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
178: Michael Kitces on Time Management & Building Your Model Week
When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different! In today’s podcast episode, I am thrilled to have…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
177: Ideas to Implement - Five 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
176: Five Good Ideas You Can Implement Today
“Ideas are easy. Implementation is hard.” After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
175: Ideas to Implement - Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
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
174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day. In today’s episode…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
173: Ideas to Implement - Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle
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
172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle
Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time. In this…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
171: Ideas to Implement - My NEW Favorite Focus Hack for Increased Productivity (and a Few Other Tools!)
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
170: My NEW Favorite Focus Hack for Increased Productivity (& a Few Other Tools!)
If I can find a way to increase my focus and efficiency… OF COURSE I’m going to share it. 🤗 In today's episode, I have got a couple of productivity ideas for…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
169: Ideas to Implement - Delegating Tasks That Are Nuanced **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
168: *FREE DOWNLOAD* Delegating Tasks That Are Nuanced
One of the biggest challenges for any advisor is delegating tasks that require knowledge, experience, and education—the stuff that lives in your head based on…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
167: How to Hire, Train, and Retain Quality Talent to Your Team with Guest Alanah Phillips
We all know that building a dynamic, cohesive team you can trust is essential to scaling a successful advisory practice, but how do you go about finding…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
166: Ideas to Implement - What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP
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
165: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP
The financial planning landscape is ever-evolving, and advisors regularly find themselves second guessing their structure—BDs to IBDs and RIAs. A transition…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
164: Ideas to Implement - Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
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
163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
Today’s busy world leaves us no other option than to make every second count. Whether it’s at home or work, we must optimize our resources to maximize our…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
162: How to Have More Impactful Conversations Through Motivational Interviewing With Jeremy Keil
Empathy and support are essential components of the advising process, but sometimes it’s hard to connect with clients on such a deep level. Our guest today…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
161: A New Unconventional but Exciting Way to Approach Your Goals in 2024
Here I am doing an experiment for myself this year related to goals. I’ve been having a lot of conversations with advisors lately who are struggling to set…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
160: How To Do a Client Communications Audit to Make Clients Feel Valued
Every interaction with a client is an opportunity to strengthen your bond and relationship with them. But in order to engage in effective communication…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
159: You NEED This Onboarding Document to Help Set Client Expectations
We’ve all been in a situation where what we expected was DEFINITELY not what we got (like pretty much every time I order something off Instagram)! It’s…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
158: Ideas to Implement - Scaling Your Business with The Efficient Advisor's Group Coaching Program
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
157: Scaling Your Business with The Efficient Advisor's Group Coaching Program
Every advisor dreams of a successful practice that runs like a well oiled machine, allowing you more time outside the office to enjoy the things you love. If…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
156: An Exercise That Will Free Up More Time and Increase Impact
About 10 years ago I conducted this experiment in my business. It's an atypical exercise FOR SURE, but it had such a profound and lasting impact on my…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
155: Ideas to Implement: Part Two--Your Ultimate Guide to Resources from my Website and Beyond
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
154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond
I am excited to share a few additional resources to piggyback off Episode 137: Your Ultimate Guide to Resources, Tools and Templates from my Website and…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
153: Ideas to Implement - Free to Fee—How to Start Charging for Planning, Even in a BD World
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
152: Free to Fee—How to Start Charging for Planning, Even in a BD World w/ Bryan Jansen
As every advisor knows, financial planning is a careful dance between building trust, offering expert advice, and growing a profitable business. Charging fees…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
151: Ideas to Implement - Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!)
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
150: Two Phrases to NEVER USE When Following Up With a Prospect (and What to Say Instead!)
