Claim OwnershipThe 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!
233 Episodes
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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 from Tuesday's podcast: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework---------LINKS FROM THIS EPISODE:Download the Systems to Scale Framework Here! Book Recommendation: Built to Sell by John WarrilowEpisode #022: Create a...
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 micro systems that you need to create within your financial services business. In Week 2…it’s all about creating some of my favorite processes.This week we’ll talk about: Building out your start-to-finish financial planning process (my favorite!!!!)How to distill these processes down into SOPs and get it documentedDesigning y...
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 business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized them for you! This is the framework that we work off of for our group coaching program… which kicks off January 9th, 2025, and the signups for that...
Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter.Really, Libby? A letter is going to make a difference? ABSOLUTELY, but the catch is you have to include the right things. It’s easy for clients to lose sight of all the work you do behind the scenes, but a well-crafted New Year’s letter can change that. In this episode, I’ll guide you through exactly what to includ...
When I was running my practice, I dreamed of having a tax professional who would do actual tax strategy. Like WAY MORE than just getting behind my Roth conversions or more traditional ideas like QCDs, but someone that could actually sit down with my clients and tell them if they should buy their car through their business, tell them what type of entity they should be, help my boring W-2 clients find clever ways to strategize to save tax dollars well in advance of tax season, figure out a way ...
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 things you needed to do. YET, you felt slammed all day! So here’s the questions we’re going to seek answers to today… How do you ACTUALLY get things done in your time blocks without getting distracted? What do you do if your energy is off and you just don’t feel like doing that thing you had scheduled? How do you manage y...
Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field.In this episode we’ll share insights on: What To Do Beyond Basic Calculations: College planning involves strategies that extend far beyond simple tuition calculations.College Planning Fintech: What tools should adv...
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 i’m putting in double that!"I feel that on so many levels because that was me early on. In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule. This perfect schedule, or what I call a Model Week, is a schedule that you’ve ...
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: Complete a Time Study to Boost Productivity Now---------LINKS FROM THIS EPISODE:Grab your time study template here! Episode with Michael Kitces on Time Tracking and Model WeekEpisode on 8 Productivity Hacks to Work More EfficientlyJoin the Group Coaching & Mastermind HERE! Download...
On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time.Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too.Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more balance. Join us as we explore the benefits of a time study and learn actionable steps you can take to streamline your workday and increase your produc...
Have you ever dreamed of writing a book, but found yourself held back by thoughts like:“It sounds too hard.”“I don’t know what I’d write about that hasn’t been done before.”“I’m not really good at writing.”“I don’t even know where to start—or who has the time?”You’re not alone in this. Many of us have the aspiration to write a book but get stuck at the starting line. The good news is that you can overcome these hurdles, and we’re here to help you do just that.In our latest podcast episode, we...
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: Growing a National Niche Empire - Advisor Success Story with Guest Nick DaughertyLINK FROM THIS SHOWFind out more about Financial Cop HereConnect with Nick Here Join the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Mastercla...
Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of takeaways and practical ideas for you as you grow your financial planning business.In this episode, I interview an advisor who started off selling senior trips, became a police officer, and then built a financial planning empire by working with what he knows. Today’s episode is the ultimate power move in niche marketing and explores what ...
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: When Part of Your Business is a MessJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Successful businesses don’t get built alone. You need community! You need collabor...
Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love.In this episode we'll discuss:The reality of a messy businessHow to identify the messy part and what to do about itHow overthinking is just procrastination in disguise...
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: Create a Laser-Focused Marketing Message that Speaks to Your ICALINKS:Download Your “Laser Focused Marketing Message and ICA” Worksheet HereJoin the Group Coaching & Mastermind HERE! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby ...
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 clients’ minds and deliver an experience that is EXACTLY what they are looking forUnderstanding these important things about your clients allows you to craft a message that helps you stand out from the sea of advisors and helps you add immense value…which makes you super referable!In this podcast, Libby will give you:A step-by-step exercise o...
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: Implementing EOS In Your Business and How To Lead Your Firm w/Josh KosnickLINKS FROM THIS EPISODE:Connect with Josh HereFollow Josh on Instagram HereListen to Josh’s Podcast HereBooks Mentioned:Rocket FuelTraction: Get a Grip on Your BusinessGood to GreatWho Not HowJoin the Group Coach...
It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔In today’s podcast episode, The Efficient Advisor, Libby Greiwe, sits down with Josh Kosnick to discuss a great starting place—implementing an entrepreneurial operating system (EOS). Kosnick is an EOS pro who explores the transformative power of this system for financial advisors. We get into all things EOS, including:EOS tools you can use dailyHow to stop micromanagingWhy you need...
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 Make Your Website (and Everything You Write) Way Better W/ Guest Jo FaithLINKS FROM THIS EPISODE:Connect with Jo Faith on LinkedIn HereCheck Out Jo Faith Copywriting HereEpisodes mentioned:10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Cli...
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looking for the 5 tip sheet she mentions at podcast 59, it isn't on her site. thoughts?