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
358: CEO DAY - Your Q1 Business Review Agenda
There are two types of advisors heading into Q2: those stuck in reactive mode, feeling busy but behind, and those who intentionally step back to lead their…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
357: The #1 Growth Ceiling You Don’t Realize You Have
If you’ve ever wondered why some advisors seem to keep leveling up no matter how successful they already are, this episode is a powerful reminder that it’s not…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
356: How Advisors Are Attracting HNW Clients Weekly Without Referrals
This episode dives into a powerful and often overlooked strategy for financial advisors: using targeted digital marketing to consistently attract…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
355: Stop Overwhelm in Its Tracks - 5 Steps to Take Control
Imagine your inbox is multiplying like rabbits, your calendar looks like a jigsaw puzzle, and every client seems to need you yesterday. Overwhelm is real…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
353: The 4 Pillars of Advisor Independence (and What It Really Takes to Make the Leap)
In this episode, I sit down with Rob Bartenstein (President) and Scott Wilson (Senior Managing Partner), the co-founders of Kestra Private Wealth Services, to…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
352: Stop Assigning Client Homework: A Better Way to Gather Data and Move Plans Forward Faster
In this episode, Libby explores one of the most common sources of friction inside advisory firms: the homework advisors give their clients. While assigning…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
351: Want More Referrals? Try This 3-Step Conversation
In this episode, Libby and Robyn Crane tackle a topic that makes a lot of advisors uncomfortable: referrals. But instead of rehashing outdated scripts or…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
352: The Secret Currency That Makes Employees Want to Stay
There are many forms of compensation that matter to employees. Salary, benefits, and bonuses often get the most attention, but they are not the only things…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
350: Client Meetings Running Long? Here’s the Fix.
In this episode, Libby shares 5 practical ways financial advisors can keep client meetings running on time — starting on time and, just as importantly, ending…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
349: 12 Marketing Strategies to 5X Your Advisory Business (Without Social Media Ads)
In this episode, Libby sits down with advisor Matt McManus to unpack exactly how he 5X’d his business in five years. But this isn’t a story about flashy…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
348: Conference Season: A Simple Framework to Get Measurable Results
Conference season is one of the most energizing times of the year for financial advisors. From fresh marketing ideas to meaningful connections and leadership…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
347: How to Cut Your Email Time in Half (Without Ignoring Clients)
Your inbox is either running your day… or you are. 📥⏳ In this episode, Libby tackles the silent productivity killer inside most advisory firms: email. If…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
346: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!)
In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
345: What Kind of Profit Margin Should Your Financial Advisory Business Have?
Revenue growth can feel exciting—but if you don’t know your margins, you’re flying blind. 💸 In this episode, we break down the difference between leverage and…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
344: Vanilla to Vibrant: How to Build a Brand That Attracts Dream Clients with Nicole Burdick
My guest, Nicole Burdick, took her brand from vanilla to vibrant—and in this episode, she walks through exactly how she built a brand (and a practice) that…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
343: The 85% Wake-Up Call Every Advisor Needs to Hear
In this quick Efficient Friday episode, Libby breaks down a stat that should stop every advisor in their tracks: 85% of clients have thought about switching…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
342: No One Warned You About This Part of Business Ownership (Here’s How to Handle It) with Hannah Moore
Running a financial advisory firm often looks appealing from the outside: freedom, flexibility, and income potential. But the reality of being a true business…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
341: A Simple Trick to Keep AI From Killing Your Client Experience
In this episode, Libby Greiwe shares a practical perspective on using AI in your advisory practice without sacrificing authenticity 🤖. You’ll hear a real-world…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
340: Thinking About Making a Move? The Questions Every Advisor Should Ask First with Shelby Nicholl
In this episode, Libby sits down with transition expert Shelby to unpack the increasingly complex landscape of advisor independence. With more channels…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
339: Your 2026 Personal Development Plan
This Efficient Friday, Libby challenges financial advisors to think beyond org charts and revenue and focus on something even more powerful: personal…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
338: How He Built 80% of His Business on LinkedIn with Mando Sallavanti III
In this episode, Libby sits down with Mando to unpack how financial advisors can intentionally use LinkedIn as a repeatable marketing and prospecting system…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
