Shows / The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
Episodes
- The Efficient Advisor: Tactical Business Advice for Financial Planners
418: The Year-End Scramble: 6 Ways to Get Ahead of the Chaos
Year-end processing, RMDs, Roth conversions, holiday parties, Christmas shopping, and somehow finding time to plan for 2027? No wonder financial advisors feel…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
417: From Zero to 200K LinkedIn Views a Week (Here's Exactly How!)
What if you could turn LinkedIn into one of your most powerful prospecting tools without spending hours creating content or becoming a social media expert? In…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
416: The Marketing Strategy You're Overlooking (And It's SO Easy to Fix!)
What if one of your biggest opportunities for growing your advisory business is hiding inside a process you already have? Most financial advisors think their…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
415: The Details Behind My $1.5M Advisory Practice (And My Engagement Story!)
We talk a lot about systems, workflows, delegation, and building more efficient financial planning practices around here. But today, we're switching things up!…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
414: What to Say to Attract More High-Net-Worth Clients (3 Scripts to Steal!) w/ Derrick Kinney
In a world where AI is changing how financial advisors do business, one thing is becoming more valuable than ever: genuine human connection. But are you using…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
413: The Productivity Tool I Can’t Quit (Even With AI)
We have more technology, automation, AI, and digital tools than ever before—but having more ways to capture information doesn’t necessarily help us decide what…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
412: When Your Team Isn't Following Through: Here's What to Say
Being a financial advisor is one thing. Leading a team, managing different personalities, and holding people accountable without feeling like the bad guy?…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
411: The Part Most Advisors Skip Before They Automate a Workflow
Automation doesn’t fix a bad process—it just helps you do a bad process faster. Yet too often, financial advisors jump straight to the technology: building CRM…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
410: Prospect Pushing Back on Your Fee? What to Do & Say
When a prospect pushes back on your financial planning fee, it can be tempting to lower the price just to get them to say yes. But a fee objection doesn’t…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
409: Why You Keep Blowing Off Your Time Blocks (And How to Finally Follow Through)
You blocked the time. You had every intention of doing the work. But somehow, when that time block arrives, email, team questions, client needs, and a dozen…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
408: How to Build Your Personal Board of Directors (And Who Needs a Seat)
What if you had your own personal board of directors—not for your business, but for you? A carefully chosen group of people who challenge you, encourage you…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
407: The Client Experience Audit Every Advisor Should Do on Their Q3 CEO Day
Every process in your business creates an experience for your clients—whether you designed it intentionally or not. In this episode, Libby shares a simple CEO…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
406: Shadow AI: What Financial Advisors Don’t Know Their Tools Are Doing
AI is moving fast—and for financial advisors, the conversation can’t just be about what these tools can do. It also needs to include what they can access…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
405: How to Delegate Without Lowering Your Standards - The 15-80-5 Rule
Need a hack to finally get better at delegation—without feeling like you have to lower your standards? If you’re a financial advisor who knows you need to get…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
404: Planning Fees, AUM & the Question Every Advisor Is Asking
Should you be charging for financial planning—and if so, how much? For many advisors, the idea of charging directly for their advice brings up a whole lot of…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
403: What Should Financial Advisors Charge?
What should financial advisors charge? Too often, advisors answer that question by looking around at what everyone else is charging and picking a number that…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
402: My “Easy Button” Strategy for Free Travel and Credit Card Points
We spend a lot of time talking about how to simplify, systematize, automate, and streamline our businesses—but what about our lives outside of work? After…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
401: The Simple System That Saved Me Oodles of Time
Some of the best efficiency wins in your practice aren’t massive system overhauls—they’re the small decisions you find yourself making over and over again. In…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
400: Inside the Client Service Model of a $415M AUM Practice
What does it actually look like to build a fast-growing advisory firm without sacrificing the depth of your client relationships? In this episode, I’m sitting…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
399: The One Simple Skill Blocking Your Next Level Up
There’s one CEO skill that may be quietly capping your success—and it has nothing to do with how smart you are, how many credentials you have, or how good you…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
398: Stop Using AI Like a Note-Taker (Use It Like an Executive Assistant)
If you think AI in your advisory practice means meeting notes, follow-up emails, and asking ChatGPT to write something for you, we need to talk. Because what…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
397: How to Know if You are Solving the Wrong Problem in Your Business (Replay)
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
396 - How to Create More Abundance in Your Practice with Ellen Rogin
In this episode, we're talking about something that might feel a little uncomfortable for advisors who love spreadsheets, checklists, and action plans—but it…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
395: 3 Hard Truths Keeping Advisors From a $1 Million Business
This episode is a little different. Instead of another tactical strategy or productivity hack, Libby shares three hard truths that may be the very things…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
394: The Fee Increase That Added $420,000 (Without Losing a Single Client)
One of the hardest conversations many financial advisors avoid isn't about investments or markets—it's about their own fees. If you've ever looked at your…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
393: The Business Advice I Think We've Been Getting Wrong
I changed my mind on a very common piece of business advice. It's one of the most common messages we hear as entrepreneurs: build a business that runs without…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
