The Efficient Advisor: Tactical Business Advice for Financial Planners

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The Efficient Advisor: Tactical Business Advice for Financial Planners

Libby Greiwe

323 episodes

1 day ago

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...

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Entrepreneurship

All content for The Efficient Advisor: Tactical Business Advice for Financial Planners is the property of Libby Greiwe and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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...

Show more...

Entrepreneurship

Episodes (20/323)

The Efficient Advisor: Tactical Business Advice for Financial Planners

323: How This Advisor Cut to a 3-Day Workweek and Leveled Up Everything - Part 2

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...

1 day ago

53 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

322: One Word to NEVER Say in Front of Clients

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...

5 days ago

13 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

321: How Jen Tripled Her Revenue in 3 Years While Working 3 Days a Week

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...

1 week ago

1 hour 3 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner

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...

2 weeks ago

52 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

319: CEO Day: 5 Categories to Analyze in Your Next CEO Day

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 ...

2 weeks ago

13 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

318: How to Build a Culture Your Team Won’t Ever Want to Leave

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...

3 weeks ago

47 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

317: Warren Buffett’s 2-List Strategy: The Secret to Laser-Focused Success

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...

3 weeks ago

15 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

316: Send a New Year’s Letter That Builds Client Trust & Assets

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...

4 weeks ago

33 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

315: Get Your Advisory Team Rowing in Sync: Building a Unified Client Experience

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...

1 month ago

28 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT

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...

1 month ago

55 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

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

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 “calenda...

1 month ago

17 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients

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 lea...

1 month ago

24 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

311: 3 Thanksgiving Ideas for a WOW Client Experience!

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. ...

1 month ago

15 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman

Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a unique and refreshingly easy process for generating more introductions. Instead of adding friction or pressure, Adam shares how he flips the script and creates an experience that builds trust, strengthens relationships, and makes referring feel natural. Here’s what you’ll learn in this episo...

1 month ago

36 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

309: How to Say No to Night & Saturday Meetings (Without Feeling Like a Jerk)

In this episode, Libby shares why setting clear boundaries with clients isn’t just about protecting your personal time—it’s about elevating your professionalism and creating a business that lasts. 🚪 You’ll learn how to confidently say no to Saturday meetings while still making clients feel cared for and supported. We’ll cover practical scripts, strategies to handle pushback gracefully, and ways to frame boundaries as a benefit to your clients. 🌟 By the end, you’ll see how healthy boundaries b...

1 month ago

15 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

308: How Advisors Can Save 15+ Hours a Week Using an AI Assistant with Gabe Caldwell

Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with Gabe, co-founder of Quin, to explore how an AI-powered assistant is transforming the way financial advisors handle everyday tasks. From CRM updates to inbox management, Quin is designed to feel like a true digital team member that lightens the workload and creates more space for meaningful client engagement. In this episode, you’ll learn: How Qu...

1 month ago

46 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

307: How I Organize All of My Thoughts, Ideas, Things to Do without Feeling Scattered

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! Ever feel like your best ideas are lost in a sea of sticky notes, screenshots, and scattered documents? 📚 In this episode, I share how I built my own “second brain” — a simple system to capture, organize, and actually use all those sparks of inspiration. You’ll learn why having one centra...

2 months ago

10 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience

Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through my Client Intel Process, a practical framework to help you capture, organize, and use personal details about your clients in a way that feels natural and meaningful. This process helps deepen connections, create memorable experiences, and ultimately strengthen trust. What you’ll learn in this episode: The four parts of the Client Intel Process: what ...

2 months ago

21 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

305: How to Handle Client Requests Without Losing Your Day

In this episode, we dive into simple but powerful strategies to reduce stress and overwhelm in your advisory practice. Learn how to handle unexpected client requests without derailing your day by setting clear expectations and using a Model Week to protect your time. You’ll also discover when it’s okay to “punt” client questions to future meetings, how to avoid unnecessary urgency, and why most issues aren’t true emergencies ⏳. Walk away with tools to create a calmer, more structured work env...

2 months ago

17 minutes

The Efficient Advisor: Tactical Business Advice for Financial Planners

304: A Personal Look into How I Built a 7-Figure Practice Working Just 3 Days a Week

Today’s episode… it’s Opposite Day! Today, Libby is the one being interviewed. Dillion Kazemi and Montel Hawkins of the Live Your Aim Podcast ask Libby some big questions around selling her firm, her framework for decision making for her business, and get pretty personal… but it a good & tactical way! Libby shares how she leaned into her authenticity, built her business around her values, and created systems and processes that allowed her to thrive both professionally and personally. This...

2 months ago

1 hour 37 minutes