291: Behind the Scenes: Is Group Coaching the Missing Link Your Advisory Practice Needs?

The Efficient Advisor: Tactical Business Advice for Financial Planners

Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This episode dives deep into what the Systems to Scale Group Coaching Program is really all about. If you’ve ever wondered whether it’s the right fit for your stage of business—or how it can actually transform your practice—this is your go-to guide. Libby shares program structure, what kind of advisor it’s perfect for, who it’s not for, and real results from past participants.

In this episode, you’ll learn:

• Why this 10-month coaching program helps advisors shift from overwhelmed to organized
• How the pod-based structure builds community, accountability, and peer wisdom
• What core systems and processes are developed (like onboarding, client service models, SOPs, and more)
• Who this program is designed for—and who it’s not
• The level of support, guest contributors, templates, and resources included

Whether you're solo or have a full team, the Systems to Scale coaching experience is built to meet you where you are—and help you grow.

Ready to finally feel less stressed and more strategic? Tune in and decide if this game-changing experience is the next right step for you and your business.

Download the Systems to Scale Framework 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.