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
20 snips
Jun 17, 2025 • 37min
282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days
Craig Gingerich, an advisor from Sage Ruddy, reveals how he revamped the client onboarding process into a powerful referral tool. He discusses two key tweaks that dramatically increased referrals and the psychology behind the first 100 days being crucial for client relationships. Craig shares creative ways to delight clients, turning onboarding into a marketing strategy rather than just paperwork. Plus, learn about the significant role of personal touches and simplified communication in building trust and enhancing client experience.
6 snips
Jun 13, 2025 • 17min
281: Unpopular Opinion: Why You Can and Should PAUSE Growth Sometimes
Dive into a fresh take on the hustle culture in business! Discover why taking a strategic pause can actually fuel your growth, much like acclimatizing on a mountain climb. Embrace the necessity of stepping back to refine your client experience and processes. Whether you're feeling overwhelmed or just seeking balance, this quick guide provides practical insights for sustainable growth on your own terms. Get ready to breathe and recalibrate!
17 snips
Jun 10, 2025 • 46min
280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss
Joe Moss, COO of an RIA and a financial tech expert, shares his wealth of knowledge on optimizing operations for financial advisors. He reveals key operational mistakes to avoid and discusses the importance of an efficient team structure. Joe emphasizes the need for a streamlined tech stack that enhances client experiences without overwhelming users. He dives into the significance of delegation and why adopting a COO mindset can transform advisory firms. This conversation is a treasure trove for anyone looking to boost their practice's efficiency!
11 snips
Jun 6, 2025 • 11min
279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem
Discover the crucial distinction between supply and demand constraints faced by financial advisors. Misdiagnosing these issues can lead to wasted time and resources. Learn to identify your true bottleneck and get actionable tips to streamline your processes. This short discussion empowers you to focus on what truly drives growth, whether your calendar is overflowing with clients or looking sparse. Tune in for quick, effective strategies to elevate your business!
18 snips
Jun 3, 2025 • 55min
278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden
Katie Braden, a former financial planner turned video expert, shares her insights on the power of video for financial advisors. She discusses how video builds trust more quickly than traditional marketing and offers tips to integrate it seamlessly into client interactions. Braden tackles common mindset blocks, emphasizing authenticity over perfection. Listeners learn the importance of concise storytelling, effective use of social media, and practical strategies to enhance client relationships through video. Her advice encourages a shift toward embracing video to streamline operations.
6 snips
May 30, 2025 • 13min
277: 3 Biohacks That Tripled My Daily Focus and Energy
Discover effective biohacks to supercharge your productivity! Learn about powerful focus gummies that can amplify your energy without the crash. Dive into the world of mushroom coffee with a recommended favorite that’s taken the host by storm. Plus, explore the benefits of red light therapy, a game-changer for enhancing daily output. Get ready to elevate your performance with practical tips you can implement right away!
6 snips
May 27, 2025 • 49min
276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby
Daniel Crosby, a psychologist turned behavioral finance expert, shares insights on transforming how clients set and stick to financial goals. He emphasizes that most goals stem from social influence rather than personal values. The conversation highlights the significance of understanding individual motivations and forming sustainable habits. Crosby introduces the EAST framework for effective goal-setting and discusses the power of social accountability in improving financial decisions. Discover actionable strategies that empower both advisors and clients in navigating financial success!
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!
