The Efficient Advisor: Tactical Business Advice for Financial Planners

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! 

267: Stop Doing Annual Reviews Now! And Do This Instead
Apr 25, 2025 – 06:50
266: Future-Proofing Your Advisory Firm: How to Stay Relevant in an AI - Driven World With Adam Holt
Apr 22, 2025 – 46:48
265: Time Blocking with a Plan: How I Plan My Day to Actually Get Stuff Done
Apr 18, 2025 – 17:18
264: Compliance Made Simple: What You Need to Know & Do!
Apr 15, 2025 – 55:35
263: Stop Tax Season Madness: 5 Fixes Now!
Apr 11, 2025 – 15:44
262: How You Show Up in a Crazy Market Really Matters (And What To Do!)
Apr 8, 2025 – 25:28
261: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster (Efficient Friday!)
Apr 4, 2025 – 13:17
260 - How to Review Your Q1 Business Goals Even if You’ve Only Got an Hour (Q1 CEO DAY!)
Apr 1, 2025 – 44:04
259: Time Management Mastery: Edit Your Calendar Like a Best-Selling Book (Efficient Friday!)
Mar 28, 2025 – 03:19
258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche
Mar 25, 2025 – 49:07
257: Maximizing Your Tech Stack: Save Time, Cut Costs & Boost Efficiency (Efficient Friday!)
Mar 21, 2025 – 07:16
256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza
Mar 18, 2025 – 58:41
255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!)
Mar 14, 2025 – 14:40
254: AI Hacks for Marketing: Better Results with Training and Prompt Engineering with Niki Clark
Mar 11, 2025 – 41:21
253: Two Phrases That Transforms Client Communication Instantly (Efficient Friday!)
Mar 7, 2025 – 09:19
252: A Menu of Things AI Can Do For You to Pick From with Ben Olsen
Mar 4, 2025 – 01:07:55
251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!)
Feb 28, 2025 – 11:13
250: How to Future-Proof Your Practice & Capture the 34 Trillion Dollar Shift with Guest Jackie Wilkie
Feb 25, 2025 – 53:38
249: Impact Score: Rate Your Client Service Model
Feb 18, 2025 – 26:51
248: AI Automation Made Easy: How to do DIY AI in Your Advisory Business
Feb 11, 2025 – 01:17:37
247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin
Feb 4, 2025 – 53:21
246: An Unconventional KPI That Will Change Your Client Experience Immediately
Jan 28, 2025 – 39:25
245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme
Jan 21, 2025 – 58:47
244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2
Jan 14, 2025 – 01:02:04
243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1
Jan 7, 2025 – 36:48
242: Ideas to Implement -What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework
Dec 19, 2024 – 14:29
241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework
Dec 17, 2024 – 38:16
240: Group Coaching FAQs - All About the Systems to Scale Group Coaching & Mastermind
Dec 13, 2024 – 20:33
239: - Understanding How to Scale Your Processes & Team - Level 5 of the Systems to Scale Framework
Dec 10, 2024 – 26:15
238: Ideas to Implement - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework
Dec 6, 2024 – 08:26
237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework
Dec 3, 2024 – 32:31
236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
Nov 28, 2024 – 10:54
235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
Nov 26, 2024 – 56:49
234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework
Nov 19, 2024 – 32:13
233: Ideas to Implement - How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework
Nov 14, 2024 – 12:48
232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework
Nov 12, 2024 – 35:36
231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework
Nov 5, 2024 – 49:35
230: The Client New Year's Letter You Need to Write Now!
Oct 29, 2024 – 37:36
229: Tax Strategy for Your Boring W-2 Clients and Beyond
Oct 22, 2024 – 46:53
228: 8 Productivity Hacks to Work More Efficiently
Oct 15, 2024 – 34:08
227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin
Oct 8, 2024 – 46:14
226: How to Design Your Perfect Schedule - *Replay with Download*
Oct 1, 2024 – 48:10
225: Ideas to Implement - Complete a Time Study to Boost Productivity Now
Sep 26, 2024 – 06:58
224: Complete a Time Study to Boost Productivity Now
Sep 24, 2024 – 41:44
223: How to Write a Book in Just 6 Weeks with Guest Paul McManus
Sep 17, 2024 – 49:04
222: Ideas to Implement -Growing a National Niche Empire - Advisor Success Story
Sep 12, 2024 – 14:34
221: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty
Sep 10, 2024 – 46:13
220: Ideas to Implement - When Part of Your Business is a Mess
Sep 5, 2024 – 10:07
219: When Part of Your Business is a Mess
Sep 3, 2024 – 30:14
218: Ideas to Implement --Create a Laser-Focused Marketing Message that Speaks to Your ICA
Aug 29, 2024 – 12:27

Recent Reviews

BWood83

Great practical advice!

