Managing a Large Number of Clients

Libby Greiwe is the owner of The Efficient Advisor, a financial advisor coaching and consulting firm based out of Ohio that focuses on helping advisors run their businesses in less time and with less stress. She does this by coaching advisors on the efficiency system that she developed by living through it herself, having grown to a $1 million revenue practice that she was able to support with a lean team and working only 25 hours per week as a busy mom.

Listen in as Libby shares how she developed the system that she now coaches other advisors on, as well as how she was able to systematize the client experience. You'll learn why she decided to sell her firm and retire at the age of 37, how she was able to right-size her client load based on how much time and energy she spent with each client, and why it’s important for advisors to find support in like-minded communities and work toward their own personal vision of success.

For show notes and more visit: https://www.kitces.com/302