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
298: Margin = Magic: How I Stopped Curveballs from Wrecking My Schedule
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
297: Charge What You’re Worth: Sten Morgan’s Blueprint for Confident, Value-Driven Advising
In this episode, financial advisor Sten Morgan joins Libby to talk about redefining what it means to bring value to your clients. From charging for advice to…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
296: How I’m Cutting 10 Hours a Week From My Work Schedule (And You Can Too!)
As summer chaos sets in and the lines between work and life begin to blur, it’s easy to drift away from structure and feel the weight of inefficiency. In this…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
295: 200M AUM & Still Drowning? How Jessica Systematized Her Firm & Reclaimed Her Sanity
Running a thriving financial advisory firm sounds like the dream, but what happens when success outpaces your systems? In this episode, Jessica Cole, CFP®…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
294: One Question to Help You CRUSH August
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
293: How to Save 30+ Hours a Month with Smart Workflows and Automation With Lorie Jones
Ready to transform the way you handle client service? In this episode, I’m joined by Lorie Jones, a seasoned Financial Advisor who has over 20 years of…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
292: The 6-Step Framework to Systematize, Simplify & Scale Your Advisory Firm
If you’ve ever felt like your business is running you instead of the other way around, this episode is a game changer. Libby breaks down the Systems to Scale…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
291: Behind the Scenes: Is Group Coaching the Missing Link Your Advisory Practice Needs?
Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up
In this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready. 🎯 Ryan…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently
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
288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti
Anthony Zanetti joins Libby Greiwe to discuss the transformation from a reactive advisorypractice to a well-oiled, proactive business machine. With a…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
287: Reactive to Proactive: 4 Moves to Make Now
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
286: 8 Processes That Every Financial Advisor Needs to Achieve Scale
Running a successful advisory firm isn’t just about giving great advice—it’s about building a business that runs smoothly, scales sustainably, and delivers an…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
285: 6 Key Must Haves for a Remarkable SOP
In this episode, we’re diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong
We’re halfway through the year, advisors — and you know what that means. It’s time to hit pause, get real about what’s working (and what’s not), and make sure…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
283: Why Your Clients Feel Buyer’s Remorse (And What to Do About It)
In today’s episode of The Efficient Advisor, we’re diving deep into the psychology that makes or breaks your client onboarding experience. There’s a lot…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days
What if your onboarding process could become your best marketing strategy? In this episode, Libby is joined by advisor Craig Gingerich, who shares how he…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
281: Unpopular Opinion: Why You Can and Should PAUSE Growth Sometimes
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
280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss
Running an efficient, scalable advisory practice isn’t just about serving clients—it’s about having the right processes, tech, and people in place to keep…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem
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
278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden
Video is no longer just a "nice-to-have"—it's an essential tool for financial advisors looking to build trust, streamline operations, and enhance the client…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
277: 3 Biohacks That Tripled My Daily Focus and Energy
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
276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby
Understanding human behavior is key to financial success, both for advisors and their clients. In this episode, Daniel Crosby, a psychologist turned behavioral…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track
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
274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer*
Adding value to clients is a core value over here at the Efficient Advisor. Today’s episode is going to be a game changer for you when it comes to a…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
273: An Alternative to Surge Meetings: What I Call Cluster Meetings
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
272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis
Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In
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
270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone
Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward
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
268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout
This week, Libby gets real about burnout, white space, and the power of pressing pause. She shares her journey from soul-level exhaustion to creating an…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
267: Stop Doing Annual Reviews Now! And Do This Instead
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
266: Future-Proofing Your Advisory Firm: How to Stay Relevant in an AI - Driven World With Adam Holt
In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. As…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
265: Time Blocking with a Plan: How I Plan My Day to Actually Get Stuff Done
Running your day with intention doesn’t have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
264: Compliance Made Simple: What You Need to Know & Do!
Are you haunted by your past compliance experiences? You're not alone! In this episode, we sit down with Kent Keister, compliance consultant and founder of…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
263: Stop Tax Season Madness: 5 Fixes Now!
Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
262: How You Show Up in a Crazy Market Really Matters (And What To Do!)
Markets are a mess, your inbox is full, and you’re probably feeling like you’re having the same conversation 100 times in a row. Maybe you're exhausted, maybe…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
261: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster (Efficient Friday!)
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
260 - How to Review Your Q1 Business Goals Even if You’ve Only Got an Hour (Q1 CEO DAY!)
In this episode, Libby dives into the critical elements of a successful CEO Day for financial advisors. Focusing on how to effectively review the first…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
259: Time Management Mastery: Edit Your Calendar Like a Best-Selling Book (Efficient Friday!)
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
258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche
Running a successful financial advisory firm isn't just about growing your client base—it's about attracting the right clients. In this episode, I sit down…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
257: Maximizing Your Tech Stack: Save Time, Cut Costs & Boost Efficiency (Efficient Friday!)
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
256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza
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
255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!)
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
254: AI Hacks for Marketing: Better Results with Training and Prompt Engineering with Niki Clark
In this episode, I sit down with Niki Clark, a marketing expert specializing in financial advisors. We dive into how AI is revolutionizing the way advisors…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
253: Two Phrases That Transforms Client Communication Instantly (Efficient Friday!)
In this week’s Efficient Friday, we’re diving into two simple yet powerful phrases that can transform the way you communicate with clients. Whether you're…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
252: A Menu of Things AI Can Do For You to Pick From with Ben Olsen
Artificial intelligence is transforming the financial advisory space faster than ever. In this episode, Ben Olsen of Bmo Automation returns to break down the…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!)
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
250: How to Future-Proof Your Practice & Capture the 34 Trillion Dollar Shift with Guest Jackie Wilkie
Women will influence over $34 trillion in assets by 2030, yet many financial advisors still overlook a crucial reality: women are not a niche—they are half the…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
249: Impact Score: Rate Your Client Service Model
Are you doing things in your business just because you think you're supposed to? Too often, financial advisors continue running the same client service…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
248: AI Automation Made Easy: How to do DIY AI in Your Advisory Business
Ready to supercharge your efficiency with AI the easy way? In this episode, I sit down with AI consultant and former financial advisor Ben Olsen to explore how…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin
Thinking about selling your practice someday? Or maybe you're eyeing an acquisition to scale your firm? In this episode, I sit down with Ted Jenkin the "Jerry…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
246: An Unconventional KPI That Will Change Your Client Experience Immediately
Are you overwhelmed with tracking endless KPIs that don’t seem to actually move your business forward? You’re not alone. In this episode, I share how I went…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme
Behavioral finance… it can feel like a buzz term. But what it is really? Is behavioral finance really an actual need? How does it REALLY help you as an advisor…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2
What would happen if you hit pause, took a step back, and gave yourself the time and space to reimagine your business? In this week’s episode of The Efficient…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1
Happy New Year! 🎉 As we kick off the first podcast of 2025, Libby reflects on her personal and professional journey through 2024 and shares actionable insights…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
242: Ideas to Implement -What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework
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!…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework
It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
240: Group Coaching FAQs - All About the Systems to Scale Group Coaching & Mastermind
Frequently Asked Questions: In today’s episode, Libby dives into all the details of the Systems to Scale Group Coaching Program. Today she will cover: What is…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
239: - Understanding How to Scale Your Processes & Team - Level 5 of the Systems to Scale Framework
It’s Week 5 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and…