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
319: CEO Day: 5 Categories to Analyze in Your Next CEO Day
318: How to Build a Culture Your Team Won’t Ever Want to Leave
317: Warren Buffett’s 2-List Strategy: The Secret to Laser-Focused Success
316: Send a New Year’s Letter That Builds Client Trust & Assets
315: Get Your Advisory Team Rowing in Sync: Building a Unified Client Experience
314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT
313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing
312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients
311: 3 Thanksgiving Ideas for a WOW Client Experience!
310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman
309: How to Say No to Night & Saturday Meetings (Without Feeling Like a Jerk)
308: How Advisors Can Save 15+ Hours a Week Using an AI Assistant with Gabe Caldwell
307: How I Organize All of My Thoughts, Ideas, Things to Do without Feeling Scattered
306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience
305: How to Handle Client Requests Without Losing Your Day
304: A Personal Look into How I Built a 7-Figure Practice Working Just 3 Days a Week
303: Ditch the 24/7 Cell Phone Hotline: Smarter Client Access, Happier You
302: Do This One Thing for 30 Days to Transform Your Business and Life
301: One Tip to Train Your Team to Solve More Problems
300: How To Build a Personal Brand AI Can’t Replace, With Guest Robyn Crane
299: 11 Tiny Habits That Leveled Up My Business Growth
298: Margin = Magic: How I Stopped Curveballs from Wrecking My Schedule
297: Charge What You’re Worth: Sten Morgan’s Blueprint for Confident, Value-Driven Advising
296: How I’m Cutting 10 Hours a Week From My Work Schedule (And You Can Too!)
295: 200M AUM & Still Drowning? How Jessica Systematized Her Firm & Reclaimed Her Sanity