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The Efficient Advisor: Tactical Business Advice for Financial Planners

The Efficient Advisor: Tactical Business Advice for Financial Planners

著者： Libby Greiwe
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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!

© 2025 The Efficient Advisor: Tactical Business Advice for Financial Planners マネジメント・リーダーシップ マーケティング マーケティング・セールス リーダーシップ 経済学
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  • 313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing

    313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing
    2025/10/10

    Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions that align with your goals instead of your guilt.

    In this episode, you’ll learn:

    • Why advisors are great at financial math but often fail at “calendar math”
    • How to pause before saying yes and evaluate what you’ll need to subtract
    • Practical ways to politely decline opportunities while maintaining relationships
    • How to set boundaries that protect your time, energy, and family commitments
    • Why honoring your limits isn’t selfish—it’s an act of stewardship

    At the end of the day, your best “yeses” are the ones that align with your priorities. This episode is a refreshing reminder that saying “no” more often can actually be the most empowering step toward a business and life you love.

    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.
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    17 分
  • 312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients

    312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients
    2025/10/07

    As financial advisors, we’re always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest clients experience your polished onboarding process, your long-term clients may still be operating under the “old rules.” That’s where re-onboarding comes in. In this episode, we dive into how to reintroduce your long-standing clients to your current practice in a way that feels natural, client-centered, and value-driven.

    What you’ll learn in this episode:

    • Why re-onboarding is essential to keeping long-term clients aligned with your evolving practice
    • How to introduce re-onboarding without it feeling awkward or forced
    • Practical strategies for resetting expectations, updating processes, and reinforcing value
    • Ways to tie re-onboarding to housekeeping tasks that strengthen client relationships
    • How re-onboarding can open the door to referrals and reinforce your positioning as an advisor

    Re-onboarding doesn’t need to be complicated—it’s a simple but powerful tool for reinforcing your value, realigning client expectations, and making sure everyone experiences the best version of your practice today. Tune in and discover how to use re-onboarding as a lever for growth and stronger client relationships.

    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.
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    24 分
  • 311: 3 Thanksgiving Ideas for a WOW Client Experience!

    311: 3 Thanksgiving Ideas for a WOW Client Experience!
    2025/10/03

    Looking to make your client experience stand out this holiday season? 🍂 In this episode, I share simple yet impactful Thanksgiving ideas that show appreciation while staying efficient. From personalized cards to memorable gifts and even hosting a pie pick-up event, you’ll learn creative ways to connect with clients without overwhelming your schedule.

    The goal isn’t just a seasonal gesture—it’s creating meaningful, repeatable touchpoints that strengthen relationships and keep you top of mind. With a little planning, these thoughtful traditions can become effortless highlights in your client experience year after year.

    I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

    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.
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    16 分
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