200 episodi
The Efficient Advisor: Tactical Business Advice for Financial Planners Libby Greiwe
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- Economia
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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200: Ideas to Implement -- AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
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: AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen—----------------------------------------LINKS FROM THIS EPISODEGet on the Systems to Scale Group Coaching Waitlist HereLearn more about Beemo Automation Here Connect with Ben on LinkedIn HereAI Websites:P...
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199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
A lot of people squirm at the words “artificial intelligence.” And while there are interesting implications to this cutting-edge technology, there are also some amazing ways to use AI in your financial planning business. It’s SO much more than ChatGPT.In this week’s episode, host Libby Greiwe chats with AI automation expert, Ben Olsen, to uncover the secrets to smarter, more efficient financial advising with artificial intelligence. Ben details the many ways AI can be used in practices to com...
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198: Ideas to Implement -- Strategies to Finish What You Start and Achieve Project Success
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: Strategies to Finish What You Start and Achieve Project Success--------------------------LINKS FROM THIS EPIOSDE: Get on the Systems to Scale Group Coaching Waitlist HereGrab your copy of Finish by Jon Acuff Here92: What Business Data to Track in 2023…And How to Actually Use It With Gu...
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197: Strategies to Finish What You Start and Achieve Project Success
Sometimes it’s so hard to finish those pesky projects on the to-do list. We start. We stop. We start again. And we stop again. The cycle goes on and on. Anyone else resonate with this?!? 🙋🏻♀️In today’s episode, The Efficient Advisor host, Libby Greiwe, shares some tips and tricks for kick-starting your projects AND seeing them through to completion! ✅ Not only does she share her personal strategies, but also pulls insights from this month’s #fakebookclub book Finish by Jon Acuff. 📚The podcas...
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196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong
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: Project Management vs Client Tasks with Guest Lauren Hong—------------------------------------------------LINKS FROM THIS EPISODEConnect with Lauren on LinkedIn HereCheck out Out & About Communications HereVisit Asana’s website HereLearn more about ClickUp HereCheck out Trello Her...
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195: Project Management vs Client Tasks with Guest Lauren Hong
Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them all in the air, and oftentimes it’s a total unorganized mess! Nothing would feel better than to get ALL. THE. THINGS. organized once and for all!In this week’s episode, host Libby Greiwe chats with Lauren Hong, founder of Out & About Communications, about using platforms to streamline tasks and enhance team collaboration so you can achieve busi...