The Efficient Advisor: Tactical Business Advice for Financial Planners
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!
Detroit Advisor
Jul 25
Looking forward to this podcast!
Great advice for all Financial Advisors
Jun 25
I’ve been in the industry for 20 years and Libby truly has a heart to help Advisors become more efficient and more profitable. Highly recommend all Financial Advisors tune in!
Awesome Tips and Strategies
May 3
I just started listening to Libby’s podcast and I’m blown away by all of her amazing tips and strategies to be more efficient. I’ll definitely be implementing her “delay strategy” for email ASAP.
EXACTLY what every advisor needs
May 1
If you are looking to make positive changes in your business then this is a one stop shop for improving your client relationships, daily life as an advisor and for growing your practice. I HIGHLY recommend
About
Information
- CreatorLibby Greiwe
- Years Active2021 - 2024
- Episodes231
- RatingClean
- Copyright© 2024 The Efficient Advisor: Tactical Business Advice for Financial Planners
- Show Website
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