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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:

126: Level 3 Processes of the Systems to Scale Framework: ATTRACT Jul 18, 2023

Show notes

It’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!

In Week 3…it’s all about creating processes for ATTRACTING your ideal client avatar and making it EASY for them to choose to do business with you.
This week we’ll talk about:

Productizing your offerings (How to package and price your services)
Building out your “How Story” (Free Download!)
Updating your brand story across all marketing channels
Creating social media starts based off your brand pillars and how story
Getting started in video!!!!

Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

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LINKS FROM THIS EPISODE:
Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
Episode #052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

Episode #062 (and Download!): Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper

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.

125: Ideas to Implement - Level 2 Processes of the Systems to Scale Framework: CREATE Jul 13, 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: Level 2 Processes of the Systems to Scale Framework: CREATE
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LINKS FROM THIS EPISODE:
Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
Book Recommendation: Built to Sell by John Warrilow
Episode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws

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.

124: Level 2 Processes of the Systems to Scale Framework: CREATE Jul 11, 2023

Show notes

It’s Week 2 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business.

In Week 2…it’s all about creating some of my favorite processes.
This week we’ll talk about:

Building out your start-to-finish financial planning process (my favorite!!!!)
How to distill this processes down into SOPs and get it documented
Designing your client experience process (another favorite!)
How to create SOPs and a documented client experience
Establishing your client service model

These five steps are some of the most CRUCIAL processes for having a business that is scalable and organized.

Don’t forgot to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

----------------------
LINKS FROM THIS EPISODE:
Sign Up for the Systems to Scale Group Coaching & Mastermind Here!
Book Recommendation: Built to Sell by John Warrilow
Episode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws
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.

123: Ideas to Implement - Level One of the Systems to Scale Framework: DEFINE Jul 06, 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: Level One of the Systems to Scale Framework: DEFINE
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LINKS FROM THIS EPISODE:
Get on the Systems to Scale Group Coaching Waitlist Here!
Episode #8: Elevate your Elevator Pitch & Worksheet - Here!
Episode #10: How to create a laser-focused marketing message that speaks directly to your ideal client & Workbook - Here!
Episode #30: How to add lighter fluid to all your conversations with Deirdre Van Nest - 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.

122: Level 1 Processes of the Systems to Scale Framework: DEFINE Jul 04, 2023

Show notes

This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized them for you! This is the framework that we work off of for our group coaching program… which kicks off August 24th and the signups for that start happening here in the next couple of weeks!

Essentially there are 6 layers that these processes fall into, so I think of it like a cake. Each layer has its own ingredients and when you add all the right ingredients in the right order, layer after layer, you end up with a super sweet delicious business—and a life that you love.

Over the next 6 weeks together we’re going to dive into each of these 6 levels. There is: Define, Create, Attract, Systematize, Scale, and Lead. Each week we’ll walk through the layer,what’s involved, I’ll give you a roadmap to build out that level.

In today’s episode, I’m going to describe each of the 6 levels of the System to Scale Framework™ and we’ll dive right into the first level… DEFINE. Throughout this series I’m going to try to throw a bunch of resources, guides, templates, etc at you! These are some awesome resources to help you build out each of these levels in your business.

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LINKS FROM THIS EPISODE:
Get on the Systems to Scale Group Coaching Waitlist Here!
Episode #8: Elevate your Elevator Pitch & Worksheet - Here!
Episode #10: How to create a laser-focused marketing message that speaks directly to your ideal client & Workbook - Here!
Episode #30: How to add lighter fluid to all your conversations with Deirdre Van Nest - 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.

121: Growing Your Team: From Advisor to CEO with guest Jeremy Straub Jun 20, 2023

Show notes

If you are growing a team… today’s episode is right up your alley. I don’t care if you’re a solo advisor just adding support staff, a 2-person advisory team wanting to expand to just 4, or if you’re like my guest today… wanting to grow to a 400-advisor wide firm… this episode is full of amazing nuggets for any advisor in any team structure.

In today’s episode my guest Jeremy Straub, touches on systems and processes, culture, and intentionality. He lays out for us exactly what it takes to grow your team and how to step into that CEO role and starting thinking about your business more strategically and more systematically. And if you listen to the show… you know that that is my jam. I love when an advisor hits that inflection point and steps into that role. Everything changes. I truly believe that’s when you really create that shift into building a business that you love that serves you, your family, and your desired lifestyle.

