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
11 snips
Dec 9, 2025 • 1h 1min
329: How Small Shifts Helped Eva 5X Her Practice (and Transform Her Client Experience)
Eva Stukenberg, a financial advisor and founder of Bloom Financial Associates, shares her journey of intentional growth in her practice, achieving a remarkable 5X increase. She discusses the power of mindset shifts, emphasizing questions like 'Why not me? Why not now?' that can transform perspectives. Eva highlights practical systems for client engagement, from personalized experiences to effective team dynamics. The conversation delves into aligning business practices with personal values, prioritizing self-care, and creating memorable client interactions through thoughtful events and communication.
8 snips
Dec 5, 2025 • 21min
328: Drowning in Year-End To-Dos? Here’s Your Reset Plan
December doesn't have to be overwhelming! Discover five strategies to streamline year-end tasks, from setting early client deadlines to protecting your calendar. Learn to shift cognitive work earlier in the year, and manage workload by delaying nonessential tasks to January. Redefine what success means during this busy time and prioritize your mental well-being. Plus, gain insights on how an immediate debrief can prepare you for even better results next December. Embrace calm and control this holiday season!
10 snips
Dec 2, 2025 • 47min
327: Your Client Service Model Upgrade: Streamline Your Process, Boost Profitability, and Wow Your Clients
Explore the art of revamping client service models to skyrocket profitability while enhancing client experiences. Discover the strategies to overcome mental blocks surrounding pricing and segmentation. Learn how to calculate true revenue per hour and align service levels with profitability. Get tips on effective client segmentation and managing service without sacrificing quality. This insightful discussion empowers financial advisors to design a sustainable practice that delights clients and benefits their teams.
6 snips
Nov 28, 2025 • 14min
326: The Simple Email Hack That Protects Your Boundaries (and Trains Clients Automatically)
Learn a powerful tool for maintaining boundaries while enhancing client experiences. Delve into the significance of scheduled send and delay delivery in shaping expectations and structuring your week. Discover how these habits bolster professionalism and create predictable communication. Libby emphasizes the value of consistency, encouraging listeners to adopt these techniques for big efficiency gains. Implement these tips over the holidays to foster better client relationships!
6 snips
Nov 25, 2025 • 34min
325: From Advisor to CEO: Todd’s Journey to a More Scalable, Organized Practice
Todd Pisarczyk, a seasoned financial advisor and CEO of Momentous Wealth Management, shares his transformative journey from advisor to CEO. He discusses the crucial need for systemization in growing practices and how documenting processes revolutionized his team's efficiency. Todd reveals insights on enhancing client experiences with structured reviews and personalized touches. His experiences with group coaching provided unexpected clarity, helping him confidently pursue his firm's long-term vision while reigniting his passion for the business.
17 snips
Nov 21, 2025 • 16min
324: Year-End Tax Letter: A Simple System That Saves Your Clients (and You) Time
Learn how to craft a high-value year-end tax letter that simplifies the tax season for clients and their CPAs. Discover what essential documents to include and how to showcase your year-long efforts as an advisor. The podcast offers practical workflow tips to make the letter preparation systematized and stress-free. Enhance your communication, strengthen client relationships, and position yourself as the go-to resource during tax time. Get ready to elevate the client experience with streamlined processes!
Nov 18, 2025 • 53min
323: How This Advisor Cut to a 3-Day Workweek and Leveled Up Everything - Part 2
Discover how one advisor transformed her practice and achieved a three-day workweek while balancing family life. She shares insights on structuring a refined model week, implementing distinct meeting types, and fostering team efficiency. Learn about her strategy for taking a month off without chaos and the importance of separating service models for various client needs. This podcast is packed with practical tips for financial planners seeking a more intentional and sustainable business structure.
7 snips
Nov 14, 2025 • 13min
322: One Word to NEVER Say in Front of Clients
A seemingly small word can significantly impact your business vibe. Discover why saying 'staff' can undermine both client perceptions and team confidence. By adopting the term 'teammate,' you convey a sense of collaboration and professionalism. Language not only shapes culture but also empowers teams and fosters ownership. Libby shares simple phrase changes that build trust with clients. Plus, she challenges listeners to swap out 'staff' for 'team' and 'I' for 'we' to enhance dynamics. Tune in for practical tips that can transform your practice!
13 snips
Nov 11, 2025 • 1h 4min
321: How Jen Tripled Her Revenue in 3 Years While Working 3 Days a Week
Jen Becker, a financial advisor and mom of four, shares her journey of tripling her revenue while working only three days a week. She reveals how narrowing her focus to pre-retirees and widowed women energized her practice. Jen discusses the importance of building a dedicated team, implementing effective systems, and overcoming the fear of making big investments. Key topics include creating a model week for better time management and using templates for consistent client service. Her actionable insights inspire listeners to simplify and scale their practices, all while maintaining a balanced life.
Nov 4, 2025 • 53min
320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner
In this discussion, Gina Cotner, CEO of Athena Executive Services and expert in high-end virtual assistance, reveals how financial advisors can thrive through effective delegation. She highlights the strategic role of executive assistants compared to mere virtual assistants. Gina shares key strategies for deciding what tasks to delegate, best practices for onboarding, and how to track accountability without micromanaging. She also emphasizes the importance of mindset shifts and empowering EAs to take ownership, freeing advisors to focus on growth and leadership.
