The Efficient Advisor: Tactical Business Advice for Financial Planners
Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!
The Efficient Advisor: Tactical Business Advice for Financial Planners
Latest Episodes
395: 3 Hard Truths Keeping Advisors From a $1 Million Business
This episode is a little different. Instead of another tactical strategy or productivity hack, Libby shares three hard truths that may be the very things holding talented financial advisors back from building the business they truly want. Drawi...
394: The Fee Increase That Added $420,000 (Without Losing a Single Client)
One of the hardest conversations many financial advisors avoid isn't about investments or markets—it's about their own fees. If you've ever looked at your client list and realized your fee schedule has evolved over the years into something inco...
393: The Business Advice I Think We've Been Getting Wrong
I changed my mind on a very common piece of business advice. It's one of the most common messages we hear as entrepreneurs: build a business that runs without you. But what if we've been chasing the wrong goal? In this episode, Libb...
392: How to Make Your Systems Stick When Things Get Busy
You built the process... so why aren't you (or your team) following it? This episode is all about the difference between creating great processes and actually getting your team to follow them. While most advisors spend time document...
391: Diagnose Your Firm in 20 Minutes - The 4 Systems I Always Check in a Backend Audit
If you only had 20 minutes to diagnose why your advisory firm feels chaotic, where would you look first? In this episode, Libby walks you through the same rapid-fire audit she uses to identify the biggest operational bottlenecks inside an advis...