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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:

116: Ideas to Implement: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan May 15, 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: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan
---------------

LINKS FROM THIS EPISODE:
Get on the Systems to Scale Group Coaching Waitlist Here!
Grab the 37-Point Tax Checklist Here!
(Email your receipt to efficientadvisor@gmail.com to get your BONUS)
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.

115: Tips to Get the Most Out of Your Wholesaler Relationship with Guest Dan Sullivan May 11, 2023

Show notes

There are so many things vying for your time and I know your calendar is PACKED! I know if you were an outsider, like a wholesaler, trying to get on my calendar… you needed to be providing MAJOR value.

In today’s episode, we’re going to dive into how to get the most out of your internal and external wholesaler relationships… and I’m not just talking about marketing money.

A great wholesaler can really become an integral part of your practice's growth and does SO MUCH MORE than just “push” a product or fund family. But, the catch is that you need to know how to separate the good ones from the not so good ones and how to best utilize them as a resource for your business.

-----------------
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.

114: Growing A Firm to 4.3 Billion AUM - Tips from the Trenches with Matt Reiner Apr 25, 2023

Show notes

I know as an advisor I love to hear from others who have actually done it. Not theoretical business advice or something from another industry applied to advisors. But a real life success story who did the thing. I know you’re right there with me on enjoying hearing from advisors who have been in the trenches too…and oh boy do I have a treat for you today!

My guest, advisor Matt Reiner, is a modern-day renaissance man. He and his brother stepped into their dad’s advisory practice and grew it to a 4.3 billion dollar firm. Yes, that’s billion with a B. He also founded Benjamin, an IA fintech company and he’s written a really fun fable-based business book. He’s a busy dude.

Today we talk a lot about how he has reiterated his business over and over and has grown from a few employees to 70. Matt shares a lot of stories about what they did right AND what they did wrong.

And I know 4.3 billion isn’t everybody’s jam… not everyone wants to grow a firm that big and have so many people… but even if that’s not your goal, this is a great interview chock full of practice advice for advisors at any level.

-----------------------------------------------
LINKS FROM THIS EPISODE:
Grab Matt's book here!
Check out Matt on LinkedIn here!
Learn more about Matt at his website!
Grab the 37-Point Tax Checklist Here!
(Email your receipt to efficientadvisor@gmail.com to get your BONUS)
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!

Tags: CoachFinancial AdvisorFinancial PlannerWomen

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.

113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis Apr 20, 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 Help Your Clients Not Get Killed on Taxes with Steven Jarvis
---------------

LINKS FROM THIS EPISODE:
Grab Steven's Book Don't Get Killed On Taxes Here!
Grab the 37-Point Tax Checklist Here!
(Email your receipt to efficientadvisor@gmail.com to get your BONUS)
Sign up for the RTS Webinar Here: Use Promo Code “LIBBY” to save 50%

Curious about the Retirement Tax Services Conference in Las Vegas? Click HERE for more info!
Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value

Check out Steven's tax content 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.

112: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis Apr 18, 2023

Show notes

He’s baaack! I’ve talked about this before on the podcast… but integrating tax planning into our business changed everything. I think when we started collecting tax returns, plugging them into our software, doing analysis, looking for areas of opportunity… we really separated ourselves from other advisors. When we got really good at this– that’s when we started to stand out from our competitors. I felt so good about the planning that we did and how much value we added to clients. Demystifying taxes, savings clients, money, and being thoughtful about their future tax situation was adding so much value to our planning services.

There’s a catch though, I didn’t always know what to do with a tax return when I got them, especially if it was a simple W-2 return, and it took FOREVER to build up my tax acumen and create a process around tax return analysis to really integrate it into the DNA of my business.

Steve Jarvis of Retirement Tax Services (yep, you remember him from Episode #40) is back and today we’re going to talk about how you can help your clients NOT get killed on taxes. And… do you know about the Augusta Rule for tax free income!? You will now! Ready to increase your acumen so that you can deliver even more value to your clients?
---------------

LINKS FROM THIS EPISODE:
Grab Steven's Book Don't Get Killed On Taxes Here!
Grab the 37-Point Tax Checklist Here!
(Email your receipt to efficientadvisor@gmail.com to get your BONUS)
Sign up for the RTS Webinar Here: Use Promo Code “LIBBY” to save 50%

Curious about the Retirement Tax Services Conference in Las Vegas? Click HERE for more info!
Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value

Check out Steven's tax content 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.

