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 | 412 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipBusinessMarketing | |||
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Latest Episodes
Being a financial advisor is one thing. Leading a team, managing different personalities, and holding people accountable without feeling like the bad guy? That’s a whole different skill set! In this episode, I’m joined by Julie from XY Communication ... more
Automation doesn’t fix a bad process—it just helps you do a bad process faster. Yet too often, financial advisors jump straight to the technology: building CRM workflows, connecting Zapier, creating AI assistants, and automating email sequences befor... more
When a prospect pushes back on your financial planning fee, it can be tempting to lower the price just to get them to say yes. But a fee objection doesn’t automatically mean you have a pricing problem. You might have a value communication problem, an... more
You blocked the time. You had every intention of doing the work. But somehow, when that time block arrives, email, team questions, client needs, and a dozen other things suddenly take over. If this sounds familiar, the problem might not be discipline... 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 States2 years 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 | #132 | United States/Business/Entrepreneurship |
Apple Podcasts | #244 |  Canada/Business/Entrepreneurship |
Apple Podcasts | #250 |  United Kingdom/Business/Entrepreneurship |
Apple Podcasts | #32 |  Mexico/Business/Entrepreneurship |
Apple Podcasts | #155 | Mexico/Business |
Apple Podcasts | #204 |  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?
This show targets financial planners and advisory teams seeking practical, repeatable systems to run more efficiently. Episodes emphasize leveraging existing tech, onboarding practices, client experience, and governance, with plenty of templates and step-by-step playbooks to reduce overwhelm and boost profitability. A standout throughline is building scalable, low-stress practices—often by focusing on process, delegation, and leveraging AI tools—so advisors can deliver strong client service while working fewer hours. Noteworthy episodes feature real-world implementations, on-boarding makeovers, and frameworks that translate into tangible improvements in time, referrals, and client outcomes.
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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 412 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. Lori Jones
2. Melody Brady
3. Emily Rassam
4. Gabe Caldwell
5. Ellen Rogin
6. James Matthews
7. Adam Holt
8. Kari Abertow
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