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
371 episodes
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...
362: Streamline Client Communication Like a Pro With Your Own White-Labeled App
In this episode, we dive into the future of client communication for financial advisors. Tom Fields shares how combining technology, AI, and a client-first mindset can transform the advisory experience through a white-labeled app. From streamli...
361: Why “Junior Advisor” Might Be Hurting Your Business
There’s a phrase that shows up in a lot of advisory firms that seems harmless on the surface, but quietly creates friction in both the team dynamic and the client experience. In this episode, we unpack why the term “junior advisor” might be doi...
360: Say This, Not That: 2 Phrases That Transform Client Interactions
In this short but impactful episode, Libby shares two simple yet powerful phrases that can completely change the way you communicate with clients, guide conversations, and ultimately drive better outcomes. Inspired by real coaching conversation...
359: Overwhelmed to On Track: Advice You Don’t Hear Very Often from a Coach
In this episode, we’re flipping the script on how financial advisors approach growth and process-building. Instead of chasing perfection or trying to build everything at once, you’ll hear why thinking smaller is actually the fastest way to make...
358: CEO DAY - Your Q1 Business Review Agenda
There are two types of advisors heading into Q2: those stuck in reactive mode, feeling busy but behind, and those who intentionally step back to lead their business forward. In this episode, Libby walks through what it actually looks like to sh...
357: The #1 Growth Ceiling You Don’t Realize You Have
If you’ve ever wondered why some advisors seem to keep leveling up no matter how successful they already are, this episode is a powerful reminder that it’s not about knowing more—it’s about staying open. After speaking to a room full of elite, ...
356: How Advisors Are Attracting HNW Clients Weekly Without Referrals
This episode dives into a powerful and often overlooked strategy for financial advisors: using targeted digital marketing to consistently attract high-net-worth clients. Through a real-world case study, you’ll hear how a repeatable system using...
355: Stop Overwhelm in Its Tracks - 5 Steps to Take Control
Imagine your inbox is multiplying like rabbits, your calendar looks like a jigsaw puzzle, and every client seems to need you yesterday. Overwhelm is real, especially for financial advisors juggling tax season, client requests, and life outside ...
353: The 4 Pillars of Advisor Independence (and What It Really Takes to Make the Leap)
In this episode, I sit down with Rob Bartenstein (President) and Scott Wilson (Senior Managing Partner), the co-founders of Kestra Private Wealth Services, to explore how the industry has evolved over time and what independence looks like now. ...
352: Stop Assigning Client Homework: A Better Way to Gather Data and Move Plans Forward Faster
In this episode, Libby explores one of the most common sources of friction inside advisory firms: the homework advisors give their clients. While assigning tasks like uploading statements, linking accounts, or completing paperwork may seem effi...
351: Want More Referrals? Try This 3-Step Conversation
In this episode, Libby and Robyn Crane tackle a topic that makes a lot of advisors uncomfortable: referrals. But instead of rehashing outdated scripts or awkward one-liners, this conversation goes much deeper into the psychology behind why clie...
352: The Secret Currency That Makes Employees Want to Stay
There are many forms of compensation that matter to employees. Salary, benefits, and bonuses often get the most attention, but they are not the only things that drive loyalty and engagement. In this episode, Libby Greiwe shares a powerful but o...
350: Client Meetings Running Long? Here’s the Fix.
In this episode, Libby shares 5 practical ways financial advisors can keep client meetings running on time — starting on time and, just as importantly, ending on time. She breaks down how to balance client experience with practice efficiency so...
349: 12 Marketing Strategies to 5X Your Advisory Business (Without Social Media Ads)
In this episode, Libby sits down with advisor Matt McManus to unpack exactly how he 5X’d his business in five years. But this isn’t a story about flashy marketing funnels or viral social media. It’s about clarity, community, and connection. If ...
348: Conference Season: A Simple Framework to Get Measurable Results
Conference season is one of the most energizing times of the year for financial advisors. From fresh marketing ideas to meaningful connections and leadership growth, the upside can be huge. But without a plan, it can just as easily turn into ov...
347: How to Cut Your Email Time in Half (Without Ignoring Clients)
Your inbox is either running your day… or you are. 📥⏳In this episode, Libby tackles the silent productivity killer inside most advisory firms: email. If you’ve ever felt busy all day but unsure what you actually accomplished, this conve...