186 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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186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time
The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!"
I feel that on so many levels because that was me early on.
And the number one question I got from corporate folks is, "If you could share just ONE thing with advisors from an efficiency standpoint, especially advisors in those early years of their careers, what would you share?"
Luckily, the answer for both of those questions is the same thing! I get to kill two birds with one stone. But what that means is that this is foundational to working efficiently!
In today’s episode, I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule.
This perfect schedule, or what I call a Model Week, is a schedule that you’ve designed, with intention, that suits your personality, for your business goals, with your energy levels, and your work/life balance objectives in mind.
In this episode, I will:
Help you design a 'Model Week' that works for your business and life goalsShare tips and tricks to maximize productivityGive examples of things that have worked and haven't worked for myself and other advisorsHelp you build margin and white spaceGuide you in methods to figure out how to tweak your schedule until it works perfectly for YOU!---------------------------------
Links from Today’s Episode
Download the Model Week Template and Sample Templates Here!
Episodes Mentioned:
178: Michael Kitces on Time Management & Building Your Model Week
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! -
185: Ideas to Implement - *Free Download* Client Intel Process
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: *Free Download* Client Intel Process
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LINKS FROM THIS EPISODE
Grab the Client Intel Process PDF Here
Learn more about one-on-one coaching 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”
Enroll in The Perfect RIA masterclass 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! -
184: *Free Download* Client Intel Process
It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰
As advisors, it’s important to take note of even the littlest details your clients share so you can create personalized experiences that make them feel known.
In this episode, Libby shares about her Client Intel Process and how using this template to capture information allowed her and her team to create a customized, professional touch for all her client interactions.
And, Libby shares a FREE DOWNLOAD that you can start using ASAP in your business to collect, store, and utilize client information to create truly tailored experiences.
So, let’s dive into the Client Intel Process and, most importantly, how to integrate it into your business!
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LINKS FROM THIS EPISODE
Grab the Client Intel Process PDF Here
Learn More About One-on-One Coaching 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”
Enroll in The Perfect RIA masterclass 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! -
183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
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: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
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LINKS FROM THIS EPISODE
Connect with John 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”
Episodes Mentioned:
#106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer
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! -
182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute.
In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌
The goal of this virtual event was to help his clients create a lasting legacy beyond finances for their children. John gives all the details of his letter-writing event and shares how this tool not only deepened family bonds for his clients, but also redefined the advisor-client relationship.
If you need an innovative value-add that is lower on difficulty and massive on impact, this may be just the thing for you! Take a listen today!
P.S. The Legacy Letter was also featured on the Today Show…it’s that cool! 😎
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LINKS FROM THIS EPISODE
Connect with John 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”
Episodes Mentioned:
#106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer
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! -
181: Ideas to Implement - Even More Good Ideas You Can Implement Today
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: Even More Good Ideas You Can Implement Today
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LINKS FROM THIS EPISODE
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”
Episodes Mentioned:
#044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships - find it on iTunes here!
#91: When A Prospect Says, “I’m Interviewing Several Advisors” and What to Do About It - find it on iTunes 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!
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