95 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 • 52 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!

    093: 7 Processes Every Advisory Business Needs

    093: 7 Processes Every Advisory Business Needs

    Almost every day I get an email or a message asking me "Libby, where do I even start in building out my systems and processes?"

    We first have to ask, "What are the most critical processes that you need?" Essentially... there are seven. Every practice has the same 7 processes that need to be in place. It doesn't matter if you have 2 team members or 8. It doesn't matter if you're an RIA or a hybrid. You have these 7 processes and you need to be intentional about how you execute them.

    In today's episode I break down these 7 key processes and highlight some of the micro-processes that exist within each one.
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    LINKS FROM THIS EPISODE:

    Episodes referenced:
    Episode #044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
    #058: Specific Ideas to Add Value Your Clients Each and Every Meeting
    #68: 13 Easy Value Adds that You Can Implement Right Now
    Libby's on the Rethink podcast talking about referrals (iTunes Link)
     
    Connect with Libby here on LinkedIn.
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com


    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    • 39 min
    092: What Business Data to Track in 2023… and How to Actually Use It (w/ Erica Pauly)

    092: What Business Data to Track in 2023… and How to Actually Use It (w/ Erica Pauly)

    As business owners, we all know we’re supposed to track data… and use it to do something. But what do we track and how do we use that data to make informed business decisions?
    Our guest, Erica Pauly of Track That Advisor, joins the podcast today to discuss the power of tracking various metrics in your financial planning business, and how to use that data to tell a story. 
    In this episode Erica shares:
    What 5 things should advisors actually be tracking What 5 data points advisors commonly use, but shouldn’t!How to turn data points (stars) into a story (constellation) that makes senseHow frequently advisors should be interpreting their dataSimple ways to get started in tracking key informationThis is the perfect episode to air right at the beginning of the year! I love a good fresh start when it comes to tracking. 
    If you’ve tracked data and just don’t know exactly what to do with it, or maybe you don’t know what to track to actually make a difference in your business, this is the episode for you!
    ----------------------------------------
    LINKS FROM THIS EPISODE:

    Get Erica's Book here FOR FREE!

    Connect with Erica here on LinkedIn.

    Check out Track That Advisor and their services here!

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com


    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    • 43 min
    091: When a Prospect Says "I'm Interviewing Several Advisors" and What to do About It

    091: When a Prospect Says "I'm Interviewing Several Advisors" and What to do About It

    Your prospect says they enjoyed meeting you, but that they are going to interview several advisors and get back to you... how do you make sure that YOU stand out as the obvious choice?

    Do you leave it up to fate? No. Do you send them on their way and just say your prayers? No. Do you stalk them until they file a restraining order? Also no.

    In today's episode, I share some proactive and some reactive strategies you can use to ensure that you are the advisor of choice.

    You do actually have some control over the outcome of this scenario, believe it or not, and there are concrete tactical things you can do to come out on top!

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    LINKS FROM THIS EPISODE:


    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com


    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    • 32 min
    090: Software Output, Deeper Conversation, & Staying Ahead of the Curve in Your Business with guest Adam Holt

    090: Software Output, Deeper Conversation, & Staying Ahead of the Curve in Your Business with guest Adam Holt

    Financial advice has changed a lot in the last several decades… and it’s going to keep evolving and changing. So today, we’re talking about the future. My guest, Adam Holt, and I are going to make sure that you are positioned to crush your business now AND stay ahead of the curve when it comes to the future of advice. 
    In this episode we get into the nitty gritty of:
    How planning has changed from salesperson that gives advice to an advisor that sellsWhat elements of planning will NEVER changeHow to strike the right balance between technology and human connection What is the next big trend in the planning worldWill robo advice replace advisors? Which ones will it replace?What not to be afraid of in the future of your businessAnd a whole bunch of other inspo on why it’s great to be an advisor, build a business, and increase your acumen I’ll be honest, Adam and I did not have an agenda, outline, or any plan of what we were going to discuss today. I know… no agenda? So unlike me. We connected months ago over the tech tool Asset Map that Adam built and I just knew it would be a fun and interesting conversation. 
    So let’s start of 2023 with hope, excitement, and tactical advice over where you are going to take your business to in the future. 
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    LINKS FROM THIS EPISODE:

    Connect with Adam here on LinkedIn.

    Check out Asset Map here.

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com


    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    • 49 min
    089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi

    089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi

    How do you feel about charging for a prospect meeting? Yes, literally the first time you ever meet with someone,  having them pay you for your time. I know! It sounds foreign and crazy right? What if I told you that advisors do this ALL THE TIME?! And, there is a way to do it where you deliver immense value in that meeting so you can feel so good about having them pay you right off the bat. 
    So much imposter syndrome kicks in. I have to determine if we are a good fit for each other? I need to demonstrate value first? I’m not even sure how I can deliver actionable advice in our very first meeting. I KNOW! All the imposter syndrome and head trash kicks in. and I’ve got you. 


    Today I am interviewing Jamie Schilanski of  Schilanski & Associates - a firm in Anchorage, Alaska that does exactly this. They charge day one of their client relationships. I never did this in my own business so when I hear a concept you know me… I jump on the mic and interview the snot out of someone who’s doing something unique, innovative or different in this business. 


    With the new year right around the corner, this might just be the new thing that pushes you to try something a little different next year. And who knows, it might change the way you do business forever like it did for Jamie and her family firm. 
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    LINKS FROM THIS EPISODE:

    Email Jamie at lifestyle@theperfectria.com

    Learn more about Jamie's family firm at Schilanski & Associates

    Check out PlanYourFederalRetirement.com to see more of Jamie's funnel. 

    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com


    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    • 1 hr 2 min
    088: Ideas to Implement: Creating a Distraction-Proof Practice

    088: Ideas to Implement: Creating a Distraction-Proof Practice

    Each week I am going to 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: Creating a Distraction-Proof Practice with Guest Paul Kingsman


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    LINKS FROM THE SHOW:

    Buy Paul's Book Here: The Distraction-Proof Advisor

    www.TheDistractionProofAdvisor.com
     www.PaulKingsman.com
    Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    
    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    • 8 min

Customer Reviews

4.9 out of 5
52 Ratings

52 Ratings

csfulton ,

Amazing for any entrepreneur

I am a travel advisor and former client of Libby’s. I can attest to how amazing her team was and how she blessed our family with her abilities.

Now as an entrepreneur, I’m always looking for ways to deliver top notch service consistently while growing in my capacity. While not every episode can be directly applied due to industry differences, I always end the podcast with a nugget of redirection or affirmation for what I’m currently doing.

Thank you, Libby!

McAtc ,

No excuses for no efficiency!

Libby is the queen of efficiency and if you are looking for ways to level up in your business, this podcast is for you. Stop reading and start listening! Special shout out to listen to episode 042!

Kris76109 ,

Incredibly helpful

I’ve been in the business close to 20 years and am always listening and reading to hone my craft. Libby has great wisdom and delivers it in a very clear and doable format. This is one of top FA podcasts out there. Whether you are new or experienced, there are a ton of great takeaways here.

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