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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 96 ratings
So far, very good
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“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!”
Mungo Bean via Apple Podcasts ·
United States of America ·
02/02/24
“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...”Read full review »
Todd Pisarczyk via Apple Podcasts ·
United States of America ·
12/13/23
No fluff, all help!
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“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!!”
Let’s Unpack That w Alex&Grace via Apple Podcasts ·
United States of America ·
12/11/23
Recent Episodes
187: *REPLAY* How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
You’ve heard it before…you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you!
Long story short---your On-Boarding Process is CRITICAL.
What you do during this...
Published 04/30/24
Published 04/30/24
The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!"
I feel that on so many levels because that was me early on.
And the number one question I got from...
Published 04/24/24
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