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
378: The 100+ Hour Time Hack For Investment Management
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
What if you could get back 100 to 200+ hours a year without sacrificing the quality of your investment management?
In this episode, Libby sits down with Darol Ryan, Managing Partner of Main Management, to discuss one of the biggest hidden time drains in many advisory firms: portfolio management. From researching investments and preparing for review meetings to managing custom portfolios and rebalancing accounts, advisors often spend countless hours on work that may no longer be the highest and best use of their time. Together, they explore how custom model portfolios can help advisors create scale, increase consistency, and free up valuable time to focus on clients, planning, growth, and life outside the office.
In this episode, you'll learn:
- How advisors are saving 100–200+ hours per year by moving from individually managed portfolios to scalable model-based investment management
- Why custom portfolio management often becomes the bottleneck that prevents firms from growing beyond certain asset and client thresholds
- How custom advisor models are built and tailored to fit your investment philosophy, client base, and unique planning needs
- Why the future value of financial advisors lies in relationships, behavioral coaching, tax planning, and financial advice—not spending weekends researching investments
If you've ever found yourself spending nights, weekends, or entire weeks preparing portfolio reviews, researching investments, or managing dozens of portfolio variations, this conversation will challenge you to rethink where your time is best spent. As technology and AI continue to reshape the industry, the advisors who thrive will be the ones who create efficient systems behind the scenes so they can spend more time doing what clients truly value most.
Book a call to have custom portfolios build for your business HERE!
Email Darol Ryan directly here: Ryan@mainmgt.com
Join the Systems to Scale Group Coaching Program HERE!
Register for the Asset+Map Do It Together Webinar 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!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.