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The Efficient Advisor: Tactical Business Advice for Financial Planners

The Efficient Advisor: Tactical Business Advice for Financial Planners

By: Libby Greiwe
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About this listen

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!

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Episodes
  • 300: How To Build a Personal Brand AI Can’t Replace, With Guest Robyn Crane

    300: How To Build a Personal Brand AI Can’t Replace, With Guest Robyn Crane
    Aug 26 2025

    In this episode of The Efficient Advisor, Libby sits down with marketing and branding expert Robyn Crane to explore how financial advisors can future-proof their business in an AI-driven world. Robyn shares her personal journey from struggling advisor to seven-figure business owner and reveals her BRAND formula for creating an authentic personal brand that attracts affluent clients — without getting replaced by technology. From overcoming limiting beliefs to aligning with your ideal client, this conversation is packed with both inspiration and tactical steps you can apply right away. 💡

    What you’ll learn in this episode:

    • Why authentic connection is your biggest advantage over AI
    • How to “borrow the belief” to overcome self-doubt and take action
    • The power of aligning with a specific person when building your brand
    • How to nail your messaging so it speaks directly to your ideal client
    • Why vulnerability and personal storytelling are essential for trust-building

    Whether you’re just starting to think about your personal brand or looking for ways to stand out in a crowded market, this episode will help you embrace AI as a tool — not a threat — and position yourself as the go-to advisor for your dream clients. 🌟

    Learn more about Robyn's upcoming event 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.
    Show More Show Less
    52 mins
  • 299: 11 Tiny Habits That Leveled Up My Business Growth

    299: 11 Tiny Habits That Leveled Up My Business Growth
    Aug 19 2025

    We often think that only big moves create transformation in business, but it’s the tiny daily habits that add up to create massive impact. In this episode, Libby shares 11 small but mighty shifts that helped her grow her practice to seven figures, streamline her workweek, and create more time for family and life outside the office. These are practical strategies you can start implementing today to reduce stress, reclaim your focus, and build a business that serves you—not the other way around.

    What you’ll learn in this episode:

    • How to switch from reactive mornings to proactive ones for maximum productivity
    • Why checking email only twice a day can save your sanity and boost efficiency
    • The importance of limiting yourself to three business goals each quarter
    • How to create space for big-picture thinking through CEO days and brain dumps
    • Why white space, shutdown routines, and even prayer can transform your business mindset

    These tiny habits aren’t overwhelming, but when stacked together they can completely change the way you work and the results you achieve. Listen in to learn which ones you can adopt right away to start making meaningful shifts in your business and your life.

    Items Mentioned in This Episode:

    LIbby's Weighted Vest

    Libby's Favorite Planner

    Building a Second Brain by Tiago Forte

    Episode #178 on Theming your Day with Michael Kitces

    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.
    Show More Show Less
    50 mins
  • 298: Margin = Magic: How I Stopped Curveballs from Wrecking My Schedule

    298: Margin = Magic: How I Stopped Curveballs from Wrecking My Schedule
    Aug 15 2025

    I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!

    In this short but powerful episode:

    Libby shares the one game-changing shift that transformed her from reactive and overwhelmed to calm and proactive. If you've ever found yourself scrambling the night before a client meeting or derailed by surprise issues, this strategy will resonate.

    You’ll learn how building just a bit of margin into your schedule (think: a simple two-week buffer) can reduce stress, improve your client experience, and help you lead like a true CEO—not just put out fires all day.

    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.
    Show More Show Less
    12 mins
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