392: How to Make Your Systems Stick When Things Get Busy
You built the process... so why aren't you (or your team) following it? This episode is all about the difference between creating great processes and actually…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
391: Diagnose Your Firm in 20 Minutes - The 4 Systems I Always Check in a Backend Audit
If you only had 20 minutes to diagnose why your advisory firm feels chaotic, where would you look first? In this episode, Libby walks you through the same…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
390: Behind the Scenes of Systems to Scale (And How to Know If It's Right for You)
If you've ever wondered whether Systems to Scale Group Coaching is the right next step for your business, this episode is for you. Libby pulls back the curtain…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
389: The CEO Exercise That Shows You Exactly What Process to Improve Next *FREE DOWNLOAD*
If you've ever looked around your business and thought, "I know I need better systems, but I have no idea where to start," this episode is for you. In today's…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
388: The One Exercise That Shows You Exactly Who Should Be Doing What
One of the biggest mistakes I see growing advisory firms make is waiting too long to define roles and responsibilities. When your team is small, it's easy for…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
386: The Simplest Way to Never Get Blindsided in a Client Meeting
Today, I am sharing one simple process that transformed our client experience, helped us stay on schedule, reduced unnecessary follow-up meetings, and ensured…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
386: The Truth About My 3-Day Workweek (Part 2)
If you've ever wondered whether a three-day workweek is actually possible as a financial advisor, this episode is your practical roadmap. In Part 2 of this…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
385: The Resource Organization Hack You'll Wish You Started Years Ago
If you're anything like most financial advisors, you've collected hundreds of valuable resources over the years: articles, calculators, PDFs, client-friendly…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
384: The Truth About My 3-Day Workweek (Part 1)
If you've ever wondered what it actually takes to build a successful advisory firm while working fewer hours, this episode pulls back the curtain. After…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
383: The #1 Mistake Advisors Make with Time & Money
If there's one thing every financial advisor says they value, it's time. But when it comes to running our own businesses, many of us make decisions that…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
382: How to Maximize the Tools You're Already Paying For
This week, I'm joined once again by Adam Holt, founder of Asset-Map, for a conversation every advisor needs to hear. We dive into one of the biggest challenges…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
381: My Script To Help You Meet Clients Less Often (Without Losing Them)
One of the hardest conversations advisors have is about changing expectations with long-time clients. If you've created (or maybe inherited) a service model…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
380: CEO DAY - Your Q2 Business Review Agenda
As advisors, we spend a lot of time working in the business—but not nearly enough time working on the business. In this episode, Libby pulls back the curtain…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
379: The Client Experience Mistake That Undermines Your Thoughtfulness
If you've ever struggled to come up with meaningful gifts, memorable client experiences, or even remember the little details that matter most to your clients…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
378: The 100+ Hour Time Hack For Investment Management
What if you could get back 100 to 200+ hours a year without sacrificing the quality of your investment management? In this episode, Libby sits down with Darol…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
377: The CEO Day Mistake Most Advisors Make
As the end of the quarter approaches and the halfway point of the year comes into focus, many advisors are planning CEO Days to step back and think…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
376: The 4 Numbers That Reveal If Your Practice Is Actually Getting More Efficient *FREE DOWNLOAD** (Replay)
Efficiency is one of the most common goals financial advisors share, but very few can actually define what it means—or measure it. In this episode, Libby…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
375: The 3 Ritz-Carlton Client Experience Secrets Every Advisor Should Steal
If you've been listening to the podcast lately, you know we've been talking a lot about client experience, onboarding, and the first 100 days. And this week…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
374: Alternatives Don’t Have to Be Complicated: A Streamlined Way to Offer Private Investing
In this episode, Libby sits down with Summer Webb from American Estate & Trust to unpack what alternatives actually are, why more advisors are exploring them…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
373: The Onboarding Client Experience Hack I Stole from Domino’s Pizza
When onboarding feels chaotic behind the scenes, clients feel it too. In this episode, Libby breaks down one of the simplest yet most powerful systems she ever…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
372: The Client Onboarding Script That Stops Transfer Drama Before It Starts
In this episode, we’re diving into one what can be one of the biggest friction points of the onboarding process: helping clients gracefully leave their…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
371: Curious About The First 100 Days Course? Here’s Exactly What’s Inside
In today’s episode, Libby breaks down exactly what The First 100 Days course is, who it’s designed for, and why a remarkable onboarding experience can…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
370: Never Lose A Customer Again - Author Joey Coleman is Here!
The GOAT is here!!! If you’ve ever referenced client experience, onboarding, or retention in your business, you’ve probably already felt his influence. This…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
369: My $2 Million Dollar Mistake… and How to Fix it with Onboarding
Today’s episode is a powerful reminder that even the best financial planning recommendations can be overshadowed by a broken onboarding experience. Libby…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
368: The Onboarding Upgrade That Created Massive ROI with Aaron Schmerling
In this episode, Libby sits down with advisor Aaron Schmerling to unpack what happens when you take a process most advisors overlook and turn it into a…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
359: Overwhelmed to On Track: Advice You Don’t Hear Very Often from a Coach
In this episode, we’re flipping the script on how financial advisors approach growth and process-building. Instead of chasing perfection or trying to build…