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!

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.

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!

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.

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!

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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!

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.

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 Episode:

Feeling constantly behind and like you're always reacting instead of leading? In this episode, you’ll learn four powerful strategies to help you shift from reactive to proactive in your advisory business. From building a defined client service calendar to setting clear expectations with clients, Libby shares simple ways to get out of the weeds and into a more strategic role.

• Organize your calendar
• Shift from reviews to strategy sessions
• Set better boundaries with clients

Listen in for quick wins you can implement right away to reclaim your time and run your firm with intention.

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!

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.

Running a successful advisory firm isn’t just about giving great advice—it’s about building a business that runs smoothly, scales sustainably, and delivers an outstanding client experience. In this episode, Libby dives deep into the six core and two bonus processes every advisor should have in place to create a streamlined, self-running, and scalable practice. Whether you're solo, growing a team, or running a firm, this episode is your blueprint to operational efficiency 🚀

Here’s what you’ll learn in this episode:

👉 The 8 must-have processes that every advisor, regardless of business model, should implement

👉 How to turn your client experience into a growth and referral machine

👉 Why documenting your processes leads to better delegation, efficiency, and consistency

👉How to scale your time by productizing your planning process

From onboarding to referrals, marketing to service models, this episode walks you through how to level up each area with intentional, repeatable, and client-centered strategies.

If you’re ready to stop winging it and start building a business that serves you as much as it serves your clients, you won’t want to miss this episode.

Check out this episode #22: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines 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.

In this episode, we’re diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound thrilling at first, mastering these tools can completely transform your business—from client experience to team delegation and operational consistency. Whether you're starting from scratch or optimizing what you already have, this episode will walk you through exactly how to create workflows that protect your time and wow your clients. Plus, we’ve included downloadable templates to make implementation easier than ever.

Here’s what you’ll learn in this episode:

• What a workflow and SOP actually are—and why they matter
• The six essential elements of a great SOP (hint: it’s more than just steps!)
• The most common mistakes advisors make when building workflows
• How to test and refine your SOPs before automating
• Why keeping a non-digital copy of your workflows is critical for long-term success

By the end of this episode, you’ll have the clarity and tools to begin creating your onboarding SOP template—a foundational piece that will support every client interaction moving forward. This is where your onboarding process becomes referable, repeatable, and remarkable.

Let’s get building! 🧩

Create SOPs with Scribe 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.

We’re halfway through the year, advisors — and you know what that means. It’s time to hit pause, get real about what’s working (and what’s not), and make sure you’re set up to finish strong. In this episode, I’m sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for the second half of the year.

Here’s what you’ll learn in this episode:

1️⃣ How to run your own S.Q.U.A.D Analysis (a fresh spin on SWOT just for advisors)
2️⃣ Which strengths you should scale — and which ones you shouldn’t
3️⃣ How to spot the quicksand that’s secretly dragging you down
4️⃣ The one-page Direction plan to keep you realistic and focused on what matters
5️⃣ How to pick your top 3 goals for the next quarter (without burning yourself out)

No matter where you stand right now — ahead, behind, or coasting — this is your chance to recalibrate and play the rest of the year on purpose. Grab a notebook, your favorite coffee (mushroom for me, please), and let’s map out a second half you can feel proud of.

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.

In today’s episode of The Efficient Advisor, we’re diving deep into the psychology that makes or breaks your client onboarding experience. There’s a lot happening in your client’s brain during those first 100 days — excitement, trepidation, and even buyer’s remorse — all at the same time.

If you’ve ever had a client say yes, only to feel uncertain or disconnected later, this episode is for you. Discover how to turn those critical first 100 days into a smooth, confidence-building journey that transforms new clients into loyal fans who rave about you.

In this episode, you’ll learn:

1️⃣ The hidden science behind buyer’s remorse and what it means for your practice
2️⃣ How to use the Uber effect to remove friction from your onboarding
3️⃣ Simple ways to surprise and delight clients beyond the basics
4️⃣ What most advisors get wrong after a client says yes — and how to fix it
5️⃣ The dating analogy that helps you nurture trust long after the paperwork is signed

Tune in and get ready to rethink your onboarding process from your client’s perspective — because a remarkable experience doesn’t happen by accident.

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.