Best Libby And Nick Podcasts (2024)

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231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework 50:09

1h ago50:09

50:09

This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized …

1
Pioneering Fee-Only Wealth Advice with Christopher Tan 54:06

2h ago54:06

54:06

In this episode, Christopher Tan, CEO of Provident, Southeast Asia's first and Singapore's sole fee-only comprehensive wealth advisory firm, shares his journey from a humble background to becoming a financial advisor. He tells the story of how he transitioned from engineering to the army, then to pharmaceutical sales and eventually to financial ser…

1
E100 Nick B. 1:11:10

1d ago1:11:10

1:11:10

Special episode on PAWS (Post-Acute Withdrawal Syndrome). Nick B. discusses his three ibogaine treatments to address his kratom addiction. Nick on confronting the root of addiction: “Odds are your drug addiction comes from some sort of trauma… really try to focus on your traumas. It took me a long time to realize that.” On not doing it alone: “Ask …

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230: The Client New Year's Letter You Need to Write Now! 38:11

7d ago38:11

38:11

Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter. Really, Libby? A letter is going to make a difference? ABSOLUTELY, but the catch is you have to include the right things. It’s easy for clients to lose sight of all the work you …

1
E99 Travis 57:33

9d ago57:33

57:33

Libby and Jacob discuss some podcast comments from pro-kratom people who obviously never listened to an episode. Travis talks to Charlie about getting caught up with drinking kratom tea at Florida bars, experimenting with tapering to get off and taking to TiKTok to reach out to others struggling. RESOURCE OF WEEK TiKTok follows: Travis @kr8tomwarri…

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229: Tax Strategy for Your Boring W-2 Clients and Beyond 47:28

14d ago47:28

47:28

When I was running my practice, I dreamed of having a tax professional who would do actual tax strategy. Like WAY MORE than just getting behind my Roth conversions or more traditional ideas like QCDs, but someone that could actually sit down with my clients and tell them if they should buy their car through their business, tell them what type of en…

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E98 Matt B. 56:56

10d ago56:56

56:56

Matt talks with Libby about getting addicted to a "kava" drink before he realized there was kratom in it. They discuss using supplements to help detox from kratom at home, and Matt offers a free "Quit Kit" to the audience (link below). RESOURCE OF WEEK Get Your Quit Kit https://quitkit.carrd.co/ KRATOM IN THE HEADLINES An update on the clinical pha…

1
E97: Matt's Brother Aaron 31:18

14d ago31:18

31:18

Final Wednesday special episode from the July to October 2024 series of mid-week shows with experts and others with lived experiences from kratom. Charlie talks with Aaron about the death of his beloved brother Matt from a kratom-caused death. CONNECT WITH US https://www.instagram.com/kratomsobriety https://twitter.com/kratomsobriety https://www.ti…

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The Growth Whisperer: Abby Salameh's Secrets for Scaling Advisor Businesses 41:44

15d ago41:44

41:44

In this episode of the Model FA Podcast, David DeCelle sits down with Abby Salameh, Chief Growth Officer at RFG Advisory. Abby shares her fascinating career journey, from starting in institutional sales at Sanford Bernstein to launching the first financial advisor newspaper, Investment News. Abby discusses her transition into growing large RIA firm…

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228: 8 Productivity Hacks to Work More Efficiently 34:43

21d ago34:43

34:43

We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of the major things you needed to do. YET, you felt slammed all day! So here’s the questions we’re going to seek answers to today… How do you ACTUALLY get things done in your time blocks without getting distra…

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E96 Jay 1:04:26

24d ago1:04:26

1:04:26

Chris and Jacob respond to a listener's voice mail. Jay hit a rock bottom with kratom that led him to a treatment center and now he is 30 months clean. RESOURCE OF WEEK The Mystery of the Vape Shop Kratom (substack.com) https://pjvogt.substack.com/p/the-mystery-of-the-vape-shop-kratom KRATOM IN THE HEADLINES Vince Sanders of CBD American Shaman def…

1
E95 Sean: Addiction and Family 56:14

25d ago56:14

56:14

Christine and Sean turn what could be a family mess into a message of recovery. CONNECT WITH US https://www.instagram.com/kratomsobriety https://twitter.com/kratomsobriety https://www.tiktok.com/@krat0ms0briety https://www.youtube.com/@KratomSobriety https://www.facebook.com/kratomsobriety QUITTING KRATOM SUPPORT MEETINGS https://www.kratommeetings…

