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
284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong
We’re halfway through the year, advisors — and you know what that means. It’s time to hit pause, get real about what’s working (and what’s not), and make sure you’re set up to finish strong. In this episode, I’m sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for the second half of the year.
Here’s what you’ll learn in this episode:
1️⃣ How to run your own S.Q.U.A.D Analysis (a fresh spin on SWOT just for advisors)
2️⃣ Which strengths you should scale — and which ones you shouldn’t
3️⃣ How to spot the quicksand that’s secretly dragging you down
4️⃣ The one-page Direction plan to keep you realistic and focused on what matters
5️⃣ How to pick your top 3 goals for the next quarter (without burning yourself out)
No matter where you stand right now — ahead, behind, or coasting — this is your chance to recalibrate and play the rest of the year on purpose. Grab a notebook, your favorite coffee (mushroom for me, please), and let’s map out a second half you can feel proud of.
Learn more about the Group Coaching & Mastermind HERE!
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!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
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