The Efficient Advisor: Tactical Business Advice for Financial Planners

Libby Greiwe
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  • 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. 1D AGO

    335: My Journey from 80 Hours a Week Down to 24 and Redefining Success & Balance

    In this episode, Libby Greiwe of The Efficient Advisor shares a candid and powerful conversation about building a successful advisory business without sacrificing your life, values, or well-being. From working through burnout to redefining success on her own terms, Libby opens up about resilience, boundaries, and what it really takes to create a business that supports the life you want. This episode is packed with honest reflections, practical wisdom, and encouragement for advisors who want more than just growth for growth’s sake 🎙️💡💬🌱✨ In this episode, you will learn: How Libby built and sold a seven-figure advisory firm while working just three days a weekWhy aligning your calendar, boundaries, and values is critical to long-term fulfillmentA powerful mindset shift for saying yes without burning yourself outWhy investing in yourself through coaching, support, and systems accelerates growthHow embracing imperfection and finding your voice can transform your career and confidenceThis conversation is a reminder that success doesn’t have to come at the cost of your health, family, or happiness. Libby’s journey shows that it’s possible to build a thriving advisory business while honoring your values, protecting your time, and trusting your gut along the way. If you’re feeling stretched thin or questioning what success really looks like, this episode will leave you feeling validated, inspired, and empowered to do things differently. 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.

    57 min

  2. 5D AGO

    334: The “They Have Potential to be Great Clients Someday” Mistake Advisors Make

    In this episode, Libby shares an unpopular but critical perspective on how financial advisors should think about “future potential” clients. She explains why treating clients based on who they might become leads to burnout, resentment, and misaligned service models—and how this quiet mistake often causes your best clients to subsidize everyone else 💭📊🔥 You’ll learn how to treat clients fairly based on where they are today, protect your time and energy, and create a service model that scales without overcommitting to “someday” promises. If you’ve ever felt overworked or stretched too thin, this episode will hit home. 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.

    10 min

  3. DEC 23

    333: Jeremy’s 5-Step Retirement Planning Process & How it Attracts Better Clients with Jeremy Keil

    In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why creating a standardized framework is one of the most powerful growth levers advisors can implement. This conversation is rich with actionable insights, real-world scenarios, and practical guidance for building a more scalable practice. 🚀📘🔍🎯🤝 What you will learn in this episode: How clearly defining your ideal client avatar drives stronger branding, messaging, and client alignmentWhy productizing your planning process increases clarity, buying readiness, and client commitmentThe business benefits of building repeatable, documented SOPs that enable team delegation and consistent deliveryHow naming and branding your process creates shared language that clients remember, use, and refer others withHow Jeremy leveraged his process to write a book, amplify referrals, and accelerate prospect conversionAs Libby and Jeremy discuss, the advisors who thrive aren’t necessarily the ones who know the most—they're the ones who make their expertise tangible, teachable, and repeatable. This episode will help you rethink your planning workflow, elevate your client experience, and build a more efficient, more referable advisory business. 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.

    47 min

  4. DEC 19

    332: The Two CEO Day Questions Every Advisor Should Ask Before 2026

    In this episode, Libby shares a powerful two-question framework to help you reshape your business heading into 2026. You’ll learn how to identify the five tasks you should stop doing, the five priorities you should start doing, and how this simple exercise can reshape your capacity, clarity, and client experience. 🚀 You’ll also hear how advisors have used this method during CEO Days and year-end planning to drive measurable progress, plus a practical tip for holding yourself accountable. Download the worksheet, run the exercise, and set the stage for a more intentional and efficient year. 📈✨ 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! Grab the CEO Day Questions 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.

    12 min

  5. DEC 16

    331: The Science of Follow-Through: How Advisors Can Finally Stick to Their Goals with Brian Ford

    Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not because of a lack of motivation, but because of a lack of true accountability. In this episode, neurobiology-based performance and accountability expert Brian Ford breaks down why traditional views of discipline and accountability fail, how advisors can build systems that actually work, and what it takes to sustain long-term behavior change. Brian shares the science, psychology, and practical frameworks that help advisors stop relying on motivation alone and start building systems that drive real follow-through. 🌟 What You Will Learn in This Episode: • 📊 Why accountability is really about awareness rather than perfection or shame  • 🧠 How your brain, ego, and evolutionary psychology influence follow-through  • ⏰ The role of time-based feedback loops and how to design daily or weekly accountability structures  • 🛠️ How environment and systems—not willpower—create lasting habits and disciplined behavior  • 🔄 How to shift from the strain-and-recover cycle to the grow-and-sustain cycle for long-term success Whether you want to finally make your 2026 goals stick or build more consistent follow-through inside your practice, this episode gives you the frameworks, mindset, and systems to get there. Brian also invites listeners to join his 21-day New Year accountability challenge, designed to help advisors build the foundational systems needed for lasting behavior change.  Register for Brian’s Accountability Group 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.

    1h 3m

  6. DEC 12

    330: The Ritz Carlton Loyalty Rule Every Advisor Should Be Using Today

    In this episode, you’ll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create unforgettable client experiences. You’ll hear real examples of small but meaningful moments that turn mistakes into connection, empower your team, and elevate your brand far beyond portfolios and planning tools. You’ll also discover how giving your team simple freedom, creativity, and a small monthly “surprise & delight budget” can turn everyday interactions into lasting loyalty, referrals, and genuine client love. From laptops delivered across town to coffee sent with a smile, this episode reminds us that great client experience isn’t about perfection — it’s about how you make people feel ✨. 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.

    20 min

  7. DEC 9

    329: How Small Shifts Helped Eva 5X Her Practice (and Transform Her Client Experience)

    This episode features an inspiring conversation between Libby and advisor Eva Stukenberg, who shares her journey from feeling stuck on the hamster wheel to building a thriving, intentional, 5X-growth practice. Eva opens up about the small shifts that created massive momentum, the mindset work that changed everything, and the systems that transformed her team, her client experience, and her quality of life. This episode is packed with practical insights for any advisor ready to move from reactive to proactive, from overwhelmed to organized, and from doing everything to doing only what matters most. 🌱✨ What You’ll Learn in This Episode  • How small, consistent improvements compound into a flywheel of long-term growth 🔄  • The power of defining and designing your business around your ideal client avatar  • Practical systems to move from reactive chaos to proactive preparation  • Ways to elevate your client experience through thoughtful touches and intentional processes 💬  • Why mindset shifts like “Why not me? Why not now?” can change your entire trajectory 🚀 Eva and Libby dig into real examples of how clarity, systems, and intentional decision-making shape both your business and your personal life. From transforming meeting prep and follow-up, to creating emotional, memorable client events, to building the right team around you, this conversation shows what sustainable growth actually looks like for a modern advisor 🎧 If you’re ready to take the long view, make meaningful changes, and design a practice that supports both your clients and the life you want to live, this episode gives you a clear roadmap forward. 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.

    1h 1m

  8. DEC 5

    328: Drowning in Year-End To-Dos? Here’s Your Reset Plan

    In today’s episode, we’ll discuss:  Year-end processing doesn’t have to feel like an annual stress cycle. In this episode, you’ll learn five simple strategies to make December smoother, more predictable, and far less overwhelming 🎄. From setting client expectations shockingly early to moving cognitive work upstream and protecting your calendar, you’ll discover how small shifts can dramatically change your year-end experience. You’ll also hear how to intentionally punt work to January, rethink production pressure, and use a quick debrief to improve every single year. If you’re craving more margin, calm, and control in December, this conversation will help you build a business that supports your life, not your stress levels ✨📅. 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.

    21 min
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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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