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Artwork for The Efficient Advisor: Tactical Business Advice for Financial Planners

The Efficient Advisor: Tactical Business Advice for Financial Planners

Libby Greiwe

Ever 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

PublishesTwice weeklyEpisodes185Founded2 years ago
Number of ListenersCategories
EntrepreneurshipBusinessMarketing

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Artwork for The Efficient Advisor: Tactical Business Advice for Financial Planners

Latest Episodes

Each week I recap the implementable ideas from this weeks full-length podcast. Consider me the accountability partner you didnt ask for, but always needed! more

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5 days ago

It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes yo... more

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7 days ago

Each week I recap the implementable ideas from this weeks full-length podcast. Consider me the accountability partner you didnt ask for, but always needed! more

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19 days ago

Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute. more

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21 days ago

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Reviews

4.9 out of 5 stars from 125 ratings
  • So far, very good

    I’m working my way back through Libby’s episode backlog, and I’m finding the episodes very helpful (year 3 in an RIA). Keep it up, Libby, and thank you!

    Apple Podcasts
    5
    Mungo Bean
    United States3 months ago
  • Best podcast on the market for financial advisors

    I’ve been an advisor for over 20 years, and I’ve listened to many podcast during that time. This is hands-down, the best podcast I have heard for financial advisors. Every single episode gives actionable advice that you can use in your business immediately to help improve your processes and client service. Thank you for all you do Libby!

    Apple Podcasts
    5
    Todd Pisarczyk
    United States4 months ago
  • No fluff, all help!

    Libby truly knows her stuff! And she shares such valuable, practical nuggets that listeners can implement right away. I love how she does it so clearly and with so much grace and authenticity - AND a genuine desire to serve people that you can feel while listening to each episode. So good!!

    Apple Podcasts
    5
    Let’s Unpack That w Alex&Grace
    United States4 months ago
  • Libby lives rent free in my brain!

    Since I started listening to Libby’s podcast, I am constantly thinking about ways to make life and business more efficient. Her tips and suggestions are 100% worth hearing. more

    Apple Podcasts
    5
    Kosmo33
    Canada5 months ago
  • GREAT, actionable podcast!

    Really love this podcast! I’m a financial coach, not a planner or advisor, but I get SO MUCH value from Libby’s specific, step-by-step advice. SO worth the time to listen to!

    Apple Podcasts
    5
    debjcbs
    United States8 months ago

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