There is serious science behind what we say and how we say it. And we all know that in order to run a successful practice, following-up with potential and…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
149: Ideas to Implement - Five Strategies I Used to Work 25 Hours a 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!…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
148: Five Strategies I Used to Work 25 Hours a Week
If you could cut your work week from 80 hours down to 25 without sacrificing revenue and maintaining your sanity, would you be the first to sign up?!? Many of…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
147: Ideas to Implement - How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship
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
146: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship
Managing client data can be overwhelming and cumbersome without tools to stay organized. Why struggle to remember every detail when you can implement a…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
145: Ideas to Implement - Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team
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
144: Create a “Guided Responses” Cheat Sheet to Improve Client Service and Empower Your Team
Every advisor has overheard a team member on the phone and thought “Oh man, that is NOT how I would have said that!” And, even with coaching and discussion…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
143: Ideas to Implement - 2 Ways to Waste Less Time Every Single Week for You and Your Team
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
142: 2 Ways to Waste Less Time Every Single Week for You and Your Team
Everyone wishes there were more hours in the day, but we unfortunately only have so much time to accomplish our professional and personal goals. Stop wasting…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
141: Ideas to Implement - Better Financial Planning Through Emotional Intelligence with Brendan Fraizer
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
140: Better Financial Planning Through Emotional Intelligence with Brendan Fraizer
In the world of finance, the behavioral aspect plays a crucial role. It's an aspect that often goes unnoticed but can significantly impact the relationship…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
139: Ideas to Implement - Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane
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
138: Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane
Get ready to transform your prospecting efforts as I sit down with Robyn Crane, a marketing dynamo known for her successful strategies. Robyn shares her…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
137: Part One: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond
I say this at least once a month or more on this podcast. Being a financial advisor is HARD. Running your own business is HARD. And having tools in your…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
136: Leveraging Technology and AI for Amplifying Your Client Experience Process w/ John Prendergast
Can you imagine the power that technology and artificial intelligence hold for the future of financial advising? We're bringing you an exhilarating…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
135: Ideas to Implement - Yankee Outfielder to CFP: Kevin Thompson's Transition from MLB to Financial Planner and Broker Dealer to RIA
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
134: Yankee Outfielder to CFP: Kevin Thompson's Transition from MLB to Financial Planner and Broker Dealer to RIA
From New York Yankee to Certified Financial Planner! Today's guest, Kevin Thompson, former Yankees outfielder, walks us through his extraordinary path, from…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
133: Leveraging Experts to Add Value and Sales with Guest Kelly Augspurger
I LOVE when I find a good resource for advisors. When I think about what I ultimately want for the Efficient Advisor, a big piece of that vision is to be a hub…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
131: Level 6 Processes of the Systems to Scale Framework - LEAD
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
130: Level 5 Processes of the Systems to Scale Framework - SCALE
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
129: Ideas to Implement - Level 4 Processes of the Systems to Scale Framework: SYSTEMATIZE
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
128: Level 4 Processes of the Systems to Scale Framework - SYSTEMATIZE
It’s Week 4 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
127: Ideas to Implement - Level 3 Processes of the Systems to Scale Framework: ATTRACT
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
126: Level 3 Processes of the Systems to Scale Framework: ATTRACT
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
125: Ideas to Implement - Level 2 Processes of the Systems to Scale Framework: CREATE
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
124: Level 2 Processes of the Systems to Scale Framework: CREATE
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
123: Ideas to Implement - Level One of the Systems to Scale Framework: DEFINE
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
122: Level 1 Processes of the Systems to Scale Framework: DEFINE
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
121: Growing Your Team: From Advisor to CEO with guest Jeremy Straub
If you are growing a team… today’s episode is right up your alley. I don’t care if you’re a solo advisor just adding support staff, a 2-person advisory team…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
120: My 5-Minute Hack to Help You Move Forward
Let’s face it! This job is hard. In today’s episode I want to share a strategy I used in my own business - and over here at The Efficient Advisor – to help me…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
119: Scaling Unconventionally: A Unique Strategy with Sucess Story Trent Grzegorczyk
One thing I absolutely LOVE about this industry is that there are so many different ways to do this business. I don’t care what your compensation model is, if…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
118: Turning Variable Compensation into Consistent Income with Mike Witkowski
You don’t often hear me speak directly to new advisors...but, that’s about to change! I’ve got a guest who is going to speak straight to those advisors in…