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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:

217: *FREE DOWNLOAD* Create a Laser-Focused Marketing Message that Speaks to Your ICA Aug 27, 2024

Show notes

Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking for
Understanding these important things about your clients allows you to craft a message that helps you stand out from the sea of advisors and helps you add immense value…which makes you super referable!
In this podcast, Libby will give you:

A step-by-step exercise on how to craft your Ideal Client Avatar and ways to figure out where your “sweet spot” is for planning
A specific roadmap of questions to ask that will lead you to your laser-focused language
Ideas and examples of how to implement these results in different areas of your business, such as social media, planning process, referral process, and more!

Tune in now to learn how to create authentic, client-centered marketing that boosts your business!
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.

216: Ideas to Implement -- Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick Aug 22, 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: Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick

LINKS FROM THIS EPISODE:
Connect with Josh Here
Follow Josh on Instagram Here
Listen to Josh’s Podcast Here
Books Mentioned:
Rocket Fuel
Traction: Get a Grip on Your Business
Good to Great
Who Not How

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.

215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick Aug 20, 2024

Show notes

It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔
In today’s podcast episode, The Efficient Advisor, Libby Greiwe, sits down with Josh Kosnick to discuss a great starting place—implementing an entrepreneurial operating system (EOS). Kosnick is an EOS pro who explores the transformative power of this system for financial advisors. We get into all things EOS, including:

EOS tools you can use daily
How to stop micromanaging
Why you need someone with OCD if you have ADD
Empowering your team
Becoming an effective leader
Defining, identifying, and hiring key roles

Tune in now to learn how EOS can be a game-changer for your business, providing you the tools and strategies to build a business and life you love! 💞
LINKS FROM THIS EPISODE:
Connect with Josh Here
Follow Josh on Instagram Here
Listen to Josh’s Podcast Here
Books Mentioned:
Rocket Fuel
Traction: Get a Grip on Your Business
Good to Great
Who Not How

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.

214: Ideas to Implement -- How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith Aug 15, 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: How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith
LINKS FROM THIS EPISODE:
Connect with Jo Faith on LinkedIn Here
Check Out Jo Faith Copywriting Here
Episodes mentioned:
10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar
008: Elevate Your Elevator Pitch
Use This Link to Get a Free FinMate AI Trial and Save 10%

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.

213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo Faith Aug 13, 2024

Show notes

You literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read your website, email, blog, brochure, or newsletter. And if your words are not spot on, you can lose a client before you even have a chance to meet them!
In this week’s episode, host Libby Greiwe sits down with copyright guru, Jo Faith, to chat about the importance of how and what you write. With Faith’s background in financial journalism, she brings expertise and deep understanding to this podcast episode. You will learn about:

What You Need at the Top of Your Website
Crafting a Compelling Hero Statement
Client-Centered Messaging
Different Calls to Action to Meet Clients at Different Stages
SEO and Social Media Strategies

This episode is a must-listen if you’re looking to elevate your online presence. Tune in now!
LINKS FROM THIS EPISODE:
Connect with Jo Faith on LinkedIn Here
Check Out Jo Faith Copywriting Here
Episodes mentioned:
10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar
008: Elevate Your Elevator Pitch
Use This Link to Get a Free FinMate AI Trial and Save 10%

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.

212: The Meeting Notes Hack That Will Change Your Life Aug 06, 2024

Show notes

Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to leverage the power of AI to transform your workflows? If so, this episode is for you! 🫵
In today’s podcast, The Efficient Advisor host, Libby Greiwe, is joined by Daniel Yoo, founder of FinMate AI, an artificial intelligence tool that will revolutionize your workflow as a financial advisor!
Yoo and Greiwe explore this powerful technology and address how FinMate AI can automate the following while ensuring impeccable security:

Note-taking
Task assignments
Follow-up emails
AND SO MUCH MORE!

Tune in now to learn all the ways to unlock new levels of productivity and efficiency with AI tools like FinMate AI!
LINKS FROM THIS EPISODE:
Check out FinMate AI Here
Use THIS LINK to get a free trial and save 10%
Register for the Systems to Scale Group Coaching Program 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.

211: 5 Tips to Get Better Conversions When Public Speaking with Deirdre Van Nest Jul 30, 2024

Show notes

Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few practical tips—Deirdre's insights promise to do just that. You'll discover how a strategic approach to your speaking engagements can lead to remarkable outcomes, like a 93% conversion rate during my most recent virtual keynote. Whether you're delivering keynotes, hosting webinars, or leading client workshops, Deirdre's advice is a game-changer for boosting engagement and conversions.
Register for the Systems to Scale Group Coaching Program Here
Book a call to see if the group program is right for you and your team Here (scroll to bottom)

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.

210: Ideas to Implement -- The Client Experience Cheat Code Jul 25, 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: The Client Experience Cheat Code

-------------------------------------------------
LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching Program Here
Episodes mentioned:
#93: 7 Processes Every Advisory Business Needs
Get Your Seda France Candle Here
Grab Your AI Notetaking Free Trial and 10% Discount 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.

209: The Client Experience Cheat Code Jul 23, 2024

Show notes

It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working!
As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and satisfied…just like Disney goers!
In this episode, The Efficient Advisor, Libby Greiwe, offers three ways to evaluate your client experience:

Happy, mid, and sad face
Five senses exercise
Fresh eyes experiment

Libby also gives practical hacks to streamline and enhance your client experience. She delves into how small touches, like freshly baked cookies and a hot cup of joe, make a lasting impact. These sensory details and personal touches help to build a business that becomes a magnet for referrals.
If you’re looking to be equipped with tools and strategies to create a seamless and memorable client journey that sets your practice apart, tune in now…and then sign up for the Systems to Scale Group Coaching Program that launches in August for a FULL systems and processes overhaul. Spots are limited, so register today!

-------------------------------------------------
LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching Program Here
Episodes mentioned:
#93: 7 Processes Every Advisory Business Needs
Get Your Seda France Candle Here
Grab Your AI Notetaking Free Trial and 10% Discount 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.

208: Ideas to Implement -- My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” Jul 18, 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: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”
—-----------------------------------------------------------------
LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching Program Here
Grab Your AI Notetaking Free Trial and 10% Discount Here
Grab Your Copy of Tools of Titans by Tim Ferris 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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