The Efficient Advisor: Tactical Business Advice for Financial Planners

Libby Greiwe
  • 4.9 (130)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

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. 2D AGO

    367: When NOT to Give a Client Gift: Timing is Everything

    It’s not just *what* you give, it’s *when* you give it. And that timing alone can completely change how your client perceives your gift or gesture.  In this episode, we’re breaking down a counterintuitive but powerful approach to client gifting that helps you move from transactional relationships to deeply personal client connections. You’ll learn how to use timing, intention, and personalization to make your clients feel seen, valued, and remembered for the right reasons. If you’ve ever wondered how to make your client experience feel more meaningful without just adding more “stuff,” this one’s for you. What you’ll walk away with: Why giving a gift at the point of transaction can actually weaken your client relationship instead of strengthening itHow timing your client gifts outside of onboarding creates more emotional impact and memorabilityThe difference between marketing swag and true client gifts (and why logos change everything)How to use personalization to make clients feel genuinely seen, heard, and valued in a scalable wayBy the end of this episode, you’ll rethink not just what you give your clients, but when you give it. So here’s the takeaway: great client gifting isn’t about being more generous in the moment—it’s about being more intentional over time. When you step away from transactional timing and lean into thoughtful, personalized gestures, you turn everyday business into a relationship-building experience your clients actually remember. If this episode made you rethink your approach, your next step is simple: look at your current client journey and ask where a surprise-and-delight moment would actually feel meaningful, not mechanical. That’s where real differentiation happens. 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.

    11 min

  2. 5D AGO

    366: Delegation in Real Life - What It Looks Like Day-to-Day

    In this episode, I’m getting really tactical about what delegation actually looks like in real life—not just the idea of it. I’m joined again by Kyle Willis  from Belay, and we’re breaking down exactly what you can hand off to a virtual assistant, how to do it, and what changes when you stop trying to do everything yourself. I share what I’m seeing inside my coaching programs as advisors step into the CEO role—building processes, defining responsibilities, and then hitting that very real question: “Okay, but how do I actually delegate this?” What delegation looks like before, during, and after client meetings How I think about handing off prep work, scheduling, and follow-up without losing controlThe 10-80-10 rule and how I use it to stay involved without doing everythingHow I’ve seen email go from a constant distraction to something I barely touchWhy giving feedback to your assistant is not optional—and how it actually makes everything easierHow to handle the “unexpected” work (NIGOs, paperwork issues, client fires) without it ruining your dayWhy a great assistant is not just support—but a true extension of how you run your businessIf you’ve been wondering what delegation actually looks like in practice, this episode will give you a clear, realistic picture of how to start. Get the Delegation Guide & Book a Call with BELAY 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.

    53 min

  3. MAY 1

    365: Why Your First 100 Days Are Costing You Referrals (And How to Fix It)

    Have you ever noticed how polished and proactive your process feels when you’re winning a new client… and then how it subtly shifts once the paperwork is signed? In this episode, we’re digging into what really happens in that first 100 days after a client says yes, and why it might be the most overlooked and highest-impact part of your entire business. If you’ve ever felt like your onboarding is “fine” but could be better, this conversation will challenge you to rethink what’s possible and show you what happens when you design that experience with intention instead of letting it happen by default. Why the first 100 days is the most friction-filled phase of your client experience and how small inefficiencies here quietly impact everything elseThe four major business effects of a well-designed onboarding process, including increased client longevity, higher lifetime value, more referrals, and a dramatically better client experienceHow a standout early experience creates a unique “novelty window” that drives faster referrals, often before you’ve even fully delivered your long-term valueThe practical byproducts of improving your onboarding, like faster processing times, getting paid sooner, fewer dropped balls, and a more organized, less reactive businessIf you’ve been putting off refining your onboarding because nothing feels broken, this is your reminder that “not broken” isn’t the same as optimized. When you elevate your first 100 days, everything downstream gets easier, from operations to referrals to client relationships. It’s one of the highest-leverage improvements you can make in your practice. Now, can you craft an intro and outro that I can do for this podcast? Keep the tone fun, uplifting, and professional. Highlight what the advisors listening will get out of this episode, but I want to catch their attention in the first two sentences. 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.

