Best Steven Jarvis Podcasts (2025)

1
272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis 36:23

21d ago36:23

36:23

Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer! In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—…

1
279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem 11:16

2h ago11:16

11:16

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we dive into a common misstep advisors make—solving for the wrong problem. Are you actually demand-constrained or supply-constraine…

1
Cognitive Psychologist: Break Free from a Victim Mindset | Scott Barry Kaufman 57:16

5d ago57:16

57:16

What if the greatest obstacle to reaching your potential isn't external barriers, but a mindset in which you see yourself as a victim? Today, I’m stoked to welcome back my good friend and one of my favorite thinkers, Dr. Scott Barry Kaufman. This is Scott’s third time on the podcast, and he always delivers. Scott is a humanistic psychologist, bests…

1
278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden 55:08

6h ago55:08

55:08

Video is no longer just a "nice-to-have"—it's an essential tool for financial advisors looking to build trust, streamline operations, and enhance the client experience. In this episode, Libby sits down with Katie Braden to discuss why video is so powerful and how advisors can integrate it into their business in a way that feels easy and authentic. …

1
277: 3 Biohacks That Tripled My Daily Focus and Energy 13:29

4d ago13:29

13:29

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! Ready to level up your energy, focus, and productivity? In this episode, I share my latest biohacking routine—what I’m continuing, what’s new, and w…

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The Taylor Swift Playbook — Bold Moves, Loyal Fans, and Lasting Impact | Kevin Evers 50:45

12d ago50:45

50:45

What if one of the most powerful business minds of our time wasn’t a CEO or a founder—and instead, a singer-songwriter who’s been redefining her brand strategy since age 13? Today, we’re diving into the business brilliance of Taylor Swift — and to help us do it, I’m joined by Kevin Evers, Senior Editor at Harvard Business Review and author of There…

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276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby 49:20

7d ago49:20

49:20

Understanding human behavior is key to financial success, both for advisors and their clients. In this episode, Daniel Crosby, a psychologist turned behavioral finance expert, dives deep into why traditional goal-setting often falls short and how to create meaningful, lasting change. If you’ve ever wondered why clients set arbitrary financial goals…

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275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track 16:56

11d ago16:56

16:56

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we're getting real about shifting gears when life and business get chaotic. Libby shares an honest update on her upcoming book, the…

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Future-Proof Your Body: Become Durable, Mobile, and Pain-Free with Dr. Kelly Starrett 1:39:37

19d ago1:39:37

1:39:37

What if one of the keys to sustaining high performance wasn’t just about going harder, but learning how to recover smarter—and move better—every single day? This week, we’re pulling one from the Finding Mastery Vaults. It’s a conversation I had with Dr. Kelly Starrett—performance coach to some of the world's top athletes, Olympians, elite military …

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274: The Ultimate Value Add to Make Clients for LIFE Replay with Blake Brewer 46:11

14d ago46:11

46:11

Adding value to clients is a core value over here at the Efficient Advisor. Today’s episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we’re looking for two things… 1) How much impact does it actually have on your clients?... and…

1
273: An Alternative to Surge Meetings: What I Call Cluster Meetings 11:24

18d ago11:24

11:24

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

1
Ask Me Anything: Dr. Michael Gervais on Self-Worth, Resilience, and Finding Light in the Cracks 53:12

26d ago53:12

53:12

What does it take to thrive in today’s high-pressure, constantly shifting world? We’re back with a special Finding Mastery Ask Me Anything with Dr. Michael Gervais! In this AMA, we're thrilled to welcome our good friend, Yogi Roth, for a powerful conversation on navigating life's most challenging moments. Drawing from our extensive experience with …

1
271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In 14:13

28d ago14:13

14:13

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

1
S02E25: Mike Sullivan is the new head coach, and we recap the Wolf Pack with Keegan Jarvis 1:22:44

26d ago1:22:44

1:22:44

The New York Rangers have hired Mike Sullivan as the 38th head coach in franchise history. How will this affect the team? Is there cause for optimism or should we be patient? Keegan Jarvis also joins us to recap the Wolf Pack seasonBy Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

