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The Efficient Advisor: Tactical Business Advice for Financial Planners

The Efficient Advisor: Tactical Business Advice for Financial Planners

Auteur(s): Libby Greiwe
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À propos de cet audio

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 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!

© 2025 The Efficient Advisor: Tactical Business Advice for Financial Planners Gestion et leadership Marketing Marketing et ventes Réussite personnelle Économie
Épisodes
  • 320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner

    320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner
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    Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention.

    What you’ll learn in this episode:

    • The difference between a task-based virtual assistant and a strategic executive assistant
    • How to decide what to delegate and when to hire help
    • Mindset shifts that make delegation more effective and less exhausting
    • Best practices for onboarding and leading an executive assistant
    • Tools and systems to track accountability and ensure high-quality results

    By the end of this episode, you’ll have practical strategies for building the right kind of support, freeing up your time, and creating more efficiency in your advisory business.

    Learn more about Athena Executive Services HERE!

    Learn more about the Group Coaching & Mastermind HERE!

    Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

    Learn more about Asset-Map financial planning software HERE!

    Learn more about our sponsor Beemo Automation HERE!

    Check out the Efficient Advisor YouTube Channel HERE!

    Connect with Libby on LinkedIn HERE!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Voir plus Voir moins
    53 min
  • 319: CEO Day: 5 Categories to Analyze in Your Next CEO Day

    319: CEO Day: 5 Categories to Analyze in Your Next CEO Day
    Oct 31 2025

    In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to step out of the whirlwind of client work and focus on your business, not just in it. She breaks down the five key areas to review during your CEO day: money, people, processes, problem-solving, and clients.

    You’ll learn how to use this time to evaluate revenue streams, fine-tune team dynamics, and strengthen your client experience — all while building a more strategic, efficient advisory business that runs smoothly year-round.

    You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

    Learn more about the Group Coaching & Mastermind HERE!

    Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

    Learn more about Asset-Map financial planning software HERE!

    Learn more about our sponsor Beemo Automation HERE!

    Check out the Efficient Advisor YouTube Channel HERE!

    Connect with Libby on LinkedIn HERE!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
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    13 min
  • 318: How to Build a Culture Your Team Won’t Ever Want to Leave

    318: How to Build a Culture Your Team Won’t Ever Want to Leave
    Oct 28 2025

    In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive coach, and behavior strategist. Angela shares valuable insights that help financial advisors understand themselves and their clients better, ultimately leading to stronger relationships and improved performance. Whether you’re looking to increase your self-awareness or boost your client impact, this episode is packed with actionable takeaways.

    What you’ll learn in this episode:

    • How emotional intelligence impacts leadership and team performance
    • The difference between being busy and being effective
    • Why understanding your own behavioral patterns can transform your business and life
    • How to have hard conversations with empathy and clarity
    • Strategies to stay grounded and aligned with your purpose

    Angela also shares practical tools you can use immediately and encourages advisors to explore how self-awareness can drive both personal growth and business success.

    Tune in to gain a deeper understanding of yourself and those around you—so you can lead with purpose, connect authentically, and grow intentionally.

    ---

    Check out Angela’s book, Win-Win Workplace HERE!

    Learn more about the Group Coaching & Mastermind HERE!

    Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

    Learn more about Asset-Map financial planning software HERE!

    Learn more about our sponsor Beemo Automation HERE!

    Check out the Efficient Advisor YouTube Channel HERE!

    Connect with Libby on LinkedIn HERE!

    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
    Voir plus Voir moins
    48 min
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