Libby Greiwe
Founder of The Efficient Advisor, a coaching and consulting business that helps financial advisors build systems to run their firms with less stress and more efficiency.
Top 5 podcasts with Libby Greiwe
Ranked by the Snipd community
51 snips
Jul 1, 2025 • 1h 30min
Ep 444: Driving More Client Referrals In The First 100 Days By Crafting An Exceptional Onboarding Experience with Libby Greiwe
Libby Greiwe, founder of The Efficient Advisor, revolutionizes client onboarding in the financial advisory world. She discusses transforming cold processes into warm, personalized experiences that encourage referrals within clients' first 100 days. Libby breaks onboarding into three 30-day phases, emphasizing clear communication and emotional connection. She highlights the significance of client 'intel' for building loyalty and creating memorable interactions. Her practical strategies ensure a seamless journey, fostering trust and long-term growth.
34 snips
Oct 11, 2022 • 1h 39min
Ep 302: Structuring Your Ideal Week To Become A Highly-Leveraged Individual Advisor With Libby Greiwe
Libby Greiwe, owner of The Efficient Advisor, shares her system for running a successful advisory business in less time and with less stress. She talks about right-sizing client load, creating a model week for productivity, streamlining processes, and providing a great client experience. The importance of finding support within advisor communities and defining personal success is emphasized.
32 snips
Jul 2, 2025 • 1h 33min
142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe
Join Libby Greiwe, founder of The Efficient Advisor and author, as she unpacks the secret power of onboarding in financial advising. Discover how to overhaul your onboarding process to boost client confidence and satisfaction. Libby shares tips on aligning the experience with client emotions and creating memorable connections. Learn about innovative strategies like 'Domino’s pizza tracker' systems and hosting signing parties to enhance engagement. It's all about transforming uncertainty into loyalty and a steady stream of referrals!
11 snips
Mar 12, 2025 • 38min
Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation
Libby Greiwe, founder of The Efficient Advisor, specializes in helping advisors thrive without burnout. In this lively chat, she reveals her three-phase client onboarding strategy to elevate experiences. Libby emphasizes the first 30 days for professionalism, then focuses on delightful surprises from days 30-60, and wraps up with memorable gestures beyond that. Practical tips, like personalized thank-you notes and termination scripts, showcase how small changes can dramatically enhance client relationships and boost trust.
8 snips
Aug 16, 2023 • 1h 33min
92: Systems That Scale Human-To-Human Connection Throughout An Advisory Business with Libby Greiwe
Libby Greiwe, founder of The Efficient Advisor and a coach for financial advisors, shares insights on balancing efficiency with genuine human connection. She discusses her journey from a 'guru' to a 'sherpa,' emphasizing the importance of understanding client emotions. Libby elaborates on her 'Ideal Client Avatar' approach, enhancing communication, and shares strategies to make every client feel special. Through personal anecdotes, she highlights the art of listening and the power of storytelling as key elements in building trust and deepening relationships in the advisory business.
