
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
294: How to Save 30+ Hours a Month with Smart Workflows and Automation With Lorie Jones

292: The 6-Step Framework to Systematize, Simplify & Scale Your Advisory Firm

291: Behind the Scenes: Is Group Coaching the Missing Link Your Advisory Practice Needs?

290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up

289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently

288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti

287: Reactive to Proactive: 4 Moves to Make Now

286: 8 Processes That Every Financial Advisor Needs to Achieve Scale

285: 6 Key Must Haves for a Remarkable SOP

284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong

283: Why Your Clients Feel Buyer’s Remorse (And What to Do About It)

282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days

281: Unpopular Opinion: Why You Can and Should PAUSE Growth Sometimes

280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss

279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem

278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden

277: 3 Biohacks That Tripled My Daily Focus and Energy

276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby

275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track

274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer*

273: An Alternative to Surge Meetings: What I Call Cluster Meetings

272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis

271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In

270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone

269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward
