The Efficient Advisor: Tactical Business Advice for Financial Planners

← The Efficient Advisor: Tactical Business Advice for Financial Planners18. Aug. · 43 Min.

396 - How to Create More Abundance in Your Practice with Ellen Rogin

396 - How to Create More Abundance in Your Practice with Ellen Rogin18. Aug.43 Min.

In this episode, we're talking about something that might feel a little uncomfortable for advisors who love spreadsheets, checklists, and action plans—but it may be one of the most important conversations you'll have all year. Libby sits down with author, speaker, and former financial advisor Ellen Rogin to explore what abundance really looks like inside an advisory practice. From the way you think about money to the energy you bring into client meetings, Ellen shares how shifting from scarci...