Synopsis: We all know the phrase “work smarter, not harder,” but when you’re running a financial advisory business, that can feel nearly impossible. In this talk, Libby shares the exact strategies she used to build a 7-figure firm as a solo advisor while working just three days a week and taking 14 weeks off each year. You’ll walk away with practical, immediately actionable ideas to scale your business, get organized, and reduce stress and overwhelm. 

Learning objectives: Delegates will gain practical strategies for scaling and systemizing their advisory business to improve efficiency, reduce overwhelm, and support sustainable growth.  

Synopsis: You’ve heard you need to work “on” your business, not just “in” it—but what does that actually look like in real life? In this talk, Libby breaks down her four unconventional KPIs that help advisors think like a CEO without getting lost in spreadsheets that don’t drive meaningful change. You’ll leave with a simple, practical metrics to focus on what truly moves the needle so you can build a business—and a life—you love. 

Learning objectives: Delegates will gain practical metrics for thinking like a CEO by identifying and tracking meaningful performance indicators that drive better decision-making, improved focus, and sustainable business growth 

Synopsis: This session introduces a powerful lens on performance: how our thinking quietly shapes the goals we set — and ultimately the results we achieve. Rather than focusing on motivation or traditional goal-setting frameworks, this session explores why capable professionals often set goals that feel ambitious, yet require little real change. Delegates will examine how comfort, fear of failure and the need for certainty subtly influence decision-making — often leading to underperformance without realising it. The session aims to set the foundation for deeper performance work by helping individuals recognise where they may be operating in self-protect mode rather than truly stretching their capability. 

Learning objectives: 

• Recognise how self-protect thinking influences goal-setting  

• Identify personal patterns of avoidance and hidden safety 

• Understand the difference between effort-based goals vs identity-based stretch 

• Reframe one goal to require meaningful behavioural or mindset change 

Synopsis: What sets high performers apart is not their talent but their confidence.
And it’s because confidence allows you to take risks.  To say yes to opportunities currently beyond your skillset, and trust you will figure it out. You learn every time you take a risk, regardless of the outcome.  And the accumulation of experience quickly trumps talent. Not only does this session break down confidence into a series of behaviours everyone can deliver, it turns current narratives around Imposter Syndrome upside down.

Learning objectives: 

• A new definition of confidence

• A new perspective on Imposter Syndrome

• A repeatable framework to train for confidence