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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:

157: Scaling Your Business with The Efficient Advisor's Group Coaching Program Dec 05, 2023

Show notes

Every advisor dreams of a successful practice that runs like a well oiled machine, allowing you more time outside the office to enjoy the things you love. If that feels impossible or out of reach…the only thing standing in your way is that you don’t have the necessary systems and processes in place for your business to run effectively and efficiently.

And it’s SO much easier than you think!

In this episode, Libby guides you through the many challenges that advisors grapple with and shares pearls of wisdom drawn from her own experience of building and selling a thriving referral-only practice.

Together with Libby, you'll delve into The Efficient Advisor’s Systems to Scale Group Coaching and Mastermind Program, a carefully designed toolkit that puts you back in the driver's seat by:

Defining your sweet spot
Creating your planning process
Attracting your clients
Systemizing your processes
Scaling your business
Leading through delegation

So, are you ready to take the leap and transform your practice? We’re here to help you make that leap easier! Let’s go!

—------------------------------------

LINKS FROM THIS EPISODE:

Register for the Systems to Scale Group Coaching & Mastermind Program Here

Systems to Scale download is available here

Episodes Mentioned:

Episode #122: Level 1 Processes of the Systems to Scale Framework: DEFINE

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass 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.

156: An Exercise That Will Free Up More Time and Increase Impact Nov 28, 2023

Show notes

About 10 years ago I conducted this experiment in my business. It's an atypical exercise FOR SURE, but it had such a profound and lasting impact on my business. What I learned from this 'Year of No' has continued to be the framework for how I make decisions about my time now--a decade later.
After doing this for a year I gained major clarity on:

Where I was wasting time
What was time well spent
What mattered in my business and life
What didn't matter in my business or life
What propelled me forward
What kept me stuck
What caused me overwhelm
What gave me peace and control

In today's episode I share about this experiment that I did and how you can do a modified version to gain CLARITY and CONTROL over your calendar.

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.

155: Ideas to Implement: Part Two--Your Ultimate Guide to Resources from my Website and Beyond Nov 23, 2023

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: Part Two---Your Ultimate Guide to Resources from my Website and Beyond

--------------------
LINKS FROM THIS EPISODE:
Episodes Mentioned:
Episode #137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond
Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
Webpages Mentioned:
The Efficient Advisor Resource Library
Libby’s Favorite Things
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass 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.

154: Part Two---Your Ultimate Guide to Resources from my Website and Beyond Nov 21, 2023

Show notes

I am excited to share a few additional resources to piggyback off Episode 137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond.
As I’ve said, being a financial advisor is HARD, but having tested, effective tools and resources will help your business thrive in this fast-paced environment. The Efficient Advisor website is FULL of FREE and some paid resources that I’ve found. I’m excited to share with you what’s out there and where to find them! You’ll see everything from a one-page financial plan masterclass, to a cheat sheet for delegating better, to a letter template that will get those prospects to book that next appointment.
In this episode, I have put together some extra resources that will help you do things:

Better
Faster
Smarter
Cheaper
Easier

Can I get an “A-to-the-Men!”
So, grab a hot cup of joe and tune in to this episode as we dive into the world of resources that will elevate your practice and empower you to navigate this crazy industry with a little less overwhelm and a little more ease.
—-------------------------------
LINKS FROM THIS EPISODE:
Episodes Mentioned:
Episode #137: Your Ultimate Guide to Resources, Tools and Templates from my Website and Beyond
Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
Webpages Mentioned:
The Efficient Advisor Resource Library
Libby’s Favorite Things
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass 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.

153: Ideas to Implement - Free to Fee—How to Start Charging for Planning, Even in a BD World Nov 16, 2023

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: Free to Fee---How to Start Charging for Planning, Even in a BD World With Bryan Jansen
—-----------------------------------------

LINKS FROM THIS EPISODE
Check out Bryan’s website here
Connect with Bryan on LinkedIn here
Episodes Mentioned:
#95: KPI’s to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass 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.

