The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby Greiwe
323 episodes
2 days 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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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...
304: A Personal Look into How I Built a 7-Figure Practice Working Just 3 Days a Week
The Efficient Advisor: Tactical Business Advice for Financial Planners
1 hour 37 minutes
2 months ago
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...
The Efficient Advisor: Tactical Business Advice for Financial Planners
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...