    25 min

  4. APR 28

    364: How to Buy Back 10+ Hours a Week Without Hiring Full-Time

    If you’ve ever felt like you’re the bottleneck in your business, or like you just need a few more hours in the day to get everything done, this episode is going to challenge that thinking. In this conversation, we unpack the real cost of trying to do it all on your own and explore what it actually looks like to buy back your time in a way that moves both your business and your life forward. From delegation to decision-making to stepping into your role as CEO, this episode is all about helping you create more capacity without burning out. Why doing everything yourself is quietly limiting your growth, your client experience, and your personal lifeThe difference between getting time back and actually using that time to drive your business forwardWhat tasks financial advisors should be delegating first to reclaim 10 to 15 hours per weekHow to think about hiring support in a lower-risk, more flexible way so you can grow without overwhelmThe biggest takeaway is that buying back your time is not just about getting tasks off your plate. It is about creating the space to think, lead, and operate at a higher level. When you stop trying to do everything yourself, you give your business the opportunity to grow and your life the opportunity to feel a whole lot better. Get the Belay Delegation Guide 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.

    41 min

  5. APR 24

    363: How to Say No to Clients (And Still Deliver an Incredible Experience)

    If you’ve ever had a client ask for something and your immediate reaction was “ugh… I really don’t want to do that,” but then you said yes anyway… this episode is for you. We’re talking about one of the most important skills for advisors: how to say no without making it weird, without damaging the relationship, and without creating a bunch of friction in your business. In this episode, we’ll discuss:  Why saying yes to out-of-scope requests quietly blows up your calendar, creates hidden work, and makes your process feel… not like a process anymoreWhere scope creep actually shows up in real life, from AUM-only clients asking for planning work to all those “quick favors” that somehow take 30 minutesA super simple four-part framework you can use to say no in a way that still feels kind, clear, and really professionalExact language you can borrow to redirect clients, offer a path forward, and reinforce your value without overexplaining or apologizingAt the end of the day, this is really about clarity. Your best clients don’t need you to do everything—they need you to do the right things really, really well. And when you can say no with a path, you’re not pushing people away… you’re actually building more trust and protecting the experience for everyone, including yourself. Want to learn more about having your own app? Join us for the May 14th Show & Tell 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.

    14 min

  6. APR 21

    362: Streamline Client Communication Like a Pro With Your Own White-Labeled App

    In this episode, we dive into the future of client communication for financial advisors. Tom Fields shares how combining technology, AI, and a client-first mindset can transform the advisory experience through a white-labeled app. From streamlining workflows to keeping clients genuinely engaged, this conversation is packed with actionable insights for advisors ready to elevate their practice. What you’ll learn in this episode: How to centralize client communication and provide a seamless experience through a white-labeled app.Ways to leverage AI, data, and secure delivery to automate follow-ups and action items.Strategies to reduce friction for clients and advisory teams, increasing efficiency without losing authenticity.Techniques to boost client referrals and engagement by making it easy for clients to take action.By the end of this episode, advisors will understand how to combine technology and human touch to improve client relationships, streamline operations, and stay top-of-mind with the clients who matter most. Register for the Show & Tell HERE!  Learn more about Fynancial HERE! Follow Tom on LinkedIn 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.

    41 min

  7. APR 17

    361: Why “Junior Advisor” Might Be Hurting Your Business

    There’s a phrase that shows up in a lot of advisory firms that seems harmless on the surface, but quietly creates friction in both the team dynamic and the client experience. In this episode, we unpack why the term “junior advisor” might be doing more damage than you realize and how small language shifts can have a big impact on trust, confidence, and the way your clients perceive your team.  How the label “junior advisor” subtly undermines authority and creates doubt before a meeting even begins  Why the language you use internally becomes the experience your clients have externally  A simple but powerful reframe that helps build trust and elevate every advisor on your team  How small word choices, like “staff” versus “team,” can completely change the feel of your business At the end of the day, this is about being intentional with the words you use and recognizing the weight they carry. When you remove labels that create hierarchy or hesitation, you make it easier for your team to step into their role and for clients to trust them more quickly. Sometimes the smallest changes create the biggest shifts. 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.

    10 min

  8. APR 14

    360: Say This, Not That: 2 Phrases That Transform Client Interactions

    In this short but impactful episode, Libby shares two simple yet powerful phrases that can completely change the way you communicate with clients, guide conversations, and ultimately drive better outcomes. Inspired by real coaching conversations and even insights from psychology, these small language shifts can help you set boundaries, reduce resistance, and lead clients more effectively. She also opens with an important reminder for advisors who feel behind in their business—growth requires evolution, and it is okay to build systems as you go.   How to use the phrase “I hope you can appreciate” to set boundaries with clients while maintaining trust and rapport  Why replacing the word “but” with “and” can reduce defensiveness and keep conversations collaborative  Practical ways to guide client conversations without creating resistance or tension  A mindset shift for advisors who feel behind and how to reframe growth as a natural part of scaling a business These two phrases may seem simple, but when used consistently, they can dramatically improve how clients respond, how conversations flow, and how confidently you lead. Start incorporating them into both your client interactions and everyday conversations, and notice how quickly the dynamic begins to shift. 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
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4.9
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130 Ratings

About

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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