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
117: Client Intel Process, Taking of Fridays, and Group Coaching - MAILBAG EPISODE!
Time to open the mailbag! Libby is taking a break from the traditional format to answer some commonly asked questions from listeners. Today we're digging into…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
116: Ideas to Implement: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan
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
115: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan
There are so many things vying for your time and I know your calendar is PACKED! I know if you were an outsider, like a wholesaler, trying to get on my…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
114: Growing A Firm to 4.3 Billion AUM - Tips from the Trenches with Matt Reiner
I know as an advisor I love to hear from others who have actually done it. Not theoretical business advice or something from another industry applied to…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven 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
112: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis
He’s baaack! I’ve talked about this before on the podcast… but integrating tax planning into our business changed everything. I think when we started…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
111: Ideas to Implement: Tips & Tricks from the Trenches - 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
110: Tips & Tricks from the Trenches - Advisor Success Story with Derrick Kinney
At the efficient advisor we talk a lot about ideal client avatars, elevated elevator pitches, and how to stand out from the competition. I love to share my…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
109: Ideas to Implement - Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale
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
108: Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale
You need a team to scale. But, where do you find good employees? The kind that want to grow, are anxious to take on more work and are an ideal fit for your…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
107: Ideas to Implement -The Ultimate Value Add for 2023: Low Difficulty, High Impact
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
106: The Ultimate Value Add for 2023: Low Difficulty, High Impact 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
105: Ideas to Implement: Follow Up Emails Made Easy - My Hack to Sending Them Consistently
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
104: Follow Up Emails Made Easy - My Hack to Sending Them Consistently
At least once a week in my one-on-one coaching sessions I get asked about building a better follow up email process. It’s funny because at face value it seems…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
103: Ideas to Implement - This “Extra” Touch is Easy & Effective - The First 100 Days 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
102: This “Extra” Touch is Easy & Effective - The First 100 Days and Beyond
The first 100 days of the client relationship are critical. The data shows that these first couple months of your client relationship and how you perform…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
101: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
100: How this Advisor Turned his Marketing Strategy into an Endless Line of Ideal Prospects with Ben Brandt
One of my favorite things to talk about is how to get to a place where ideal clients are finding their way to you. I remember, early on in my business, doing…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
099: Ideas to Implement - Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me!
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
098: Specific Strategies for Creating Freedom Through Systems and Processes -Matt Delzingaro Interviews Me!
It feels like every entrepreneur lists “freedom” as one of their goals in working for themselves. But often, I find that Advisors are burning out from being in…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
096: A Simple Tool to Create the Right Momentum in Your Business
In today’s episode I’m going to give you a super simple CEO tool that you can use in multiple different ways in your office. This is a quick exercise that you…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
95: 4 KPIs to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*
When I’m coaching advisors, one of the top goals they share is that they want to become more efficient. So I ask, what does working more efficiently look like…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
94: My Simple Trick to Get Prospects to Finally Book an Appointment
You’ve hosted a workshop or a webinar. Prospects came. You crushed it. People seemed interested. Maybe you even had a couple specifically say to you… "Please…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
093: 7 Processes Every Advisory Business Needs
Almost every day I get an email or a message asking me "Libby, where do I even start in building out my systems and processes?" We first have to ask, "What are…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
092: What Business Data to Track in 2023… and How to Actually Use It (w/ Erica Pauly)
As business owners, we all know we’re supposed to track data… and use it to do something. But what do we track and how do we use that data to make informed…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
091: When a Prospect Says "I'm Interviewing Several Advisors" and What to do About It
Your prospect says they enjoyed meeting you, but that they are going to interview several advisors and get back to you... how do you make sure that YOU stand…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
090: Software Output, Deeper Conversation, & Staying Ahead of the Curve in Your Business with guest Adam Holt
Financial advice has changed a lot in the last several decades… and it’s going to keep evolving and changing. So today, we’re talking about the future. My…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi
How do you feel about charging for a prospect meeting? Yes, literally the first time you ever meet with someone, having them pay you for your time. I know! It…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
