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!
Episodes
306 episodes
306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience
Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through my Client Intel Process, a practical framework to help you capture, organize, and use personal deta...
•
21:22
305: How to Handle Client Requests Without Losing Your Day
In this episode, we dive into simple but powerful strategies to reduce stress and overwhelm in your advisory practice. Learn how to handle unexpected client requests without derailing your day by setting clear expectations and using a Mo...
•
Episode 305
•
17:08
304: A Personal Look into How I Built a 7-Figure Practice Working Just 3 Days a Week
Today’s episode… it’s Opposite Day! Today, Libby is the one being interviewed. Dillion Kazemi and Montel Hawkins of the Live Your Aim Podcast ask Libby some big questions around selling her firm, her framework for decision making for her busine...
•
1:37:53
303: Ditch the 24/7 Cell Phone Hotline: Smarter Client Access, Happier You
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 div...
•
6:59
302: Do This One Thing for 30 Days to Transform Your Business and Life
Sometimes the smallest shifts create the biggest results. In this episode, Libby challenges you to focus on just one tiny habit for 30 days. Drawing inspiration from James Clear’s book Atomic Habits, she shares why less really can be more when ...
•
Episode 302
•
28:18
301: One Tip to Train Your Team to Solve More Problems
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 div...
•
8:48
300: How To Build a Personal Brand AI Can’t Replace, With Guest Robyn Crane
In this episode of The Efficient Advisor, Libby sits down with marketing and branding expert Robyn Crane to explore how financial advisors can future-proof their business in an AI-driven world. Robyn shares her personal journey from struggling ...
•
Episode 300
•
51:59
299: 11 Tiny Habits That Leveled Up My Business Growth
We often think that only big moves create transformation in business, but it’s the tiny daily habits that add up to create massive impact. In this episode, Libby shares 11 small but mighty shifts that helped her grow her practice to seven figur...
•
Episode 299
•
50:01
298: Margin = Magic: How I Stopped Curveballs from Wrecking My Schedule
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 short but powerful ...
•
Episode 293
•
12:07
297: Charge What You’re Worth: Sten Morgan’s Blueprint for Confident, Value-Driven Advising
In this episode, financial advisor Sten Morgan joins Libby to talk about redefining what it means to bring value to your clients. From charging for advice to becoming a confident communicator, Sten shares practical steps to help advisors grow p...
•
Episode 298
•
48:22
296: How I’m Cutting 10 Hours a Week From My Work Schedule (And You Can Too!)
As summer chaos sets in and the lines between work and life begin to blur, it’s easy to drift away from structure and feel the weight of inefficiency. In this episode, Libby pulls back the curtain on her own schedule reset—sharing how she’s rec...
•
Episode 297
•
18:10
295: 200M AUM & Still Drowning? How Jessica Systematized Her Firm & Reclaimed Her Sanity
Running a thriving financial advisory firm sounds like the dream, but what happens when success outpaces your systems? In this episode, Jessica Cole, CFP®, ChFC®, founder of Synergy Wealth Partners, shares her journey of leading a booming advis...
•
Episode 296
•
32:03
294: One Question to Help You CRUSH August
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!It’s the first of the month...
•
Episode 295
•
9:55
293: How to Save 30+ Hours a Month with Smart Workflows and Automation With Lorie Jones
Ready to transform the way you handle client service? In this episode, I’m joined by Lorie Jones, a seasoned Financial Advisor who has over 20 years of experience supporting top-performing financial advisors. Lorie shares her secrets for creati...
•
Episode 294
•
47:46
292: The 6-Step Framework to Systematize, Simplify & Scale Your Advisory Firm
If you’ve ever felt like your business is running you instead of the other way around, this episode is a game changer. Libby breaks down the Systems to Scale Framework—a proven, practical, and powerful method to help financial advisors get out ...
•
Episode 292
•
39:42
291: Behind the Scenes: Is Group Coaching the Missing Link Your Advisory Practice Needs?
Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This episode dives deep into what the Systems to Scale Group Coaching Program is really al...
•
Episode 291
•
35:34
290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up
In this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready. 🎯Ryan shares how he carved out a unique niche working with nuclear power pl...
•
Episode 290
•
49:42
289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently
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 today’s episode:
•
11:18
288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti
Anthony Zanetti joins Libby Greiwe to discuss the transformation from a reactive advisorypractice to a well-oiled, proactive business machine. With a background in wealth management, wholesaling, and branch leadership, Anthony brings a wealth o...
•
Episode 288
•
52:08
287: Reactive to Proactive: 4 Moves to Make Now
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:...
•
Episode 287
•
21:37
286: 8 Processes That Every Financial Advisor Needs to Achieve Scale
Running a successful advisory firm isn’t just about giving great advice—it’s about building a business that runs smoothly, scales sustainably, and delivers an outstanding client experience. In this episode, Libby dives deep into the six core an...
•
Episode 286
•
1:05:06
285: 6 Key Must Haves for a Remarkable SOP
In this episode, we’re diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound thrilling at first, mastering these tools can completely transform your business—from client...
•
Episode 285
•
24:59
284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong
We’re halfway through the year, advisors — and you know what that means. It’s time to hit pause, get real about what’s working (and what’s not), and make sure you’re set up to finish strong. In this episode, I’m sharing my favorite mid-year exe...
•
Episode 284
•
36:10
283: Why Your Clients Feel Buyer’s Remorse (And What to Do About It)
In today’s episode of The Efficient Advisor, we’re diving deep into the psychology that makes or breaks your client onboarding experience. There’s a lot happening in your client’s brain during those first 100 days — excitement, trepidati...
•
Episode 283
•
21:29
282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days
What if your onboarding process could become your best marketing strategy? In this episode, Libby is joined by advisor Craig Gingerich, who shares how he turned simple strategies into a referral-generating machine. Craig took just a few actiona...
•
Episode 282
•
37:17