1
The Power of Quiet Leadership—Action, Impact, and the Climate Crisis with Tenzin Seldon 1:09:31

1M ago1:09:31

1:09:31

How do you lead with conviction—without losing your center? Tenzin Seldon is a global climate advocate, human rights leader, and one of the first Tibetan-Americans to rise through the ranks of elite institutions like Stanford and Oxford. But her story isn’t about prestige—it’s about purpose. Born to Tibetan refugee parents, Tenzin’s life has been s…

1
270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone 53:45

28d ago53:45

53:45

Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate! What you'll lear…

1
269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward 9:44

1M ago9:44

9:44

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we're tackling a challenge many financial advisors face: how to politely and confidently communicate that there’s a fee for your ti…

1
Seattle Seahawks General Manager on Talent, Teamwork, and Tough Conversations | John Schneider 1:04:44

1M ago1:04:44

1:04:44

What does it take to build one of the most respected teams in the NFL — and lead it with heart, grit, and humility? This episode is a special one. Recorded right in the heart of Seahawks territory in Seattle, I got to sit down with my friend, John Schneider, General Manager of the Seattle Seahawks. John has spent over a decade helping to build one …

1
268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout 21:52

1M ago21:52

21:52

This week, Libby gets real about burnout, white space, and the power of pressing pause. She shares her journey from soul-level exhaustion to creating an intentional retreat tradition she calls Camp Libby. It’s not about productivity—it’s about reconnecting with yourself, finding margin, and remembering what it feels like to just be. Whether you’re …

1
267: Stop Doing Annual Reviews Now! And Do This Instead 6:50

1M ago6:50

6:50

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

1
S02E24: Rangers post-mortem. Peter Laviolette was fired. What's next? 1:18:28

1M ago1:18:28

1:18:28

Chris Drury has relieved head coach Peter Laviolette and associate coach Phil Housley of their duties. Michael Peca and Dan Muse get the chance to apply for positions on the next coaching staff, while goalie coach Jeff Malcolm and skills coach Christian Hmura have been told they are safe. What does Drury do next? And how did the players respond to …

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Can You Reverse Aging? The Surprising Role of Skin in Longevity | Dr. Carolina Reis Oliveira 1:04:40

2M ago1:04:40

1:04:40

What if our skin—our most visible organ—is actually one of the best gateways to longevity and vibrant health? This week’s guest is Dr. Carolina Reis Oliveira—a brilliant scientist, a bio-chemist with a focus in stem cells and tissue engineer who’s redefining what it means to age well. As co-founder and CEO of OneSkin, Carolina’s using cutting-edge …

1
266: Future-Proofing Your Advisory Firm: How to Stay Relevant in an AI - Driven World With Adam Holt 46:48

1M ago46:48

46:48

In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. As technology reshapes the industry, how can advisors stay ahead, continue to deliver exceptional value, and ensure their businesses remain competitive? Adam shares his insights on the challeng…

1
Lift As You Rise: Purpose-Driven Approach to Leadership with Ellyn Shook 52:30

2M ago52:30

52:30

What does it take to create a workplace where people thrive—where leadership is human-centered, purpose-driven, built for the future, and knows how to get results? Today, as part of our Modern Leadership series I’m excited to sit down with Ellyn Shook, the former Chief Leadership & Human Resources Officer at Accenture, to explore the evolving lands…

1
265: Time Blocking with a Plan: How I Plan My Day to Actually Get Stuff Done 17:18

2M ago17:18

17:18

Running your day with intention doesn’t have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time blocks, writes in specific tasks, and uses structure to create more freedom. Whether you’re in the thick of client meetings or juggling team leadership with family life, this system will help…

1
Judd Apatow: "Never Stop Learning and Never Stop Growing" 1:24:54

2M ago1:24:54

1:24:54

What does it take to stay emotionally grounded in an industry built on ego? This week, we sit down with Judd Apatow—the legendary director, producer, and comedy mastermind behind some of the most influential films and TV shows of the past three decades. From "Freaks and Geeks" to "The 40-Year-Old Virgin," Judd has not only created cultural touchsto…

