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
368: The Onboarding Upgrade That Created Massive ROI with Aaron Schmerling
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In this episode, Libby sits down with advisor Aaron Schmerling to unpack what happens when you take a process most advisors overlook and turn it into a strategic advantage.
Aaron shares how his business was already successful and growing, but like many advisors, he hadn’t given much intentional thought to the onboarding experience. After being introduced to the First 100 Days framework, he began implementing a few key changes and quickly realized the impact on both his client experience and internal efficiency. From reducing delays in paperwork to creating a more engaging and confidence-building experience for clients, this conversation highlights how small, thoughtful process improvements can drive meaningful results in a relatively short period of time.
In this episode you will learn:
- How improving your onboarding process can directly impact referrals, client trust, and overall business growth
- Why most advisors overlook onboarding and how to identify hidden opportunities within your current process
- Specific strategies like the onboarding meeting, pizza tracker, and simplifying data gathering to reduce friction and save time
- The real ROI of investing time into systems and processes, including faster implementation, fewer client delays, and increased team efficiency
This episode is a powerful reminder that your onboarding process is not just a formality, but a critical moment to build trust, create momentum, and set the tone for the entire client relationship. By making a few intentional changes, you can elevate the experience for your clients while also creating more efficiency and scalability inside your business.
Learn More About The First 100 Days Course HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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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