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
Oct 31, 2025 • 13min
319: CEO Day: 5 Categories to Analyze in Your Next CEO Day
Dive into the importance of scheduling intentional "CEO days" for financial advisors, focusing on strategic leadership over daily tasks. Discover five key areas to analyze: money, people, processes, problem-solving, and clients. Learn how to audit revenue streams, enhance team dynamics, and refine your client experience. These dedicated days are designed to tackle bottlenecks and improve workflows, ensuring your advisory business runs smoothly year-round. Prepare to shift from a technician mindset to that of a strategic leader!
Oct 28, 2025 • 48min
318: How to Build a Culture Your Team Won’t Ever Want to Leave
Dr. Angela Jackson, an organizational psychologist and executive coach, shares her expertise on fostering a workplace culture that employees love. She discusses the critical role of emotional intelligence in leadership and offers tactics for creating an ownership mindset among team members. Angela highlights the importance of intentional culture design and effective onboarding for retention. Listeners gain practical strategies, like using feedback loops and regular check-ins, to enhance team engagement and align with company values.
6 snips
Oct 24, 2025 • 16min
317: Warren Buffett’s 2-List Strategy: The Secret to Laser-Focused Success
Feeling overwhelmed by too many goals? Discover Warren Buffett’s two-list strategy for sharpening your focus. By identifying your top five life and business goals, you'll learn the importance of saying 'no' to distractions. Libby shares how to eliminate the other 20 goals that can pull you off course and encourages prioritizing what truly matters. Plus, get tips on committing to these goals and scheduling time to develop your strategy. This quick and engaging insight promises to boost your personal and professional success!
10 snips
Oct 21, 2025 • 33min
316: Send a New Year’s Letter That Builds Client Trust & Assets
As the year wraps up, advisors can boost client connections with a strategic New Year’s letter. This communication piece highlights services and behind-the-scenes work, reminding clients of their value. Libby shares tips on personalizing letters, setting clear expectations for the upcoming year, and celebrating past achievements. She discusses the importance of planning ahead and choosing the right delivery method. Emphasizing simplicity, the letter can enhance client experience and trust, making it a vital tool for financial planners.
8 snips
Oct 17, 2025 • 29min
315: Get Your Advisory Team Rowing in Sync: Building a Unified Client Experience
Discover how to harmonize multi-advisor teams while embracing individuality. Learn to set a baseline client experience with standardized service elements. Explore centralizing prep and decentralizing delivery for smarter workflows. Uncover the importance of playbooks and checklists for consistency in client interactions. Libby highlights co-creating a vision with your team to foster buy-in and collaboration. Elevate your advisory practice with innovative tools to enhance efficiency and client satisfaction.
Oct 14, 2025 • 56min
314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT
In this engaging discussion, Dr. Joshua I. Wilson, PhD, CMT, founder of NeuBeFi, delves into behavioral finance and its impact on client relationships. He reveals that a staggering 95% of client decisions are driven by emotions and subconscious factors. Dr. Wilson shares strategies on shifting from traditional persuasion to 'pre-suasion,' enhancing trust before meetings. He emphasizes the importance of embracing authenticity, identifying unique traits, and designing memorable client experiences to foster lasting connections. A fresh perspective for advisors to attract ideal clients!
Oct 10, 2025 • 17min
313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing
Feeling overwhelmed by your commitments? Discover the importance of 'calendar math' and how saying yes too often can drain your energy. Learn strategic ways to decline new opportunities while preserving relationships. Libby highlights the hidden costs of overcommitting and the necessity of setting boundaries. You’ll find practical tips for evaluating what you can subtract from your schedule before taking on more. Ultimately, saying no more often may just lead to a more fulfilling business and life.
11 snips
Oct 7, 2025 • 24min
312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients
Discover the game-changing concept of re-onboarding long-term clients, crucial for keeping them aligned with your evolving practice. Learn practical strategies to naturally reset expectations and reinforce value. Dive into how optimized onboarding can drive referrals and act as a powerful marketing tool. Hear anecdotes that illustrate the importance of reminding clients about services and how to communicate changes clearly. Plus, get tips on integrating re-onboarding into your annual agenda for lasting client relationships.
Oct 3, 2025 • 16min
311: 3 Thanksgiving Ideas for a WOW Client Experience!
Get ready to impress your clients this Thanksgiving with creative and efficient ideas! Discover how personalized cards and memorable gifts can deepen client connections. Explore the impact of sending pies or treats, and learn why varying your gestures keeps them fresh. Consider hosting a pie pickup open house for in-person appreciation, and don’t forget to include your employees in gratitude plans. Plus, Libby shares tips on planning these gestures in advance for a stress-free holiday season!
Sep 30, 2025 • 37min
310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman
Adam Chapman, a Canadian financial planner with two decades of experience, shares his innovative referral method that simplifies the introduction process. He emphasizes a mindset shift away from pressure, advocating for a client-driven thank-you process that enhances trust. Adam explains the power of handwritten notes and thoughtful gestures, showing how these personal touches lead to more natural referrals. He also highlights the significance of involving new clients in expressing gratitude, creating a seamless experience that fosters deeper connections.