This podcast is constantly providing great and practical advice that you can implement to drastically improve the efficiency of your financial planning practice. It is part of my regular rotation of podcast and it has 100% helped me improve my financial planning business!
lougroza51

Detroit Advisor

Looking forward to this podcast!
Kamikosy9

Great advice for all Financial Advisors

I’ve been in the industry for 20 years and Libby truly has a heart to help Advisors become more efficient and more profitable. Highly recommend all Financial Advisors tune in!
The Healthy Entrepreneur

Awesome Tips and Strategies

I just started listening to Libby’s podcast and I’m blown away by all of her amazing tips and strategies to be more efficient. I’ll definitely be implementing her “delay strategy” for email ASAP.
Peter Metcalf

EXACTLY what every advisor needs

If you are looking to make positive changes in your business then this is a one stop shop for improving your client relationships, daily life as an advisor and for growing your practice. I HIGHLY recommend
Mungo Bean

So far, very good

I’m working my way back through Libby’s episode backlog, and I’m finding the episodes very helpful (year 3 in an RIA). Keep it up, Libby, and thank you!
Todd Pisarczyk

Best podcast on the market for financial advisors

I’ve been an advisor for over 20 years, and I’ve listened to many podcast during that time. This is hands-down, the best podcast I have heard for financial advisors. Every single episode gives actionable advice that you can use in your business immediately to help improve your processes and client service. Thank you for all you do Libby!
Let’s Unpack That w Alex&Grace

No fluff, all help!

Libby truly knows her stuff! And she shares such valuable, practical nuggets that listeners can implement right away. I love how she does it so clearly and with so much grace and authenticity - AND a genuine desire to serve people that you can feel while listening to each episode. So good!!
debjcbs

GREAT, actionable podcast!

Really love this podcast! I’m a financial coach, not a planner or advisor, but I get SO MUCH value from Libby’s specific, step-by-step advice. SO worth the time to listen to!
Bobollooo

Actually helpful!

Typical advice: “serve your clients better.” Not helpful whatsoever. Libby has found a way to give SPECIFIC ways, templates, and examples to actually provide real value and better service to your clients and your team. Finally, something consistently helpful for my firm! I enjoy this show every week.
Joms2004

Smart and Informative!

Very helpful information. Libby knows what she is talking about and is so informative. I love listening to this podcast!
crw1010

Excellent Content

This podcast is so fun and helpful! I enjoy listening every week!
rjpallan

I hate the descriptor “authentic…” but

Libby is the real deal. Not only was she a practitioner in the trenches, but she is unapologetically herself while coaching. There are a number of places to get good information on how to run a top-tier financial advisory firm, but Libby gives practical tips in her own supportive and goofy style making her insights actionable and accessible. Can’t wait until the group coaching program opens again!
csfulton

Amazing for any entrepreneur

I am a travel advisor and former client of Libby’s. I can attest to how amazing her team was and how she blessed our family with her abilities. Now as an entrepreneur, I’m always looking for ways to deliver top notch service consistently while growing in my capacity. While not every episode can be directly applied due to industry differences, I always end the podcast with a nugget of redirection or affirmation for what I’m currently doing. Thank you, Libby!
McAtc

No excuses for no efficiency!

Libby is the queen of efficiency and if you are looking for ways to level up in your business, this podcast is for you. Stop reading and start listening! Special shout out to listen to episode 042!
Kris76109

Incredibly helpful

I’ve been in the business close to 20 years and am always listening and reading to hone my craft. Libby has great wisdom and delivers it in a very clear and doable format. This is one of top FA podcasts out there. Whether you are new or experienced, there are a ton of great takeaways here.
get-into-disney

Practical, Tactical, and Do-able

This podcast is so refreshing. It’s real things you can implement in your business. Every episode I grab small and big things I can tweak or change to make a huge impact. I keep thinking there is going to be a dud episode… but there honestly hasn’t been one yet that didn’t challenge me to up my game in some way.
lakegirlCFP

So good!

