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
296: How I’m Cutting 10 Hours a Week From My Work Schedule (And You Can Too!)
As summer chaos sets in and the lines between work and life begin to blur, it’s easy to drift away from structure and feel the weight of inefficiency. In this episode, Libby pulls back the curtain on her own schedule reset—sharing how she’s reclaiming 10 hours a week by returning to a themed model week. This practical episode is packed with strategies you can use to restructure your time, reset your rhythm, and reduce the overwhelm.
This week we’re digging into:
- Why lack of structure adds invisible hours to your workload
- How to use a themed model week to regain control of your schedule
- Simple ways to design a schedule that fits your energy and goals
- Why "white space" might be your most effective growth strategy
- Practical tips for building your own version of a model week
This episode is your gentle nudge to stop the constant summer balance-hustle thing and start working intentionally again. With just a pen, paper, and a little vision, you can create a schedule that aligns with your life—not works against it. Whether you need more rest, more structure, or more space to finish what you’ve started, Libby’s approach will help you make it happen.
🎧 Tune in and take the first step toward building a week that works for you.
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