The Efficient Advisor: Tactical Business Advice for Financial Planners

Libby Greiwe
  • 5.0 (10)
  • Entrepreneurship
  • Updated Weekly

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! 

  1. 2d ago

    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 professional onboarding experience: the weekly client update email, also known as the “Domino’s Pizza Tracker” for your practice. Drawing from real-world lessons and a major onboarding mishap, she shares how proactive communication can completely transform how clients experience those critical first 30 days. You’ll hear practical ways to keep clients informed without overwhelming them, how to create more accountability inside your team, and why consistency matters so much when building trust during large money movements and account transitions. If your onboarding process sometimes feels messy, reactive, or stressful, this episode will help you create a system that feels smoother for everyone involved. In this episode you’ll learn: Why proactive weekly communication dramatically reduces client anxiety during onboardingHow to structure a simple “Domino’s Pizza Tracker” email your clients will loveThe internal systems and workflows that keep onboarding organized and prevent things from falling through the cracksBest practices for timing, consistency, delegation, and setting expectations during the first 30 days of the client experienceThis episode is packed with simple but highly effective ideas that can immediately elevate your onboarding experience without adding a ton of extra work. If you want clients to feel informed, confident, and cared for from day one, this is an episode you won’t want to miss. 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!    Check out the Efficient Advisor YouTube Channel HERE! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    23 min

  2. 5d ago

    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 conversation is all about the psychology behind the transition and how small process tweaks can dramatically reduce friction, hesitation, and transfer delays. You’ll learn how to create a more concierge-level onboarding experience by equipping clients with the language, confidence, and support they need during a vulnerable stage of the relationship. In this episode you will learn: • Why the “breaking up with your advisor” conversation creates emotional friction for clients • How to proactively reduce transfer delays and prevent previous advisors from creating doubt • The exact type of email scripts and language that help clients navigate the transition with confidence • How thoughtful onboarding touches like this build trust, improve client experience, and generate more referrals This episode is a powerful reminder that the little things inside your onboarding process matter more than you think. By anticipating emotional roadblocks and giving clients the tools to navigate them, you create a smoother transition, reduce unnecessary friction, and reinforce that they made the right decision in choosing to work with you. Sometimes the most impactful client experience upgrades are also the simplest to implement. AND DON’T FORGET TO GRAB YOUR FREE BREAK UP SCRIPT HERE!  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!    Check out the Efficient Advisor YouTube Channel HERE! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    19 min

  3. May 22

    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 increasing referrals and client retention, this episode gives advisors a behind-the-scenes look at how intentional onboarding impacts every stage of the client relationship. In this episode, you’ll learn: What The First 100 Days course actually includes and how it worksWhy most onboarding processes aren’t broken — but still aren’t memorableHow intentional onboarding improves referrals, retention, and client satisfactionThe difference between the Fast Track and Full Course experienceLibby walks through the full structure of the course, including the psychology behind client onboarding, the three onboarding phases, and how advisors can create a process that feels both efficient and deeply personal. She also shares how advisors are using the framework to streamline operations, delegate more effectively, and create a client experience that consistently stands out. Whether you’re a brand-new advisor building your systems from scratch or an established firm ready to elevate your client experience, this episode offers practical insight into creating an onboarding process that builds trust from day one. 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!    Check out the Efficient Advisor YouTube Channel HERE! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    23 min

  4. May 19

    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 realize, and why so many businesses are leaking clients before they ever have a chance to become long-term relationships. If you’ve ever thought “our onboarding is fine,” this episode might challenge that in the best possible way. Why the first 100 days determine whether a client stays for five years or quietly walks awayThe eight phases of the client journey—and where most advisory firms completely drop the ballSimple, practical ways to create a remarkable client experience (even in a virtual world)How small, intentional touches can accelerate referrals before you’ve even “proven” your valueThis is one of those conversations that hits both strategically and tactically. It reinforces that client experience isn’t about big, flashy overhauls—it’s about intentional, repeatable moments that make people feel seen, known, and confident in their decision to work with you. If you’re serious about building a referral-driven practice and increasing client lifetime value, this is the kind of episode you don’t just listen to—you implement. 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!    Check out the Efficient Advisor YouTube Channel HERE! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    54 min

