Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
343: The 85% Wake-Up Call Every Advisor Needs to Hear
In this quick Efficient Friday episode, Libby breaks down a stat that should stop every advisor in their tracks: 85% of clients have thought about switching advisors in the last year 😬. She challenges you to look honestly at the impact you’re delivering, the experience your clients are having, and whether your time is being spent on things that actually matter to them—or just feel productive.
You’ll learn how to evaluate your client service model, identify low-impact activities that drain time, and redesign your processes to deepen relationships, reduce friction, and consistently deliver real…
The skinny
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