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 | 315 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessMarketingEntrepreneurship | |||
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Latest Episodes
How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks down how multi-advisor teams can create a unified client experience that feels consistent across the fir... more
Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral finance before a client even becomes a client. While many advisors think about behavioral finance as s... more
Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy... more
As financial advisors, we’re always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest clients experience your polished onboarding process, your long-term clients may still be ope... 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 States5 months 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 States8 months ago - Detroit Advisor
Looking forward to this podcast!
Apple Podcasts5lougroza51United Statesa year 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 Statesa year 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 Statesa year ago
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Apple Podcasts | #107 | United States/Business/Entrepreneurship |
Apple Podcasts | #227 |  Philippines/Business/Entrepreneurship |
Apple Podcasts | #240 |  Singapore/Business/Entrepreneurship |
Apple Podcasts | #241 |  Ireland/Business/Entrepreneurship |
Apple Podcasts | #245 |  Brazil/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 unique blend of actionable insights and personal experiences aimed at enhancing the efficiency and effectiveness of financial planning practices is prevalent. The content often revolves around personal branding, optimizing client interactions, and integrating systems into advisory practices to streamline operations. Noteworthy strategies are shared on overcoming common challenges such as work-life balance and client management, providing listeners with the tools necessary to scale their practices without the overwhelm often associated with growth. Guest experts frequently contribute diverse perspectives that enrich the discussion, making it a vital resource for financial advisors aspiring to elevate their business while maintaining person... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. The Perfect RIA
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Barron's Advisor
4. Retirement Tax Services Podcast
5. Notes on the Week Ahead
How many episodes of this podcast are there?
this podcast launched 4 years ago and published 315 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. Adam Chapman
2. Gabe Caldwell
3. Robyn Crane
4. Sten Morgan
5. Jessica Cole
6. Sarah Janak
7. Hayden Lowry
8. Lorie Jones
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