The Efficient Advisor is my new found favorite podcast. Libby is so down to Earth, funny and is a wealth of knowledge. What I love most is the podcast is a great blend of ideas for the listener to craft into their own practice as well as real, actionable “now do this” items. Thank you Libby for your great work!
@lake_wi

Libby is amazing!

I love that Libby has such great ideas, but the best part is that they are so implementable.
Efficient Advisor

Fixed the music!

I read every review and take your feedback seriously! Got the music figured out so you can just focus on the content! Do it messy and make it fancy/perfect later! I’m so touched by the reviews. I just want to provide actionable advice that move advisors forward. No more overwhelm. More time with family. Let’s go!!!! Libby
TrinaCFP

So helpful

I recently re-found this show and it was such a refreshing use of listening time. I appreciate the tactical advice as a FA.
Zach Ko

Volume

Content is fantastic but the intro music is dramatically louder than the speaking volume. It seems small, but makes it really hard to listen to your podcast.
Mel from SC

Volume

I’m enjoying your material. I was listening while kids were sleeping in the car. Your intro music is soooo much louder than your talking intro. It scared all of us. Might want to check levels on the different sections of your podcast.
TickleMeElmo13

A MUST podcast for any advisor

Libby’s work is so specific and so valuable for advisors trying to figure out their business. I was hooked by her tagline of building a business that you run vs. one that runs you. That’s the pain she soothes with this podcast. I’m a veteran advisor and I get TONS out of each episode.
J. Ramage

Deserves more attention

Hits the right mix of challenging yet relatable. There are similar podcasts that I’ve enjoyed (and still listen to) where I choose to overlook the eagerness to build a massive brand and monetize as much as the market will bear. Efficient Advisor provides a lot of the same advice without an ego. She definitely wants advisors to pay for other services she offers, but it feels more like one can “opt in” to the extras if/when you’re ready. She doesn’t try to monetize to the hilt which makes it more valuable in my book.
entregirlillinois

A Genuine Help & Delight!!

I’ve been able to glean from Libby’s experience and expertise for the past 4 years now and have loved her actionable and realistic tips she shares! She is as genuine as they come and she really wants to help others! There’s no fluff here, just good actionable takeaways from her years in the business!! Subscribe to this podcast, it’s advisor gold 🤩
Mary Schmid

Beyond Generous!

Incredible lessons learned from someone who is an amazing coach, mentor, and wise financial professional. Walking with you through the process and explaining the rationale behind what she teaches provides the step by step solutions to some of the most hot topics in scaling a business and life you love so you can do it now!
AdvisorLanie

So Grateful!

Everything you need to know about being a successful advisor and raising a family, and giving both the attention they deserve.
Kris1012345N

So stinkin’ helpful!!

Talk about succinct and helpful! As an entrepreneur, this podcast has provided me with tangible tips and advice that I can immediately put into practice.
MamaBearShawnda

Highly recommend!

Such wisdom and well -spoken! Highly recommend!
Jeremy Keil

Libby shares all the secrets to her $1M+ business!

Follow the pros who have been there and achieved what you want to achieve. Libby is at the top!
Amy Whitlach

Success is not grinding

Libby is the real deal. She’s a quick wit, a coach, a mom, and an avid reader. She has proven processes that have allowed her to work smarter and isn’t afraid to share them to help other advisors excel in their business. She will teach you about how to create a great client experience through creating these repeatable processes.
Love2Listen-MN

Transformative

Libby’s insights will transform the way you approach your business and your life. This is a great listen for financial professionals who are looking to level up AND take back their time.
Financiallywisedivorce.com

Life changing advice for advisors

Libby of Efficient Advisors has a wealth of knowledge when it comes to making lasting changes in financial advisor’s practices. She teaches about how to create the practice you love - that doesn’t run you but you run it. Each episode Libby teaches concepts you can implement right away….and how to do it. It’s so inspiring to hear from a coach that has been in the trenches and has had tremendous success herself running her own practice.
proverbs31gal

The Real Deal

If you’re a comprehensive advisor or entrepreneur and don’t get detailed, actionable ideas from each Efficient Advisor podcast, you need to turn up the volume. I’m seriously so thankful I found this podcast. Thank me later!