The Efficient Advisor: Tactical Business Advice for Financial Planners 335: My Journey from 80 Hours a Week Down to 24 and Redefining Success & Balance
Dec 30, 2025
In this engaging conversation, Libby Greiwe, founder of The Efficient Advisor, shares her journey of building a seven-figure financial practice while only working part-time. She discusses overcoming burnout and the importance of setting boundaries to prioritize family. Libby emphasizes the power of consciously saying no to protect time and the value of investing in coaching for personal growth. Her insights on authenticity, resilience, and finding one’s voice in a male-dominated industry provide inspiration for anyone seeking balance in their professional lives.
AI Snips
Chapters
Transcript
Episode notes
Build A Business To Fit Your Life
- Design your business intentionally so it serves the life you want rather than defaulting to reactive work.
- Use systems and calendar boundaries to create flexibility and protect personal time.
Say Yes Only When You Can Subtract
- Before saying yes, state out loud what you'll say no to so you can weigh trade-offs.
- Use that verbal trade-off to prevent overcommitting and protect your priorities.
Outsource What You Hate Doing
- Hire specialists for tasks you dislike or are bad at to avoid wasted time and poor outcomes.
- Outsource bookkeeping or technical work so you can focus on high-value activities.