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

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

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

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

263: Stop Tax Season Madness: 5 Fixes Now!

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

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

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

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

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

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

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

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

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

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

252: A Menu of Things AI Can Do For You to Pick From with Ben Olsen

251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!)

250: How to Future-Proof Your Practice & Capture the 34 Trillion Dollar Shift with Guest Jackie Wilkie

249: Impact Score: Rate Your Client Service Model

248: AI Automation Made Easy: How to do DIY AI in Your Advisory Business

247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin

246: An Unconventional KPI That Will Change Your Client Experience Immediately

245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme

244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2

243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1
