In this episode we cover:

• What IS behavioral finance and how do we make it not feel too ‘woo woo’
• What language do we use and where do we use it?
• What kinds of questions can we ask to get into deep conversations with our clients?
• Does it ACTUALLY improve the quality of financial advice we are delivering?
• And, so much more!

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Register for the AI Made Easy webinar with Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Download the Family Tree Template 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.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

What would happen if you hit pause, took a step back, and gave yourself the time and space to reimagine your business?

In this week’s episode of The Efficient Advisor, I’m sharing the results of my CEO Day Retreat—a two-day intensive that reshaped how I’ll approach 2025. For financial advisors, it’s easy to get stuck in the grind of daily operations, but what if you took a moment to ask: *Is this business serving my goals and my life the way I want it to?* 

Whether you’ve already planned your year or feel like you’re winging it, this episode is packed with actionable ideas you can use to rethink and refine your business strategy. 

Here’s what you’ll get from today’s episode:

1️⃣ Clarity on how to refocus your energy on the most impactful areas of your business so you can work fewer hours while achieving more. 
2️⃣ How to identify and address pain points in your business—because the cracks in your foundation often hold the key to your biggest growth opportunities. 
3️⃣ Lessons learned from overcommitting and how to keep shiny-object syndrome from derailing your progress. 
4️⃣ Tips for setting quarterly goals that are specific, actionable, and aligned with your long-term vision for your practice. 
5️⃣ How to pivot with purpose, whether you’re considering new offers, refining your services, or simply taking time to enhance what you’ve already built.  

Let’s dive in! 
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Register for the AI Made Easy webinar with Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Download the Family Tree Template 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.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Happy New Year! 🎉 As we kick off the first podcast of 2025, Libby reflects on her personal and professional journey through 2024 and shares actionable insights from her recent CEO Day retreat. This episode is all about the power of reflection, the hard decisions that shape your business, and how to set yourself up for a successful year ahead.

Libby opens up about her unique approach to goal setting, how she handles shiny object syndrome, and the essential questions she asks herself to reflect on the past year before planning for the future. Whether you're ready to hit the ground running or taking a slower, more intentional approach to the new year, this episode offers something valuable for you.

What This Episode Covers:

• What to reflect on before jumping into goal-setting for the new year.
• Libby’s CEO Day process, including key exercises to assess your business and life.
• How to embrace moderation with goals and overcome shiny object syndrome.

Libby also shares personal stories from 2024, how she adapted her goals after a challenging season, and the mindset shifts that helped her regain control of her business.

Grab your journal, a cup of coffee, and let’s get real about making 2025 the year of intentional growth!

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Links to Include with this episode:

Register Here for the AI Automation Made Easy Live Event

Register for the AI Made Easy webinar with Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Download the Family Tree Template 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.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking 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 from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business -  Level 4 of the Systems to Scale Framework


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LINKS FROM THIS EPISODE:
Download the Systems to Scale Framework Here!

Register for the AI Made Easy webinar with Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Download the Family Tree Template 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.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we're officially wrapping up!

In Week 6…it’s all about creating processes for LEADING your business.

This week we’ll talk about: 

1. The two roles you have as CEO
2. How to modernize your org chart
3. Establishing the right next step for your business

Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

-----------------------

LINKS FROM THIS EPISODE:

Sign Up for the Systems to Scale Group Coaching & Mastermind Here!

Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!

Register for the AI Made Easy webinar with Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Download the Family Tree Template 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.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Frequently Asked Questions: In today’s episode, Libby dives into all the details of the Systems to Scale Group Coaching Program. Today she will cover:

• What is the delivery format?
• How much time do I need to commit to the program to get the most out of it?
• Can my team join me for free? (Hint: YES!)
• What will we cover?
• How often and when do we meet?
• Who is this program right for? Who is it not right for?
• What can I expect?

Libby invites you to join us to participate in the next round of the Systems to Scale Group Coaching & Mastermind! 

Register for the AI Made Easy webinar with Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Download the Family Tree Template 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.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

It’s Week 5 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!

In Week 5…it’s all about creating processes for SCALING your processes

This week we’ll talk about: 

1. How do identify which pieces of your process are the easiest to scale
2. How to design the right role for YOUR business
3. Crafting 3-year plan to scale

Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

-----------------------

LINKS FROM THIS EPISODE:

Sign Up for the Systems to Scale Group Coaching & Mastermind Here!

Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!

Register for the AI Made Easy webinar with Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Download the Family Tree Template 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.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking 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 from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business -  Level 4 of the Systems to Scale Framework


---------
LINKS FROM THIS EPISODE:
Download the Systems to Scale Framework Here!

Register for the AI Made Easy webinar with Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Download the Family Tree Template 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.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Systematize! Just the word alone gives me tingles up and down my spine. It’s no surprise, but it’s one of my favorite layers of my Systems to Scale Framework. Why? Because this is where we build upon all of the previous weeks and it all comes together. This is where we get real about automation, delegation, deletion, and streamlining. 

In this episode, we’ll dive into:

• Time-management techniques to implement
• How to automate, delegate, delete, and streamline
• Why you need a recommendations template
• SOPs, templates, & checklists GALORE!

Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

-----------------------

Register for the AI Made Easy webinar with Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Download the Family Tree Template 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.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking 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 from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall


---------
LINKS FROM THIS EPISODE:
Download the Systems to Scale Framework Here!

Register for the AI Made Easy webinar with Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Download the Family Tree Template 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.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

But what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTS

We are stepping away from the S2S Framework this week, because the end of the year is coming, and we’ve got a small window of time to maximize your own tax savings before the end of the year. 

If you’re anything like me, the end of the year was all about the clients. Scrambling to get their Roth conversions done, tax harvesting, QCDs, and all the things. My own taxes were in the back of my mind, but everyone else came first. I did an episode a few months ago with a tax strategist that works with your clients… but what about a tax advisor for advisors!? Well, today I am going to introduce you to my friend Catherine. Her CPA firm specializes in doing tax strategy and advice for financial advisors. 

In this episode, we’re digging into:  

• Common Tax Mistakes Financial Advisors Make—and How to Avoid Them
• Year-End Tax Strategies: How Advisors Can Maximize Savings Before December 31st
• What is a Healthy Profit Margin for an Advisory Business?
• The Power of Proactive Tax Planning for your Firm - What A CPA Relationship Should Look Like

This episode is just for you, Advisors. An opportunity to take a step back and make sure you are taking care of your own business and your own strategy.

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LINKS FROM THIS EPISODE:

Connect with Catherine here! 

Catherine’s Website   dominiones.com 

Watch Catherine’s Podcast here!

Register for the AI Made Easy webinar with Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Download the Family Tree Template 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.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!