210 episodes
The Efficient Advisor: Tactical Business Advice for Financial Planners Libby Greiwe
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- Business
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5.0 • 8 Ratings
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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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210: Ideas to Implement -- The Client Experience Cheat Code
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: The Client Experience Cheat Code-------------------------------------------------LINKS FROM THIS EPISODE:Register for the Systems to Scale Group Coaching Program HereEpisodes mentioned: #93: 7 Processes Every Advisory Business NeedsGet Your Seda France Candle HereGrab Your AI Notetakin...
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209: The Client Experience Cheat Code
It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working!As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and satisfied…just like Disney goers!In this episode, The Efficient Advisor, Libby Greiwe, offers three ways to evaluate your client experience:Happy, mid, ...
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208: Ideas to Implement -- My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” —-----------------------------------------------------------------LINKS FROM THIS EPISODE:Register for the Systems to Scale Group Coaching Program HereGrab Your AI Notetaking Free Trial and 10% Discount HereG...
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207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”
What if you could transform your financial advising business by focusing on fewer, fiercely loyal clients? 🤔In today’s episode, The Efficient Advisor, Libby Greiwe, explores how financial advisors can reduce stress by cultivating a dedicated, smaller following rather than chasing widespread recognition. This mindset shift helps to:Prioritize quality over quantity Foster genuine connectionsDeliver tailor-made, value-based servicesAlleviate workload Build a more sustainable and reward...
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206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen---------------------------------LINKS FROM THIS EPISODERegister for the Systems to Scale Group Coaching Program HereLearn More About Simplicity Ops HereBrowse Simplicity Ops’ Resources HereTalk to Kate Here...
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205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
CRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and automations. But, where do you start when it comes to actually using it as a vital part of your business instead of a glorified Roladex?In today’s episode, workflow guru Kate Guillen sits down with The Efficient Advisor, Libby Greiwe, to unpack how businesses should use their CRMs not only for mere contact databases, but also dynamic operational h...
Customer Reviews
Libby lives rent free in my brain!
Since I started listening to Libby’s podcast, I am constantly thinking about ways to make life and business more efficient. Her tips and suggestions are 100% worth hearing.
If you are a Financial Advisor trying to level up in your practice, this podcast is a must listen.
The Best Practice Management Ideas Ever!
This podcast is chalked full of actionable tips and advice to streamline your financial advisory practice. If you are ready to take your business to the next level press play and then do what Libby suggests. It works amazingly well 😀
I love it!
Libby’s podcast is nothing short of incredible! The quality of guests she brings on the show and the knowledge you gain from each episode makes this podcast a MUST LISTEN!
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