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:

🎙️ Becoming a Student of Your Tech Stack 🚀🔍

Are you a master of your tools, or are you working off of minimal viable product!? In this episode, Libby shares a game-changing mindset shift—becoming a student of the technology you already have. Learn how mastering your existing tools can save you time, money, and frustration while unlocking powerful features you never knew existed. Plus, discover how automation tools like Zapier and AI can supercharge your workflows without the headache of switching platforms.

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!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

257: Maximizing Your Tech Stack: Save Time, Cut Costs & Boost Efficiency (Efficient Friday!)

The Efficient Advisor: Tactical Business Advice for Financial Planners