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
6 snips
May 23, 2025 • 17min
275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track
In this engaging discussion, Libby introduces a new weekly segment focused on quick, actionable tips for business growth. The conversation candidly addresses how to adapt and recalibrate goals during chaotic times. Exciting updates on her upcoming book and the creation of a digital course reveal valuable insights on quality over speed. Listeners are encouraged to embrace flexibility, manage expectations, and find clarity, reminding us all that slowing down can still lead to significant progress.
12 snips
May 20, 2025 • 46min
274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer*
Blake Brewer, a legacy expert and advocate for parents, shares his impactful work on creating lasting legacies for children through heartfelt Legacy Letters. He reveals the emotional power of written words and recounts a poignant story of his father's influence following a tragic loss. Brewer discusses the symbiotic relationship between legacy letters and financial advisors, offering strategies to deepen client connections and foster trust. With a focus on simplicity and impact, he inspires listeners to enhance their advisory practices and create meaningful relationships.
9 snips
May 16, 2025 • 11min
273: An Alternative to Surge Meetings: What I Call Cluster Meetings
Discover the innovative concept of cluster meetings as a refreshing alternative to traditional surge meetings. These gatherings are designed to enhance efficiency while aligning with personal energy and family life. The discussion emphasizes theming meetings for different client segments, creating a more organized approach that reduces burnout. With insights on how to structure your calendar for better balance, this approach promises improved client experiences without compromising growth. Tune in for actionable tips that energize your financial planning practices!
16 snips
May 13, 2025 • 36min
272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis
CPA Steven Jarvis, a tax expert from Retirement Tax Services, shares valuable insights for financial advisors. He emphasizes that tax planning can significantly enhance client value without the need for advisors to become tax preparers. Topics include avoiding common tax mistakes, the importance of proactive CPA collaboration, and creating repeatable systems for tax discussions. Steven also highlights the role of tax planning in building stronger client relationships and offers actionable strategies to simplify the tax process for every advisor level.
May 9, 2025 • 14min
271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In
Discover the game-changing concept of rough draft meetings that enhance client collaboration and trust. Learn how presenting early-stage plan previews helps refine priorities like retirement goals and education funding. Explore techniques for giving clients more strategy options to gather valuable feedback. This approach not only boosts buy-in but also expedites the implementation process, making clients feel engaged and informed. Embrace technology to transform your client onboarding and streamline your planning process!
May 6, 2025 • 54min
270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone
Adrian Johnstone, CEO of Practify, helps financial advisors maximize their tech stack for better client experiences. In this discussion, she highlights common CRM pitfalls and the importance of aligning technology with business goals. Adrian emphasizes the role of AI and automation in transforming services and the necessity of understanding your ideal client for effective scaling. She also shares insights on moving from reactive to proactive client service, making technology an invaluable ally in the advisory landscape.
May 2, 2025 • 10min
269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward
Discover practical ways for financial advisors to communicate their fees confidently and politely. Learn phrases that help set boundaries without feeling awkward or salesy. Understand the mindset shift needed to see quick advice as an investment rather than a freebie. Embrace your expertise and make others value it too. Engage with a supportive community to enhance your skills further!
Apr 29, 2025 • 22min
268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout
Discover the art of creating intentional 'white space' in your life to combat burnout and reignite creativity. The speaker shares their inspiring personal journey to establishing an annual retreat called Camp Libby, emphasizing it’s all about reconnecting with yourself rather than productivity. Learn simple ways to incorporate margin into your daily routine without committing to a full retreat. This is your gentle nudge to take a break, breathe, and protect that pause—because your best ideas thrive in that space.
Apr 25, 2025 • 7min
267: Stop Doing Annual Reviews Now! And Do This Instead
Discover why it's time to ditch traditional annual reviews in favor of proactive strategy sessions. This shift not only enhances client engagement but also transforms the dynamics of meetings, making them more valuable and exciting. Learn how a simple change in terminology can reposition you as a proactive guide, elevating the overall client experience. Say goodbye to passive reviews and embrace planning that truly makes an impact!
Apr 22, 2025 • 47min
266: Future-Proofing Your Advisory Firm: How to Stay Relevant in an AI - Driven World With Adam Holt
Join Adam Holt, a financial planning and technology expert, as he navigates the shifting landscape of advisory firms in an AI-driven era. He discusses how AI is revolutionizing financial planning, highlighting the need for advisors to enhance their value beyond traditional relationships. Adam emphasizes engaging younger clients, innovative fee structures, and delivering proactive value. He challenges advisors to reassess their worth, proving that staying relevant in today’s market requires adaptation and strategic shifts.
