
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
281: Unpopular Opinion: Why You Can and Should PAUSE Growth Sometimes

280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss

279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem

278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden

277: 3 Biohacks That Tripled My Daily Focus and Energy

276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby

275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track

274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer*

273: An Alternative to Surge Meetings: What I Call Cluster Meetings

272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis

271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In

270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone

269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward

268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout

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!)
