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The Efficient Advisor: Tactical Business Advice for Financial Planners: Daily Summaries Delivered
by 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. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 10
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- 2 days ago35 min
417: From Zero to 200K LinkedIn Views a Week (Here's Exactly How!)
What if you could turn LinkedIn into one of your most powerful prospecting tools without spending hours creating content or becoming a social media expert? In this episode, I'm joined by Michael Joyce of Calamos, who went from barely knowing how to use LinkedIn to generating more than 200,000 views a week! And he's sharing exactly how he did it. We're breaking down his surprisingly simple daily routine, why commenting might actually be more important than posting, and how to create content th...
- 5 days ago33 min
416: The Marketing Strategy You're Overlooking (And It's SO Easy to Fix!)
What if one of your biggest opportunities for growing your advisory business is hiding inside a process you already have? Most financial advisors think their onboarding process is working just fine. The paperwork gets signed, the assets transfer, and clients aren't complaining. But what if those first 100 days could become one of your most powerful referral-generating strategies? In this episode, I'm joined by financial advisor Craig Gingerich of Sage Rutty, who shares how a few intentional c...
- 1 weeks ago39 min
415: The Details Behind My $1.5M Advisory Practice (And My Engagement Story!)
We talk a lot about systems, workflows, delegation, and building more efficient financial planning practices around here. But today, we're switching things up! I'm taking you behind the scenes of the advisory practice I built, the mistakes I made along the way, and how I managed to run a $1.5 million practice serving 285 households while working just three days a week. I'm answering some of your most frequently asked questions about my team, my first hires, why I sold my practice, and what I'...
- 1 weeks ago43 min
414: What to Say to Attract More High-Net-Worth Clients (3 Scripts to Steal!) w/ Derrick Kinney
In a world where AI is changing how financial advisors do business, one thing is becoming more valuable than ever: genuine human connection. But are you using the right words to attract your ideal clients, build trust, and stand out from the competition? In this episode, I'm joined by returning guest Derek Kinney, who shares the powerful communication strategies behind his wildly popular presentation at Future Proof. We're breaking down three critical moments that can make or break your abili...
- 2 weeks ago37 min
413: The Productivity Tool I Can’t Quit (Even With AI)
We have more technology, automation, AI, and digital tools than ever before—but having more ways to capture information doesn’t necessarily help us decide what deserves our attention. In this episode, I’m sharing why I still rely on a physical planner in an almost entirely digital business and the planning system that has helped me build multiple seven-figure businesses while continuing to work reduced hours. The goal isn’t to cram more into your day. It’s to get intentional about what actual...
- 2 weeks ago1h 0m
412: When Your Team Isn't Following Through: Here's What to Say
Being a financial advisor is one thing. Leading a team, managing different personalities, and holding people accountable without feeling like the bad guy? That’s a whole different skill set! In this episode, I’m joined by Julie from XY Communication to tackle some of the most frustrating (and often uncomfortable) parts of leadership. We’re talking about how to have difficult conversations, communicate expectations clearly, and create a team culture where people feel supported while still gett...
- 3 weeks ago12 min
411: The Part Most Advisors Skip Before They Automate a Workflow
Automation doesn’t fix a bad process—it just helps you do a bad process faster. Yet too often, financial advisors jump straight to the technology: building CRM workflows, connecting Zapier, creating AI assistants, and automating email sequences before they’ve clearly defined what the process is actually supposed to accomplish. In this episode, I’m breaking down why automation should come at the end of process building, not the beginning, and the six steps you need to take before handing anyth...
- 3 weeks ago27 min
410: Prospect Pushing Back on Your Fee? What to Do & Say
When a prospect pushes back on your financial planning fee, it can be tempting to lower the price just to get them to say yes. But a fee objection doesn’t automatically mean you have a pricing problem. You might have a value communication problem, an offer problem, or you may simply need to get better at articulating the outcomes your planning creates. In this episode, I’m breaking down why I don’t believe in discounting your fees just because someone asks, how to make your value more tangibl...
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About The Efficient Advisor: Tactical Business Advice for Financial Planners
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. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 10
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