1
264: Compliance Made Simple: What You Need to Know & Do! 55:35

2M ago55:35

55:35

Are you haunted by your past compliance experiences? You're not alone! In this episode, we sit down with Kent Keister, compliance consultant and founder of Reliant, to demystify the world of compliance for RIAs. Kent brings humor, clarity, and loads of practical wisdom to a topic that usually makes advisors cringe. Whether you're thinking about goi…

1
The Human Side of Human Resources: Creating Authentic Connection with Rhonda Morris 48:48

2M ago48:48

48:48

What does it take to lead at the highest levels—while staying true to who you are? Today’s guest is Rhonda Morris, the former VP and Chief Human Resources Officer of Chevron. Rhonda is a powerhouse—sharp, competitive, and deeply committed to helping others perform at their best. How do I know that? Because we’re friends. Her journey started back in…

1
263: Stop Tax Season Madness: 5 Fixes Now! 15:44

2M ago15:44

15:44

Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos. And listen, I get it. You want to help these clients. You care. But at the same time, you’re frustrated because they’ve had 15 MONTH…

1
Diplo - Grammy Award Winning DJ: “Don't Be Afraid of Failing” 1:06:34

2M ago1:06:34

1:06:34

How do you stay ahead in an industry that never stops evolving? Today, we are diving into the mind of one of the most prolific, boundary-pushing, and curious creators of our time—Diplo. Perhaps you know him for his music career—with Grammy award winning hits and game-changing collaborations, or for headlining some of the biggest festivals in the wo…

1
S02E23: The season is over. Play-off hopes are dead. What's next? 55:55

2M ago55:55

55:55

The New York Rangers are 6 points out of a play-off spot with 5 games to go. Mathematically they're still in it, but everyone knows it's over. What now? What are the last 5 games going to show us?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

1
262: How You Show Up in a Crazy Market Really Matters (And What To Do!) 25:28

2M ago25:28

25:28

Markets are a mess, your inbox is full, and you’re probably feeling like you’re having the same conversation 100 times in a row. Maybe you're exhausted, maybe a little discouraged, and definitely stretched thin between trying to market yourself, stay visible, and manage nervous clients. I see you. This work is hard. I wanted to create a special pod…

1
Leadership's Missing Link: How Empathy Unlocks Human Potential with Matt Breitfelder 57:45

2M ago57:45

57:45

The best leaders aren’t just great decision-makers—they build cultures. So what does it actually take to create a thriving, high-performance culture? Today’s guest, Matt Breitfelder, is one of the most influential leadership architects in modern business. As Partner and Head of Human Capital at Apollo — one of the world’s leading asset management c…

1
261: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster (Efficient Friday!) 13:17

2M ago13:17

13:17

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

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Innovation Expert: Embrace the Creative Process and Find Joy in the Unknown | JoAnn Garbin 1:03:57

2M ago1:03:57

1:03:57

What does it take to go from nothing to something—and then scale it into meaningful impact? I want to introduce you to someone you may not be familiar with, unless you’re in the innovation space -- JoAnn Garbin. JoAnn has led innovation teams at some of the world’s most influential companies—including Microsoft, and she is one of those rare minds w…

1
260 - How to Review Your Q1 Business Goals Even if You’ve Only Got an Hour (Q1 CEO DAY!) 44:04

2M ago44:04

44:04

In this episode, Libby dives into the critical elements of a successful CEO Day for financial advisors. Focusing on how to effectively review the first quarter, Libby shares strategies and tips for evaluating business performance, setting goals, and preparing for the next phase. Whether you're a seasoned advisor or new to the business, this episode…

1
259: Time Management Mastery: Edit Your Calendar Like a Best-Selling Book (Efficient Friday!) 3:19

2M ago3:19

3:19

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

1
S02E22: Where is the effort? And is it time to worry about Adam Fox? 1:07:02

2M ago1:07:02

1:07:02

The New York Rangers are edging closer to the end of the season. They are still in the race for the last wildcard spot, but do they even care? It's concerning that they can't even get more than 2 shots on goal in the first period in consecutive games. Where is the effort? And with the lackluster performance of Adam Fox, is it time to be concerned a…

