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!
The Efficient Advisor: Tactical Business Advice for Financial Planners
256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza
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 pull out the important details of this progression.
So today we dive into:
- How I more than quadrupled my hourly rate
- How creating a killer client experience helped me work less
- Why picking a niche was critical to our efficiency and how it drives referrals
- Being okay with pushing back on clients’ calendars and fitting them into MY model week
- How I organized my time, built a team, AND SO SO MUCH MORE
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Connect with Amber on LinkedIn HERE!
Check out Amber's website HERE!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
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Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!