152: Free to Fee—How to Start Charging for Planning, Even in a BD World w/ Bryan Jansen Nov 14, 2023

Show notes

As every advisor knows, financial planning is a careful dance between building trust, offering expert advice, and growing a profitable business. Charging fees is too often seen as a massive hurdle many don’t want to scale. But if we’re being honest, this mindset will never drive your business towards profitability and sustainability.
Our guest, Brian Jansen, candidly reveals the common fears and insecurities of transitioning from a free to fee-based service model and shares the invaluable lessons he's learned from his own missteps in pricing.
In this episode, Bryan and I discuss:

Understanding the mindset shift to change from Free to Fee
Establishing your “profitability-adjusted burn rate” and how to use that to calculate your fee
Language of how to make the switch with existing clients
Why you don’t drop your fee in year two to adjust for “less work”

Whether you're a seasoned financial advisor or a newbie to the industry, this episode is a must-listen, promising to equip you with insights to confidently set your fees and value your services.

—--------------------------------------

LINKS FROM THIS EPISODE
Check out Bryan’s website here
Connect with Bryan on LinkedIn here
Episodes Mentioned:
#95: KPI’s to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Template Here
Enroll in The Perfect RIA Masterclass 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.

151: Ideas to Implement - Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!) Nov 09, 2023

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: Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!)

—----------------------------------------------

LINKS FROM THIS EPISODE:
Episodes Mentioned:
Episode #93: 7 Processes Every Advisory Business Needs
Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass 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.

150: Two Phrases to NEVER USE When Following Up With a Prospect (and What to Say Instead!) Nov 07, 2023

Show notes

There is serious science behind what we say and how we say it. And we all know that in order to run a successful practice, following-up with potential and existing clients is critical. But the WAY in which we follow-up is actually one of the key factors that will determine a client’s level of engagement.
In this episode, Libby shares two phrases to NEVER USE when checking in with your prospects. Instead, she offers up a few alternative suggestions that will encourage your clients to take action and do the thang!
So, how do advisors stay top of mind without sounding passive, desperate, or needy?!? Tune in to this week’s podcast to learn the most effective methods and strategies for following-up with your clients! Your business (and clients) will thank you!

—----------------------------------------------

LINKS FROM THIS EPISODE:
Episodes Mentioned:
Episode #93: 7 Processes Every Advisory Business Needs
Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass 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.

149: Ideas to Implement - Five Strategies I Used to Work 25 Hours a Week Nov 03, 2023

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: Five Strategies I Used to Work 25 Hours a Week.
-------------------------
LINKS FROM THIS EPISODE:
Download the Family Tree Template Here
Enroll in The Perfect RIA One Page Financial Plan Masterclass Here
Episodes Mentioned:
Episode #12: Designing Your Perfect Schedule to Get it All Done in Less Time
Episode #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar

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.

148: Five Strategies I Used to Work 25 Hours a Week Oct 31, 2023

Show notes

If you could cut your work week from 80 hours down to 25 without sacrificing revenue and maintaining your sanity, would you be the first to sign up?!? Many of you are shouting “HECK YES” through your computer screen!
In this episode, Libby shares the five strategies she instituted in her business to decrease her time spent at the office while improving her work-life balance. By working intentionally and sticking to systems and processes, Libby, with her small and mighty team, was able to transform her business, boost her earnings, cut her hours, and create a life that she loved.
The five key strategies discussed in this week’s podcast include:

Establishing a Model Week
Creating a niche
Streamlining, streamlining, streamlining
Building the right team
Finding and addressing the pressure points

It’s time to stop working yourself to death! Implement these time-saving strategies today so you have energy for the things you love outside the office!

—--------------------------------------------------

LINKS FROM THIS EPISODE:
Download the Family Tree Template Here
Episodes Mentioned:
Episode #12: Designing Your Perfect Schedule to Get it All Done in Less Time
Episode #10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar
Get on the Systems to Scale Group Coaching Waitlist Here
Check out the heatless curlers Libby mentioned 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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