Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
352: Stop Assigning Client Homework: A Better Way to Gather Data and Move Plans Forward Faster
In this episode, Libby explores one of the most common sources of friction inside advisory firms: the homework advisors give their clients. While assigning tasks like uploading statements, linking accounts, or completing paperwork may seem efficient from the advisor’s perspective, it often slows the process down and creates frustration for clients who already have full, busy lives. Libby shares practical examples from her own firm and her First 100 Days onboarding framework to explain why client homework creates drag in the planning process and how advisors can redesign their workflows to…
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