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
Aug 26, 2025 • 52min
300: How To Build a Personal Brand AI Can’t Replace, With Guest Robyn Crane
In this discussion, marketing expert Robyn Crane shares her transition from a struggling advisor to a seven-figure entrepreneur. She reveals her unique BRAND formula for crafting an authentic personal brand that can outlast AI advancements. Robyn emphasizes the importance of building genuine connections, overcoming self-doubt, and aligning with your ideal client. She highlights the power of personal storytelling in establishing trust and offers practical strategies to stand out in a crowded marketplace while embracing AI as a supportive tool.
21 snips
Aug 19, 2025 • 50min
299: 11 Tiny Habits That Leveled Up My Business Growth
It's the little things that make a big difference in business. Discover how tiny daily habits can lead to massive growth. From transforming mornings for productivity to limiting email checks for sanity, the strategies shared are practical and impactful. Learn the importance of having just three goals each quarter, and the power of CEO days for strategic thinking. These techniques not only streamline your work but also help reclaim time for what matters most—family and life outside the office.
7 snips
Aug 15, 2025 • 12min
298: Margin = Magic: How I Stopped Curveballs from Wrecking My Schedule
Discover how proactive scheduling can elevate your efficiency and reduce stress. Learn the game-changing strategy of incorporating a simple two-week buffer into your calendar. This approach can transform you from reactive to calm and organized. Gain insights on enhancing client experiences while leading effectively. Plus, find out about available coaching programs that can help you implement these transformative practices!
Aug 12, 2025 • 48min
297: Charge What You’re Worth: Sten Morgan’s Blueprint for Confident, Value-Driven Advising
Financial advisor and coach Sten Morgan shares insights on redefining value in advisory services. He emphasizes the importance of charging for advice, not products, and offers practical steps for effective communication and trust-building. Sten discusses the transition from a scarcity to an abundance mindset, showcasing techniques like whiteboarding to simplify complex strategies for clients. He also explores how to create impactful business models that prioritize meaningful client relationships, blending strategy with heart to empower advisors to recognize and communicate their true worth.
8 snips
Aug 8, 2025 • 18min
296: How I’m Cutting 10 Hours a Week From My Work Schedule (And You Can Too!)
Summer chaos blurs work-life boundaries, but there's a way back to efficiency. Discover how to reclaim 10 hours a week by using a themed model week. Lack of structure can stealthily add hours to your workload, and learning to design a schedule that aligns with your energy can transform your productivity. The concept of 'white space' might become your most valuable growth tactic. It's time to create a workweek that fits your life, reduces overwhelm, and allows for intentional living.
Aug 5, 2025 • 32min
295: 200M AUM & Still Drowning? How Jessica Systematized Her Firm & Reclaimed Her Sanity
Jessica Cole, founder of Synergy Wealth Partners, shares her journey through the turbulent waters of managing a $200M AUM advisory firm. She reveals how a lack of systems led to burnout and imposter syndrome. Jessica emphasizes the transformative power of identifying your Ideal Client Avatar and implementing structured processes. She discusses the benefits of group coaching for support and efficiency, as well as how introductory calls can streamline client discovery. Expect insights, humor, and actionable strategies for financial advisors navigating rapid growth.
Aug 1, 2025 • 10min
294: One Question to Help You CRUSH August
Discover the exciting new concept of 'Slingshot Days' to supercharge your month! Libby reveals a powerful question that can shift your focus and drive momentum. Uncover how a single intentional decision can create real progress in your life and business. Whether it's adopting a tiny habit or making a big commitment, learn how to launch yourself into success without waiting for a fresh start. Plus, explore effective tools and coaching programs designed to enhance your client experiences!
18 snips
Jul 29, 2025 • 48min
293: How to Save 30+ Hours a Month with Smart Workflows and Automation With Lorie Jones
In this conversation, Lorie Jones, a seasoned Client Service Associate with over 20 years of experience, shares her strategies for streamlining financial advisory practices. She discusses how to build efficient workflows that save time and enhance client experience. Lorie emphasizes the importance of proactive communication and shares tips for documenting processes, ensuring teams function smoothly. She also touches on balancing formal procedures and flexibility, along with the transformative role of CRMs and automation in boosting productivity and client satisfaction.
6 snips
Jul 22, 2025 • 40min
292: The 6-Step Framework to Systematize, Simplify & Scale Your Advisory Firm
Feeling overwhelmed in your advisory business? A game-changing framework helps you reclaim control and scale with ease. Discover how to define your sweet spot, design an ideal client avatar, and package services that sell effortlessly. Learn the magic of templates and workflows to serve more clients without extra effort. Plus, step into your CEO role by building a dedicated team that drives success. With clear systems in place, you'll have more time for what you love, both in and out of work!
6 snips
Jul 18, 2025 • 36min
291: Behind the Scenes: Is Group Coaching the Missing Link Your Advisory Practice Needs?
Feeling overwhelmed as a financial advisor? Discover how a 10-month group coaching program can help you go from chaotic to organized. This transformative experience enhances accountability and community among participants. Learn about critical systems like onboarding and client service models tailored to your needs. With real success stories, find out who this program is best suited for and the support it offers. Ready to elevate your practice and reduce stress? Dive into insights that could change your business trajectory!
