The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby GreiweEver wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm.... more
| Publishes | Twice weekly | Episodes | 376 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessMarketingEntrepreneurship | |||
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Latest Episodes
Efficiency is one of the most common goals financial advisors share, but very few can actually define what it means—or measure it. In this episode, Libby challenges the traditional metrics advisors often use to gauge success and introduces four simpl... more
If you've been listening to the podcast lately, you know we've been talking a lot about client experience, onboarding, and the first 100 days. And this week, I’m coming to you from the Ritz-Carlton in Chicago, where I’m speaking at a conference and t... more
In this episode, Libby sits down with Summer Webb from American Estate & Trust to unpack what alternatives actually are, why more advisors are exploring them, and how firms can offer these types of investments in a more streamlined and compliant way.... more
When onboarding feels chaotic behind the scenes, clients feel it too. In this episode, Libby breaks down one of the simplest yet most powerful systems she ever implemented to reduce client anxiety, improve communication, and create a more professiona... more
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- Ahhh yes!
Sometimes you just need to hear someone tell you what you thought you knew, to make it real and actionable. Thats what just happened to me listening to a recent episode!
Apple Podcasts5GinaDu
United Statesa year ago - Great practical advice!
This podcast is constantly providing great and practical advice that you can implement to drastically improve the efficiency of your financial planning practice. It is part of my regular rotation of podcast and it has 100% helped me improve my financial planning business!
Apple Podcasts5BWood83United Statesa year ago - Detroit Advisor
Looking forward to this podcast!
Apple Podcasts5lougroza51United States2 years ago - Great advice for all Financial Advisors
I’ve been in the industry for 20 years and Libby truly has a heart to help Advisors become more efficient and more profitable.
Highly recommend all Financial Advisors tune in!
Apple Podcasts5Kamikosy9United States2 years ago - Awesome Tips and Strategies
I just started listening to Libby’s podcast and I’m blown away by all of her amazing tips and strategies to be more efficient. I’ll definitely be implementing her “delay strategy” for email ASAP.
Apple Podcasts5The Healthy EntrepreneurUnited States2 years ago
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Apple Podcasts | #145 | United States/Business/Entrepreneurship |
Apple Podcasts | #203 |  New Zealand/Business/Entrepreneurship |
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
A practical show focused on building and running an efficient financial planning practice. Episodes emphasize onboarding, client experience, delegation, and scalable systems, often featuring real-world practitioner testimonials and templates you can implement immediately. A standout is the mix of step-by-step processes, live event promos, and sponsor integrations around AI governance and automation tools, all aimed at reducing overwhelm and boosting referrals and profitability. The format often blends hands-on frameworks with tangible templates, making it helpful for advisors seeking measurable improvements without heavy theory. Notably, the host has a track record of growing a seven-figure practice with a lean schedule and centers content ... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. Barron's Advisor
3. The Perfect RIA
4. Talking Wealth
5. Facts vs Feelings with Ryan Detrick & Sonu Varghese
How many episodes of this podcast are there?
this podcast launched 5 years ago and published 376 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Annette Quigley
2. Joey Coleman
3. Aaron Schmerling
4. Kyle Willis
5. Tom Fields
6. Matt McManus
7. Libby Greiwe
8. Nicole Burdick
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