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
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!
9 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.
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.
