The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby Greiwe
336 episodes
3 days ago
In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026 📅🚀 You’ll learn simple, realistic ways to turn ideas into progress, including how to use implementation power hours, accountability partners, and focused imp...
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In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026 📅🚀 You’ll learn simple, realistic ways to turn ideas into progress, including how to use implementation power hours, accountability partners, and focused imp...
In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why creating a standardized framework is one of the most powerful growth levers advisors can implement. This conversation is rich with actionable insig...
In this episode, Libby shares a powerful two-question framework to help you reshape your business heading into 2026. You’ll learn how to identify the five tasks you should stop doing, the five priorities you should start doing, and how this simple exercise can reshape your capacity, clarity, and client experience. 🚀 You’ll also hear how advisors have used this method during CEO Days and year-end planning to drive measurable progress, plus a practical tip for holding yourself accountable. Down...
Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not because of a lack of motivation, but because of a lack of true accountability. In this episode, neurobiology-based performance and accountability expert Brian Ford breaks down why traditional views of discipline and accountability fail, how advisors can build systems that actually work, and what it takes to sustain long-term behavior change. Brian s...
In this episode, you’ll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create unforgettable client experiences. You’ll hear real examples of small but meaningful moments that turn mistakes into connection, empower your team, and elevate your brand far beyond portfolios and planning tools. You’ll also discover how giving your team simple freedom, creativity, and a small monthly “surprise & delight budget” can turn everyd...
This episode features an inspiring conversation between Libby and advisor Eva Stukenberg, who shares her journey from feeling stuck on the hamster wheel to building a thriving, intentional, 5X-growth practice. Eva opens up about the small shifts that created massive momentum, the mindset work that changed everything, and the systems that transformed her team, her client experience, and her quality of life. This episode is packed with practical insights for any advisor ready to move from react...
In today’s episode, we’ll discuss: Year-end processing doesn’t have to feel like an annual stress cycle. In this episode, you’ll learn five simple strategies to make December smoother, more predictable, and far less overwhelming 🎄. From setting client expectations shockingly early to moving cognitive work upstream and protecting your calendar, you’ll discover how small shifts can dramatically change your year-end experience. You’ll also hear how to intentionally punt work to January, re...
Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the heart of creating a scalable and sustainable client service model. She breaks down the mindset shifts advisors need, the math behind revenue per hour, how to segment your book intentionally, and why aligning your service model with profitability is the key to delivering exceptional client experiences. This is a thoughtful, practical, and...
In this quick episode, you’ll learn a simple but powerful tool advisors can use to maintain strong boundaries, protect their time, and still deliver a seamless client experience. We explore why scheduled send and delay delivery matter, how they shape client expectations, and how they support the structure of your Model Week. 📅⚙️ You’ll also discover how this tiny habit reinforces your professionalism, creates predictable communication patterns, and helps clients feel more confident in your pr...
In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practice to a truly scalable, CEO-led firm. Todd shares the behind-the-scenes shifts, the unexpected realizations, and the tangible systems he built through coaching that helped him move from “doing all the things” to running a business with clarity, confidence, and a long-term vision. From refining processes to elevating the client experience, this con...
In this episode, you'll learn how to create a simple, high-value year-end tax letter that makes tax season easier for your clients, their CPAs, and your team. You'll hear what to include, how to frame it as a value-add, and how to streamline the process so it becomes a repeatable system instead of a stressful scramble. We cover suggested sections for your letter, how to reinforce the behind-the-scenes work you do all year, and a practical workflow to prepare these summaries for your best clie...
Creating a business you love doesn’t have to be a fantasy, and in this episode, Libby brings back her best friend and long-time advisor Jen for a real, transparent look at what it takes to reclaim your time, refine your systems, and run a thriving advisory firm with intention. 🎙️ Jen shares how her practice has evolved over the last several years, what she’s leveled up, and how she continues to work just three days a week while raising four kids, supporting a collegiate athlete, and still gro...
Ever stop to think how one small word can change the entire vibe of your business? In this episode, Libby breaks down why saying “s—--” might be holding you back — and how a simple language shift can transform how clients see your firm and how your team sees themselves. You’ll learn how swapping your language builds confidence, strengthens culture, and positions your practice as a cohesive, professional unit. 🧠✨ I hope you enjoy this new format and I look forward to delivering super fast tips...
In this episode of The Efficient Advisor, Libby sits down with Jen, a powerhouse financial advisor and mom of four who has tripled her revenue in just three years—all while working only three days a week. Jen shares the mindset shifts, systems, and team-building strategies that allowed her to scale her practice with confidence and ease. This conversation is packed with real, actionable advice for advisors who want to grow their businesses without burning out. In this episode, you’ll learn: Ho...
Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention. What you’ll learn in this episode: The difference between a task-based virtual assistant and a strategic executive assistantHow...
In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to step out of the whirlwind of client work and focus on your business, not just in it. She breaks down the five key areas to review during your CEO day: money, people, processes, problem-solving, and clients. You’ll learn how to use this time to evaluate revenue streams, fine-tune team dynamics, and strengthen your client experience — all while building ...
In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive coach, and behavior strategist. Angela shares valuable insights that help financial advisors understand themselves and their clients better, ultimately leading to stronger relationships and improved performance. Whether you’re looking to increase your self-awareness or boost your client impact, this episode is packed with actionable takea...
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! Feeling pulled in too many directions? In this quick Efficient Friday episode, Libby breaks down Warren Buffett’s famous two-list strategy for focus and productivity. You’ll learn how to identify your top five life and business goals—and why saying “no” to everything else might be the mos...
As the year winds down, it’s the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In this episode, Libby shares how to craft a meaningful New Year’s letter that not only reminds clients of your value but also builds excitement for what’s ahead. Whether you’ve been sending these letters for years or you’re starting fresh, this episode breaks down the “why” and “how” behind a powerful communication piece that can elevate yo...
How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks down how multi-advisor teams can create a unified client experience that feels consistent across the firm while still giving each advisor room to shine. You’ll learn how to define your firm’s baseline client experience, standardize key service elements, and design flexible systems that empower every advisor to deliver with confidence. From centraliz...
Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, and “pre-suasion” that sets the stage for meaningful connections from the very first impression. 🚀 In this episode, you’ll learn: Why 95% of client...
The Efficient Advisor: Tactical Business Advice for Financial Planners
In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026 📅🚀 You’ll learn simple, realistic ways to turn ideas into progress, including how to use implementation power hours, accountability partners, and focused imp...
