The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby Greiwe
337 episodes
2 days ago
Hiring doesn’t have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one of the biggest drivers of stress, frustration, and team dysfunction in advisory firms. Whether you’re actively hiring or just thinking ahead, this conversation will help you step into your role as CEO, clarify what your business truly needs, and design a team structure that actually supports growth instead of creating more work. I...
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Hiring doesn’t have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one of the biggest drivers of stress, frustration, and team dysfunction in advisory firms. Whether you’re actively hiring or just thinking ahead, this conversation will help you step into your role as CEO, clarify what your business truly needs, and design a team structure that actually supports growth instead of creating more work. I...
317: Warren Buffett’s 2-List Strategy: The Secret to Laser-Focused Success
The Efficient Advisor: Tactical Business Advice for Financial Planners
15 minutes
2 months ago
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...
The Efficient Advisor: Tactical Business Advice for Financial Planners
Hiring doesn’t have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one of the biggest drivers of stress, frustration, and team dysfunction in advisory firms. Whether you’re actively hiring or just thinking ahead, this conversation will help you step into your role as CEO, clarify what your business truly needs, and design a team structure that actually supports growth instead of creating more work. I...
