
Über diesen Podcast
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…
402 Folgen · business
The Efficient Advisor: Tactical Business Advice for Financial Planners
Über diesen Podcast
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…
Neue Folgen
- 402: My “Easy Button” Strategy for Free Travel and Credit Card Points8. Sept. · 43 Min.
- 401: The Simple System That Saved Me Oodles of Time4. Sept. · 14 Min.
- 400: Inside the Client Service Model of a $415M AUM Practice1. Sept. · 54 Min.
- 399: The One Simple Skill Blocking Your Next Level Up28. Aug. · 21 Min.
- 398: Stop Using AI Like a Note-Taker (Use It Like an Executive Assistant)25. Aug. · 44 Min.
- 397: How to Know if You are Solving the Wrong Problem in Your Business (Replay)22. Aug. · 11 Min.
- 396 - How to Create More Abundance in Your Practice with Ellen Rogin18. Aug. · 43 Min.
- 395: 3 Hard Truths Keeping Advisors From a $1 Million Business14. Aug. · 26 Min.
- 394: The Fee Increase That Added $420,000 (Without Losing a Single Client)11. Aug. · 38 Min.
- 393: The Business Advice I Think We've Been Getting Wrong7. Aug. · 18 Min.