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
Apr 16, 2024 • 38min
184: *Free Download* Client Intel Process
In this episode, the host discusses the importance of personalizing client experiences through the Client Intel Process. They share a free download to help advisors collect and utilize client information for tailored interactions. The episode highlights strategies for enhancing client relationships, incorporating personalized details into financial planning, and utilizing gathered information to deepen connections and demonstrate genuine care.
Apr 4, 2024 • 8min
183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer----------------------LINKS FROM THIS EPISODEConnect with John on LinkedIn HereLearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episodes Mentioned:#106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake BrewerLearn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Apr 2, 2024 • 32min
182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
Financial advisor John Scherer discusses how he deepened client relationships with Legacy Letters, a unique value-add experience. He shares details on the event's impact, client feedback, and tips for other advisors. The Legacy Letters helped clients create lasting family legacies beyond finances, strengthening bonds and redefining advisor-client relationships.
Mar 28, 2024 • 11min
181: Ideas to Implement - Even More Good Ideas You Can Implement Today
The podcast discusses strategies for enhancing client experience through effective processes and personalized gestures. It emphasizes building strong client connections, optimizing onboarding procedures, and improving office efficiency through creative traditions like retirement bells and personalized client meetings.
Mar 26, 2024 • 24min
180: Even More Good Ideas You Can Implement Today
Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away. In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including:A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can implement TODAY! Let’s go! 🚀______________LINKS FROM THIS EPISODELearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episodes Mentioned:#044: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships - find it on iTunes here! #91: When A Prospect Says, “I’m Interviewing Several Advisors” and What to Do About It - find it on iTunes here! Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Mar 21, 2024 • 9min
179: Ideas to Implement - Michael Kitces on Time Management & Building Your Model Week
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Michael Kitces on Time Management & Building Your Model Week---------------------------------------LINKS FROM THIS EPISODEConnect with Michael on LinkedIn HereLearn more about Toggl HereCheck out my guest appearance on Michael’s podcast HereEpisodes Mentioned:#12: Designing Your Perfect Schedule to Get it All Done in Less TimeLearn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Mar 19, 2024 • 45min
178: Michael Kitces on Time Management & Building Your Model Week
Michael Kitces shares his top time management strategies for running multiple successful companies, including focus management, structuring model weeks, creating theme days, and getting started with time blocking. Learn from the Chief Financial Planning Nerd on how to improve balance and productivity in your week!
Mar 14, 2024 • 13min
177: Ideas to Implement - Five Good Ideas You Can Implement Today
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Five Good Ideas You Can Implement Today----------------------LINKS FROM THIS EPISODELearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episodes Mentioned:#12: Designing Your Perfect Schedule to Get it All Done in Less TimeLearn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Mar 12, 2024 • 31min
176: Five Good Ideas You Can Implement Today
“Ideas are easy. Implementation is hard.”After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do things in an easier way. In today’s podcast episode, Libby shares five of her simplest yet most effective ideas that help advisors, including: A simple language change to shift clients’ perspective of reviews How adding special VIP time slots can reduce stress in your schedule Why you should celebrate firing clients with your team How to create happy face experiences And much more!A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can implement TODAY! Let’s go! 🚀----------------------LINKS FROM THIS EPISODELearn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Episodes Mentioned:#12: Designing Your Perfect Schedule to Get it All Done in Less TimeLearn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Mar 7, 2024 • 8min
175: Ideas to Implement - Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items to Tuesday's podcast: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson----------------------LINKS FROM THIS EPISODEConnect with Carter on LinkedIn Here!Learn More About the Advisor Client Acquisition Kit Here!Check Out Carter’s Estate Planning Package Here!Learn More About the Retirement Tax Services Summit Here!Grab Your Focus Gummies Here!Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
