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The Efficient Advisor: Tactical Business Advice for Financial Planners — Business
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 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!

Copyright: © 2023 The Efficient Advisor: Tactical Business Advice for Financial Planners

Latest Episodes:

307: How I Organize All of My Thoughts, Ideas, Things to Do without Feeling Scattered Sep 19, 2025

Show notes

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!

Ever feel like your best ideas are lost in a sea of sticky notes, screenshots, and scattered documents? 📚 In this episode, I share how I built my own “second brain” — a simple system to capture, organize, and actually use all those sparks of inspiration.

You’ll learn why having one central hub for your thoughts makes you more creative, efficient, and consistent as a financial advisor 💡. Plus, I’ll give you a quick action step you can implement today to finally stop losing track of your ideas 🚀.

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!

Grab the book, Building a Second Brain, HERE!

Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about our sponsor BELAY for amazing virtual assistant services HERE!

Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software 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.

306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience Sep 16, 2025

Show notes

Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through my Client Intel Process, a practical framework to help you capture, organize, and use personal details about your clients in a way that feels natural and meaningful. This process helps deepen connections, create memorable experiences, and ultimately strengthen trust.

What you’ll learn in this episode:

The four parts of the Client Intel Process: what to gather, how to capture it, where to store it, and how to use it
Simple strategies to capture information without making conversations feel awkward or like an interview
Where and how to store client intel so it’s easy to access and use effectively
Creative ways to put intel into action through conversations, gifts, events, and surprise-and-delight moments

By the end of this episode, you’ll have the tools to start building a client intel system that allows you and your team to consistently create personalized, remarkable client experiences. Start small, keep it simple, and you’ll be amazed at how quickly it transforms your client relationships.

Grab the Client Intel Process PDF HERE!

Grab the 30-Day Tiny Habits Challenge HERE!

Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about our sponsor BELAY for amazing virtual assistant services HERE!

Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software 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.

305: How to Handle Client Requests Without Losing Your Day Sep 12, 2025

Show notes

In this episode, we dive into simple but powerful strategies to reduce stress and overwhelm in your advisory practice. Learn how to handle unexpected client requests without derailing your day by setting clear expectations and using a Model Week to protect your time.

You’ll also discover when it’s okay to “punt” client questions to future meetings, how to avoid unnecessary urgency, and why most issues aren’t true emergencies ⏳. Walk away with tools to create a calmer, more structured work environment while still delivering excellent client service.

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!

Grab your 3-Day Challenge Sheet HERE!

Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about our sponsor BELAY for amazing virtual assistant services HERE!

Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software 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.

304: A Personal Look into How I Built a 7-Figure Practice Working Just 3 Days a Week Sep 09, 2025

Show notes

Today’s episode… it’s Opposite Day! Today, Libby is the one being interviewed. Dillion Kazemi and Montel Hawkins of the Live Your Aim Podcast ask Libby some big questions around selling her firm, her framework for decision making for her business, and get pretty personal… but it a good & tactical way!

Libby shares how she leaned into her authenticity, built her business around her values, and created systems and processes that allowed her to thrive both professionally and personally. This episode is packed with wisdom for financial advisors who want to grow their firms with intention while still living a life they love.

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

How Libby built a seven-figure advisory practice while working part-time
The systems and processes that create efficiency without sacrificing client experience
Why saying “no” can be the most powerful growth strategy
How to embrace your uniqueness and turn it into your superpower in business
The importance of designing your practice by intention rather than default

Whether you’re just starting out or looking to scale your firm sustainably, this episode will challenge you to rethink what success looks like and inspire you to build a business that serves both your clients and your life.

Check out the Live Your Aim Podcast HERE!

Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about our sponsor BELAY for amazing virtual assistant services HERE!

Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software 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.

303: Ditch the 24/7 Cell Phone Hotline: Smarter Client Access, Happier You Sep 05, 2025

Show notes

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 dive into the importance of setting healthy boundaries around your cell phone as a financial advisor 📱. Many advisors start their businesses by giving clients their personal number, but as your practice grows, this can quickly lead to blurred lines and overwhelm.

You’ll learn simple, practical strategies to shift client communication from your personal phone to your office line, how to reset expectations with clients, and why this change creates more balance, efficiency, and peace of mind 🙌. Tune in to discover how stronger boundaries can help you serve clients better while protecting your own time and energy.

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!

Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about our sponsor BELAY for amazing virtual assistant services HERE!

Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software 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.

