The Efficient Advisor: Tactical Business Advice for Financial Planners
Jun 2, 2026 · 49 min · 10 segments
In this episode, Libby sits down with Summer Webb from American Estate & Trust to unpack what alternatives actually are, why more advisors are exploring them, and how firms can offer these types of…
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Summer WebbGuestLibby GrzywinskiHostan advisor's first 100 days course, and honestly, it really transformed the way my team and I approach onboarding new clients, but equally importantly, retaining our existing clients.
Before the course, I felt like there were areas in our process that lacked the consistency and the structure that I wanted, from helping clients comfortably transition from their previous advisor to just creating meaningful touch points and a more guided client experience from start to finish.
What I loved most were the practical systems and structure that Libby introduced, things like the breakup letter and suggested weekly client communications, and setting clear expectations throughout the engagement process.
It was all taught by someone who had actually lived and implemented these things successfully.
This course has truly helped me become a much more efficient advisor, and I would absolutely recommend it to anyone looking to create a smoother, more consistent client experience.
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an advisor's first 100 days course, and honestly, it really transformed the way my team and I approach onboarding new clients, but equally importantly, retaining our existing clients.
Before the course, I felt like there were areas in our process that lacked the consistency and the structure that I wanted, from helping clients comfortably transition from their previous advisor to just creating meaningful touch points and a more guided client experience from start to finish.
What I loved most were the practical systems and structure that Libby introduced, things like the breakup letter and suggested weekly client communications, and setting clear expectations throughout the engagement process.
It was all taught by someone who had actually lived and implemented these things successfully.
This course has truly helped me become a much more efficient advisor, and I would absolutely recommend it to anyone looking to create a smoother, more consistent client experience.