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
Dec 30, 2025 • 57min
335: My Journey from 80 Hours a Week Down to 24 and Redefining Success & Balance
In this engaging conversation, Libby Greiwe, founder of The Efficient Advisor, shares her journey of building a seven-figure financial practice while only working part-time. She discusses overcoming burnout and the importance of setting boundaries to prioritize family. Libby emphasizes the power of consciously saying no to protect time and the value of investing in coaching for personal growth. Her insights on authenticity, resilience, and finding one’s voice in a male-dominated industry provide inspiration for anyone seeking balance in their professional lives.
5 snips
Dec 26, 2025 • 10min
334: The “They Have Potential to be Great Clients Someday” Mistake Advisors Make
Libby offers a fresh take on managing client relationships, urging financial advisors to focus on current clients rather than those with uncertain potential. She highlights the dangers of overcommitting time to underpaying clients, which can lead to burnout and resentment among your best clients. The discussion includes strategies for creating transparent service models that ensure fairness and efficiency. This approach not only protects advisors' energy but also fosters a healthier business environment.
Dec 23, 2025 • 47min
333: Jeremy’s 5-Step Retirement Planning Process & How it Attracts Better Clients with Jeremy Keil
Jeremy Keil, a retirement-focused financial advisor and author, shares his journey of developing the five-step Retirement Master Plan. He highlights how creating a tangible, repeatable process can transform client experiences and enhance business efficiency. Jeremy emphasizes the importance of defining an ideal client, refining messaging, and building standard operating procedures to improve teamwork and delivery. He also discusses how writing his book, Retire Today, has amplified referrals and helped in client acquisition. This conversation is a treasure trove of actionable insights for advisors.
Dec 19, 2025 • 12min
332: The Two CEO Day Questions Every Advisor Should Ask Before 2026
Discover a dynamic two-question framework designed to reshape your business strategy before 2026. Learn which five tasks you should stop doing and what new priorities to embrace for greater clarity and client satisfaction. Libby shares practical tips for accountability, like sending yourself delayed check-in emails to track progress. Hear how advisors have successfully implemented these methods during CEO Days and year-end planning to drive measurable results. Get ready to transform your approach and enhance your efficiency!
Dec 16, 2025 • 1h 3min
331: The Science of Follow-Through: How Advisors Can Finally Stick to Their Goals with Brian Ford
Brian Ford, a neurobiology-based performance and accountability expert, discusses how to ensure financial advisors stick to their goals. He emphasizes that true accountability is rooted in awareness, not shame. By designing effective systems and leveraging social dynamics, advisors can replace fading motivation with lasting discipline. Ford introduces a 21-day accountability challenge and shares practical frameworks to help listeners build habits that drive real follow-through, transitioning from a strain-and-recover cycle to a grow-and-sustain approach.
7 snips
Dec 12, 2025 • 20min
330: The Ritz Carlton Loyalty Rule Every Advisor Should Be Using Today
Discover how a Ritz-Carlton philosophy can transform financial advisory by focusing on trust and memorable client experiences. Learn the impact of empowering employees with small budgets for surprise gestures that create loyalty. Hear real stories of extraordinary actions, like a staff member flying a laptop to Hawaii, highlighting that it's the feelings, not perfection, that drive client satisfaction. Emphasizing quick resolutions to mistakes strengthens connections and fosters lasting relationships.
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!