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227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin 46:48

28d ago46:48

46:48

Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field. In this episode we’ll share insights on: What To Do Beyond Basic Calcul…

1
Episode 446. Free To Perform with Ruth Chiles 30:40

24d ago30:40

30:40

Being spontaneous and flexible, joyful and loving, kind and playful, and above all things, confident are traits people inherently have; it's our natural state, it's home. Yet things we hear or experience change that. To survive, we adapt, change, and transform our essence. Unfortunately, by the time we realize it, we'll probably be far from home. I…

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Ep 47: Lana Del Rey Marries Alligator Captain, J Lo & Ben Canoodle, Our Breakup & Golden Bachelors 42:10

24d ago42:10

42:10

In this episode Libby and Nick chat with our new best friends we've known all our lives! We discuss Lana Del Rey's shocking marriage to an alligator boat tour captain in Louisiana. We also muse about J Lo and Ben Affleck keeping their relationship amicable and even canoodling out in public! We reminisce about our breakup and how a jewelry commercia…

1
E94 Lily 1:36:18

1M ago1:36:18

1:36:18

Christine and Libby talk self-care. Jasmine interviews Lily, who became addicted to one kratom-kava tonic a day. With mounting health effects, a growing short fuse, and making mistakes (and still feeling confident) at work, Lily tapered off kratom with the help of Kambo, secretions from the giant green monkey tree frog, as a form of natural healing…

1
E93 Laura Solomon: Advanced Rapid Detox 37:00

1M ago37:00

37:00

Interview with Laura Solomon of Advanced Rapid Detox about a medically supervised kratom withdrawals program in Michigan. Rapid Opiate Detox & Rapid Alcohol Detox Programs (advancedrapiddetox.com) https://advancedrapiddetox.com/ Lucemyra (lofexidine): Uses, Side Effects, Interactions, Pictures, Warnings & Dosing - WebMD https://www.webmd.com/drugs/…

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From Wirehouse to RIA: Craig Robson's Transformative Journey 59:05

29d ago59:05

59:05

In this episode of the ModelFA podcast, host David sits down with Craig Robson, the Founding Principal and Managing Director of Regent Peak Wealth Advisors. Craig shares his fascinating journey from a 25-year career at Merrill Lynch to launching his own independent RIA firm, Regent Peak Wealth Advisors. The conversation delves into the challenges a…

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226: How to Design Your Perfect Schedule - Replay with Download 48:45

1M ago48:45

48:45

The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and i’m putting in double that!" I feel that on so many levels because that was me early on. In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 2…

1
E92 Michal 52:12

1M ago52:12

52:12

Socializing without kratom. Michal struggled first with powder and then extracts during multiple quits, also finding kratom didn't keep her away from booze. Eventually she tried medicated assisted treatment to quit everything for good. Contact Michal at: EarlydaysPC@gmail.com EP 344: Early Days-Introduction — Sobertown Podcast | Sobriety Podcast & …

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Ep 46: Hot Takes: Costco, Leonardo DiCaprio, NDAs & Fantasy Football 42:15

1M ago42:15

42:15

In this episode, Libby and Nick reveal a lot of hot takes. Find out who can't stand Costco - and who can't wait to join. We discuss highlights from Only Murders in the Building as well as Travis Kelce and Taylor Swift's REAL relationship. Hear our takes on everything from Leonardo DiCaprio, to working in the same building NDAs and what's really imp…

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225: Ideas to Implement - Complete a Time Study to Boost Productivity Now 6:58

1M ago6:58

6:58

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Complete a Time Study to Boost Productivity Now --------- LINKS FROM THIS EPISODE: Grab your time study template here! Episode with Michael Kitc…

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Behind the Scenes with Lush Party Studios: The Art of Creating Memorable Photo Booth Experiences 1:06:00

1M ago1:06:00

1:06:00

Anna and Alicia discuss the significant life changes Alicia has experienced, including moving into a new home and welcoming a baby. They delve into the challenges of home renovations, particularly in creating a functional space for family and work. Alicia shares her journey of building Lush Party Studios, emphasizing the importance of quality in he…

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224: Complete a Time Study to Boost Productivity Now 42:19

1M ago42:19

42:19

On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time. Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too. Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more ba…

1
E91 Noah 57:16

1M ago57:16

57:16

Libby's debut as a co-host. Californian Noah documented his cold turkey harsh two-week detox from the kava-kratom tonic through a series of videos. After over two years of sobriety, he got sucked back in and had to bounce back to quit again. Noah on IG: https://www.instagram.com/urbeezy/p/CrhJxUjOj4o/?img_index=1 Ibogine safety: https://www.ncbi.nl…