  5. May 15

    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 nearly $2 million account — and the lessons advisors can take away to create smoother, more intentional client experiences during the first 100 days. In this episode, you’ll learn: Why the first 100 days of a client relationship are emotionally criticalHow undocumented processes create friction, mistakes, and lost revenueWhat advisors can do to reduce client anxiety during onboardingHow intentional touchpoints can increase referrals, retention, and client satisfactionLibby walks through the real-life experience of losing a major client due to small operational breakdowns and explains how that moment became the catalyst for building a more structured onboarding process. She also shares how advisors can shift from “winging it” to creating a repeatable, high-touch experience that clients remember. If your onboarding process feels reactive instead of intentional, this episode will give you practical insight into creating a smoother experience for both your clients and your team. 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!    Check out the Efficient Advisor YouTube Channel HERE! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    25 min

  6. May 12

    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 growing, but like many advisors, he hadn’t given much intentional thought to the onboarding experience. After being introduced to the First 100 Days framework, he began implementing a few key changes and quickly realized the impact on both his client experience and internal efficiency. From reducing delays in paperwork to creating a more engaging and confidence-building experience for clients, this conversation highlights how small, thoughtful process improvements can drive meaningful results in a relatively short period of time. In this episode you will learn: How improving your onboarding process can directly impact referrals, client trust, and overall business growthWhy most advisors overlook onboarding and how to identify hidden opportunities within your current processSpecific strategies like the onboarding meeting, pizza tracker, and simplifying data gathering to reduce friction and save timeThe real ROI of investing time into systems and processes, including faster implementation, fewer client delays, and increased team efficiencyThis episode is a powerful reminder that your onboarding process is not just a formality, but a critical moment to build trust, create momentum, and set the tone for the entire client relationship. By making a few intentional changes, you can elevate the experience for your clients while also creating more efficiency and scalability inside your business. Learn More About The First 100 Days Course HERE!  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!    Check out the Efficient Advisor YouTube Channel HERE! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    47 min

  7. May 8

    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 client gifting that helps you move from transactional relationships to deeply personal client connections. You’ll learn how to use timing, intention, and personalization to make your clients feel seen, valued, and remembered for the right reasons. If you’ve ever wondered how to make your client experience feel more meaningful without just adding more “stuff,” this one’s for you. What you’ll walk away with: Why giving a gift at the point of transaction can actually weaken your client relationship instead of strengthening itHow timing your client gifts outside of onboarding creates more emotional impact and memorabilityThe difference between marketing swag and true client gifts (and why logos change everything)How to use personalization to make clients feel genuinely seen, heard, and valued in a scalable wayBy the end of this episode, you’ll rethink not just what you give your clients, but when you give it. So here’s the takeaway: great client gifting isn’t about being more generous in the moment—it’s about being more intentional over time. When you step away from transactional timing and lean into thoughtful, personalized gestures, you turn everyday business into a relationship-building experience your clients actually remember. If this episode made you rethink your approach, your next step is simple: look at your current client journey and ask where a surprise-and-delight moment would actually feel meaningful, not mechanical. That’s where real differentiation happens. 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!    Check out the Efficient Advisor YouTube Channel HERE! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    11 min

  8. May 5

    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 assistant, how to do it, and what changes when you stop trying to do everything yourself. I share what I’m seeing inside my coaching programs as advisors step into the CEO role—building processes, defining responsibilities, and then hitting that very real question: “Okay, but how do I actually delegate this?” What delegation looks like before, during, and after client meetings How I think about handing off prep work, scheduling, and follow-up without losing controlThe 10-80-10 rule and how I use it to stay involved without doing everythingHow I’ve seen email go from a constant distraction to something I barely touchWhy giving feedback to your assistant is not optional—and how it actually makes everything easierHow to handle the “unexpected” work (NIGOs, paperwork issues, client fires) without it ruining your dayWhy a great assistant is not just support—but a true extension of how you run your businessIf you’ve been wondering what delegation actually looks like in practice, this episode will give you a clear, realistic picture of how to start. Get the Delegation Guide & Book a Call with BELAY HERE!  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!    Check out the Efficient Advisor YouTube Channel HERE! Connect with Libby on LinkedIn HERE! Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

    53 min
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About

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! 

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