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
314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT
Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, and “pre-suasion” that sets the stage for meaningful connections from the very first impression. 🚀
In this episode, you’ll learn:
- Why 95% of client decisions are emotional and subconscious—and what that means for your marketing.
- How to shift from persuasion to pre-suasion and create trust before the first meeting.
- The difference between blending in and standing out by highlighting your unique personal DNA.
- Why copying others’ tactics leads to sameness, and how discovery and inner work help you truly differentiate.
- How to design client experiences that build trust and reduce doubt in the critical first 100 days.
At its core, this episode is about helping advisors move from grinding to growing by using the right tools—understanding the psychology of decision-making, embracing authenticity, and creating marketing that truly resonates. 🌟
Whether you’re struggling to convert prospects, refine your client experience, or stand out in a crowded field, Dr. Wilson’s insights will give you a fresh perspective on what really moves clients to choose you.
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Dr. Joshua I. Wilson, Ph.D., C.M.T. is the founder of NeuBeFi, where he helps advisory firms and WealthTechs grow through neuro-behavioral strategy—applying behavioral finance and neuroscience to transform how firms communicate, differentiate, and attract ideal clients.
NeuBeFi’s flagship program, the Magnetic Marketability Amplifier™, guides firms through a complete process to discover their emotional signal, codify their story, and turn market invisibility into magnetic growth. Joshua also provides coaching and advisory services for leadership teams and is a sought-after speaker on behavioral finance, brand differentiation, and advisor growth.
- Take the free Magnetism Audit to uncover your firm’s emotional signal.
- Learn more: neubefi.com
- Connect on LinkedIn: linkedin.com/in/drjoshuawilson
- Join the advisor waitlist, inquire about coaching, or book Joshua to speak at your next event: info@neubefi.com
- Follow Joshua on YouTube for short, science-backed insights on advisor growth.
Register for the Qui
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