1
E90 Max's Mom Cindy 44:21

2M ago44:21

44:21

Cindy talks about her son's kratom-caused death. Max was 30 years old in good health with no pre-existing conditions. His toxicological report showed no other drugs other than likely drinking about four beers the afternoon he passed away. Cindy discussed trying to advocate for better kratom regulations. CONNECT WITH US https://www.instagram.com/kra…

1
Role Reversal! David DeCelle and Dan Allison & Graham Gardner Answering Your Best Questions! 1:37:11

1M ago1:37:11

1:37:11

On this special episode, Graham Gardner hosts the podcast and interviews David DeCelle and Dan Allison to talk strategies for advisors to grow their practices in 2024. They emphasize the importance of identifying one's strengths and niches, leveraging technology for automation, and outsourcing non-core tasks. They advise on creating personalized co…

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223: How to Write a Book in Just 6 Weeks with Guest Paul McManus 49:39

2M ago49:39

49:39

Have you ever dreamed of writing a book, but found yourself held back by thoughts like: “It sounds too hard.” “I don’t know what I’d write about that hasn’t been done before.” “I’m not really good at writing.” “I don’t even know where to start—or who has the time?” You’re not alone in this. Many of us have the aspiration to write a book but get stu…

1
E89 David 50:58

2M ago50:58

50:58

Sticking to a recovery routine, Dave from Ireland first emailed the show in July 2023. He is now 14 months kratom free. You can find him most weeks at 7pm Thursdays Eastern at the Dopey kratom meeting. RESOURCE OF WEEK Home | ATLAS (treatmentatlas.org) https://treatmentatlas.org/ KRATOM IN THE HEADLINES The wellness drink for sober people that some…

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222: Ideas to Implement -Growing a National Niche Empire - Advisor Success Story 14:34

2M ago14:34

14:34

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Growing a National Niche Empire - Advisor Success Story with Guest Nick DaughertyLINK FROM THIS SHOW Find out more about Financial Cop Here Conn…

1
E88 Julie Wald: Therapist and Wellness Coach 49:08

2M ago49:08

49:08

Julie, M.Ed, LPC, gives her perspective as a psychotherapist, tips on quitting kratom, healing and recovery. Find Julie here: https://pensight.com/x/sacredself_wellnesshub CONNECT WITH US https://www.instagram.com/kratomsobriety https://twitter.com/kratomsobriety https://www.tiktok.com/@krat0ms0briety https://www.youtube.com/@KratomSobriety https:/…

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221: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty 46:47

2M ago46:47

46:47

Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of takeaways and practical ideas for you as you grow your financial planning business. In this episode, I interview an advisor who started off selling senior trips, became a police officer, and th…

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Embracing Diversity, Equity, and Inclusion (DEI) in AI photo booth activations with Jeff Libby @MIHI 30:24

2M ago30:24

30:24

To address potential cultural insensitivity and appropriation, Jeff Libby and Anna have a discussion on incorporating DEI into AI photo booth activations. Jeff talks about how he educates guests about the importance of choosing an AI avatar that best represents them and encourages them to embrace their authentic identity. They also have conversatio…

1
Ep 45: Dos Amigos: J Lo and Leah Remini, Belly Shirts and Beard Hair 41:47

2M ago41:47

41:47

In this late night episode Libby sips on Dos Amigos (aka Casamigos) and reflects with Nick the meaning behind both J Lo and Leah Remini getting divorced at the same time! They also chat about all things men's hair including hair transplants and bear hair as well as Nick's lucious long covid hair. Nick tells the origin story of his famous belly shir…

1
E87 Libby 1:07:41

2M ago1:07:41

1:07:41

Pros and cons of plant medicine. With a past poly-substance addiction, Libby found her non-problematic powder addiction escalated to extract use. Finding difficulties with both tapering and cold turkey quitting off kratom extracts, she went to Mexico to detox and treat her kratom addiction with ibogaine. Contact Libby at libbyquitkratom@gmail.com R…

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220: Ideas to Implement - When Part of Your Business is a Mess 10:07

2M ago10:07

10:07

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: When Part of Your Business is a Mess Join the Group Coaching & Mastermind HERE! Download the Family Tree Template Here Enroll in The Perfect RIA…

