
About this 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 episodes · business
The Efficient Advisor: Tactical Business Advice for Financial Planners
About this 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…
Recent episodes
- 402: My “Easy Button” Strategy for Free Travel and Credit Card Points4 days ago · 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