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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:

085: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? With Guest Alanah Philips Dec 13, 2022

Show notes

You love the business you built… but do you ever wonder if you are at the right place? Every firm, broker dealer, or RIA platform has its pros and cons.

In today’s episode my guest, Alanah Philips, walks us through how to know if the grass is REALLY greener on the other side. Do I stay? Do I go? What do I need to consider to make this decision?

She walks us through her process of:

How to determine if it’s time to go
How to figure out where to go
Identifying the right time to go
And developing the best strategy for how to go

I love how Alanah gives some concrete guidance, exercises to do, and a little couples therapy.
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LINKS FROM THIS EPISODE:
Connect with Alanah here on LinkedIn.
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.

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.

084: Ideas to Implement -Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023 Dec 08, 2022

Show notes

Each week I am going to 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: Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023
________________________________________
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

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.

083: Stop Being a Goal Setter Start Being a Goal Achiever - A Plan for 2023 - w/ Guest Kristin Burke Dec 06, 2022

Show notes

It’s the most wonderful time of the year! Yes, celebrating the holidays is here…. But I’m talking something *almost* as wonderful… BUSINESS PLANNING!

If you’re anything like me, I used to sit down at the end of the year with a fresh piece of paper and come up with alllll these amazing business and personal goals. I’d create a beautiful plan… put it on my shelf… and never look at it again.

I eventually figured out that traditional business planning just plain didn’t work for me. I didn’t just want to SET goals. I wanted to ACHIEVE goals.

What moves you from being a goal setting to a goal achiever? Goal achievement coach, Kristin Burke, and I sit down in this week’s episode to bring clarity and confidence to your 2023 goal strategy.

Kristin walks us through:

Her 4-step process for setting goals
Strategies for staying connected to your goals when the motivation starts to wear thin
The 4 characteristics that set apart goal setters and goal ACHIEVERS
And when it makes sense to revise, or totally quit, a goal (without the self-shaming!)

Looking to add a little confidence to your 2023 strategy? This is the episode for you!
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LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

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.

082: CEO Days and Year-End Questions To Ask Yourself Nov 29, 2022

Show notes

Today I am sharing a replay of an episode from the end of last year... the #1 most TRANSFORMATIONAL question I ever asked myself as part of my business plan.... and you won't find it in any planner.
With the new year right around the corner--and business planning well under way--I thought I would share this incredible, business-changing question with you.
And, because you're you and you're special to me... I've included a few other questions that you should be asking on your CEO Day. Questions that will truly help you reflect so that you can create a BUSINESS THAT YOU LOVE.
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Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

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.

081: Ideas to Implement: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen Nov 24, 2022

Show notes

Each week I am going to 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 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen
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LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

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.

080: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen Nov 22, 2022

Show notes

Does anyone else just want to be able to click an “easy button” for social media content? And not just any content… GOOD content. Custom content. Content that truly shares your story and compels future clients to reach out to you?

I went out on a hunt for this “easy button” and – SPOILER ALERT – there isn’t one.

HOWEVER, I did come across a framework and strategy to make custom content easier and more compelling. BINGO!

Max Kringen, Chief Storyteller at Tellwell, generously shares all the professional tips and tricks to create killer content.

His formula:

1. Introduce

2. Educate

3. Engage

4. Remind

On today’s episode Max breaks down each category of his formula and gives specific examples of how financial advisors can use each step to connect with their clients and prospects.

He also shares some trade secrets on the most powerful strategies to create, produce, and repurpose content! We also talked about a lot of strategies that really relate to your client experience.

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LINKS FROM THE SHOW:
Connect with Max Kringen on LinkedIn
Learn more about Tellwell & their services
Here's Max's Hero's Journey Framework PDF

Handwritten card service Sent Well
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

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.

079: Ideas to Implement - How to Re-Onboard Existing Clients And Update the Way You Do Business Nov 17, 2022

Show notes

Each week I am going to 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 Re-Onboard Existing Clients And Update the Way You Do Business
------------------------------------------------------
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

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!

-------------------------------------------------
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

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.

078: How to Re-Onboard Existing Clients And Update the Way You Do Business Nov 15, 2022

Show notes

You’re always reinventing your practice. Incorporating new ideas, narrowing your focus, updating your ‘Client Experience’ process… essentially getting better and better.

But, how do you communicate that to clients? You know the ones… the clients you’ve had for years and years that need to be reintroduced to how you do business now and the practice that you’ve evolved into.

In today’s episode we’re going to dive into the “Re-Onboarding Experience” and how to execute this in a way that feels natural and not awkward to you and your clients.

We’ll talk about:

When it makes sense to do a “re-onboarding”
How to introduce it in a way that makes sense
What’s included in an onboarding
Language that just works
How to drive behavior change on your clients end
And, so much more!

------------------------------------------
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

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.

077: Ideas to Implement: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda Nov 10, 2022

Show notes

Each week I am going to 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 the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda
------------------------------------------------------
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

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.

076: How To Make the Holidays Less Crazy in Your Business - The Holiday Meeting Agenda Nov 08, 2022

Show notes

We’re getting into the most wonderful time of the year… and as you know… it can be the most hectic time of the year! It’s important for you to set expectations, boundaries, and get prepared for the holiday season in your business now so that you can have a smooth and enjoyable end of the year.

I want you to have an actual plan and move through this season as efficiently as possible and preemptively avoid any hiccups or last-minute scrambling that is so typical of the holiday season.

Today we’re going to dive into my recommended agenda for your Christmas Season or Holiday Season meeting with your team.

Your Agenda Includes:

Time Off/Office Coverage
Boundaries with Time Off
How to Communicate Your Holiday Schedule to Clients
Decorating Duties/Efficiencies
Client Gift Plan/Holiday Card Plan
Holiday Parties!

Let’s enter this last stretch with INTENTION AND A PLAN!

------------------------------------------
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

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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