1
E86 Nolan Sinclair: Author of "Kicking Kratom" 49:12

2M ago49:12

49:12

Author Nolan Sinclair on his quitting kratom book. Kicking Kratom: A Complete Guide to Taming your Addiction. https://www.amazon.com/Kicking-Kratom-Complete-Addiction-Quitting/dp/B0D3J6YSWY/ Nolan's YouTube Channel: https://www.youtube.com/@Nolanwrites CONNECT WITH US https://www.instagram.com/kratomsobriety https://twitter.com/kratomsobriety https…

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Mastering the Art of Data Ownership and Predictive Analytics with John O’Connell 51:52

2M ago51:52

51:52

In this episode I am joined by John O'Connell, CEO of the Oasis Group to discuss ownership, data security, and predictive analytics for wealth managers. He emphasized the importance of relatable technology communication and shared real-life case studies, such as integrating technology stacks and enhancing efficiency. John highlighted the significan…

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219: When Part of Your Business is a Mess 30:49

2M ago30:49

30:49

Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love. In this episode we'…

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Episode 445 - Beyond Normal. The New Science of Enhanced Medicine with Dr. Shai Efrati 35:04

2M ago35:04

35:04

What if we could redefine what it means to be healthy by setting new medical standards? What if medicine could go beyond treating symptoms and treat root causes? In this episode, the brilliant Dr. Shai Efrati enlightens us on a revolutionary concept, enhanced medicine, which goes beyond conventional treatments and focuses on the body's natural heal…

1
E85 Stevenson 41:54

2M ago41:54

41:54

Dealing with stressful situations kratom free. NO Resource of the Week (Charlie is moving!) Stevenson collaborated with his wife to seek treatment. Initially, he was not accepted by providers because kratom wasn't an illicit drug. Stevenson's advice: "Try to quit on your own, but if you are not able to, reach out!" RESOURCE OF WEEK One week hiatus:…

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218: Ideas to Implement --Create a Laser-Focused Marketing Message that Speaks to Your ICA 12:27

2M ago12:27

12:27

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Create a Laser-Focused Marketing Message that Speaks to Your ICA LINKS: Download Your “Laser Focused Marketing Message and ICA” Worksheet Here J…

1
E84 Emily: Quit K Supplement 33:22

2M ago33:22

33:22

QuitK - A supplement to help you quit kratom for good https://quitk.com/ Ascorbic acid (vitamin C) effects on withdrawal syndrome of heroin abusers - PubMed (nih.gov) https://pubmed.ncbi.nlm.nih.gov/10836211/ CONNECT WITH US https://www.instagram.com/kratomsobriety https://twitter.com/kratomsobriety https://www.tiktok.com/@krat0ms0briety https://ww…

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Creating Long Lasting Relationships with Michael Hanna 38:49

2M ago38:49

38:49

Today we welcome the return of Michael Hannah, a successful financial advisor and co-founder of Azura Wealth Advisors, to discuss his journey from trading derivatives to wealth management. He emphasized the importance of treating clients' money as if it were his own and building long-term relationships through empathy and expertise. Michael shared …

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217: FREE DOWNLOAD Create a Laser-Focused Marketing Message that Speaks to Your ICA 31:55

2M ago31:55

31:55

Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking for Understanding these important things about your clients allows you to craft a message that helps you stand out fro…

1
E83 Frank 1:07:36

2M ago1:07:36

1:07:36

Compare and despair. Frank's drinking 24 kava-kratom tonics a day led to a four-day hospitalization, intensive outpatient rehab, and medicated assisted treatment. RESOURCE OF WEEK Exercise: How It Can Help With Addiction Recovery (webmd.com) https://www.webmd.com/mental-health/addiction/exercise-help-addiction-recovery KRATOM IN THE HEADLINES Krato…

1
E82: Wyatt's Mom Patti 44:26

3M ago44:26

44:26

Interview with Patti Wheeler, mother of twin Wyatt, and filmmaker, Joanne Rubino. A Beautiful Life Stolen https://abeautifullifestolen.com/ CONNECT WITH US https://www.instagram.com/kratomsobriety https://twitter.com/kratomsobriety https://www.tiktok.com/@krat0ms0briety https://www.youtube.com/@KratomSobriety https://www.facebook.com/kratomsobriety…

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216: Ideas to Implement -- Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick 11:28

3M ago11:28

11:28

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick LINKS FROM THIS EPISODE: Connect with Josh Here Follow Josh on Instag…

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