088: Ideas to Implement: Creating a Distraction-Proof Practice
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
087: Creating a Distraction-Proof Practice with Guest Paul Kingsman
Do you ever wish that you had the ability to laser focus on your business and eliminate all those pesky distractions? I've got Olympic…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
086: Ideas to Implement: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? With Guest Alanah Philips
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
085: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? With Guest Alanah Philips
You love the business you built… but do you ever wonder if you are at the right place? Every firm, broker dealer, or RIA platform has its pros and cons. In…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
084: Ideas to Implement -Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
083: Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023 - w/ Guest Kristin Burke
It’s the most wonderful time of the year! Yes, celebrating the holidays is here…. But I’m talking something *almost* as wonderful… BUSINESS PLANNING! If you’re…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
082: CEO Days and Year-End Questions To Ask Yourself
Today I am sharing a replay of an episode from the end of last year... the #1 most TRANSFORMATIONAL question I ever asked myself as part of my business…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
081: Ideas to Implement: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
080: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen
Does anyone else just want to be able to click an “easy button” for social media content? And not just any content… GOOD content. Custom content. Content that…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
079: Ideas to Implement - How to Re-Onboard Existing Clients And Update the Way You Do Business
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
078: How to Re-Onboard Existing Clients And Update the Way You Do Business
You’re always reinventing your practice. Incorporating new ideas, narrowing your focus, updating your ‘Client Experience’ process… essentially getting better…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
077: Ideas to Implement: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
076: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda
We’re getting into the most wonderful time of the year… and as you know… it can be the most hectic time of the year! It’s important for you to set…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
075: Ideas to Implement - Position Yourself to Buy, Transition, and Sell an Advisory Business
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
074: Position Yourself to Buy, Transition, and Sell an Advisory Business w/ Christine Timms
Every advisor I talked to knows the blood, sweat, and tears that goes into building a financial planning practice. And, every advisor believes that their…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
073: Ideas to Implement - Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
072: Stop the Inbox Insanity! 10 Strategies to Tame and Maintain Your Inbox w/ Amber De La Garza
I have a secret. A couple years ago, when I was running my planning practice,… I had over 2,800 emails in my inbox. I used my inbox for storage, as a to do…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
071: Ideas to Implement: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
070: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team
You've heard the old African proverb "If you want to go fast go alone; if you want to go far, go together." Building a team is a MUST. But, it's so freaking…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
069: Ideas to Implement - 13 Easy Value Adds that You Can Implement Right Now
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
068: 13 Easy Value Adds that You Can Implement Right Now
Every advisor claims they want to add more value to their clients and their planning process. But, we let it get too complicated. We let the idea of adding…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
067: Ideas to Implement - A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
066: A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans w/ Guest Mary Schmid
Trust is the direct result of how you lead conversations. Think about a time you have encountered a professional who “rubbed you the wrong way” and made you…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
065: Ideas to Implement - Tactical Tips for Making Conferences & Regional Meetings Effective and Impactful
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
064: Tactical Tips for Making Conferences & Regional Meetings Effective and Impactful
It’s conference season! When done thoughtfully, a great conference can expose you to new innovations, great marketing ideas, killer connections, and amazing…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
063: Ideas to Implement - Systematizing Your Planning Process & "How Story"
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
062: Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper
Creating systems and processes to back your financial planning process is how you reduce overwhelm, scale your business… and straight up work less. In this…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
061: Ideas to Implement: 5 Ideas to Create Concierge-Level Service and Drive Client Loyalty
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
060: 5 Ideas to Create Concierge-Level Service and Drive Client Loyalty
Why should Financial advisors aspire to deliver concierge-level service? Long story short it drives next-level customer loyalty which in turn drives referrals…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
059: Ideas to Implement - Specific Ideas to Add Value Your Clients Each and Every Meeting
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
058: Specific Ideas to Add Value Your Clients Each and Every Meeting
Do you need some fresh ideas on how to add value in each and every client meeting? This is the million-dollar idea… and it seems so easy yet is also so hard…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
057: Ideas to Implement: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me your accountability fairy! Here are the Action Items to…