1
World Champion Climber Sasha DiGiulian on Risk, Fear, and Thriving Under Pressure 1:08:42

2M ago1:08:42

1:08:42

What happens when your biggest obstacle isn’t the mountain—it's your own self-doubt? Sasha DiGiulian is one of the world’s top rock climbers and a pioneer in the sport—with multiple first female ascents, national titles, and a world championship under her belt. Sasha’s unique approach to navigating fear, risk, and doubt is masterful. In this conver…

1
258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche 49:07

2M ago49:07

49:07

Running a successful financial advisory firm isn't just about growing your client base—it's about attracting the right clients. In this episode, I sit down with Maddy Roche to explore the power of intentional prospecting, refining your ideal client profile, and creating a process that makes client acquisition smoother and more fulfilling. 🚀 Things …

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Manage Your Emotions So They Don’t Manage You | Dr. Ethan Kross 59:50

3M ago59:50

59:50

How much control do we really have over our emotions? And what if the key to mastering them is easier than you think? This week’s conversation is a special one. It was recorded in front of a live audience at Live Talks Los Angeles, where I had the incredible opportunity to sit down with Dr. Ethan Kross, one of the world’s leading experts on emotion…

1
257: Maximizing Your Tech Stack: Save Time, Cut Costs & Boost Efficiency (Efficient Friday!) 7:16

3M ago7:16

7:16

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

1
How John Paul DeJoria Built Billion-Dollar Brands | Founder of Patrón and Paul Mitchell 59:29

3M ago59:29

59:29

What if one of the unlocks for living “the good life” lies in the simple act of giving, even when you have nothing? Today's guest is an icon of entrepreneurship, resilience, and generosity - John Paul DeJoria - a cofounder of not one but two billion dollar companies, Patrón Tequila and Paul Mitchell Hair Care Products. What you might not know, thou…

1
S02E21: The Rangers start a home stretch after a post-deadline road trip, but fall short 50:36

3M ago50:36

50:36

Entering the final quarter of the season, the Rangers are in a 4-way battle for the final wildcard spot. But the lack of effort is concerning. What is going on at MSG? We break it down today!By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

1
256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza 58:41

3M ago58:41

58:41

In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression. So today we dive into: How I more than quadrupled my ho…

1
255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!) 14:40

3M ago14:40

14:40

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

1
S02E20: The trade deadline has passed and we're in the final stretch 1:25:15

3M ago1:25:15

1:25:15

The New York Rangers make several moves at the deadline and are now going into the final stretch of a play-off push. Will they make it? And how will the deadline acquisitions impact the future?By Statboy Steven together with Jeff and Jack Filippi discuss the latest on the New York Rangers

1
NFL Stardom to Rock Bottom: Ryan Leaf on Redemption & Resilience 1:17:38

3M ago1:17:38

1:17:38

What happens when everything you’ve built your identity around—your talent, your success, your career—comes crashing down? Ryan Leaf’s story is one of the most dramatic arcs in professional sports. Once the No. 2 overall draft pick behind Peyton Manning, Ryan saw his NFL career unravel under the weight of expectations, addiction, and ultimately, pr…

1
254: AI Hacks for Marketing: Better Results with Training and Prompt Engineering with Niki Clark 41:21

3M ago41:21

41:21

In this episode, I sit down with Niki Clark, a marketing expert specializing in financial advisors. We dive into how AI is revolutionizing the way advisors manage their businesses and why embracing new technologies can lead to greater efficiency and success. If you're curious about how AI can work for you, this episode is a must-listen! 🔹 What You’…

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253: Two Phrases That Transforms Client Communication Instantly (Efficient Friday!) 9:19

3M ago9:19

9:19

In this week’s Efficient Friday, we’re diving into two simple yet powerful phrases that can transform the way you communicate with clients. Whether you're setting boundaries or handling objections, these small language tweaks can make a big impact. By making just a slight adjustment in how you frame your responses, you can create stronger client re…

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Steven Jarvis Podcasts

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