Home
Categories
EXPLORE
True Crime
Comedy
Business
Society & Culture
History
Sports
Health & Fitness
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/d1/c7/6a/d1c76a8d-1f75-953b-9d3e-c6499b005e41/mza_15529818847830248289.jpg/600x600bb.jpg
The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby Greiwe
320 episodes
4 days ago
Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention. What you’ll learn in this episode: The difference between a task-based virtual assistant and a strategic executive assistantHow...
Show more...
Entrepreneurship
Business,
Marketing
RSS
All content for The Efficient Advisor: Tactical Business Advice for Financial Planners is the property of Libby Greiwe and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention. What you’ll learn in this episode: The difference between a task-based virtual assistant and a strategic executive assistantHow...
Show more...
Entrepreneurship
Business,
Marketing
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/d1/c7/6a/d1c76a8d-1f75-953b-9d3e-c6499b005e41/mza_15529818847830248289.jpg/600x600bb.jpg
302: Do This One Thing for 30 Days to Transform Your Business and Life
The Efficient Advisor: Tactical Business Advice for Financial Planners
28 minutes
2 months ago
302: Do This One Thing for 30 Days to Transform Your Business and Life
Sometimes the smallest shifts create the biggest results. In this episode, Libby challenges you to focus on just one tiny habit for 30 days. Drawing inspiration from James Clear’s book Atomic Habits, she shares why less really can be more when it comes to creating lasting change in your business and life. Instead of overloading yourself with too many new goals, this simple framework will help you build momentum, reduce overwhelm, and actually stick with the changes you want to make. Here’s wh...
The Efficient Advisor: Tactical Business Advice for Financial Planners
Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention. What you’ll learn in this episode: The difference between a task-based virtual assistant and a strategic executive assistantHow...