Reviews
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“I just started listening to Libby’s podcast and I’m blown away by all of her amazing tips and strategies to be more efficient. I’ll definitely be implementing her “delay strategy” for email ASAP.”
The Healthy Entrepreneur via Apple Podcasts ·
United States of America ·
05/03/24
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“If you are looking to make positive changes in your business then this is a one stop shop for improving your client relationships, daily life as an advisor and for growing your practice.
I HIGHLY recommend”
Peter Metcalf via Apple Podcasts ·
United States of America ·
05/01/24
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“I’m working my way back through Libby’s episode backlog, and I’m finding the episodes very helpful (year 3 in an RIA). Keep it up, Libby, and thank you!”
Mungo Bean via Apple Podcasts ·
United States of America ·
02/02/24
“I’ve been an advisor for over 20 years, and I’ve listened to many podcast during that time. This is hands-down, the best podcast I have heard for financial advisors. Every single episode gives actionable advice that you can use in your business immediately to help improve your processes and...”Read full review »
Todd Pisarczyk via Apple Podcasts ·
United States of America ·
12/13/23
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“Libby truly knows her stuff! And she shares such valuable, practical nuggets that listeners can implement right away. I love how she does it so clearly and with so much grace and authenticity - AND a genuine desire to serve people that you can feel while listening to each episode. So good!!”
Let’s Unpack That w Alex&Grace via Apple Podcasts ·
United States of America ·
12/11/23
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“Since I started listening to Libby’s podcast, I am constantly thinking about ways to make life and business more efficient. Her tips and suggestions are 100% worth hearing.
If you are a Financial Advisor trying to level up in your practice, this podcast is a must listen.”
Kosmo33 via Apple Podcasts ·
Canada ·
12/02/23
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“Really love this podcast! I’m a financial coach, not a planner or advisor, but I get SO MUCH value from Libby’s specific, step-by-step advice. SO worth the time to listen to!”
debjcbs via Apple Podcasts ·
United States of America ·
08/14/23
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“Typical advice: “serve your clients better.” Not helpful whatsoever. Libby has found a way to give SPECIFIC ways, templates, and examples to actually provide real value and better service to your clients and your team. Finally, something consistently helpful for my firm! I enjoy this show every...”Read full review »
Bobollooo via Apple Podcasts ·
United States of America ·
07/11/23
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“This podcast is chalked full of actionable tips and advice to streamline your financial advisory practice. If you are ready to take your business to the next level press play and then do what Libby suggests. It works amazingly well 😀”
LL31572 via Apple Podcasts ·
Canada ·
07/08/23
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“Very helpful information. Libby knows what she is talking about and is so informative. I love listening to this podcast!”
Joms2004 via Apple Podcasts ·
United States of America ·
05/23/23
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“This podcast is so fun and helpful! I enjoy listening every week!”
crw1010 via Apple Podcasts ·
United States of America ·
05/03/23
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“Libby is the real deal.
Not only was she a practitioner in the trenches, but she is unapologetically herself while coaching.
There are a number of places to get good information on how to run a top-tier financial advisory firm, but Libby gives practical tips in her own supportive and goofy...”Read full review »
rjpallan via Apple Podcasts ·
United States of America ·
04/18/23
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“Regardless of how much experience I think I have in the business financial planning l, I can always take value from new perspectives. Libby has been able to now only bring new perspective to my thinking but has challenged me to do things differently.
Thank you Libby for sharing practical and...”Read full review »
@thisismeRicardo via Apple Podcasts ·
South Africa ·
03/27/23
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“I am a travel advisor and former client of Libby’s. I can attest to how amazing her team was and how she blessed our family with her abilities.
Now as an entrepreneur, I’m always looking for ways to deliver top notch service consistently while growing in my capacity. While not every episode...”Read full review »
csfulton via Apple Podcasts ·
United States of America ·
01/12/23
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“Libby is the queen of efficiency and if you are looking for ways to level up in your business, this podcast is for you. Stop reading and start listening! Special shout out to listen to episode 042!”
McAtc via Apple Podcasts ·
United States of America ·
12/23/22
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“I’ve been in the business close to 20 years and am always listening and reading to hone my craft. Libby has great wisdom and delivers it in a very clear and doable format. This is one of top FA podcasts out there. Whether you are new or experienced, there are a ton of great takeaways here.”
Kris76109 via Apple Podcasts ·
United States of America ·
12/06/22
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“Libby’s podcast is nothing short of incredible! The quality of guests she brings on the show and the knowledge you gain from each episode makes this podcast a MUST LISTEN!”
REIexpert101 via Apple Podcasts ·
Canada ·
11/29/22
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“I have gotten so much value in the short amount of time I have been listening!”
Brad W Advisor via Apple Podcasts ·
Canada ·
09/18/22
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“This podcast is so refreshing. It’s real things you can implement in your business. Every episode I grab small and big things I can tweak or change to make a huge impact.
