The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby Greiwe
323 episodes
3 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...
309: How to Say No to Night & Saturday Meetings (Without Feeling Like a Jerk)
The Efficient Advisor: Tactical Business Advice for Financial Planners
15 minutes
1 month ago
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...
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...
