The Efficient Advisor: Tactical Business Advice for Financial Planners

Libby Greiwe
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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! 

  1. -2 J

    319: CEO Day: 5 Categories to Analyze in Your Next CEO Day

    In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to step out of the whirlwind of client work and focus on your business, not just in it. She breaks down the five key areas to review during your CEO day: money, people, processes, problem-solving, and clients. You’ll learn how to use this time to evaluate revenue streams, fine-tune team dynamics, and strengthen your client experience — all while building a more strategic, efficient advisory business that runs smoothly year-round.  You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

    13 min

  2. -5 J

    318: How to Build a Culture Your Team Won’t Ever Want to Leave

    In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive coach, and behavior strategist. Angela shares valuable insights that help financial advisors understand themselves and their clients better, ultimately leading to stronger relationships and improved performance. Whether you’re looking to increase your self-awareness or boost your client impact, this episode is packed with actionable takeaways. What you’ll learn in this episode: How emotional intelligence impacts leadership and team performance The difference between being busy and being effective Why understanding your own behavioral patterns can transform your business and life How to have hard conversations with empathy and clarity Strategies to stay grounded and aligned with your purpose Angela also shares practical tools you can use immediately and encourages advisors to explore how self-awareness can drive both personal growth and business success. Tune in to gain a deeper understanding of yourself and those around you—so you can lead with purpose, connect authentically, and grow intentionally. --- Check out Angela’s book, Win-Win Workplace HERE! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

    48 min

  3. 24 OCT.

    317: Warren Buffett’s 2-List Strategy: The Secret to Laser-Focused Success

    I am excited to introduce Efficient Friday! Each week, in 10 minutes or less,  I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! Feeling pulled in too many directions? In this quick Efficient Friday episode, Libby breaks down Warren Buffett’s famous two-list strategy for focus and productivity. You’ll learn how to identify your top five life and business goals—and why saying “no” to everything else might be the most powerful move you can make. 💡 Discover how this simple but transformative exercise helps advisors (and humans!) eliminate distractions, prioritize what truly matters, and accelerate success both personally and professionally. I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! --- Register for the Quin Show & Tell Event HERE! Check out the Science of Scaling Book HERE! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

    16 min

  4. 21 OCT.

    316: Send a New Year’s Letter That Builds Client Trust & Assets

    As the year winds down, it’s the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In this episode, Libby shares how to craft a meaningful New Year’s letter that not only reminds clients of your value but also builds excitement for what’s ahead. Whether you’ve been sending these letters for years or you’re starting fresh, this episode breaks down the “why” and “how” behind a powerful communication piece that can elevate your client experience. In this episode, you’ll learn: Why a New Year’s letter is a low-effort, high-impact addition to your client service modelHow to recap your value and highlight the behind-the-scenes work clients don’t seeWhat to include to set expectations and generate excitement for the year aheadTips for choosing the right delivery method—snail mail, email, or video—to match your client baseHow to use this exercise to improve your impact score and follow through on your client service commitmentsWrapping up, Libby reminds advisors that a New Year’s letter isn’t just a nice touch—it’s a strategic move that builds trust, reinforces your role as a proactive partner, and ensures your clients start the year feeling confident and cared for. Tune in to learn how to make this simple tool a powerful piece of your client experience system. --- Listen to Episode 249 HERE! Check out the 37-Point Checklist HERE! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

    33 min

  5. 17 OCT.

    315: Get Your Advisory Team Rowing in Sync: Building a Unified Client Experience

    How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks down how multi-advisor teams can create a unified client experience that feels consistent across the firm while still giving each advisor room to shine. You’ll learn how to define your firm’s baseline client experience, standardize key service elements, and design flexible systems that empower every advisor to deliver with confidence. From centralizing prep and decentralizing delivery to codifying your sales process and building G1-to-G2 playbooks, this episode is packed with practical steps to help your team work smarter, not harder.  I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

    29 min

  6. 14 OCT.

    314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT

    Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, and “pre-suasion” that sets the stage for meaningful connections from the very first impression. 🚀 In this episode, you’ll learn: Why 95% of client decisions are emotional and subconscious—and what that means for your marketing.How to shift from persuasion to pre-suasion and create trust before the first meeting.The difference between blending in and standing out by highlighting your unique personal DNA.Why copying others’ tactics leads to sameness, and how discovery and inner work help you truly differentiate.How to design client experiences that build trust and reduce doubt in the critical first 100 days.At its core, this episode is about helping advisors move from grinding to growing by using the right tools—understanding the psychology of decision-making, embracing authenticity, and creating marketing that truly resonates. 🌟 Whether you’re struggling to convert prospects, refine your client experience, or stand out in a crowded field, Dr. Wilson’s insights will give you a fresh perspective on what really moves clients to choose you. -- Dr. Joshua I. Wilson, Ph.D., C.M.T. is the founder of NeuBeFi, where he helps advisory firms and WealthTechs grow through neuro-behavioral strategy—applying behavioral finance and neuroscience to transform how firms communicate, differentiate, and attract ideal clients. NeuBeFi’s flagship program, the Magnetic Marketability Amplifier™, guides firms through a complete process to discover their emotional signal, codify their story, and turn market invisibility into magnetic growth. Joshua also provides coaching and advisory services for leadership teams and is a sought-after speaker on behavioral finance, brand differentiation, and advisor growth. Take the free Magnetism Audit to uncover your firm’s emotional signal. Learn more: neubefi.com Connect on LinkedIn: linkedin.com/in/drjoshuawilson Join the advisor waitlist, inquire about coaching, or book Joshua to speak at your next event: info@neubefi.comFollow Joshua on YouTube for short, science-backed insights on advisor growth.Register for the Qui Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

    56 min

  7. 10 OCT.

    313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing

    Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions that align with your goals instead of your guilt. In this episode, you’ll learn: Why advisors are great at financial math but often fail at “calendar math”How to pause before saying yes and evaluate what you’ll need to subtractPractical ways to politely decline opportunities while maintaining relationshipsHow to set boundaries that protect your time, energy, and family commitmentsWhy honoring your limits isn’t selfish—it’s an act of stewardshipAt the end of the day, your best “yeses” are the ones that align with your priorities. This episode is a refreshing reminder that saying “no” more often can actually be the most empowering step toward a business and life you love. Register for the Quin Show & Tell Event HERE! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

    17 min

  8. 7 OCT.

    312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients

    As financial advisors, we’re always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest clients experience your polished onboarding process, your long-term clients may still be operating under the “old rules.” That’s where re-onboarding comes in. In this episode, we dive into how to reintroduce your long-standing clients to your current practice in a way that feels natural, client-centered, and value-driven. What you’ll learn in this episode: Why re-onboarding is essential to keeping long-term clients aligned with your evolving practiceHow to introduce re-onboarding without it feeling awkward or forcedPractical strategies for resetting expectations, updating processes, and reinforcing valueWays to tie re-onboarding to housekeeping tasks that strengthen client relationshipsHow re-onboarding can open the door to referrals and reinforce your positioning as an advisorRe-onboarding doesn’t need to be complicated—it’s a simple but powerful tool for reinforcing your value, realigning client expectations, and making sure everyone experiences the best version of your practice today. Tune in and discover how to use re-onboarding as a lever for growth and stronger client relationships. Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

    24 min
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À propos

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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