• The Efficient Advisor: Tactical Business Advice for Financial Planners

  • By: Libby Greiwe
  • Podcast

The Efficient Advisor: Tactical Business Advice for Financial Planners

By: Libby Greiwe
Listen for free

  • Summary

  • 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!

    © 2024 The Efficient Advisor: Tactical Business Advice for Financial Planners
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Economics Leadership Marketing
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Episodes
  • 243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1

    243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1
    Jan 7 2025

    Happy New Year! 🎉 As we kick off the first podcast of 2025, Libby reflects on her personal and professional journey through 2024 and shares actionable insights from her recent CEO Day retreat. This episode is all about the power of reflection, the hard decisions that shape your business, and how to set yourself up for a successful year ahead.

    Libby opens up about her unique approach to goal setting, how she handles shiny object syndrome, and the essential questions she asks herself to reflect on the past year before planning for the future. Whether you're ready to hit the ground running or taking a slower, more intentional approach to the new year, this episode offers something valuable for you.


    What This Episode Covers:

    • What to reflect on before jumping into goal-setting for the new year.
    • Libby’s CEO Day process, including key exercises to assess your business and life.
    • How to embrace moderation with goals and overcome shiny object syndrome.

    Libby also shares personal stories from 2024, how she adapted her goals after a challenging season, and the mindset shifts that helped her regain control of her business.

    Grab your journal, a cup of coffee, and let’s get real about making 2025 the year of intentional growth!

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    Links to Include with this episode:

    Register Here for the AI Automation Made Easy Live Event

    Join the Group Coaching & Mastermind HERE!

    Download the Family Tree Template Here

    Enroll in The Perfect RIA Masterclass 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.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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    37 mins
  • 242: Ideas to Implement -What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework

    242: Ideas to Implement -What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework
    Dec 19 2024

    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 from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework


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    LINKS FROM THIS EPISODE:
    Download the Systems to Scale Framework Here!

    Join the Group Coaching & Mastermind HERE!

    Download the Family Tree Template Here

    Enroll in The Perfect RIA Masterclass 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.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
    Show More Show Less
    14 mins
  • 241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework

    241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework
    Dec 17 2024

    It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we're officially wrapping up!

    In Week 6…it’s all about creating processes for LEADING your business.

    This week we’ll talk about:

    1. The two roles you have as CEO
    2. How to modernize your org chart
    3. Establishing the right next step for your business

    Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

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    LINKS FROM THIS EPISODE:

    Sign Up for the Systems to Scale Group Coaching & Mastermind Here!

    Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!

    Join the Group Coaching & Mastermind HERE!

    Download the Family Tree Template Here

    Enroll in The Perfect RIA Masterclass 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.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
    Show More Show Less
    38 mins

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