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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:

257: Maximizing Your Tech Stack: Save Time, Cut Costs & Boost Efficiency (Efficient Friday!) Mar 21, 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!

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!

And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new!

In today’s episode, we’ll discuss:

🎙️ Becoming a Student of Your Tech Stack 🚀🔍

Are you a master of your tools, or are you working off of minimal viable product!? In this episode, Libby shares a game-changing mindset shift—becoming a student of the technology you already have. Learn how mastering your existing tools can save you time, money, and frustration while unlocking powerful features you never knew existed. Plus, discover how automation tools like Zapier and AI can supercharge your workflows without the headache of switching platforms.

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.

256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza Mar 18, 2025

Show notes

In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression.

So today we dive into:

How I more than quadrupled my hourly rate
How creating a killer client experience helped me work less
Why picking a niche was critical to our efficiency and how it drives referrals
Being okay with pushing back on clients’ calendars and fitting them into MY model week
How I organized my time, built a team, AND SO SO MUCH MORE

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Connect with Amber on LinkedIn HERE!

Check out Amber'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.

255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!) Mar 14, 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!

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!

And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new!
In today’s episode, we’ll discuss:
The 3-Goal Strategy: A Proven System to Get More Done in Less Time 🚀

Want to achieve more without feeling overwhelmed? In this episode, Libby shares her game-changing goal-setting strategy designed for busy financial advisors 🎯. As an Enneagram 7 with a love for new ideas, she reveals how limiting herself to just three goals per quarter has helped her stay focused, build momentum, and accomplish big projects faster.

You'll learn how to map out your year, prioritize what truly matters, and create space for future ideas without derailing your current progress 📅. Plus, Libby shares real-life examples from her coaching program to help you implement this approach in your own business 🚀. Don't miss this practical and efficient strategy for taking control of your goals!

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.

254: AI Hacks for Marketing: Better Results with Training and Prompt Engineering with Niki Clark Mar 11, 2025

Show notes

In this episode, I sit down with Niki Clark, a marketing expert specializing in financial advisors. We dive into how AI is revolutionizing the way advisors manage their businesses and why embracing new technologies can lead to greater efficiency and success. If you're curious about how AI can work for you, this episode is a must-listen!

🔹 What You’ll Learn:

How AI tools can help financial advisors streamline their workflows 🤖
How to trail your AI model, like ChatGPT, to fit your unique voice 🎤
Why simplifying your messaging is key to better client engagement ✍️
How to leverage marketing strategies to stand out in the crowded financial space 📈
Practical steps to get started with AI and automation today ⚡

AI isn't just the future—it’s already here. Tune in to hear Niki’s insights on how you can use it to your advantage.

🎧 Listen now and start optimizing your business!

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Connect with Niki 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.

253: Two Phrases That Transforms Client Communication Instantly (Efficient Friday!) Mar 07, 2025

Show notes

In this week’s Efficient Friday, we’re diving into two simple yet powerful phrases that can transform the way you communicate with clients. Whether you're setting boundaries or handling objections, these small language tweaks can make a big impact. By making just a slight adjustment in how you frame your responses, you can create stronger client relationships, improve understanding, and make conversations more collaborative.

🎯 In this episode, you’ll learn:

How the phrase "I hope you can appreciate..." softens tough conversations and sets clear boundaries 🙌
Why replacing "but" with "and" makes your messaging feel more collaborative and positive
The psychology behind word choices and how they impact client reactions
Real-life examples of these phrases in action and why they work so well
How small shifts in language can help you attract the right clients and gently repel the wrong ones 🎯

Language is a powerful tool, and with these two simple swaps, you’ll find yourself having smoother, more productive client conversations. Give them a try, and you might be surprised at the results!

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.

252: A Menu of Things AI Can Do For You to Pick From with Ben Olsen Mar 04, 2025

Show notes

Artificial intelligence is transforming the financial advisory space faster than ever. In this episode, Ben Olsen of Bmo Automation returns to break down the latest AI advancements, how advisors can leverage them, and why ignoring AI is no longer an option. From automating client communication to optimizing workflows, Ben shares real-world strategies for integrating AI into your practice.

