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!
Episodes
387 episodes
386: The Simplest Way to Never Get Blindsided in a Client Meeting
Today, I am sharing one simple process that transformed our client experience, helped us stay on schedule, reduced unnecessary follow-up meetings, and ensured we walked into every meeting fully prepared. If you've ever had a client bring up a m...
386: The Truth About My 3-Day Workweek (Part 2)
If you've ever wondered whether a three-day workweek is actually possible as a financial advisor, this episode is your practical roadmap. In Part 2 of this series, I move beyond the story of how I built my business and dive into exactly what it...
385: The Resource Organization Hack You'll Wish You Started Years Ago
If you're anything like most financial advisors, you've collected hundreds of valuable resources over the years: articles, calculators, PDFs, client-friendly graphics, and planning tools. But if they're scattered across bookmarks, downloads, an...
384: The Truth About My 3-Day Workweek (Part 1)
If you've ever wondered what it actually takes to build a successful advisory firm while working fewer hours, this episode pulls back the curtain. After receiving more than 80 questions from advisors, I'm sharing the honest story behind my thre...
383: The #1 Mistake Advisors Make with Time & Money
If there's one thing every financial advisor says they value, it's time. But when it comes to running our own businesses, many of us make decisions that protect our bank account while quietly sacrificing months or even years of our lives. In th...
382: How to Maximize the Tools You're Already Paying For
This week, I'm joined once again by Adam Holt, founder of Asset-Map, for a conversation every advisor needs to hear. We dive into one of the biggest challenges facing advisory firms today: technology adoption. It's easy to get excited about a n...
381: My Script To Help You Meet Clients Less Often (Without Losing Them)
One of the hardest conversations advisors have is about changing expectations with long-time clients. If you've created (or maybe inherited) a service model that's packed with quarterly meetings simply because "that's how it's always been," thi...
380: CEO DAY - Your Q2 Business Review Agenda
As advisors, we spend a lot of time working in the business—but not nearly enough time working on the business. In this episode, Libby pulls back the curtain on the exact quarterly CEO Day framework she recently led for her Systems ...
379: The Client Experience Mistake That Undermines Your Thoughtfulness
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...
378: The 100+ Hour Time Hack For Investment Management
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...
377: The CEO Day Mistake Most Advisors Make
As the end of the quarter approaches and the halfway point of the year comes into focus, many advisors are planning CEO Days to step back and think strategically about their businesses. But before you jump into goal-setting, planning, and big-p...
376: The 4 Numbers That Reveal If Your Practice Is Actually Getting More Efficient *FREE DOWNLOAD** (Replay)
Efficiency is one of the most common goals financial advisors share, but very few can actually define what it means—or measure it. In this episode, Libby challenges the traditional metrics advisors often use to gauge success and introduces four...
375: The 3 Ritz-Carlton Client Experience Secrets Every Advisor Should Steal
If you've been listening to the podcast lately, you know we've been talking a lot about client experience, onboarding, and the first 100 days. And this week, I’m coming to you from the Ritz-Carlton in Chicago, where I’m speaking at a conference...
374: Alternatives Don’t Have to Be Complicated: A Streamlined Way to Offer Private Investing
In this episode, Libby sits down with Summer Webb from American Estate & Trust to unpack what alternatives actually are, why more advisors are exploring them, and how firms can offer these types of investments in a more streamlined and comp...
373: The Onboarding Client Experience Hack I Stole from Domino’s Pizza
When onboarding feels chaotic behind the scenes, clients feel it too. In this episode, Libby breaks down one of the simplest yet most powerful systems she ever implemented to reduce client anxiety, improve communication, and create a more profe...
372: The Client Onboarding Script That Stops Transfer Drama Before It Starts
In this episode, we’re diving into one what can be one of the biggest friction points of the onboarding process: helping clients gracefully leave their previous financial advisor. While most advisors focus on paperwork and transfers, this conve...
371: Curious About The First 100 Days Course? Here’s Exactly What’s Inside
In today’s episode, Libby breaks down exactly what The First 100 Days course is, who it’s designed for, and why a remarkable onboarding experience can completely transform a financial advisory business. From creating smoother operations to incr...
370: Never Lose A Customer Again - Author Joey Coleman is Here!
The GOAT is here!!! If you’ve ever referenced client experience, onboarding, or retention in your business, you’ve probably already felt his influence. This conversation goes deep into why the first 100 days matter more than most advisors reali...
369: My $2 Million Dollar Mistake… and How to Fix it with Onboarding
Today’s episode is a powerful reminder that even the best financial planning recommendations can be overshadowed by a broken onboarding experience. Libby shares the story of how a process mistake during a client onboarding led to losing a nearl...
368: The Onboarding Upgrade That Created Massive ROI with Aaron Schmerling
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 gr...
367: When NOT to Give a Client Gift: Timing is Everything
It’s not just *what* you give, it’s *when* you give it. And that timing alone can completely change how your client perceives your gift or gesture. In this episode, we’re breaking down a counterintuitive but powerful approach to cli...
366: Delegation in Real Life - What It Looks Like Day-to-Day
In this episode, I’m getting really tactical about what delegation actually looks like in real life—not just the idea of it. I’m joined again by Kyle Willis from Belay, and we’re breaking down exactly what you can hand off to a virtual as...
365: Why Your First 100 Days Are Costing You Referrals (And How to Fix It)
Have you ever noticed how polished and proactive your process feels when you’re winning a new client… and then how it subtly shifts once the paperwork is signed? In this episode, we’re digging into what really happens in that first 100 days aft...
364: How to Buy Back 10+ Hours a Week Without Hiring Full-Time
If you’ve ever felt like you’re the bottleneck in your business, or like you just need a few more hours in the day to get everything done, this episode is going to challenge that thinking. In this conversation, we unpack the real cost of trying...
363: How to Say No to Clients (And Still Deliver an Incredible Experience)
If you’ve ever had a client ask for something and your immediate reaction was “ugh… I really don’t want to do that,” but then you said yes anyway… this episode is for you. We’re talking about one of the most important skills for advisors: how t...