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
355 episodes
355: Stop Overwhelm in Its Tracks - 5 Steps to Take Control
Imagine your inbox is multiplying like rabbits, your calendar looks like a jigsaw puzzle, and every client seems to need you yesterday. Overwhelm is real, especially for financial advisors juggling tax season, client requests, and life outside ...
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Episode 355
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23:23
353: The 4 Pillars of Advisor Independence (and What It Really Takes to Make the Leap)
In this episode, I sit down with Rob and Scott, the founders of Kestra, to explore how the industry has evolved over time and what independence looks like now. From their early days at broker dealers to leadership roles at major wirehouses, the...
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Episode 353
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40:52
352: Stop Assigning Client Homework: A Better Way to Gather Data and Move Plans Forward Faster
In this episode, Libby explores one of the most common sources of friction inside advisory firms: the homework advisors give their clients. While assigning tasks like uploading statements, linking accounts, or completing paperwork may seem effi...
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32:56
351: Want More Referrals? Try This 3-Step Conversation
In this episode, Libby and Robyn Crane tackle a topic that makes a lot of advisors uncomfortable: referrals. But instead of rehashing outdated scripts or awkward one-liners, this conversation goes much deeper into the psychology behind why clie...
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Episode 351
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48:12
352: The Secret Currency That Makes Employees Want to Stay
There are many forms of compensation that matter to employees. Salary, benefits, and bonuses often get the most attention, but they are not the only things that drive loyalty and engagement. In this episode, Libby Greiwe shares a powerful but o...
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14:49
350: Client Meetings Running Long? Here’s the Fix.
In this episode, Libby shares 5 practical ways financial advisors can keep client meetings running on time — starting on time and, just as importantly, ending on time. She breaks down how to balance client experience with practice efficiency so...
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Episode 350
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15:03
349: 12 Marketing Strategies to 5X Your Advisory Business (Without Social Media Ads)
In this episode, Libby sits down with advisor Matt McManus to unpack exactly how he 5X’d his business in five years. But this isn’t a story about flashy marketing funnels or viral social media. It’s about clarity, community, and connection. If ...
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47:39
348: Conference Season: A Simple Framework to Get Measurable Results
Conference season is one of the most energizing times of the year for financial advisors. From fresh marketing ideas to meaningful connections and leadership growth, the upside can be huge. But without a plan, it can just as easily turn into ov...
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22:16
347: How to Cut Your Email Time in Half (Without Ignoring Clients)
Your inbox is either running your day… or you are. 📥⏳In this episode, Libby tackles the silent productivity killer inside most advisory firms: email. If you’ve ever felt busy all day but unsure what you actually accomplished, this conve...
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28:35
346: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!)
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 p...
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Episode 346
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1:02:48
345: What Kind of Profit Margin Should Your Financial Advisory Business Have?
Revenue growth can feel exciting—but if you don’t know your margins, you’re flying blind. 💸 In this episode, we break down the difference between leverage and true scale, what healthy operating margins can look like at different stages of growt...
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Episode 345
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22:09
344: Vanilla to Vibrant: How to Build a Brand That Attracts Dream Clients with Nicole Burdick
My guest, Nicole Burdick, took her brand from vanilla to vibrant—and in this episode, she walks through exactly how she built a brand (and a practice) that feels more like her: clear, magnetic, and profitable without being draining.
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54:55
343: The 85% Wake-Up Call Every Advisor Needs to Hear
In this quick Efficient Friday episode, Libby breaks down a stat that should stop every advisor in their tracks: 85% of clients have thought about switching advisors in the last year 😬. She challenges you to look honestly at the impact y...
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Episode 343
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17:28
342: No One Warned You About This Part of Business Ownership (Here’s How to Handle It) with Hannah Moore
Running a financial advisory firm often looks appealing from the outside: freedom, flexibility, and income potential. But the reality of being a true business owner requires an entirely different skill set. In this episode, Libby sits down with...
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Episode 342
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43:10
341: A Simple Trick to Keep AI From Killing Your Client Experience
In this episode, Libby Greiwe shares a practical perspective on using AI in your advisory practice without sacrificing authenticity 🤖. You’ll hear a real-world example of how AI-driven efficiency can unintentionally erode trust and what ...
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Episode 341
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14:00
340: Thinking About Making a Move? The Questions Every Advisor Should Ask First with Shelby Nicholl
In this episode, Libby sits down with transition expert Shelby to unpack the increasingly complex landscape of advisor independence. With more channels, platforms, and business models than ever before, many advisors feel the pull to explore new...
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Episode 340
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42:02
339: Your 2026 Personal Development Plan
This Efficient Friday, Libby challenges financial advisors to think beyond org charts and revenue and focus on something even more powerful: personal development. You’ll learn how asking the right questions about who you’re becoming, who you’re...
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Episode 339
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10:46
338: How He Built 80% of His Business on LinkedIn with Mando Sallavanti III
In this episode, Libby sits down with Mando to unpack how financial advisors can intentionally use LinkedIn as a repeatable marketing and prospecting system. They dive into what actually works, what most advisors get wrong, and why consistency,...
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Episode 338
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56:52
337: Hiring in 2026? My Best Advice & The Most Common Mistake I See
Hiring doesn’t have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one of the biggest drivers of stress, frustration, and team dysfunction in advisory firms...
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Episode 337
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37:06
336: Your 2026 Game Plan to Implement
In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implem...
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Episode 336
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25:03
335: My Journey from 80 Hours a Week Down to 24 and Redefining Success & Balance
In this episode, Libby Greiwe of The Efficient Advisor shares a candid and powerful conversation about building a successful advisory business without sacrificing your life, values, or well-being. From working through burnout to redefining succ...
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Episode 335
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57:16
334: The “They Have Potential to be Great Clients Someday” Mistake Advisors Make
In this episode, Libby shares an unpopular but critical perspective on how financial advisors should think about “future potential” clients. She explains why treating clients based on who they might become leads to burnout, resentment, a...
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Episode 334
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10:04
333: Jeremy’s 5-Step Retirement Planning Process & How it Attracts Better Clients with Jeremy Keil
In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master P...
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Episode 333
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47:05
332: The Two CEO Day Questions Every Advisor Should Ask Before 2026
In this episode, Libby shares a powerful two-question framework to help you reshape your business heading into 2026. You’ll learn how to identify the five tasks you should stop doing, the five priorities you should start doing, and how t...
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11:49
331: The Science of Follow-Through: How Advisors Can Finally Stick to Their Goals with Brian Ford
Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not because of a lack of motivation, but because of a lack of true accountability. In this episode, ne...
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Episode 331
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1:03:06