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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:

147: Ideas to Implement - How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship Oct 26, 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: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship

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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.

146: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship Oct 24, 2023

Show notes

Managing client data can be overwhelming and cumbersome without tools to stay organized. Why struggle to remember every detail when you can implement a foolproof process to capture and update client information on the regular?
In this episode, Libby shares one of her favorite tools to deepen relationships and human-to-human interaction. The Family Tree Template allows you to manage data better, create stronger client bonds, and build a more efficient and effective practice by training your team to update client intel routinely.
You will learn the added benefits of using a Family Tree Template, including:

Creating a structured and systematic approach to data management
Building meaningful connections with your clients
Managing a team that is well-informed about clients’ family structure
Optimizing your organizational skills

Listen to today’s episode and discover how the Family Tree Template could help you better understand your clients, identify new opportunities, and strengthen existing relationships!

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

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.

145: Ideas to Implement - Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team Oct 19, 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: Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team
-----------------------------------------------------------

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.

144: Create a “Guided Responses” Cheat Sheet to Improve Client Service and Empower Your Team Oct 17, 2023

Show notes

Every advisor has overheard a team member on the phone and thought “Oh man, that is NOT how I would have said that!” And, even with coaching and discussion, it’s hard for your team to remember those exact words or phrases the next time something pops up. Enter The Guided Response Document. Consider this the ultimate customer service cheat sheet.
In this episode, Libby explains how a Guided Response Document can help you craft clear, effective responses to put clients at ease and answer their questions. This not only enhances your customer experience, but also creates consistency and saves you and your staff oodles of time and stress. We'll be giving you an example of what your very own Excel sheet might look like, such as keyword topics, potential responses, and notes.
Libby details additional benefits of a Guided Response Document, including:

Giving your team the language you want them to use
Empowering your team with the right responses when receiving pushback
Creating a consistent brand voice
Serving as a training tool for new hires
Streamlining back office processes

After walking through this master document with Libby, you will undoubtedly be able to handle any client interaction with eloquence and precision!
----------------------------------------------------

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.

143: Ideas to Implement - 2 Ways to Waste Less Time Every Single Week for You and Your Team Oct 12, 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 Ways to Waste Less Time Every Single Week for You and Your Team

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

LINKS FROM THIS EPISODE:

Connect with Libby on LinkedIn Here!
Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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.

142: 2 Ways to Waste Less Time Every Single Week for You and Your Team Oct 10, 2023

Show notes

Everyone wishes there were more hours in the day, but we unfortunately only have so much time to accomplish our professional and personal goals. Stop wasting critical time and start implementing strategies to run your business more productively so you can minimize stress and boost your efficiency.

In this episode, you’ll hear Libby deliver a compelling keynote message on two strategies to waste less time. She details the importance of streamlining your processes to make your company run smoother and creating standard operating procedures (SOPs) that help teams perform complex tasks accurately and consistently.

In this episode, Libby also addresses the importance of:

Tackling a big filing issue that is costing your team SO MUCH TIME
Mastering your model week to optimize your time
Connecting an advisor’s schedule and the team’s schedule to coordinate more with less stress

By understanding and applying these proven methods, you will ensure your business is the most efficient and effective in delivering your desired financial results, all within a healthy work life balance. Listen to this talk and be sure to share it with your support team today!

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

LINKS FROM THIS EPISODE:

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.

141: Ideas to Implement - Better Financial Planning Through Emotional Intelligence with Brendan Fraizer Oct 05, 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: Better Financial Planning Through Emotional Intelligence with Brendan Fraizer
—-------------------------------------
LINKS FROM THIS EPISODE
Check out Brendan's website Here
Connect with Brendan on LinkedIn Here
Episodes Mentioned:
#8: Elevate Your Elevator Pitch - Here on iTunes
#10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunes
Books Mentioned:
Essentialism by Greg McKeown
Building a Second Brain by Tiago Forte
Connect with Libby on LinkedIn Here!
Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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.

140: Better Financial Planning Through Emotional Intelligence with Brendan Fraizer Oct 03, 2023

Show notes

In the world of finance, the behavioral aspect plays a crucial role. It's an aspect that often goes unnoticed but can significantly impact the relationship between a financial advisor and their clients.

In this episode, I am joined by Brendan Frazier, a seasoned consultant to financial advisors turned financial planner, to discuss this fascinating correlation and how it affects financial planning.

Brendan embarked on a journey to explore the emotional dynamics in financial planning after observing a common theme among advisors. They often felt more like therapists than financial advisors, addressing not just the monetary aspects but also the emotional dynamics of their clients' financial decisions. Inspired by this trend, Brendan started going deep into the world of behavioral finance, making him the perfect guest to discuss this topic with me.

In this episode we discuss:

What Brendan calls the “3 Es” question that opens clients up right away
The delicate balance between curiosity and structure in a meeting
Strategies to strengthen trust with clients
Why understanding the emotional side of money is critically important to financial planning
Brendan’s strategies to incorporate behavioral finance in his interview proce

—-------------------------------------
LINKS FROM THIS EPISODE
Check out Brendan's website Here
Connect with Brendan on LinkedIn Here
Episodes Mentioned:
#8: Elevate Your Elevator Pitch - Here on iTunes
#10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunes
Books Mentioned:
Essentialism by Greg McKeown
Building a Second Brain by Tiago Forte
Connect with Libby on LinkedIn Here!
Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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.

139: Ideas to Implement - Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane Sep 29, 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: Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane
---------------

LINKS FROM THIS EPISODE:
Book mentioned in this episode: The Road Less Stupid by Keith Cunnigham
Grab Robyn's 7-Step Marketing Plan here!
Connect with Robyn on LinkedIn
Check out her Position Yourself for Profits event here!
Episodes Mentioned:
#8: Elevate Your Elevator Pitch - Here on iTunes
#10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunes
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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.

138: Supercharge Your Marketing Efforts: Insights and Strategies from Marketing Maven Robyn Crane Sep 26, 2023

Show notes

Get ready to transform your prospecting efforts as I sit down with Robyn Crane, a marketing dynamo known for her successful strategies. Robyn shares her five-step Revenue Accelerator System and her unique approach to ‘cloning your ideal client’. This episode is all about maximizing your marketing reach and doing money-making activities that turn into ACTUAL revenue.
Take a virtual walk with us through Robyn's journey, which began with a moment of self-realization at a Tony Robbins event, and how it moulded her outlook towards business growth in her own advisory business. Robyn walks us through her Revenue Accelerator System and shares the 5 Ms to make your marketing way more effective. You do not want to miss this episode!
------------------------------------------
LINKS FOR THIS EPISODE:
Book mentioned in this episode: The Road Less Stupid by Keith Cunnigham
Grab Robyn's 7-Step Marketing Plan here!
Connect with Robyn on LinkedIn
Check out her Position Yourself for Profits event here!
Episodes Mentioned:
#8: Elevate Your Elevator Pitch - Here on iTunes
#10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar- Here on iTunes
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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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