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
409 episodes
409: Why You Keep Blowing Off Your Time Blocks (And How to Finally Follow Through)
You blocked the time. You had every intention of doing the work. But somehow, when that time block arrives, email, team questions, client needs, and a dozen other things suddenly take over. If this sounds familiar, the problem might not be disc...
408: How to Build Your Personal Board of Directors (And Who Needs a Seat)
What if you had your own personal board of directors—not for your business, but for you? A carefully chosen group of people who challenge you, encourage you, open doors, tell you the truth, and help you become the person you need to be for what...
407: The Client Experience Audit Every Advisor Should Do on Their Q3 CEO Day
Every process in your business creates an experience for your clients—whether you designed it intentionally or not. In this episode, Libby shares a simple CEO Day exercise to help you step into your clients’ shoes, identify the experience you a...
406: Shadow AI: What Financial Advisors Don’t Know Their Tools Are Doing
AI is moving fast—and for financial advisors, the conversation can’t just be about what these tools can do. It also needs to include what they can access, where your data is going, and whether what’s actually happening inside your business matc...
405: How to Delegate Without Lowering Your Standards - The 15-80-5 Rule
Need a hack to finally get better at delegation—without feeling like you have to lower your standards? If you’re a financial advisor who knows you need to get more off your plate but keeps thinking, “It’s just faster if I do it myself,” this ep...
404: Planning Fees, AUM & the Question Every Advisor Is Asking
Should you be charging for financial planning—and if so, how much? For many advisors, the idea of charging directly for their advice brings up a whole lot of questions (and maybe a little head trash). In this episode, I’m joined by Jacqueline B...
403: What Should Financial Advisors Charge?
What should financial advisors charge? Too often, advisors answer that question by looking around at what everyone else is charging and picking a number that feels safe. But your clients aren’t paying for the number of hours you spend creating ...
402: My “Easy Button” Strategy for Free Travel and Credit Card Points
We spend a lot of time talking about how to simplify, systematize, automate, and streamline our businesses—but what about our lives outside of work? After sharing that I recently flew my family to South Africa and back in upgraded seats for mos...
401: The Simple System That Saved Me Oodles of Time
Some of the best efficiency wins in your practice aren’t massive system overhauls—they’re the small decisions you find yourself making over and over again.In this episode, I’m sharing one incredibly simple process I used in my own adviso...
400: Inside the Client Service Model of a $415M AUM Practice
What does it actually look like to build a fast-growing advisory firm without sacrificing the depth of your client relationships? In this episode, I’m sitting down with financial advisor Emily Rassam to take a behind-the-scenes look...
399: The One Simple Skill Blocking Your Next Level Up
There’s one CEO skill that may be quietly capping your success—and it has nothing to do with how smart you are, how many credentials you have, or how good you are at financial planning. It’s your ability to make decisions quickly. In this episo...
398: Stop Using AI Like a Note-Taker (Use It Like an Executive Assistant)
If you think AI in your advisory practice means meeting notes, follow-up emails, and asking ChatGPT to write something for you, we need to talk. Because what AI can do inside of an advisory practice has changed dramatically—and I think most of ...
397: How to Know if You are Solving the Wrong Problem in Your Business (Replay)
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 dive into ...
396 - How to Create More Abundance in Your Practice with Ellen Rogin
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 w...
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...
390: Behind the Scenes of Systems to Scale (And How to Know If It's Right for You)
If you've ever wondered whether Systems to Scale Group Coaching is the right next step for your business, this episode is for you. Libby pulls back the curtain on exactly who the program is designed for, who should wait, and why so many success...
389: The CEO Exercise That Shows You Exactly What Process to Improve Next *FREE DOWNLOAD*
If you've ever looked around your business and thought, "I know I need better systems, but I have no idea where to start," this episode is for you. In today's conversation, Libby shares one of the most impactful exercises from a recent CEO Day ...
388: The One Exercise That Shows You Exactly Who Should Be Doing What
One of the biggest mistakes I see growing advisory firms make is waiting too long to define roles and responsibilities. When your team is small, it's easy for everyone to pitch in wherever needed. But as your firm grows, those blurry lines quic...
386: The Simplest Way to Never Get Blindsided in a Client Meeting
Today, I am sharing one simple process that transformed our client experience, helped us stay on schedule, reduced unnecessary follow-up meetings, and ensured we walked into every meeting fully prepared. If you've ever had a client bring up a m...
386: The Truth About My 3-Day Workweek (Part 2)
If you've ever wondered whether a three-day workweek is actually possible as a financial advisor, this episode is your practical roadmap. In Part 2 of this series, I move beyond the story of how I built my business and dive into exactly what it...
385: The Resource Organization Hack You'll Wish You Started Years Ago
If you're anything like most financial advisors, you've collected hundreds of valuable resources over the years: articles, calculators, PDFs, client-friendly graphics, and planning tools. But if they're scattered across bookmarks, downloads, an...