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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:

039 - Ideas to Implement: How to DIAL IN Your Business to be EXACTLY What Your Clients Want Jun 30, 2022

Show notes

Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: How to DIAL IN Your Business to be EXACTLY What Your Clients Want
____________________________________
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!

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.

038: How to DIAL IN Your Business to be EXACTLY What Your Clients Want Jun 28, 2022

Show notes

If you are listening to this podcast… I know one thing about you already. You care. You care A LOT. You want your business to be successful and you want to have a practice that delivers the highest quality financial planning you are capable of and a business that prospects FLOCK to.

And today, I am going to give you a tool that gives you the inside track on how to build, not just a good business, but an excellent one. We’re going to discuss EXACTLY what it takes to dial in your business to be an IDEAL business for your ideal clients. A business that clients are loyal too.

And of course, running a business is like baking a cake… there are a lot of ingredients in different amounts to come up with the perfect end product… so today is just one ingredient in the recipe. BUT a big one. Consider today like the baking powder of the recipe… if you don’t do this… your cake – your business – will fall flat and not rise the way you want to… even if you get everything else right!!!

In today's episode we get into:

What does it mean to co-create your planning process?
What is REAL feedback?
How do we get it?
What do we do with this?
What don't we do with it?
And how do we use it to go from good, to great, to excellent!

---------------------------------------------
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!

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.

037: Ideas to Implement - Action Items for How to Add Massive Value in Minimum Time w/ Matt Jarvis Jun 23, 2022

Show notes

Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: Matt Jarvis on Adding Massive Value in Minimum Time
____________________________________
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!

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.

036: Matt Jarvis on Adding Massive Value in Minimum Time Jun 21, 2022

Show notes

Dream Guest Alert!

This week I’ve got ‘advisor famous’ guest Matthew Jarvis of the Perfect RIA on the show to talk about all things working less and making more.

Matt is right up my alley. He’s whittled his work days down to 100/yr (surpassing my 114!!!!), mastered surge scheduling and is adding massive value to his clients’ lives on minimum time.

In this episode Matt and I talk about:

How he reduced his time in the office down to just 100 days
How surge scheduling allows him to give his family more than just his “leftovers” when it comes to time & energy
How to add ‘massive value’ to clients on minimum time
Time blocking, managing your energy, and SO MUCH MORE

I invite you to listen in to our discussion, and I know you will walk away with a renewed sense of excitement and implementable ideas on how you can work more efficiently without decreasing your client experience.

AND - Matt and I are going to appear together at XYPN LIVE conference this October in Denver, CO. Come and see us! More info to come on this!

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Watch Tim Ferris's TedTalk on Fear Setting here!
Project management tool Asana
Find Matt's Book "Delivering Massive Value" here!
Find Matt on LinkedIn here!
Check out the Perfect RIA Podcast
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!

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.

035: Ideas to Implement - Action Items to Squash Imposter Syndrome Jun 16, 2022

Show notes

Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: Squash Imposter Syndrome for Good: A 5-Step System to Silence Your Inner Bully
-------------------
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

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.

034: Squash Imposter Syndrome for Good: A 5-Step System to Silence Your Inner Bully Jun 14, 2022

Show notes

Do you ever hear a little voice in your head telling you that you’re not ready for this, you’re not smart enough, and maybe you’re not as good as the others? Does your inner ‘mean girl’ hold you back from taking the next step that would make an amazing impact on your business?

That, my friend, is Imposter Syndrome and EVERY ADVISOR experiences it… and often. And, it tends to creep up RIGHT when we’re about to do something really really big.. Your inner mean girl starts to whisper in your ear at the worst possible moment. When you are right on the edge of your comfort zone about to jump out into that zone of greatness that lies JUST just beyond.
Today’s podcast is actually a recording of a live workshop that I did for the Twin Cities chapter of Women in Financial Services. I created an actual system to work to eliminate imposter syndrome when it creeps up. You can download the PDF to accompany this episode, the link is here in the show notes.

But yes, you heard that right. I created an actual process that you can use to reduce imposter syndrome. And if you claim you’ve never experienced it… you’re either my hero or a dirty liar! I can’t tell you how many times when I’m coaching advisors I hear them mention that they struggle with feeling imposter syndrome. It’s hard to feel unique, or like you’re adding enough value, or if you’re worth charging what you charge.

I invite you to follow along with this workshop to help you create a few go to strategies to eliminate that inner mean girl once and for all.

------------------------------------------------
Grab the worksheet that goes with this episode here!
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!

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.

033: Ideas to Implement - Action Items to Designing a Life You Love Jun 09, 2022

Show notes

Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Tuesday's podcast: Designing a Life You Love so You Can Serve Your Clients Wholeheartedly
-------------------
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

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.

032: 3 Steps to Designing a Life You Love with Guest Erin Hente Jun 07, 2022

Show notes

Are you feeling overwhelmed by all the things you want to do in life and business? Do you ever just feel like there’s not enough of you to go around?
Creating a life you can truly love means aligning what you want most with the people you serve, so you can show up and serve your clients wholeheartedly.

In this episode with Business & Certified Life Coach Erin Hente, you will learn….

The exact 3 step process Erin coaches clients to apply to both in LIFE & Business, so they can design a life they love.
How applying these steps repeatedly will allow you to create more energy for your clients in less time, so you can serve them wholeheartedly.
Why NOW is a good time to make these shifts in your life.

Erin and I dig into so many thing in this episode, but at the heart of it, we’re discussing the exact strategies we use to help our clients craft a BUSINESS and a LIFE that you love.

Are you ready to kick overwhelm to the curb? Well, let’s go.

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You can find Erin at her website here!
Connect with Erin on LinkedIn here!
As soon as Erin gets us the link to her download I'll update it here!
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!

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.

031: Ideas to Implement - Action Items to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing Jun 02, 2022

Show notes

Each week I am going to recap the implementable ideas from this week's full length podcast. Consider me your accountability fairy!
Here are the Action Items to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing. Check out the Full Episode #30!
-------------------
Links from Today’s Episode

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!

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.

030: How to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing w/ Guest Deirdre Van Nest May 31, 2022

Show notes

If I told you that I knew of a guaranteed way to to accelerate building trust with your clients, prospects, and even your team… would you think I was full of bologna?

I know. It sounds crazy. But 1 Crazy is my jam and 2 I’ve got a guest today who’s got the numbers to back up this claim.

This episode matters to you because we are communicating all the time. We’re communicating even when we’re not communicating. Not sending your clients a follow up email as promised, definitely communicates something – and it isn’t good. So having an amazing tool to utilize in all the different forms of communication you use is critical.

Today, my guest Deirdre Van Nest, is going to share with you:

How to add “lighter fluid” to all of your conversations, presentations, and marketing activities
The 3 types of stories you need in your toolbox and when to use which one
How to use this tool across all lines of communication: workshops, social media, blog posts, and—of course—client meetings.
The KEY components to a really compelling lighter fluid story

This episode is going to be super actionable and I know you are going to listen to it and be able to add these elements to your business right away. Like later today.

----------------------------------------
Find Deirdre and Her Free Download here!
Find Deirdre on LinkedIn here!
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!

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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