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LINKS FROM THIS EPISODE:
Get on the Systems to Scale Group Coaching Waitlist Here!
Check out Jeremy's Podcast here!
Books Mentioned:
12-Week Year by Brian Moran - Check it out here!
Traction by Gino Wickman - Check it out 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.

120: My 5-Minute Hack to Help You Move Forward Jun 13, 2023

Show notes

Let’s face it! This job is hard. In today’s episode I want to share a strategy I used in my own business - and over here at The Efficient Advisor – to help me not let a bad 5 minutes ruin an entire days. It’s important to protect your mindset when there is just SO MUCH TO DO. This job is hard enough on it’s own…

Maybe it’s not closing the client or the ‘slam dunk’ account you thought you would. Maybe you’re feeling a bit of imposter syndrome. Perhaps it’s just an annoying email from a client complaining about how the market is down and you’re not doing your job.

Whatever it is, it sucks. This job is hard enough on its own, and couple that with the 5,764,000 hats we wear as advisors…. It’s easy to have the wind ripped right out of your sails.

Today I’m going to share with you a SUPER SIMPLE TACTICAL thing you can create in your business - in less than five minutes - to help you reduce and eliminate those little pesky mindset traps.

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LINKS FROM THIS EPISODE:
Get on the Systems to Scale Group Coaching 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.

119: Scaling Unconventionally: A Unique Strategy with Sucess Story Trent Grzegorczyk May 31, 2023

Show notes

One thing I absolutely LOVE about this industry is that there are so many different ways to do this business. I don’t care what your compensation model is, if you do traditional planning, reverse planning, fee-only…. Whatever your special sauce is— the one thing that is common amongst all types of business models is the need to make it scalable.

And to me, scaling a business is increasing your capacity so that you can increase revenue, without necessarily adding in more of your time and without sacrificing your margins long term. Meaning, you can build a business that you love. That honors how you want to do life. That brings you joy and happiness and all the things… without consuming every moment. Without you being tethered to your phone all weekend or checking email during the kids’ soccer games. You know what I mean. The business that allows you to live out your passion and serve clients in the way you want to that makes you feel good.

Today I want to introduce you to a coaching client of mine… Trent. What Trent is doing with his business is so cool, so interesting, and scalable. What I love about Trent’s business model is that he took what he loved, eliminated what he didn’t, found his groove, and really went for it. I think his story might just inspire you to think outside the box a bit when it comes to building your business and your offerings.

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LINKS FROM THIS EPISODE:
Connect with Trent on Twitter here!

Connect with Trent on LinkedIn here!

Planning Tool Trent mentioned - NewRetirement

Custodian Trent Mentioned: Altruist

Book Mention: Built to Sell by John Warrilow
Get on the Systems to Scale Group Coaching 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.

118: Turning Variable Compensation into Consistent Income with Mike Witkowski May 23, 2023

Show notes

You don’t often hear me speak directly to new advisors...but, that’s about to change!

I’ve got a guest who is going to speak straight to those advisors in their first couple of years that are adjusting to variable compensation, trying to figure out how to run the financial side of a business, and growing their practice. My guest Mike Witkowski has been successfully launching new advisors for over 13 years and has refined his process down into his M.O.N.E.Y. strategy. His M.O.N.E.Y. strategy has helped new advisors create stable income from a variable revenue source in a way that creates consistency, puts your spouse's mind at ease, and helps you create a financial plan for the future of the business. Mike’s specialty is simplifying the complexities of launching a new practice.

So whether you’ve been in the business 5 months, 5 years, or are a veteran advisor helping develop and mentor new advisors, I think Mike’s approach to managing income is a helpful tool for any advisor at any level.

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LINKS FROM THIS EPISODE:
Learn more about Mike here!
Book Mention: G2: Building the Next Generation by Philip Palaveev
Book Mention: New Financial Advisor by Nick Murray
Book Mention: Built to Sell by John Warrilow
Get on the Systems to Scale Group Coaching 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.

117: Client Intel Process, Taking of Fridays, and Group Coaching - MAILBAG EPISODE! May 16, 2023

Show notes

Time to open the mailbag! Libby is taking a break from the traditional format to answer some commonly asked questions from listeners. Today we're digging into:

What's up the group coaching program and do you have a launch date?
How do I create a process to capture personal preferences and unique intel on clients and what I do with it?
What's the best way to whittle down my schedule and start taking more days off?

What's important to you is important to me! So, let's dive in!
_____________________________
LINKS FROM THIS EPISODE:
Get on the Systems to Scale Group Coaching 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.

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