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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:

227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin Oct 08, 2024

Show notes

Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field.

In this episode we’ll share insights on:

What To Do Beyond Basic Calculations: College planning involves strategies that extend far beyond simple tuition calculations.
College Planning Fintech: What tools should advisors be using AND staying way from
Expertise: How does an advisor build expertise in this unique category
Tactical Ideas: Ross shares several tactical ideas and strategies that you can start sharing with clients today
Value Addition: Advisors can significantly enhance their value by engaging in more complex college planning.

Join us as we welcome Ross Riskin, whom I am calling a college planning genius. Ross will guide us through advanced strategies to elevate your college planning game from ordinary to extraordinary.
Links from this episode:
AICCFC Main Website
Learn More About the CCFC Designation Program
Learn More About the AICCFC | XYPN LIVE Pre-Con Event
Connect with Ross Riskin

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.

226: How to Design Your Perfect Schedule - *Replay with Download* Oct 01, 2024

Show notes

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.

In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule.

This perfect schedule, or what I call a Model Week, is a schedule that you’ve designed, with intention, that suits your personality, for your business goals, with your energy levels, and your work/life balance objectives in mind.

In this podcast Libby will cover:

How to build and reiterate the perfect schedule for YOU!
How to use your business goals and personal goals to drive your schedule
Tips and tricks on how to build it around your energy levels and personality traits
Uncovering what’s broken in your schedule and how to adjust it and play with it until it works just right

And, of course, I give you my template so that you can build your own model week! My goal is to help you not have to recreate the wheel… so use mine!

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.

225: Ideas to Implement - Complete a Time Study to Boost Productivity Now Sep 26, 2024

Show notes

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 to Tuesday's podcast: Complete a Time Study to Boost Productivity Now
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LINKS FROM THIS EPISODE:
Grab your time study template here!
Episode with Michael Kitces on Time Tracking and Model Week

Episode on 8 Productivity Hacks to Work More Efficiently

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.

224: Complete a Time Study to Boost Productivity Now Sep 24, 2024

Show notes

On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time.

Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too.

Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more balance. Join us as we explore the benefits of a time study and learn actionable steps you can take to streamline your workday and increase your productivity.

But, there is a right way and a wrong way to do a time study.

In This Episode, We Cover:

How a time study helps identify time-wasting tasks and increase efficiency in your business.
The best way to actually track your time.
How to actually analyze time study results and do something about it.
Practical tips on delegating tasks, setting boundaries, and maximizing your energy levels throughout the day.
Tools, resources, and strategies to help you conduct a time study and optimize your schedule.

Tune in to learn how to take back control of your time and make the most of every day!

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LINKS FROM THIS EPISODE:
Grab your time study template here!
Episode with Michael Kitces on Time Tracking and Model Week

Episode on 8 Productivity Hacks to Work More Efficiently

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.

223: How to Write a Book in Just 6 Weeks with Guest Paul McManus Sep 17, 2024

Show notes

Have you ever dreamed of writing a book, but found yourself held back by thoughts like:

“It sounds too hard.”
“I don’t know what I’d write about that hasn’t been done before.”
“I’m not really good at writing.”
“I don’t even know where to start—or who has the time?”

You’re not alone in this. Many of us have the aspiration to write a book but get stuck at the starting line. The good news is that you can overcome these hurdles, and we’re here to help you do just that.

In our latest podcast episode, we’re thrilled to have Paul McManus, a seasoned expert in book writing, join us. Paul is here to demystify the process and show us how to write a book in just 6 weeks!

Imagine the possibilities of having a book that serves as your ultimate marketing tool, enhances your authority, and supports your prospecting efforts. No more excuses—if writing a book has been on your heart, this episode is your chance to make it happen.

Tune in and discover how to turn your book idea into a reality faster and more easily than you ever imagined.

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LINKS FROM THIS SHOW:
Connect with Paul McManus here!
BOOKS MENTIONED:
Paul's book: The Short Book Formula
Built to Sell by John Warrilow

The Art of War by Sun Tzu

The Prince by Niccolo Machiavelli

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.

222: Ideas to Implement -Growing a National Niche Empire - Advisor Success Story Sep 12, 2024

Show notes

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 to Tuesday's podcast: Growing a National Niche Empire - Advisor Success Story with Guest Nick DaughertyLINK FROM THIS SHOW
Find out more about Financial Cop Here
Connect with Nick 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.

221: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty Sep 10, 2024

Show notes

Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of takeaways and practical ideas for you as you grow your financial planning business.
In this episode, I interview an advisor who started off selling senior trips, became a police officer, and then built a financial planning empire by working with what he knows. Today’s episode is the ultimate power move in niche marketing and explores what it takes to grow, scale, and build a national brand.
What I love about Nick is that he is so self-aware. Nick shares the hard parts about scaling and some of the struggles that come along with moving from advisor to CEO. He discusses how he’s brought in various coaches and mentors to help him avoid mistakes, build up his weaknesses, and strengthen his strengths.
So, if you want to be inspired, convinced to narrow your market, and straight-up impressed, this is the episode for you!
In this discussion, we dig into:
- Transitioning from advisor to CEO
- How to build a trustworthy team
- Proactive hiring
- The benefits of niching down
- Building a national brand
---

LINK FROM THIS SHOW
Find out more about Financial Cop Here
Connect with Nick 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.

220: Ideas to Implement - When Part of Your Business is a Mess Sep 05, 2024

Show notes

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 to Tuesday's podcast: When Part of Your Business is a Mess

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.

219: When Part of Your Business is a Mess Sep 03, 2024

Show notes

Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love.
In this episode we'll discuss:

The reality of a messy business
How to identify the messy part and what to do about it
How overthinking is just procrastination in disguise
The antidote to chaos
And how to Bless and Release

As always, you just need to identify that one RIGHT next step for your business and take some messy action!

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.

218: Ideas to Implement --Create a Laser-Focused Marketing Message that Speaks to Your ICA Aug 29, 2024

Show notes

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 to Tuesday's podcast: Create a Laser-Focused Marketing Message that Speaks to Your ICA
LINKS:
Download Your “Laser Focused Marketing Message and ICA” Worksheet 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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