I keep thinking there is going to be a dud episode… but there honestly hasn’t been one yet that didn’t challenge me to up my...”Read full review »
get-into-disney via Apple Podcasts ·
United States of America ·
08/26/22
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“The Efficient Advisor is my new found favorite podcast. Libby is so down to Earth, funny and is a wealth of knowledge. What I love most is the podcast is a great blend of ideas for the listener to craft into their own practice as well as real, actionable “now do this” items. Thank you Libby for...”Read full review »
lakegirlCFP via Apple Podcasts ·
United States of America ·
08/24/22
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“I love that Libby has such great ideas, but the best part is that they are so implementable.”
@lake_wi via Apple Podcasts ·
United States of America ·
08/20/22
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“I read every review and take your feedback seriously! Got the music figured out so you can just focus on the content! Do it messy and make it fancy/perfect later!
I’m so touched by the reviews. I just want to provide actionable advice that move advisors forward. No more overwhelm. More time with...”Read full review »
Efficient Advisor via Apple Podcasts ·
United States of America ·
07/28/22
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“I recently re-found this show and it was such a refreshing use of listening time. I appreciate the tactical advice as a FA.”
TrinaCFP via Apple Podcasts ·
United States of America ·
07/06/22
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“Content is fantastic but the intro music is dramatically louder than the speaking volume. It seems small, but makes it really hard to listen to your podcast.”
Zach Ko via Apple Podcasts ·
United States of America ·
06/29/22
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“I’m enjoying your material. I was listening while kids were sleeping in the car. Your intro music is soooo much louder than your talking intro. It scared all of us. Might want to check levels on the different sections of your podcast.”
Mel from SC via Apple Podcasts ·
United States of America ·
06/24/22
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“One of my favorite episodes was the one where you talked about designing your perfect schedule. Your Model Week and meeting notes tip was very helpful, convenient, and paperless which is just amazing. Your show is easily becoming one of my favorites and I’m excited to listen to more episodes!”
Zia N. via Apple Podcasts ·
Philippines ·
06/13/22
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“Libby’s work is so specific and so valuable for advisors trying to figure out their business. I was hooked by her tagline of building a business that you run vs. one that runs you. That’s the pain she soothes with this podcast. I’m a veteran advisor and I get TONS out of each episode.”
TickleMeElmo13 via Apple Podcasts ·
United States of America ·
05/25/22
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“Hits the right mix of challenging yet relatable. There are similar podcasts that I’ve enjoyed (and still listen to) where I choose to overlook the eagerness to build a massive brand and monetize as much as the market will bear. Efficient Advisor provides a lot of the same advice without an ego....”Read full review »
J. Ramage via Apple Podcasts ·
United States of America ·
05/24/22
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“I’ve been able to glean from Libby’s experience and expertise for the past 4 years now and have loved her actionable and realistic tips she shares!
She is as genuine as they come and she really wants to help others!
There’s no fluff here, just good actionable takeaways from her years in the...”Read full review »
entregirlillinois via Apple Podcasts ·
United States of America ·
04/11/22
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“Incredible lessons learned from someone who is an amazing coach, mentor, and wise financial professional. Walking with you through the process and explaining the rationale behind what she teaches provides the step by step solutions to some of the most hot topics in scaling a business and life...”Read full review »
Mary Schmid via Apple Podcasts ·
United States of America ·
02/09/22
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“Everything you need to know about being a successful advisor and raising a family, and giving both the attention they deserve.”
AdvisorLanie via Apple Podcasts ·
United States of America ·
02/01/22
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“Talk about succinct and helpful! As an entrepreneur, this podcast has provided me with tangible tips and advice that I can immediately put into practice.”
Kris1012345N via Apple Podcasts ·
United States of America ·
01/26/22
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“Such wisdom and well -spoken! Highly recommend!”
MamaBearShawnda via Apple Podcasts ·
United States of America ·
01/07/22
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“Libby is so good at sharing her journey to success and giving practical advice and tips to help you get success too - without sacrificing your family life.”
CMSARGES via Apple Podcasts ·
Canada ·
01/02/22
“Follow the pros who have been there and achieved what you want to achieve. Libby is at the top!”
Jeremy Keil via Apple Podcasts ·
United States of America ·
12/31/21
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“Libby is the real deal. She’s a quick wit, a coach, a mom, and an avid reader. She has proven processes that have allowed her to work smarter and isn’t afraid to share them to help other advisors excel in their business. She will teach you about how to create a great client experience through...”Read full review »
Amy Whitlach via Apple Podcasts ·
United States of America ·
12/31/21
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“Libby’s insights will transform the way you approach your business and your life. This is a great listen for financial professionals who are looking to level up AND take back their time.”
Love2Listen-MN via Apple Podcasts ·
United States of America ·
12/28/21
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“Libby of Efficient Advisors has a wealth of knowledge when it comes to making lasting changes in financial advisor’s practices. She teaches about how to create the practice you love - that doesn’t run you but you run it. Each episode Libby teaches concepts you can implement right away….and how...”Read full review »
Financiallywisedivorce.com via Apple Podcasts ·
United States of America ·
12/28/21
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“If you’re a comprehensive advisor or entrepreneur and don’t get detailed, actionable ideas from each Efficient Advisor podcast, you need to turn up the volume. I’m seriously so thankful I found this podcast. Thank me later!”
proverbs31gal via Apple Podcasts ·
United States of America ·
12/27/21
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