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 | 371 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessMarketingEntrepreneurship | |||
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Latest Episodes
In today’s episode, Libby breaks down exactly what The First 100 Days course is, who it’s designed for, and why a remarkable onboarding experience can completely transform a financial advisory business. From creating smoother operations to increasing... more
The GOAT is here!!! If you’ve ever referenced client experience, onboarding, or retention in your business, you’ve probably already felt his influence. This conversation goes deep into why the first 100 days matter more than most advisors realize, an... more
Today’s episode is a powerful reminder that even the best financial planning recommendations can be overshadowed by a broken onboarding experience. Libby shares the story of how a process mistake during a client onboarding led to losing a nearly $2 m... more
In this episode, Libby sits down with advisor Aaron Schmerling to unpack what happens when you take a process most advisors overlook and turn it into a strategic advantage.
Aaron shares how his business was already successful and growing, but like ... 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 | #155 | United States/Business/Entrepreneurship |
Apple Podcasts | #132 |  United Kingdom/Business/Entrepreneurship |
Apple Podcasts | #130 |  Singapore/Business/Entrepreneurship |
Apple Podcasts | #158 |  South Africa/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 who want to run an efficient, growth-focused practice without burning out. Episodes consistently center on practical systems for client experience, marketing, hiring, profitability, and leveraging technology to scale a solo or small team into a seven-figure, low-hour workflow. A recurring strength is turning big ideas into ready-to-implement templates and step-by-step processes, from conference prep and email management to niche messaging and LinkedIn-led client attraction. Notable is a clear emphasis on treating the business as a CEO-led endeavor, with frequent coaching program references and actionable playbooks that listeners can start using immediately.
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How many subscribers and views does this podcast have?
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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. The Perfect RIA
3. Barron's Advisor
4. Talking Wealth
5. Facts vs Feelings with Ryan Detrick & Sonu Varghese
How many episodes of this podcast are there?
this podcast launched 4 years ago and published 371 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. Aaron Schmerling
3. Kyle Willis
4. Tom Fields
5. Robyn Crane
6. Matt McManus
7. Libby Greiwe
8. Nicole Burdick
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