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
238: Ideas to Implement - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 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
237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework
Systematize! Just the word alone gives me tingles up and down my spine. It’s no surprise, but it’s one of my favorite layers of my Systems to Scale Framework…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
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
235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
But what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTS We are stepping…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework
It’s Week 3 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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
233: Ideas to Implement - How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 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
232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework
It’s Week 2 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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework
This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
230: The Client New Year's Letter You Need to Write Now!
Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
229: Tax Strategy for Your Boring W-2 Clients and Beyond
When I was running my practice, I dreamed of having a tax professional who would do actual tax strategy. Like WAY MORE than just getting behind my Roth…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
228: 8 Productivity Hacks to Work More Efficiently
We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of the major…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin
Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real*…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
226: How to Design Your Perfect Schedule - *Replay with Download*
The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
225: Ideas to Implement - Complete a Time Study to Boost Productivity Now
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
224: Complete a Time Study to Boost Productivity Now
On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time. Ever feel…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
223: How to Write a Book in Just 6 Weeks with Guest Paul McManus
Have you ever dreamed of writing a book, but found yourself held back by thoughts like: “It sounds too hard.” “I don’t know what I’d write about that hasn’t…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
222: Ideas to Implement -Growing a National Niche Empire - Advisor Success Story
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
221: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty
Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
220: Ideas to Implement - When Part of Your Business is a Mess
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
219: When Part of Your Business is a Mess
Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
218: Ideas to Implement --Create a Laser-Focused Marketing Message that Speaks to Your ICA
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
217: *FREE DOWNLOAD* Create a Laser-Focused Marketing Message that Speaks to Your ICA
Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
216: Ideas to Implement -- Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick
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
215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick
It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔 In today’s podcast episode, The Efficient…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
214: Ideas to Implement -- How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith
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
213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo Faith
You literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read your website, email, blog, brochure, or newsletter. And if…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
212: The Meeting Notes Hack That Will Change Your Life
Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to leverage…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
211: 5 Tips to Get Better Conversions When Public Speaking with Deirdre Van Nest
Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
210: Ideas to Implement -- The Client Experience Cheat Code
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
209: The Client Experience Cheat Code
It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
208: Ideas to Implement -- My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”
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
207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”
What if you could transform your financial advising business by focusing on fewer, fiercely loyal clients? 🤔 In today’s episode, The Efficient Advisor, Libby…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
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
205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
CRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
204: Ideas to Implement -- The Exact Framework Your Business Needs **FREE DOWNLOAD**
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
203: The Exact Framework Your Business Needs **FREE DOWNLOAD**
Libby Greiwe dives into her proven business framework that she uses to help advisors build out their systems and processes in her Systems to Scale Group…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
202: Ideas to Implement -- Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder
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
201: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder
We all need leads to grow our business, but there’s a lot of skepticism around purchasing leads—it’s a scam, it’s not worth the money, the leads are less than…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
200: Ideas to Implement -- AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
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
199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
A lot of people squirm at the words “artificial intelligence.” And while there are interesting implications to this cutting-edge technology, there are also…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
198: Ideas to Implement -- Strategies to Finish What You Start and Achieve Project Success
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
197: Strategies to Finish What You Start and Achieve Project Success
Sometimes it’s so hard to finish those pesky projects on the to-do list. We start. We stop. We start again. And we stop again. The cycle goes on and on. Anyone…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong
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
195: Project Management vs Client Tasks with Guest Lauren Hong
Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them all in the…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
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
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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!…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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. 🥴…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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!…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
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!…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
187: *REPLAY* How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
You’ve heard it before…you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time
The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
185: Ideas to Implement - *Free Download* Client Intel Process
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
184: *Free Download* Client Intel Process
It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
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
182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
181: Ideas to Implement - Even More Good Ideas You Can Implement Today
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
180: Even More Good Ideas You Can Implement Today
Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
179: Ideas to Implement - Michael Kitces on Time Management & Building Your Model Week
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!…