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
379: The Client Experience Mistake That Undermines Your Thoughtfulness
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If you've ever struggled to come up with meaningful gifts, memorable client experiences, or even remember the little details that matter most to your clients, this episode is for you. In this Efficient Friday episode, Libby dives into the power of building a Client Intel Process—a simple but powerful system for gathering, storing, and using personal information to deepen relationships and create remarkable client experiences.
More importantly, she shares the common mistakes advisors make when collecting client intel and how to avoid turning something thoughtful into something transactional. Based on conversations from a live Q&A with advisors inside The First 100 Days course, this episode will help you create more authentic connections with clients while using process to support—not replace—the human element of your practice.
In this episode, you'll learn:
- Why asking clients to fill out a questionnaire about their preferences can actually diminish the impact of future gifts and gestures
- How to gather meaningful client intel naturally through conversations, observation, and the practice of "double-clicking"
- Creative ways to use personal information to surprise, delight, and strengthen client relationships throughout the year
- How to build a simple process for capturing and accessing client intel so no important details get lost over time
The best client experiences aren't built on expensive gifts or elaborate gestures. They're built on making people feel seen, known, and valued. By creating a thoughtful Client Intel Process, advisors can use systems and processes to deepen human connection, strengthen trust, and create experiences clients remember long after the financial planning conversation ends.
Join the Systems to Scale Group Coaching Program HERE!
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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!
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Connect with Libby on LinkedIn HERE!
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