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
056: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum
Have you ever "cleared a whole day" or a big block of time on your calendar to get a big project done..... buuuuut when the day comes you have 5 zillion other…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
055: Ideas to Implement - The Anatomy of an Effective Review Meeting Agenda that Drives Results
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
054: The Anatomy of an Effective Review Meeting Agenda that Drives Results
For a while my parent company was doing this survey process with clients and there was ONE thing that was consistently mentioned in our client reviews as a fan…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
053: Ideas to Implement - Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision
When you are pitching your process to prospects you have one job: To help your clients make a decision to move forward with you. Analysis paralysis, decision…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
051: Ideas to Implement - Mailbag!
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
050: Mailbag Episode! Libby Answers Listener Questions
It is time to open up the mailbag and answer your listener questions! Because what matters most is what matters to you. In today’s episode Libby answers 3…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
049: Ideas to Implement - Clever Productivity Solutions to Short, Medium and Long-Term Tasks
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
048: Clever Productivity Solutions Short, Medium and Long-Term Tasks with Guest Avi Friedman
Running a financial planning practice is a lot like being the ringmaster of a 47-circle circus. We manage a lot of chaos… and when done well, we put on a heck…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
047: Ideas to Implement -Two Assessments You Need to Dramatically Increase Personal & Team Productivity
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton
So how many times on this podcast have you heard me mention Kolbe or Enneagram? A bunch. If you know me in real life, you know that I have really adopted these…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
045: Ideas to Implement - The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
044: 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
043: Ideas to Implement - Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations!
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
042: Loving LinkedIn in Less Time: How to Maximize Features, Trends, and Delegations! w/ Guest Lindsey McMillion Stemann
LinkedIn was NEVER my thing. Only in the last 6 months have I embraced LinkedIn and I’ll tell you what… I’M IN LOVE! I know what you’re going to say… “LIBBY, I…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
041: Ideas to Implement: Tax Returns--What to ACTUALLY Do With Them to Add Value w/ Guest Steven Jarvis
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
040: Tax Returns: What to ACTUALLY Do With Them to Add Value w/ Guest Steven Jarvis
As Advisors, we all know that taxes play an integral role in our client’s financial picture. AND, we know that that clients EXPECT their financial advisor to…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
039 - Ideas to Implement: How to DIAL IN Your Business to be EXACTLY What Your Clients Want
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
038: How to DIAL IN Your Business to be EXACTLY What Your Clients Want
If you are listening to this podcast… I know one thing about you already. You care. You care A LOT. You want your business to be successful and you want to…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
037: Ideas to Implement - Action Items for How to Add Massive Value in Minimum Time w/ Matt Jarvis
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
036: Matt Jarvis on Adding Massive Value in Minimum Time
Dream Guest Alert! This week I’ve got ‘advisor famous’ guest Matthew Jarvis of the Perfect RIA on the show to talk about all things working less and making…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
035: Ideas to Implement - Action Items to Squash Imposter Syndrome
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
034: Squash Imposter Syndrome for Good: A 5-Step System to Silence Your Inner Bully
Do you ever hear a little voice in your head telling you that you’re not ready for this, you’re not smart enough, and maybe you’re not as good as the others?…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
033: Ideas to Implement - Action Items to Designing a Life You Love
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
032: 3 Steps to Designing a Life You Love with Guest Erin Hente
Are you feeling overwhelmed by all the things you want to do in life and business? Do you ever just feel like there’s not enough of you to go around? Creating…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
031: Ideas to Implement - Action Items to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing
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…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
030: How to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing w/ Guest Deirdre Van Nest
If I told you that I knew of a guaranteed way to to accelerate building trust with your clients, prospects, and even your team… would you think I was full of…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
029: Tips And Tricks: Things You Didn't Know You Didn't Know With Guest Jeremy Keil
You might remember just a short period of time ago when Jeremy was on the podcast sharing how he TRIPLED his referral in just 1 year… it was so good. Well…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
028: Steal My Standard Operating Procedure (SOP) Yep - It's Yours to Customize!
Today I am going to straight up give you my standard operating procedure for when a client passes away. Why? Well #1 because the Efficient Advisor Community…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
027: Advisor to CEO: 4 Ways to Grow Yourself, Your People, and your Profits w/ Elena Beckius
I got 'the tingle.' The tingle is when I have an interview or record a podcast that is just so good I can feel it all the way through my body and into my…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
026: He TRIPLED His Referral Rate In Just ONE Year - Here’s How! w/ Guest Jeremy Keil
Are you ready to get DETAILED? I mean a specific checklist of what you can do to get MORE referrals faster? Well, today’s episode is exactly that. My guest…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
025: How to Deal With Not “Right Fit” Existing Clients, Referrals, and Prospects (Kindly!)
