The Efficient Advisor: Tactical Business Advice for Financial Planners Podcast Por Libby Greiwe arte de portada

The Efficient Advisor: Tactical Business Advice for Financial Planners

The Efficient Advisor: Tactical Business Advice for Financial Planners

De: Libby Greiwe
Escúchala gratis

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!

© 2025 The Efficient Advisor: Tactical Business Advice for Financial Planners Economía Gestión y Liderazgo Liderazgo Marketing Marketing y Ventas
Episodios
  • 290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up

    290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up
    Jul 15 2025

    In this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready. 🎯

    Ryan shares how he carved out a unique niche working with nuclear power plant employees — and why going deep instead of wide helped him streamline his messaging, attract the right clients, and confidently scale.

    You’ll learn:

    • How Ryan identified and leaned into a niche that wasn’t obvious at first
    • Why serving one type of client helped him build a more efficient, repeatable process 🛠️
    • The tools he uses to delegate, document, and stop being the bottleneck
    • How “doing it messy” allowed him to build traction without waiting for perfection
    • What it really looks like to grow a team, refine your value, and still keep it human

    If you’ve been afraid to narrow your focus or feel like your growth has stalled, this convo will give you the permission (and playbook) to start building a business that runs smoother, serves deeper, and grows stronger. 🙌

    There’s real freedom in focus — and Ryan proves it. 🚀

    Ryan's website HERE!

    Connect with Ryan on LinkedIn 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!

    Learn more about the Group Coaching & Mastermind 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.
    Más Menos
    50 m
  • 289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently

    289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently
    Jul 11 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 today’s episode:

    Ever wish your schedule had a built-in safety net? 🛑✨ In this episode, Libby shares a powerful but simple addition to your Model Week: VIP Time Slots. Learn how setting aside dedicated "just in case" appointment times can create flexibility for client emergencies, last-minute prospect meetings, or even just space to be awesome.

    You’ll discover how a little bit of intentional planning can reduce overwhelm, help your team protect your calendar, and give you back control—without sacrificing service or sanity. 🎯

    I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! 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!

    Learn more about the Group Coaching & Mastermind 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.
    Más Menos
    11 m
  • 288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti

    288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti
    Jul 8 2025

    Anthony Zanetti joins Libby Greiwe to discuss the transformation from a reactive advisorypractice to a well-oiled, proactive business machine. With a background in wealth management, wholesaling, and branch leadership, Anthony brings a wealth of experience instreamlining operations, implementing service models, and scaling efficiently—all whilemaintaining a strong client experience. Whether you’re looking to optimize your processes,improve client retention, or simply get your practice running more smoothly, this episode ispacked with insights!

    What You’ll Learn in This Episode:

    ✔How to transition from a reactive to a proactive service model

    ✔The power of client segmentation and why not all clients should be treated equally

    ✔Why a structured service calendar increases efficiency and client satisfaction

    ✔The importance of clearly articulating your value so clients can easily explain it to others

    ✔How strategic workflows and automation can help you scale without burning out

    Anthony shares real-life examples of what works (and what doesn’t) in running a successful advisory business. He also talks about his own journey—taking a leap of faith, buying into a practice, and building a model that’s better for both clients and advisors alike.

    Tune in now to discover how you can create a practice that’s intentional, scalable, and built for long-term success!

    -----------------------------------

    Connect with Anthony on LinkedIn HERE!

    Anthony's website 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!

    Learn more about the Group Coaching & Mastermind 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.
    Más Menos
    52 m
Todavía no hay opiniones