Claim OwnershipThe Efficient Advisor: Tactical Business Advice for Financial Planners
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© 2024 The Efficient Advisor: Tactical Business Advice for Financial Planners
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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 her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!
192 Episodes
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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!Here are the Action Items to Tuesday's podcast: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor .Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don’t get built a...
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. 🥴 But you can turn this tricky situation into a peaceful process for your clients and make a GREAT first impression if you do it well! In today’s episode, Libby shares some tips for this break up process that worked well in her advisory practice, including:Choosing your words carefully—language mattersWhat to do before you even move ...
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!Here are the Action Items to Tuesday's podcast: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman.—---------------------------------------LINKS FROM THIS EPISODEConnect with Spencer on LinkedIn HereLearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Sho...
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. 🌪️In today’s episode, Libby shines the light on burnout as she talks with guest Spencer Sherman. Together, Libby and Spencer tackle some important topics, including:Finding your flow stateMindfulness exercises to cultivate a less reactive mindTurning off your “to do list” mindset Allowing more space for your clients in meeti...
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!Here are the Action Items to Tuesday's podcast: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships--------------------------------------------------Links from Today’s EpisodeNever Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!Download the Family Tree...
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 determines the longevity of their relationship with you!Long story short---your On-Boarding Process is CRITICAL.What you do during this time frame really really really matters. You need to demonstrate your professionalism, your organization, your commitment to customer service, and set the tone for how they will engage with you and your tea...
1The 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 I’m putting in double that!"I feel that on so many levels because that was me early on.And the number one question I got from corporate folks is, "If you could share just ONE thing with advisors from an efficiency standpoint, especially advisors in those early years of their careers, what would you share?"Luckily, the answer for both of...
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!Here are the Action Items to Tuesday's podcast: *Free Download* Client Intel Process----------------------LINKS FROM THIS EPISODEGrab the Client Intel Process PDF HereLearn more about one-on-one coaching HereLearn More About the Retirement Tax Services Summit HereGrab Your Focus Gummies HereClick “Shop” → Click “Society Gummies” → C...
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, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰As advisors, it’s important to take note of even the littlest details your clients share so you can create personalized experiences that make them feel known. In this episode, Libby shares about her 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!Here are the Action Items to Tuesday's podcast: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer----------------------LINKS FROM THIS EPISODEConnect with John on LinkedIn HereLearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Socie...
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. In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌The goal of this virtual event was to help his clients create a lasting legacy beyond finances for their children. John gives all the details of his letter-writing ...
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!Here are the Action Items to Tuesday's podcast: Even More Good Ideas You Can Implement Today---------------------------------------LINKS FROM THIS EPISODELearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Cre...
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 on listening through ideas you can implement in your business right away. In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including:A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can imp...
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!Here are the Action Items to Tuesday's podcast: Michael Kitces on Time Management & Building Your Model Week---------------------------------------LINKS FROM THIS EPISODEConnect with Michael on LinkedIn HereLearn more about Toggl HereCheck out my guest appearance on Michael’s podcast HereEpisodes Mentioned:#12: Designing Yo...
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 Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚ Michael has perfected the art of time management over the years with some innovative strategies. He shares in depth about his favorite time hacks, including:Focus management versus time managementStructur...
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!Here are the Action Items to Tuesday's podcast: Five Good Ideas You Can Implement Today----------------------LINKS FROM THIS EPISODELearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episo...
“Ideas are easy. Implementation is hard.”After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do things in an easier way. In today’s podcast episode, Libby shares five of her simplest yet most effective ideas that help advisors, including:&...
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!Here are the Action Items to Tuesday's podcast: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson----------------------LINKS FROM THIS EPISODEConnect with Carter on LinkedIn Here!Learn More About the Advisor Client Acquisition Kit Here!Check Out Carter’s Estate Planning Package...
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, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some really cool stuff. This innovative, comprehensive solution is aimed at revolutionizing marketing efforts and solidifying an advisor's online presen...
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!Here are the Action Items to Tuesday's podcast: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle----------------------LINKS FROM THIS EPISODECheck out the podcast Real AF with Andy Frisella hereGrab your copy of Think and Grow Rich hereOrder The Book on Mental Toughness hereGet The Five-Minute Journal h...
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