The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby Greiwe
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!
Episodes
Mentioned books
Jan 20, 2026 • 42min
340: Thinking About Making a Move? The Questions Every Advisor Should Ask First with Shelby Nicholl
Shelby Nicholl, a transition consultant for financial advisors and founder of Muriel Consulting, dives into the complexities of advisor independence. She shares how to evaluate frustrations to determine true deal breakers and outlines three essential fit factors for advisors contemplating a move. The discussion emphasizes the importance of effective client communication during transitions and highlights the key team members advisors need to ensure a successful transition. This insightful chat offers clarity for those considering their next career step.
16 snips
Jan 16, 2026 • 11min
339: Your 2026 Personal Development Plan
Explore the transformative power of personal development beyond just business metrics. Discover how to identify mentors and pivotal growth areas to elevate your journey. Learn the concept of 'slingshot' actions for consistent progress and map out meaningful quarterly goals. Libby urges clarifying your future self and its impact on every aspect of your life. Implement practical tactics like reading lists and coaching to get there. It's about designing your ideal self as you step into 2026 with confidence.
13 snips
Jan 13, 2026 • 57min
338: How He Built 80% of His Business on LinkedIn with Mando Sallavanti III
In a dynamic conversation with Mando Sallavanti III, a financial advisor and LinkedIn marketing expert, listeners learn how he built 80% of his practice through strategic LinkedIn use. Mando emphasizes the importance of defining ideal clients beyond mere numbers and using emotional storytelling to engage prospects. He shares actionable strategies for crafting impactful profiles, producing tiered content, and leveraging profile views for meaningful conversations. This insightful chat unveils how consistency and purpose in social media can transform business development for financial advisors.
Jan 6, 2026 • 37min
337: Hiring in 2026? My Best Advice & The Most Common Mistake I See
Hiring doesn't have to be overwhelming. Defining roles before hiring is crucial to avoid burnout and confusion. Using an org chart can reveal gaps in responsibility and help align your team with your vision. Great leaders balance focusing on people and results. Clarifying tasks and avoiding scattered responsibilities streamlines processes. Planning future hires through current and future org charts can simplify decision-making. This approach transforms the hiring process into a strategic advantage, making your business easier to run.
Jan 2, 2026 • 25min
336: Your 2026 Game Plan to Implement
Libby inspires advisors to turn abundant knowledge into action for 2026. She emphasizes the importance of creating dedicated time for implementation over continuous learning. Simple frameworks, like power hours and monthly offsite days, are highlighted to ensure consistent progress. The idea of choosing one project to tackle helps streamline focus and avoid overwhelm. By pairing up with accountability partners, advisors can boost their effectiveness. It’s a clarion call to balance learning with doing and maintain sharp focus for meaningful growth.
Dec 30, 2025 • 57min
335: My Journey from 80 Hours a Week Down to 24 and Redefining Success & Balance
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.
5 snips
Dec 26, 2025 • 10min
334: The “They Have Potential to be Great Clients Someday” Mistake Advisors Make
Libby offers a fresh take on managing client relationships, urging financial advisors to focus on current clients rather than those with uncertain potential. She highlights the dangers of overcommitting time to underpaying clients, which can lead to burnout and resentment among your best clients. The discussion includes strategies for creating transparent service models that ensure fairness and efficiency. This approach not only protects advisors' energy but also fosters a healthier business environment.
Dec 23, 2025 • 47min
333: Jeremy’s 5-Step Retirement Planning Process & How it Attracts Better Clients with Jeremy Keil
Jeremy Keil, a retirement-focused financial advisor and author, shares his journey of developing the five-step Retirement Master Plan. He highlights how creating a tangible, repeatable process can transform client experiences and enhance business efficiency. Jeremy emphasizes the importance of defining an ideal client, refining messaging, and building standard operating procedures to improve teamwork and delivery. He also discusses how writing his book, Retire Today, has amplified referrals and helped in client acquisition. This conversation is a treasure trove of actionable insights for advisors.
Dec 19, 2025 • 12min
332: The Two CEO Day Questions Every Advisor Should Ask Before 2026
Discover a dynamic two-question framework designed to reshape your business strategy before 2026. Learn which five tasks you should stop doing and what new priorities to embrace for greater clarity and client satisfaction. Libby shares practical tips for accountability, like sending yourself delayed check-in emails to track progress. Hear how advisors have successfully implemented these methods during CEO Days and year-end planning to drive measurable results. Get ready to transform your approach and enhance your efficiency!
Dec 16, 2025 • 1h 3min
331: The Science of Follow-Through: How Advisors Can Finally Stick to Their Goals with Brian Ford
Brian Ford, a neurobiology-based performance and accountability expert, discusses how to ensure financial advisors stick to their goals. He emphasizes that true accountability is rooted in awareness, not shame. By designing effective systems and leveraging social dynamics, advisors can replace fading motivation with lasting discipline. Ford introduces a 21-day accountability challenge and shares practical frameworks to help listeners build habits that drive real follow-through, transitioning from a strain-and-recover cycle to a grow-and-sustain approach.
