Claim OwnershipThe Efficient Advisor: Tactical Business Advice for Financial Planners
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© 2026 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!
349 Episodes
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In this episode, Libby sits down with advisor Matt McManus to unpack exactly how he 5X’d his business in five years. But this isn’t a story about flashy marketing funnels or viral social media. It’s about clarity, community, and connection. If you’ve been wondering what’s actually working in 2026 to attract ideal clients, this conversation is packed with practical, affordable, relationship-driven ideas you can implement right away. Here’s what you’ll learn: Why niching into first responders (...
Conference season is one of the most energizing times of the year for financial advisors. From fresh marketing ideas to meaningful connections and leadership growth, the upside can be huge. But without a plan, it can just as easily turn into overwhelm, shiny object syndrome, and a notebook full of ideas that never see the light of day. In this episode, I walk you through a simple four-phase framework — before, during, after, and six months later — so you can actually measure ROI from the even...
Your inbox is either running your day… or you are. 📥⏳ In this episode, Libby tackles the silent productivity killer inside most advisory firms: email. If you’ve ever felt busy all day but unsure what you actually accomplished, this conversation will hit home. If you want more energy at the end of the day and less reactive chaos in your business, this episode is your permission slip to stop living in your email. Here’s what you’ll learn: Why your inbox is not a to-do list — and how ...
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 de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression. So today we dive into: How I more than quadrupled my hourly rateHow creating a killer client experience helped me work lessWhy picking a niche was critical to our efficiency and how it drives refe...
Revenue growth can feel exciting—but if you don’t know your margins, you’re flying blind. 💸 In this episode, we break down the difference between leverage and true scale, what healthy operating margins can look like at different stages of growth, and why stepping into your CEO role means knowing more than just your top-line number. You’ll learn the four numbers every advisor should be able to calculate in under 60 seconds, how to determine your real take-home percentage, and where profitabil...
My guest, Nicole Burdick, took her brand from vanilla to vibrant—and in this episode, she walks through exactly how she built a brand (and a practice) that feels more like her: clear, magnetic, and profitable without being draining. In this episode we’ll dive into: Her “this is it” moment for building a truly magnetic brand (and why it pushed her to leave her team)The difference between an ideal client avatar and an ideal client community—and how to define the qualitative fit that...
In this quick Efficient Friday episode, Libby breaks down a stat that should stop every advisor in their tracks: 85% of clients have thought about switching advisors in the last year 😬. She challenges you to look honestly at the impact you’re delivering, the experience your clients are having, and whether your time is being spent on things that actually matter to them—or just feel productive. You’ll learn how to evaluate your client service model, identify low-impact activities that drain tim...
Running a financial advisory firm often looks appealing from the outside: freedom, flexibility, and income potential. But the reality of being a true business owner requires an entirely different skill set. In this episode, Libby sits down with Hannah Moore to have an honest, vulnerable conversation about what it really takes to move from advisor to CEO, including the emotional, operational, and leadership challenges that often go unspoken ✨ In this episode, you’ll learn: Why owning a firm is...
In this episode, Libby Greiwe shares a practical perspective on using AI in your advisory practice without sacrificing authenticity 🤖. You’ll hear a real-world example of how AI-driven efficiency can unintentionally erode trust and what that means for client experience and your brand. Libby walks through simple, actionable ways to use AI thoughtfully, like setting expectations, timing your follow-ups, and adding small personal touches so clients still feel seen, known, and heard 💬✨. The takea...
In this episode, Libby sits down with transition expert Shelby to unpack the increasingly complex landscape of advisor independence. With more channels, platforms, and business models than ever before, many advisors feel the pull to explore new options — but don’t know where to start. Together, they walk through how to think strategically about change, avoid costly missteps, and design a transition that truly supports your long-term vision 🚀📊🤝 You’ll learn: How to evaluate whether your curren...
This Efficient Friday, Libby challenges financial advisors to think beyond org charts and revenue and focus on something even more powerful: personal development. You’ll learn how asking the right questions about who you’re becoming, who you’re learning from, and where you need to be stretched can directly impact your business growth 📈 In this episode, you’ll discover how to create a simple, realistic personal development plan that supports both your life and your firm, using small daily acti...
In this episode, Libby sits down with Mando to unpack how financial advisors can intentionally use LinkedIn as a repeatable marketing and prospecting system. They dive into what actually works, what most advisors get wrong, and why consistency, clarity, and relevance matter far more than chasing the latest algorithm trend. This conversation is a behind-the-scenes look at how one advisor built a thriving practice by treating social media like a real business development strategy, not a side pr...
Hiring doesn’t have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one of the biggest drivers of stress, frustration, and team dysfunction in advisory firms. Whether you’re actively hiring or just thinking ahead, this conversation will help you step into your role as CEO, clarify what your business truly needs, and design a team structure that actually supports growth instead of creating more work. I...
In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026 📅🚀 You’ll learn simple, realistic ways to turn ideas into progress, including how to use implementation power hours, accountability partners, and focused imp...
In this episode, Libby Greiwe of The Efficient Advisor shares a candid and powerful conversation about building a successful advisory business without sacrificing your life, values, or well-being. From working through burnout to redefining success on her own terms, Libby opens up about resilience, boundaries, and what it really takes to create a business that supports the life you want. This episode is packed with honest reflections, practical wisdom, and encouragement for advisors who want m...
In this episode, Libby shares an unpopular but critical perspective on how financial advisors should think about “future potential” clients. She explains why treating clients based on who they might become leads to burnout, resentment, and misaligned service models—and how this quiet mistake often causes your best clients to subsidize everyone else 💭📊🔥 You’ll learn how to treat clients fairly based on where they are today, protect your time and energy, and create a service model that scales w...
In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why creating a standardized framework is one of the most powerful growth levers advisors can implement. This conversation is rich with actionable insig...
In this episode, Libby shares a powerful two-question framework to help you reshape your business heading into 2026. You’ll learn how to identify the five tasks you should stop doing, the five priorities you should start doing, and how this simple exercise can reshape your capacity, clarity, and client experience. 🚀 You’ll also hear how advisors have used this method during CEO Days and year-end planning to drive measurable progress, plus a practical tip for holding yourself accountable. Down...
Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not because of a lack of motivation, but because of a lack of true accountability. In this episode, neurobiology-based performance and accountability expert Brian Ford breaks down why traditional views of discipline and accountability fail, how advisors can build systems that actually work, and what it takes to sustain long-term behavior change. Brian s...
In this episode, you’ll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create unforgettable client experiences. You’ll hear real examples of small but meaningful moments that turn mistakes into connection, empower your team, and elevate your brand far beyond portfolios and planning tools. You’ll also discover how giving your team simple freedom, creativity, and a small monthly “surprise & delight budget” can turn everyd...
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looking for the 5 tip sheet she mentions at podcast 59, it isn't on her site. thoughts?