193 episodes

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! 

The Efficient Advisor: Tactical Business Advice for Financial Planners Libby Greiwe

    • Business
    • 4.9 • 91 Ratings

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! 

    193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion

    193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion

    Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that you should be taking your best clients out to dinner... but when? You've got a calendar full of soccer practices and baseball games. Are you missing out on the secret sauce of the client experience?This episode is a breath of fresh air for advisors feeling overwhelmed by the expectation of social engagement, reinforcing that stellar service during...

    • 25 min
    192: Ideas to Implement - Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor

    192: Ideas to Implement - Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor

    VEach 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: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor .Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built a...

    • 8 min
    191: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor

    191: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor

    One of the hardest roles advisors face is helping a potential client “break up” with their previous advisor. It can get awkward, dicey, and downright weird. 🥴 But you can turn this tricky situation into a peaceful process for your clients and make a GREAT first impression if you do it well! In today’s episode, Libby shares some tips for this break up process that worked well in her advisory practice, including:Choosing your words carefully—language mattersWhat to do before you even move ...

    • 24 min
    190: Ideas to Implement - Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman

    190: Ideas to Implement - Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman

    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: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman.—---------------------------------------LINKS FROM THIS EPISODEConnect with Spencer on LinkedIn HereLearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Sho...

    • 10 min
    189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman

    189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman

    Burnout is real! We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of your to-do list. 🌪️In today’s episode, Libby shines the light on burnout as she talks with guest Spencer Sherman. Together, Libby and Spencer tackle some important topics, including:Finding your flow stateMindfulness exercises to cultivate a less reactive mindTurning off your “to do list” mindset Allowing more space for your clients in meeti...

    • 45 min
    188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

    188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

    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: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships--------------------------------------------------Links from Today’s EpisodeNever Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!Download the Family Tree...

    • 6 min

Customer Reviews

4.9 out of 5
91 Ratings

91 Ratings

The Healthy Entrepreneur ,

Awesome Tips and Strategies

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.

Peter Metcalf ,

EXACTLY what every advisor needs

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

Mungo Bean ,

So far, very good

I’m working my way back through Libby’s episode backlog, and I’m finding the episodes very helpful (year 3 in an RIA). Keep it up, Libby, and thank you!

Top Podcasts In Business

Prof G Markets
Vox Media Podcast Network
Money Rehab with Nicole Lapin
Money News Network
REAL AF with Andy Frisella
Andy Frisella #100to0
The Money Mondays
Dan Fleyshman
PBD Podcast
PBD Podcast
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network

You Might Also Like

The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Financial Advisor Success
Michael Kitces
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Barron's Advisor
Barron's Advisor
Capital Ideas Investing Podcast
Capital Group
Retirement Tax Services Podcast
Steven Jarvis