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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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...
307: How I Organize All of My Thoughts, Ideas, Things to Do without Feeling Scattered
The Efficient Advisor: Tactical Business Advice for Financial Planners
10 minutes
2 months ago
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...
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...
