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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:

297: Charge What You’re Worth: Sten Morgan’s Blueprint for Confident, Value-Driven Advising Aug 12, 2025

Show notes

In this episode, financial advisor Sten Morgan joins Libby to talk about redefining what it means to bring value to your clients. From charging for advice to becoming a confident communicator, Sten shares practical steps to help advisors grow personally and professionally. He breaks down how to stand out in a crowded industry, build trust quickly, and create a business model centered around meaningful impact. Whether you're a new advisor or seasoned pro, you’ll leave this episode with tools to level up your practice.

What You Will Learn in This Episode:

Why your advice (not products) is your most valuable asset
How to use whiteboarding to simplify complex strategies and wow clients
What it takes to shift from scarcity to abundance in your mindset
A practical approach to pricing your services with confidence
How to scale your advisory business through systems and communication

Sten’s message is clear: financial advisors have the power to create massive impact—if they recognize their own value and learn how to communicate it. His approach blends strategy, heart, and practical tools to help you lead with confidence and clarity. If you’re ready to make a bigger difference and grow your practice on your terms, this is an episode you won’t want to miss.

Sten's website 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.

296: How I’m Cutting 10 Hours a Week From My Work Schedule (And You Can Too!) Aug 08, 2025

Show notes

As summer chaos sets in and the lines between work and life begin to blur, it’s easy to drift away from structure and feel the weight of inefficiency. In this episode, Libby pulls back the curtain on her own schedule reset—sharing how she’s reclaiming 10 hours a week by returning to a themed model week. This practical episode is packed with strategies you can use to restructure your time, reset your rhythm, and reduce the overwhelm.

This week we’re digging into:

Why lack of structure adds invisible hours to your workload
How to use a themed model week to regain control of your schedule
Simple ways to design a schedule that fits your energy and goals
Why "white space" might be your most effective growth strategy
Practical tips for building your own version of a model week

This episode is your gentle nudge to stop the constant summer balance-hustle thing and start working intentionally again. With just a pen, paper, and a little vision, you can create a schedule that aligns with your life—not works against it. Whether you need more rest, more structure, or more space to finish what you’ve started, Libby’s approach will help you make it happen.

🎧 Tune in and take the first step toward building a week that works for you.

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.

295: 200M AUM & Still Drowning? How Jessica Systematized Her Firm & Reclaimed Her Sanity Aug 05, 2025

Show notes

Running a thriving financial advisory firm sounds like the dream, but what happens when success outpaces your systems? In this episode, Jessica Cole, CFP®, ChFC®, founder of Synergy Wealth Partners, shares her journey of leading a booming advisory business with over $200 million AUM — and hitting a breaking point. With too many clients, no clear processes, and team members constantly asking “what do I do now?”, Jessica turned to group coaching to bring structure and sanity to her fast-growing practice. She gets candid about imposter syndrome, burnout, and how leaning into her Ideal Client Avatar changed everything.

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

How a “successful but messy” firm can still fall short without the right systems
Why identifying your Ideal Client Avatar (ICA) is a total game changer
Tips for prioritizing implementation when you’re too busy to do it all
The importance of an intro call before discovery meetings — and how it saved time and energy
How being part of a pod (small peer group) helps normalize struggle and create connection

This conversation is packed with honesty, humor, and tactical insight. Whether you're new to the business or scaling rapidly, you'll walk away feeling seen — and armed with ideas to build smarter.

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.

294: One Question to Help You CRUSH August Aug 01, 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!

It’s the first of the month — your built-in Slingshot Day! In this quick-hit episode, Libby shares the powerful question that can reset your focus and fuel massive momentum in your life and business. You’ll learn how to turn a single intentional decision into real progress — no waiting for New Year’s, no perfection required.

Whether it’s a tiny habit or a big commitment, today is your launchpad. Ready to make August 31st you proud? Let’s go!

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.

293: How to Save 30+ Hours a Month with Smart Workflows and Automation With Lorie Jones Jul 29, 2025

Show notes

Ready to transform the way you handle client service? In this episode, I’m joined by Lorie Jones, a seasoned Financial Advisor who has over 20 years of experience supporting top-performing financial advisors. Lorie shares her secrets for creating a high-touch client experience, building efficient systems, and managing the chaos that can come with growth. Whether you’re a solo advisor or run a team, you’ll walk away with actionable strategies to elevate your client service model.

What you’ll learn in this episode:

How to build replicable and consistent service systems that scale with your business
The secret behind proactive communication that makes clients feel truly cared for
Tips for documenting processes so your team can function smoothly and confidently
Why Lorie says “the client doesn’t always know what they need” and how to respond
How to think like a COO even if you’re just starting out or running lean

This episode is packed with wisdom for advisors who want to deliver world-class service without burning out. Lorie’s perspective will help you refine your systems, take control of your calendar, and set your team up for success.

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.

292: The 6-Step Framework to Systematize, Simplify & Scale Your Advisory Firm Jul 22, 2025

Show notes

If you’ve ever felt like your business is running you instead of the other way around, this episode is a game changer. Libby breaks down the Systems to Scale Framework—a proven, practical, and powerful method to help financial advisors get out of overwhelm and into systems that actually work. Whether you're flying solo or leading a team, these six layers of business development will help you scale with ease, reclaim your time, and fall back in love with your business again. 🎯

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

• Why defining your sweet spot (skills + passion + profitability) is the foundation of everything
• How to design a laser-focused ideal client avatar and use it to craft better marketing and service
• How to package and price your offers in a way that’s simple to sell and easy to buy
• How templates, workflows, and SOPs help you serve more clients without adding time
• What it really means to step into a CEO role—and how to develop a hungry, loyal team

By the end of this episode, you’ll have a clear map to create systems that scale—so you can spend more time doing what you love inside and outside your business. 🏖

Ready to get started? Download the free Systems to Scale Framework and take your next right step today 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.

291: Behind the Scenes: Is Group Coaching the Missing Link Your Advisory Practice Needs? Jul 18, 2025

Show notes

Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This episode dives deep into what the Systems to Scale Group Coaching Program is really all about. If you’ve ever wondered whether it’s the right fit for your stage of business—or how it can actually transform your practice—this is your go-to guide. Libby shares program structure, what kind of advisor it’s perfect for, who it’s not for, and real results from past participants.

In this episode, you’ll learn:

Why this 10-month coaching program helps advisors shift from overwhelmed to organized
How the pod-based structure builds community, accountability, and peer wisdom
What core systems and processes are developed (like onboarding, client service models, SOPs, and more)
Who this program is designed for—and who it’s not
The level of support, guest contributors, templates, and resources included

Whether you're solo or have a full team, the Systems to Scale coaching experience is built to meet you where you are—and help you grow.

Ready to finally feel less stressed and more strategic? Tune in and decide if this game-changing experience is the next right step for you and your business.

Download the Systems to Scale Framework 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.

290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up Jul 15, 2025

Show notes

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!

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.

289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently Jul 11, 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 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!

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.

288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti Jul 08, 2025

Show notes

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!

-----------------------------------

Connect with Anthony on LinkedIn HERE!

Anthony's website HERE!

Get Anthony's Client Service Calendar 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.

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