337: Hiring in 2026? My Best Advice & The Most Common Mistake I See
Hiring doesn’t have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
336: Your 2026 Game Plan to Implement
In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
327: Your Client Service Model Upgrade: Streamline Your Process, Boost Profitability, and Wow Your Clients
Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
326: The Simple Email Hack That Protects Your Boundaries (and Trains Clients Automatically)
In this quick episode, you’ll learn a simple but powerful tool advisors can use to maintain strong boundaries, protect their time, and still deliver a seamless…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
325: From Advisor to CEO: Todd’s Journey to a More Scalable, Organized Practice
In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practice to a…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
324: Year-End Tax Letter: A Simple System That Saves Your Clients (and You) Time
In this episode, you'll learn how to create a simple, high-value year-end tax letter that makes tax season easier for your clients, their CPAs, and your team…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
323: How This Advisor Cut to a 3-Day Workweek and Leveled Up Everything - Part 2
Creating a business you love doesn’t have to be a fantasy, and in this episode, Libby brings back her best friend and long-time advisor Jen for a real…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
322: One Word to NEVER Say in Front of Clients
Ever stop to think how one small word can change the entire vibe of your business? In this episode, Libby breaks down why saying “s—--” might be holding you…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
321: How Jen Tripled Her Revenue in 3 Years While Working 3 Days a Week
In this episode of The Efficient Advisor, Libby sits down with Jen, a powerhouse financial advisor and mom of four who has tripled her revenue in just three…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner
Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
319: CEO Day: 5 Categories to Analyze in Your Next CEO Day
In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to step out of the…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
318: How to Build a Culture Your Team Won’t Ever Want to Leave
In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
317: Warren Buffett’s 2-List Strategy: The Secret to Laser-Focused Success
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
316: Send a New Year’s Letter That Builds Client Trust & Assets
As the year winds down, it’s the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
315: Get Your Advisory Team Rowing in Sync: Building a Unified Client Experience
How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks down how…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT
Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing
Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients
As financial advisors, we’re always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
311: 3 Thanksgiving Ideas for a WOW Client Experience!
Looking to make your client experience stand out this holiday season? 🍂 In this episode, I share simple yet impactful Thanksgiving ideas that show appreciation…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman
Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
309: How to Say No to Night & Saturday Meetings (Without Feeling Like a Jerk)
In this episode, Libby shares why setting clear boundaries with clients isn’t just about protecting your personal time—it’s about elevating your…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
308: How Advisors Can Save 15+ Hours a Week Using an AI Assistant with Gabe Caldwell
Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with Gabe…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
307: How I Organize All of My Thoughts, Ideas, Things to Do without Feeling Scattered
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
306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience
Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through my Client…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
305: How to Handle Client Requests Without Losing Your Day
In this episode, we dive into simple but powerful strategies to reduce stress and overwhelm in your advisory practice. Learn how to handle unexpected client…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
304: A Personal Look into How I Built a 7-Figure Practice Working Just 3 Days a Week
Today’s episode… it’s Opposite Day! Today, Libby is the one being interviewed. Dillion Kazemi and Montel Hawkins of the Live Your Aim Podcast ask Libby some…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
303: Ditch the 24/7 Cell Phone Hotline: Smarter Client Access, Happier You
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
302: Do This One Thing for 30 Days to Transform Your Business and Life
Sometimes the smallest shifts create the biggest results. In this episode, Libby challenges you to focus on just one tiny habit for 30 days. Drawing…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
301: One Tip to Train Your Team to Solve More Problems
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
300: How To Build a Personal Brand AI Can’t Replace, With Guest Robyn Crane
In this episode of The Efficient Advisor, Libby sits down with marketing and branding expert Robyn Crane to explore how financial advisors can future-proof…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
299: 11 Tiny Habits That Leveled Up My Business Growth
We often think that only big moves create transformation in business, but it’s the tiny daily habits that add up to create massive impact. In this episode…