343: The 85% Wake-Up Call Every Advisor Needs to Hear

In this quick Efficient Friday episode, Libby breaks down a stat that should stop every advisor in their tracks: 85% of clients have thought about switching advisors in the last year 😬. She challenges you to look honestly at the impact you’re delivering, the experience your clients are having, and whether your time is being spent on things that actually matter to them—or just feel productive.You’ll learn how to evaluate your client service model, identify low-impact activities that drain time, and redesign your processes to deepen relationships, reduce friction, and consistently deliver real value year after year 🚀💡. This episode is a call to step into your CEO role, gut-check what you’re doing, and intentionally build a practice your clients never want to leave.Join the Systems to Scale Group Coaching Program HERE! Register for the Asset+Map Do It Together Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.