Running a financial advisory firm often looks appealing from the outside: freedom, flexibility, and income potential. But the reality of being a true business owner requires an entirely different skill set. In this episode, Libby sits down with Hannah Moore to have an honest, vulnerable conversation about what it really takes to move from advisor to CEO, including the emotional, operational, and leadership challenges that often go unspoken ✨

In this episode, you’ll learn:

Why owning a firm is fundamentally different from being a great financial advisor, and why most advisors are unprepared for that shift
How Hannah navigated massive business transitions, including reducing her client base, growing two companies, and building a leadership team
What it actually looks like to delegate meaningful responsibilities like sales calls and client relationships
How ego, identity, and grief can quietly hold advisors back from scaling their firms
Why self-awareness is one of the most important traits of successful advisors and CEOs

This episode is a powerful reminder that growth doesn’t come from doing more, but from letting go, building trust in your team, and stepping fully into the CEO role. If you’re feeling stretched, overwhelmed, or stuck in the day-to-day, this conversation will help you see what’s possible on the other side of intentional leadership.

Find Hannah on LinkedIn HERE!

Learn more about Amplified Planning HERE!

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.

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