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 | 382 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | MarketingBusinessEntrepreneurship | |||
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Latest Episodes
This week, I'm joined once again by Adam Holt, founder of Asset-Map, for a conversation every advisor needs to hear. We dive into one of the biggest challenges facing advisory firms today: technology adoption. It's easy to get excited about a new too... more
One of the hardest conversations advisors have is about changing expectations with long-time clients. If you've created (or maybe inherited) a service model that's packed with quarterly meetings simply because "that's how it's always been," this epis... more
As advisors, we spend a lot of time working in the business—but not nearly enough time working on the business.
In this episode, Libby pulls back the curtain on the exact quarterly CEO Day framework she recently led for her Systems to Scale alumni ... more
If you've ever struggled to come up with meaningful gifts, memorable client experiences, or even remember the little details that matter most to your clients, this episode is for you. In this Efficient Friday episode, Libby dives into the power of bu... 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 | #160 | United States/Business/Entrepreneurship |
Apple Podcasts | #216 |  Canada/Business/Entrepreneurship |
Apple Podcasts | #68 |  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?
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. The Perfect RIA
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Barron's Advisor
4. The Great Retirement Debate with Ed Slott & Jeffrey Levine
5. Capital Ideas podcast
How many episodes of this podcast are there?
this podcast launched 5 years ago and published 382 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. Darol Ryan
2. Summer Webb
3. Joey Coleman
4. Annette Quigley
5. Aaron Schmerling
6. Kyle Willis
7. Tom Fields
8. Matt McManus
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