From Scarcity to Abundance: The Mindset Shift That Can Transform Your Advisory Practice

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 scarcity to service transformed her career and helped her build a thriving practice rooted in generosity, gratitude, and genuine connection.

In this episode you’ll learn:

  • Why abundance isn't just a mindset buzzword—and how it directly impacts referrals, growth, client trust, and business success
  • How to identify scarcity thinking in your practice (even when you don't realize it's there) and replace it with more empowering beliefs
  • The role your own money story plays in how you advise clients, lead your team, and make decisions as a business owner
  • Simple daily habits that can help you create more space, clarity, generosity, and abundance in both your business and personal life

If you've ever found yourself chasing the next strategy, comparing yourself to other advisors, or feeling like success is always just out of reach, this episode is your invitation to pause and look inward. Because sometimes the biggest breakthrough isn't another tactic—it's learning how to operate from a place of abundance instead of scarcity. And as Ellen shares, when you focus on helping others win, amazing things tend to happen in return.

Related: 3 Hard Truths Keeping Advisors From a $1 Million Business