Key takeaways from this episode:

🔹 The three ways advisors can implement AI: DIY, Build, or Buy

🔹 How AI can streamline client onboarding, meeting prep, and follow-ups

🔹 Using AI for personalized email outreach and content creation

🔹 Compliance and security considerations when integrating AI

🔹 The future of AI in financial advisory and what’s coming next

AI isn’t just a futuristic concept—it’s already revolutionizing how advisors work. Tune in to learn how to stay ahead of the curve and make AI your efficiency bestie!

🎧 Listen now and start leveraging AI in your practice!

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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.

251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!) Feb 28, 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!

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!

And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new!

In today’s episode, we’ll discuss:

Why Uber feels so effortless compared to hailing a taxi! In this episode, we break down how Uber removed friction from the ride experience—and how financial advisors can apply the same thinking to their client journey. From onboarding to account access, every touchpoint matters.

We’ll explore what friction looks like in your practice, how to identify it, and simple ways to create smoother, more enjoyable client interactions. When you remove roadblocks, you don’t just make things easier—you make yourself indispensable. Ready to Uber-ize your client experience? Let’s go! 💡

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.

250: How to Future-Proof Your Practice & Capture the 34 Trillion Dollar Shift with Guest Jackie Wilkie Feb 25, 2025

Show notes

Women will influence over $34 trillion in assets by 2030, yet many financial advisors still overlook a crucial reality: women are not a niche—they are half the population. In this episode, I sit down with Jackie Wilkie of First Trust Portfolios to discuss why every advisor needs to rethink how they engage with female investors.

We dive into how to better connect with women clients, avoid common mistakes that lead to asset attrition, and create an experience that resonates with both partners in a household. Jackie shares powerful insights and actionable strategies to help advisors future-proof their practices and build deeper, lasting relationships with women investors.

💡 What You’ll Learn in This Episode:

Why women investors are often overlooked—and how to change that 🏦
The biggest risk advisors face with asset attrition after a life transition ⚠️
How to engage both partners in a client relationship 💬
Proven strategies to create female-friendly client experiences 🎯
Creative event ideas that help women clients become your biggest advocates 🍷

If you want to retain more clients, strengthen relationships, and stay ahead of the $34 trillion wealth transfer, this episode is a must-listen!

🎧 Listen now & subscribe for more actionable strategies for financial advisors!

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Connect with Jackie 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.

249: Impact Score: Rate Your Client Service Model Feb 18, 2025

Show notes

Are you doing things in your business just because you think you're supposed to? Too often, financial advisors continue running the same client service playbook without questioning its true value. In this episode, we introduce an unconventional KPI—your Impact Score—to help you evaluate whether your client service efforts are making a real difference. By measuring both impact and effort, you can determine if it’s time to refine your approach, shift your focus, or even cut out initiatives that no longer serve your clients.

Key takeaways from this episode:

How to use the Impact Score (1-4 scale) to evaluate meetings, webinars, events, and client touchpoints
Why some of your long-standing service offerings may no longer be as valuable as you think
The power of "killing your darlings"—eliminating low-impact, high-effort activities to free up resources
A step-by-step process to audit your service calendar and maximize value for your clients
How to shift your time and energy toward more high-impact activities that create real client engagement

By the end of this episode, you’ll have a clear framework to assess whether your efforts are truly moving the needle or if it’s time to redirect that energy elsewhere. Let’s make sure every touchpoint in your client experience is purposeful, impactful, and worth your time!

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Episode 106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer

Episode 182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer

Episode 95: 4 KPIs to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*

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.

248: AI Automation Made Easy: How to do DIY AI in Your Advisory Business Feb 11, 2025

Show notes

Ready to supercharge your efficiency with AI the easy way? In this episode, I sit down with AI consultant and former financial advisor Ben Olsen to explore how AI is revolutionizing the financial planning industry. We dive into practical applications that can help advisors become more efficient, boost profitability, and enhance the client experience.

🎧 What You’ll Learn in This Episode:

How AI can increase your revenue per hour while cutting your workload ⏳💰
The best ways to use ChatGPT for newsletters, emails, and client research 📩📊
The rise of AI-powered note-taking tools for financial advisors 📝🤖
Why automations and integrations are the future of advisor efficiency 🔄🚀
How to get quick wins with AI without overhauling your entire tech stack ⚙️✨

Ben shares real-world examples of how AI is transforming firms and why 2025 will be a defining year for AI adoption in financial services. Whether you’re an AI skeptic or ready to dive in, this conversation will open your eyes to new possibilities.

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Watch the AI Made Easy Webinar 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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