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
8 snips
Aug 8, 2025 • 18min
297: 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
296: 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
295: 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
294: 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!
6 snips
Jul 15, 2025 • 50min
290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up
Ryan Townsley, a financial advisor specializing in the nuclear power industry, shares his inspiring journey of niching down. He discusses how focusing on a specific client base streamlined his messaging and built an efficient process. Discover why 'doing it messy' can lead to rapid growth and how technology enhances client relationships. Ryan emphasizes the power of specialization in financial advisory, encouraging listeners to embrace a focused approach for smoother operations and stronger client connections.
5 snips
Jul 11, 2025 • 11min
289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently
Discover a powerful scheduling hack that introduces VIP time slots to your calendar! These slots provide the flexibility needed for urgent client meetings and unexpected emergencies. Learn how intentional scheduling can lessen overwhelm and boost productivity. Gain insights into prioritizing high-value engagements while maintaining an adaptable calendar. This concise approach not only enhances client service but also helps you reclaim control over your time.
7 snips
Jul 8, 2025 • 52min
288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti
Anthony Zanetti, a wealth management expert with a rich background in wholesaling and branch leadership, shares insights on enhancing advisory practices. He discusses the shift from reactive to proactive service models, emphasizing client segmentation and the value of structured service calendars for efficiency. Anthony highlights the importance of clearly communicating value to clients and illustrates how strategic workflows can foster growth without burnout. Tune in to learn how to create a scalable and intentional advisory practice!
Jul 4, 2025 • 22min
287: Reactive to Proactive: 4 Moves to Make Now
Discover how to transform your advisory business from reactive chaos to proactive success! Learn four impactful strategies to organize your client interactions and reclaim your time. From crafting a defined service calendar to holding strategic planning sessions instead of mere reviews, efficiency is the name of the game. Set clear expectations with clients and enjoy quick wins that empower you to lead with intention. Tune in for actionable tips that will reshape your approach and enhance your overall business experience!
