I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!

I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new!

In today’s episode, we’ll discuss why it’s time to ditch the traditional “annual review” and what to do instead. You’ll discover how a simple shift in language—from review to strategy session—can elevate your client experience, change the energy in the room, and position you as the proactive guide your clients truly need.

🔥 If you’ve ever wondered how to make your client meetings feel more valuable, purposeful, and exciting—this is the episode for you. Say goodbye to passive reviews and hello to proactive planning that moves the needle. 💡📈✨

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Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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267: Stop Doing Annual Reviews Now! And Do This Instead

The Efficient Advisor: Tactical Business Advice for Financial Planners