Today I am letting you in on a conversation about how to handle clients, referrals and prospects that are just not a right fit for your practice with class and…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
024: A Picture is Worth 1000 Words – Up Level Your Value using Visuals with Guest Dr. Ross Riskin
In my humble opinion one of the main reasons your clients love you is because of the value that you provide. And you and I both know that value is created by…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
023: Delegate More Effectively with Fewer Errors [My System!]
This is not your “give away the $15/hr tasks podcast. I know you know that. But, do you have an ACTUAL SYSTEM to make sure your delegation is successful? Are…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws
We talk ALL THE TIME about how crafting an amazing client experience is the crux of becoming a referral-based business. BUT THIS…. THIS BLEW MY MIND! I like to…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
021: How To Follow Up Without Sounding Desperate (Using a Nurture Sequence!) with Guest Olivia Luper
Looking for a technique to follow up with prospects that doesn’t feel icky or desperate? Well, today is all about exactly that. Enter: The Nurture Sequence…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
020: 10 Steps to Creating a Pitchable Planning Process
Welcome to another episode in the March Marketing Madness podcast series! When I polled The Efficient Advisor Community about this series and marketing the #2…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
019: How She Used FREE Marketing to become the ‘Go-To Expert” in Her Niche (w/ Guest Natalie Kratzer)
I am extra pumped for this episode! We are still deep in March Marketing Madness here with 3rd episode in the series - and again you’re going to get tangible…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
018: How He Generated 50 New Clients from LinkedIn in Just 12 Months (and the clients all came to him!) with Guest Moshe Grunhut
This month is March Marketing Madness… and this episode is complete madness! I didn’t intend to lean towards free/low cost marketing strategies for this…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
017:The #1 Most Effective Marketing Strategy that Most Advisors Are Missing Out On…And How To Get Started in VIDEO
Okay so what’s on tap for today? Today we are diving into the #1 marketing trend you cannot ignore for 2022… that has low cost to entry, is crazy effective…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
016: 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
015: 7 Strategies to Minimize Team Interruptions with productivity expert Amber de la Garza
This week I have my favorite productivity expert, Amber de la Garza on the podcast! Amber and I go through her 7 strategies to reduce team interruptions that…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
014: The #1 Mistake Advisors Make in their Sales/Marketing Funnel
Today I am sharing with you the #1 Mistake that Advisors make in their Sales & Marketing Funnel and how to fix it! Yep, the solution is easier than you think!…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
013: 2 Power Phrases You Need To Know [Bonus Episode!]
In today's short bonus episode Libby shares two power phrases that will change the way you interact with your clients, colleagues, and family. These two…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
012: 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
011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich
The elusive referral from an attorney… most Advisors have heard of this phenomenon, but haven’t actually experienced this sought after event with any…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
010: How to Create a Laser-Focused Marketing Message that Speaks to Your Ideal Client
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
009: One Simple Way to Stick to Your Business Plan
In today's episode Libby shares one little trick she used to keep her on track and focused on the goals that she set at the beginning of the year. It might…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
008: Elevate Your Elevator Pitch
We’ve all been to that party or a wedding and someone asks you a question that you have prepared for… What do you do? Even though you’ve thought through this…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
007: The ONE Question Every Advisor Should Be Asking at Year End
Today I am sharing the #1 most TRANSFORMATIONAL question I ever asked myself as part of my business plan.... and you won't find it in any planner. With the new…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
006: How Taking A Month Off Will Make Your Business More Productive and Profitable... Seriously!
One of the biggest questions I get all of the time on social media from other advisors is “SERIOUSLY – How on EARTH can you take an entire month off?” So, this…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
BONUS: Quick Tip To Save You Time During the Holidays
In this super short bonus episode Libby shares a quick system she came up with for an Advisor friend who was lamenting about having to do things herself. We…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier
What is delay delivery? Well as most of you might already know, it’s a cool little feature in outlook (and some other email service providers) that allows you…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
004: Steal My Email Templates
Copy and Paste..... Those words are music to my ears. Why? Because it means I did the work once, and now I can just use it over and over again. Why? Because it…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
003: Nailing Your Niche with Divorce Financial Planner Michelle Klisanich
Divorce Financial Planner, Michelle Klisanich, and I dive into the art of niching down. Michelle is a true example of how differentiating yourself from other…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
002: 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
001: I'm Back! An Introduction to The Efficient Advisor
How do I become a referral-only practice? Build systems and processes to create ease in my financial planning business? Get out of overwhelm and into running…
- The Efficient Advisor: Tactical Business Advice for Financial Planners
Efficient Advisor Podcast Trailer
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! Learn more about our sponsor BELAY for amazing virtual…