111: Ideas to Implement: Tips & Tricks from the Trenches - Advisor Success Story Apr 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: Tips & Tricks from the Trenches - Advisor Success Story
----------------------------------
LINKS FROM THIS EPISODE:
Grab Derrick's book here!
Check out Derrick on LinkedIn here!
Learn more about Derrick at his website!
Grab the 37-Point Tax Checklist Here!
(Email your receipt to efficientadvisor@gmail.com to get your BONUS)
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.

110: Tips & Tricks from the Trenches - Advisor Success Story with Derrick Kinney Apr 11, 2023

Show notes

At the efficient advisor we talk a lot about ideal client avatars, elevated elevator pitches, and how to stand out from the competition. I love to share my experience and the experiences of advisors that I work with, but it is SO MUCH BETTER when you get a guest on who figured these things out and used them to start, build, and sell a super successful practice – and who is SO willing to share his journey!

Today’s guest, Derrick Kinney, host of the Good Money Podcast and author of Good Money Revolution, shares his journey as an advisor and how he cracked the code on the world of financial services.

Derrick shares with us:

How he stumbled across his ideal client avatar
His exercise to determine who he should be working with
Stories about how he honed his skills and focus
How a 5-day sabbatical every year transformed his business and his relationships
And, the way he uses his business experiences to teach his kids lessons about life

You are going to enjoy this dose of advisor inspiration and affirmation that you can grow your advisor business your way on your terms.

-----------------------------------------------
LINKS FROM THIS EPISODE:
Grab Derrick's book here!
Check out Derrick on LinkedIn here!
Learn more about Derrick at his website!
Grab the 37-Point Tax Checklist Here!
(Email your receipt to efficientadvisor@gmail.com to get your BONUS)
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.

109: Ideas to Implement - Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale Apr 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: Hiring and Retaining Amazing Employees with Head Hunter Claire Myers Vitale
--------------------------
LINKS FROM THIS EPISODE:
Learn more about Claire's offerings HERE!
Connect with Claire on LinkedIn Here
Check out the compensation study Claire mentioned here
Org Chart Exercise mentioned --> Episode #70: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team

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.

108: Hiring and Retaining Amazing Employees with Headhunter Claire Myers Vitale Apr 04, 2023

Show notes

You need a team to scale. But, where do you find good employees? The kind that want to grow, are anxious to take on more work and are an ideal fit for your business? Today I have guest Claire Myers Vitale, a head hunter who specializes in helping financial advisors build out their firms from executive assistant to fully licensed directors of operations. Claire works exclusive in the financial planning world and is the perfect person to talk to about what it takes to find a good hire in 2023.

In today’s episode we dive into:

What are ideal candidates looking for in a job and benefits these days?
How to write a job description that actually draws in the right people?
Why a head hunter is waaaayyyy better than hoping people come to you!
How upward mobility in a small business is really important for attracting talent.
Some shocking facts about what your current employees might be considering this year.
And, when to start the hiring process.

Whether you are going to attempt this on your own, or consider using a recruiter, today’s episode is chalk full of actionable advice to consider when making your next hire.

Oh, and this you might find interesting… Claire’s team offers a 90-day employee guarantee for listeners of the Efficient Advisor. HOW COOL IS THAT!?

--------------------------
LINKS FROM THIS EPISODE:
Learn more about Claire's offerings HERE
Connect with Claire on LinkedIn Here
Check out the compensation study Claire mentioned here
Org Chart Exercise mentioned --> Episode #70: Clarity on Building Out Your Ideal Team - An Exercise to Identify Your Next Right Hire & Streamline Your Existing Team

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.

107: Ideas to Implement -The Ultimate Value Add for 2023: Low Difficulty, High Impact Mar 30, 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: The Ultimate Value Add for 2023: Low Difficulty, High Impact
-----------------
LINKS FROM THIS EPISODE:
Check out The Legacy Letter Challenge Here
Connect with Blake Brewer on LinkedIn Here
Grab Libby's Process for Executing The Legacy Letter Challenge 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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