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
272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis
Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer!
In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—without becoming tax preparers.
What You’ll Learn in This Episode:
✅ Why tax planning is one of the biggest value-adds for financial advisors
✅ How to avoid common tax-reporting mistakes that cost clients
✅ The power of proactive CPA collaboration and how to simplify the process
✅ Easy, actionable tax planning strategies for advisors at every level
✅ How to build repeatable systems for tax conversations all year long
Tax planning doesn’t have to be complicated to be impactful. Steven shares simple but effective strategies that will help you educate clients, communicate more effectively with CPAs, and confidently incorporate tax planning into your advisory practice. If you want to elevate your client experience and stand out in the industry, this episode is a must-listen!
🔗 Resources & Links:
📌 Grab the 37-point tax checklist Here!
📌 Learn more about the RTS Summit Conference Here!
Tune in and take action—your clients (and their CPAs) will thank you! 🎧
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!