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
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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
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Episodios
  • 277: 3 Biohacks That Tripled My Daily Focus and Energy
    May 30 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!

    Ready to level up your energy, focus, and productivity? In this episode, I share my latest biohacking routine—what I’m continuing, what’s new, and what’s actually working. I dive into the power-packed focus gummies that I still swear by, my honest take on mushroom coffee (spoiler: I found a brand I love!), and my new obsession with red light therapy.

    If you’ve been curious about what’s boosting my daily output without the caffeine crash, tune in for the exact tools I’m using to feel unstoppable. 🚀☕🔴

    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!

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    🔗Resources & Links

    These are the Brilliant Gummies I take, HERE!

    Here's how you find the gummies on the website:
    Click the button below> Click Shop > Product Category> Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create Subscription

    This is the Mushroom Coffee I'm obsessed with, HERE!

    This is the Red Light and New Infrared light I use, 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.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Más Menos
    13 m
  • 276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby
    May 27 2025

    Understanding human behavior is key to financial success, both for advisors and their clients. In this episode, Daniel Crosby, a psychologist turned behavioral finance expert, dives deep into why traditional goal-setting often falls short and how to create meaningful, lasting change. If you’ve ever wondered why clients set arbitrary financial goals—or why sticking to your own habits is so hard—this conversation is for you!

    What you’ll learn in this episode:

    • Why most financial goals are based on social influence, not personal values
    • How to help clients set goals that actually resonate with them
    • The science behind forming long-term habits and staying committed
    • Why rules and automation are more effective than willpower alone
    • How social accountability can dramatically improve financial decisions

    So many advisors focus on the numbers, but real success comes from understanding the psychology behind money decisions. Tune in for actionable strategies that will transform how you and your clients approach financial planning! 🎧

    Check out Daniel’s Book, The Soul of Wealth, 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.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Más Menos
    49 m
  • 275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track
    May 23 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 this episode, we're getting real about shifting gears when life and business get chaotic. Libby shares an honest update on her upcoming book, the decision to pause for quality, and how diving into building her first digital course brought fresh clarity.

    You'll hear how she adjusts goals without guilt, builds in flexibility, and stays focused—even when things don’t go as planned. If you’re feeling behind or overwhelmed, this one’s a reminder that it’s okay to slow down, recalibrate, and still make serious progress 💪.

    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!

    Episode 255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!)

    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.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

    Más Menos
    17 m
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