Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

Business EN ↓ 385 episodes

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...

Author

Libby Greiwe

Episodes

008: Elevate Your Elevator Pitch 04.01.2022 14:37

We’ve all been to that party or a wedding and someone asks you a question that you have prepared for… What do you do? Even though you’ve thought through this, you’ve crafted a little description, you look at them and simply answer something LAME like “I am a financial advisor.” And, if you’re like me, you leave thinking “What the heck!?!?! I had totally prepared for that and I choked! I am so muc...

007: The ONE Question Every Advisor Should Be Asking at Year End 28.12.2021 22:16

Today I am sharing the #1 most TRANSFORMATIONAL question I ever asked myself as part of my business plan.... and you won't find it in any planner. With the new year right around the corner--and business planning well under way--I thought I would share this incredible, business-changing question with you. And, because you're you and you're special to me... I've included a few o...

006: How Taking A Month Off Will Make Your Business More Productive and Profitable... Seriously! 21.12.2021 26:16

One of the biggest questions I get all of the time on social media from other advisors is “SERIOUSLY – How on EARTH can you take an entire month off?” So, this week I am diving into why and how my Summer Sabbaticals started… and how they have been hands-down the most profitable and productive thing I have done for my business. Yes, by taking a month off… completely unplugged… my profit went up. C...

BONUS: Quick Tip To Save You Time During the Holidays 16.12.2021 4:04

In this super short bonus episode Libby shares a quick system she came up with for an Advisor friend who was lamenting about having to do things herself. We hope you enjoy this shorty episode! -------------------------------------------------------------------------------------------------------------------- Check out The Efficient Advisor Community Here Want Free Resources? Visit us online at www...

005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier 14.12.2021 24:22

What is delay delivery? Well as most of you might already know, it’s a cool little feature in outlook (and some other email service providers) that allows you to write an email and send it at a later time. This seems like kind of a funny tool to get excited about but today we’re going to talk about 6 ways you can use this tool to make your life a little easier. And making your life easier as an ad...

004: Steal My Email Templates 09.12.2021 40:31

Copy and Paste..... Those words are music to my ears. Why? Because it means I did the work once, and now I can just use it over and over again. Why? Because it means that it’s going to be easier than if I had to start from scratch. Why? Because it means that I have more time to do other things that are ‘high value’ activities. Why? Because if you have turnover on your team it’s already created f...

003: Nailing Your Niche with Divorce Financial Planner Michelle Klisanich 08.12.2021 49:18

Divorce Financial Planner, Michelle Klisanich, and I dive into the art of niching down. Michelle is a true example of how differentiating yourself from other Advisors makes you more referable and leads to explosive growth. I am a huge fan of creating a specialty to stand out from the crowd and attract the right prospects. We dive deep into: - Getting over the fear of narrowing your market...

002: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) 07.12.2021 1:00:40

In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression. So today we dive into: How I more than quadrupled my hourly rate How creating a killer client experience...

001: I'm Back! An Introduction to The Efficient Advisor 06.12.2021 10:25

How do I become a referral-only practice? Build systems and processes to create ease in my financial planning business? Get out of overwhelm and into running my business instead of it running me? Can you just show me HOW instead of telling me WHY? These are just some of the big questions that financial planner, Libby Greiwe, digs into on the Efficient Advisor Podcast. In addition to templates and...

Efficient Advisor Podcast Trailer 01.12.2021 3:31

Join the Systems to Scale Group Coaching Program HERE ! Register for the Asset+Map Do It Together Webinar HERE ! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE ! Learn more about T2MWorks HERE ! Learn more about Asset-Map financial planning software HERE ! Learn more about our sponsor Beemo Automation HERE ! Check out the Efficient Ad...