302: Do This One Thing for 30 Days to Transform Your Business and Life Sep 02, 2025

Show notes

Sometimes the smallest shifts create the biggest results. In this episode, Libby challenges you to focus on just one tiny habit for 30 days. Drawing inspiration from James Clear’s book Atomic Habits, she shares why less really can be more when it comes to creating lasting change in your business and life. Instead of overloading yourself with too many new goals, this simple framework will help you build momentum, reduce overwhelm, and actually stick with the changes you want to make.

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

Why one small daily action can transform your business and life
The science of compound growth through habits and the “1% better” principle
How identity-based habits drive deeper, more lasting change
The four keys to creating habits that actually stick (make it obvious, attractive, easy, and satisfying)
How to join Libby’s 30-Day Challenge and use the free tracker to stay accountable

If you’ve been feeling pulled in a thousand directions, this episode will help you simplify, focus, and finally see results. Pick one habit, commit for 30 days, and watch how much shifts in your practice and your life.

Grab your 30-Day Challenge Download HERE!

Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about our sponsor BELAY for amazing virtual assistant services HERE!

Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software 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.

301: One Tip to Train Your Team to Solve More Problems Aug 29, 2025

Show notes

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 dive into a simple but powerful leadership strategy that can completely transform how you guide your team. If you’ve ever felt overwhelmed by decision fatigue or frustrated that all problems land on your desk, this approach will help shift that dynamic.

You’ll learn how to empower your team to bring not just problems, but also two to three potential solutions. This shift encourages ownership, critical thinking, and creativity—ultimately helping your practice run smoother and freeing you up to focus on the bigger picture.

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!

Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about our sponsor BELAY for amazing virtual assistant services HERE!

Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software 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.

300: How To Build a Personal Brand AI Can’t Replace, With Guest Robyn Crane Aug 26, 2025

Show notes

In this episode of The Efficient Advisor, Libby sits down with marketing and branding expert Robyn Crane to explore how financial advisors can future-proof their business in an AI-driven world. Robyn shares her personal journey from struggling advisor to seven-figure business owner and reveals her BRAND formula for creating an authentic personal brand that attracts affluent clients — without getting replaced by technology. From overcoming limiting beliefs to aligning with your ideal client, this conversation is packed with both inspiration and tactical steps you can apply right away. 💡

What you’ll learn in this episode:

Why authentic connection is your biggest advantage over AI
How to “borrow the belief” to overcome self-doubt and take action
The power of aligning with a specific person when building your brand
How to nail your messaging so it speaks directly to your ideal client
Why vulnerability and personal storytelling are essential for trust-building

Whether you’re just starting to think about your personal brand or looking for ways to stand out in a crowded market, this episode will help you embrace AI as a tool — not a threat — and position yourself as the go-to advisor for your dream clients. 🌟

Learn more about Robyn's upcoming event HERE! Use promo code: LIBBY to save!

Want to attend Robyn's 60-Minute Masterclass August 28th? Check that out HERE!

Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about our sponsor BELAY for amazing virtual assistant services HERE!

Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software 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.

299: 11 Tiny Habits That Leveled Up My Business Growth Aug 19, 2025

Show notes

We often think that only big moves create transformation in business, but it’s the tiny daily habits that add up to create massive impact. In this episode, Libby shares 11 small but mighty shifts that helped her grow her practice to seven figures, streamline her workweek, and create more time for family and life outside the office. These are practical strategies you can start implementing today to reduce stress, reclaim your focus, and build a business that serves you—not the other way around.

What you’ll learn in this episode:

How to switch from reactive mornings to proactive ones for maximum productivity
Why checking email only twice a day can save your sanity and boost efficiency
The importance of limiting yourself to three business goals each quarter
How to create space for big-picture thinking through CEO days and brain dumps
Why white space, shutdown routines, and even prayer can transform your business mindset

These tiny habits aren’t overwhelming, but when stacked together they can completely change the way you work and the results you achieve. Listen in to learn which ones you can adopt right away to start making meaningful shifts in your business and your life.

Items Mentioned in This Episode:

LIbby's Weighted Vest

Libby's Favorite Planner

Building a Second Brain by Tiago Forte
Episode #178 on Theming your Day with Michael Kitces

Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about our sponsor BELAY for amazing virtual assistant services HERE!

Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software 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.

298: Margin = Magic: How I Stopped Curveballs from Wrecking My Schedule Aug 15, 2025

Show notes

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 short but powerful episode:

Libby shares the one game-changing shift that transformed her from reactive and overwhelmed to calm and proactive. If you've ever found yourself scrambling the night before a client meeting or derailed by surprise issues, this strategy will resonate.

You’ll learn how building just a bit of margin into your schedule (think: a simple two-week buffer) can reduce stress, improve your client experience, and help you lead like a true CEO—not just put out fires all day.

You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about our sponsor BELAY for amazing virtual assistant services HERE!

Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software 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.

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