The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby Greiwe
336 episodes
4 days ago
In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026 📅🚀 You’ll learn simple, realistic ways to turn ideas into progress, including how to use implementation power hours, accountability partners, and focused imp...
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In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026 📅🚀 You’ll learn simple, realistic ways to turn ideas into progress, including how to use implementation power hours, accountability partners, and focused imp...
The Efficient Advisor: Tactical Business Advice for Financial Planners
13 minutes
1 month ago
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...
The Efficient Advisor: Tactical Business Advice for Financial Planners
In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026 📅🚀 You’ll learn simple, realistic ways to turn ideas into progress, including how to use implementation power hours, accountability partners, and focused imp...
