192 episodes
The Efficient Advisor: Tactical Business Advice for Financial Planners Libby Greiwe
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- Business
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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192: Ideas to Implement - Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor
VEach 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: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor .
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching Waitlist Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! -
191: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor
One of the hardest roles advisors face is helping a potential client “break up” with their previous advisor. It can get awkward, dicey, and downright weird. 🥴 But you can turn this tricky situation into a peaceful process for your clients and make a GREAT first impression if you do it well!
In today’s episode, Libby shares some tips for this break up process that worked well in her advisory practice, including:
Choosing your words carefully—language mattersWhat to do before you even move money—help reduce retention riskProviding them helpful language—eliminate hard feelings when they break up with their advisorAnd much more!Tune in now to learn some tricks on keeping it classy when engaging with potential clients. Your business…and clients…will thank you! 🙏
Make More with Matt HeslinExplore strategies to thrive financially, build legacy, and enhance life experiences.Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching Waitlist Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! -
190: Ideas to Implement - Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
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: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman.
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LINKS FROM THIS EPISODE
Connect with Spencer on LinkedIn Here
Learn More About the Retirement Tax Services Summit Here!
Grab Your Focus Gummies Here!
Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching Waitlist Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! -
189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
Burnout is real! We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of your to-do list. 🌪️
In today’s episode, Libby shines the light on burnout as she talks with guest Spencer Sherman. Together, Libby and Spencer tackle some important topics, including:
Finding your flow stateMindfulness exercises to cultivate a less reactive mindTurning off your “to do list” mindset Allowing more space for your clients in meetingsFinding balance between success and enough If you’re looking to lighten the load and have more margin in your life, tune in to this week’s episode for some practical and tactical advice that will enhance your own performance and happiness. Let’s go! 🚀
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LINKS FROM THIS EPISODE
Connect with Spencer on LinkedIn Here
Learn More About the Retirement Tax Services Summit Here!
Grab Your Focus Gummies Here!
Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
Make More with Matt HeslinExplore strategies to thrive financially, build legacy, and enhance life experiences.Listen on: Apple Podcasts Spotify
David C Barnett Small Business and Deal Making M&A SMBI discuss buying, selling, financing and managing small and medium sized businesses...Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching Waitlist Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! -
188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
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: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
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Links from Today’s Episode
Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching Waitlist Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! -
187: *REPLAY* How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
You’ve heard it before…you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you!
Long story short---your On-Boarding Process is CRITICAL.
What you do during this time frame really really really matters. You need to demonstrate your professionalism, your organization, your commitment to customer service, and set the tone for how they will engage with you and your team.
This sets the stage for what it will be like to work with your practice. Get this right…and you’ll have happy clients that turn into referral-generating machines.
In today’s episode, we’re doing a deep dive into:
Why the first 100 days matter mostWhat is an on-boarding processHow to systematize and delegate parts of this processHow to lay down the law of working with you (kindly)How to surprise & delight your clients on any budgetWhy every advisor isn’t doing thisThe onboarding process we used in my practice--------------------------------------------------
Links from Today’s Episode
Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!
Make More with Matt HeslinExplore strategies to thrive financially, build legacy, and enhance life experiences.Listen on: Apple Podcasts Spotify
David C Barnett Small Business and Deal Making M&A SMBI discuss buying, selling, financing and managing small and medium sized businesses...Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching Waitlist Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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