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
331 episodes
331: The Science of Follow-Through: How Advisors Can Finally Stick to Their Goals with Brian Ford
Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not because of a lack of motivation, but because of a lack of true accountability. In this episode, ne...
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Episode 331
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1:03:06
330: The Ritz Carlton Loyalty Rule Every Advisor Should Be Using Today
In this episode, you’ll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create unforgettable client experiences. You’ll hear real examples of small but meaningful momen...
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Episode 330
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20:00
329: How Small Shifts Helped Eva 5X Her Practice (and Transform Her Client Experience)
This episode features an inspiring conversation between Libby and advisor Eva Stukenberg, who shares her journey from feeling stuck on the hamster wheel to building a thriving, intentional, 5X-growth practice. Eva opens up about the small shift...
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Episode 329
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1:00:51
328: Drowning in Year-End To-Dos? Here’s Your Reset Plan
In today’s episode, we’ll discuss: Year-end processing doesn’t have to feel like an annual stress cycle. In this episode, you’ll learn five simple strategies to make December smoother, more predictable, and far less overwhelm...
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Episode 328
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20:56
327: Your Client Service Model Upgrade: Streamline Your Process, Boost Profitability, and Wow Your Clients
Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the heart of creating a scalable and sustainable client service model. She breaks down the...
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Episode 327
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46:41
326: The Simple Email Hack That Protects Your Boundaries (and Trains Clients Automatically)
In this quick episode, you’ll learn a simple but powerful tool advisors can use to maintain strong boundaries, protect their time, and still deliver a seamless client experience. We explore why scheduled send and delay delivery matter, h...
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Episode 326
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13:58
325: From Advisor to CEO: Todd’s Journey to a More Scalable, Organized Practice
In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practice to a truly scalable, CEO-led firm. Todd shares the behind-the-scenes shifts, the unexpected r...
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Episode 325
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33:44
324: Year-End Tax Letter: A Simple System That Saves Your Clients (and You) Time
In this episode, you'll learn how to create a simple, high-value year-end tax letter that makes tax season easier for your clients, their CPAs, and your team. You'll hear what to include, how to frame it as a value-add, and how to streamline th...
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Episode 324
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15:58
323: How This Advisor Cut to a 3-Day Workweek and Leveled Up Everything - Part 2
Creating a business you love doesn’t have to be a fantasy, and in this episode, Libby brings back her best friend and long-time advisor Jen for a real, transparent look at what it takes to reclaim your time, refine your systems, and run a thriv...
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Episode 323
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53:26
322: One Word to NEVER Say in Front of Clients
Ever stop to think how one small word can change the entire vibe of your business? In this episode, Libby breaks down why saying “s—--” might be holding you back — and how a simple language shift can transform how clients see your firm and how ...
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Episode 322
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13:09
321: How Jen Tripled Her Revenue in 3 Years While Working 3 Days a Week
In this episode of The Efficient Advisor, Libby sits down with Jen, a powerhouse financial advisor and mom of four who has tripled her revenue in just three years—all while working only three days a week. Jen shares the mindset shifts, systems,...
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Episode 321
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1:03:50
320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner
Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how ...
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Episode 320
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52:46
319: CEO Day: 5 Categories to Analyze in Your Next CEO Day
In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to step out of the whirlwind of client work and focus on your business, not just in<...
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13:28
318: How to Build a Culture Your Team Won’t Ever Want to Leave
In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive coach, and behavior strategist. Angela shares valuable insights that help financ...
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Episode 318
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47:31
317: Warren Buffett’s 2-List Strategy: The Secret to Laser-Focused Success
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!Feeling pulled in too many dir...
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Episode 317
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15:49
316: Send a New Year’s Letter That Builds Client Trust & Assets
As the year winds down, it’s the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In this episode, Libby shares how to craft a meaningful New Year’s letter that not only re...
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Episode 316
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33:13
315: Get Your Advisory Team Rowing in Sync: Building a Unified Client Experience
How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks down how multi-advisor teams can create a unified client experience that feels consistent a...
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Episode 315
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28:41
314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT
Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral financ...
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Episode 314
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55:43
313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing
Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, a...
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Episode 313
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17:08
312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients
As financial advisors, we’re always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest clients experience your polished onboarding process, your long-term clients may still ...
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Episode 312
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24:13
311: 3 Thanksgiving Ideas for a WOW Client Experience!
Looking to make your client experience stand out this holiday season? 🍂 In this episode, I share simple yet impactful Thanksgiving ideas that show appreciation while staying efficient. From personalized cards to memorable gifts and even ...
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Episode 311
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15:50
310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman
Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a unique and refreshingly easy process for gene...
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Episode 310
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36:30
309: How to Say No to Night & Saturday Meetings (Without Feeling Like a Jerk)
In this episode, Libby shares why setting clear boundaries with clients isn’t just about protecting your personal time—it’s about elevating your professionalism and creating a business that lasts. 🚪 You’ll learn how to confidently say no...
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Episode 309
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15:02
308: How Advisors Can Save 15+ Hours a Week Using an AI Assistant with Gabe Caldwell
Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with Gabe, co-founder of Quin, to explore how an AI-powered assistant is transforming the way finan...
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Episode 308
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46:14
307: How I Organize All of My Thoughts, Ideas, Things to Do without Feeling Scattered
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!Ever feel like your best ideas...
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Episode 307
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10:08