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 | 353 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessMarketingEntrepreneurship | |||
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Latest Episodes
In this episode, Libby explores one of the most common sources of friction inside advisory firms: the homework advisors give their clients. While assigning tasks like uploading statements, linking accounts, or completing paperwork may seem efficient ... more
In this episode, Libby and Robyn Crane tackle a topic that makes a lot of advisors uncomfortable: referrals. But instead of rehashing outdated scripts or awkward one-liners, this conversation goes much deeper into the psychology behind why clients do... more
There are many forms of compensation that matter to employees. Salary, benefits, and bonuses often get the most attention, but they are not the only things that drive loyalty and engagement. In this episode, Libby Greiwe shares a powerful but often o... more
In this episode, Libby shares 5 practical ways financial advisors can keep client meetings running on time — starting on time and, just as importantly, ending on time. She breaks down how to balance client experience with practice efficiency so meeti... 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 States10 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 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 | #183 | United States/Business/Entrepreneurship |
Apple Podcasts | #92 |  United Kingdom/Business/Entrepreneurship |
Apple Podcasts | #198 |  Canada/Business/Entrepreneurship |
Apple Podcasts | #41 |  South Africa/Business/Entrepreneurship |
Apple Podcasts | #208 | South Africa/Business |
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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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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. Retirement Tax Services Podcast
5. Animal Spirits Podcast
How many episodes of this podcast are there?
this podcast launched 4 years ago and published 353 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. Robyn Crane
2. Matt McManus
3. Libby Greiwe
4. Nicole Burdick
5. Mando Sallavanti III
6. Ryder Taff
7. Eva Stukenberg
8. Todd Lester
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