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Libby Greiwe
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...
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Ratings & Reviews
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4.9 stars from 104 ratings
Detroit Advisor
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“Looking forward to this podcast!”
lougroza51 via Apple Podcasts ·
United States of America ·
07/25/24
Great advice for all Financial Advisors
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“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!”
Kamikosy9 via Apple Podcasts ·
United States of America ·
06/25/24
Awesome Tips and Strategies
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“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.”
The Healthy Entrepreneur via Apple Podcasts ·
United States of America ·
05/03/24
Recent Episodes
Systematize! Just the word alone gives me tingles up and down my spine. It’s no surprise, but it’s one of my favorite layers of my Systems to Scale Framework. Why? Because this is where we build upon all of the previous weeks and it all comes together. This is where we get real about automation,...
Published 12/03/24
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!Here are the Action Items from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall---------LINKS...
Published 11/28/24
Published 11/28/24
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