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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:

019: How She Used FREE Marketing to become the ‘Go-To Expert” in Her Niche (w/ Guest Natalie Kratzer) Mar 15, 2022

Show notes

I am extra pumped for this episode! We are still deep in March Marketing Madness here with 3rd episode in the series - and again you’re going to get tangible, immediately implementable strategies from today’s conversation.

Today I’m introducing you Advisor Natalie Kratzer who picked a niche and in just a few short years has become the “Go -To” Planner in her category. She’s tapped into some unique marketing that doesn’t cost a dime, but has prospects LINING up to meet with her because of her expertise.
In today’s episode you’ll meet our guest Natalie Kratzer and we’ll get into:

1️⃣ Key partnerships she developed that helped her explode as the ‘Go-To Expert’ in her niche (hint: she used INFLUENCERS to promote her!)

2️⃣ How these partnerships have converted into referral after referral after referral

3️⃣ How she approached her niche marketing and what worked and what didn’t work

4️⃣ What adjustments and pivots she’s had to make in her practice to accommodate her growing niche alongside her more “traditional retirement planning” business

And of course so much more. I think you’ll really be inspired by her marketing strategy and I can’t wait to see what you do with these ideas in your own practice.
Book Libby Mentioned: Blue Ocean Strategy
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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.

018: How He Generated 50 New Clients from LinkedIn in Just 12 Months (and the clients all came to him!) with Guest Moshe Grunhut Mar 08, 2022

Show notes

This month is March Marketing Madness… and this episode is complete madness! I didn’t intend to lean towards free/low cost marketing strategies for this series, but when you come across some Advisors who are crushing the prospecting game without blowing out a budget I just have to stop & pay attention.

Today I’m going to introduce you to Moshe Grunhut. He caught my attention when he stated he got 50 new clients just from his LinkedIn strategy in just 12 months. And I don’t mean him searching and reaching out to prospects… we’re talking prospects reaching out to him!

No fancy profile sorts, no cheesy pitching. I 👏🏻 can’t 👏🏻 wait 👏🏻 to implement his suggestions.

In today’s episode you’ll meet our guest Moshe and we’re digging into:

1️⃣ How does he structure his posts to capture so much attention!?

2️⃣ Tips and tricks he uses to maximize the algorithm and how to keep his engagement high

3️⃣ What is he doing differently that makes clients reach out to HIM!? And what does that conversation then look like?

4️⃣ How he’s navigated compliance to implement this strategy

So join us for this conversation about mastering LinkedIn!
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Links from Today’s Episode

You can find Moshe Grunhut on LinkedIn Here!
You can 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.

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.

017:The #1 Most Effective Marketing Strategy that Most Advisors Are Missing Out On…And How To Get Started in VIDEO Mar 01, 2022

Show notes

Okay so what’s on tap for today? Today we are diving into the #1 marketing trend you cannot ignore for 2022… that has low cost to entry, is crazy effective, and can be done easily… and music to MY ears…can be a system or process in your marketing funnel!

I’m talking VIDEO.

But before you turn this podcast off and say “no way!” I don’t have the time, budget, or even the wherewithal to get started using video… hear me out! Even if you’ve got a tough compliance department… I got you today okay? Remember, my goal is to help you do this effectively and efficiently on any budget.

81% of Businesses increased their sales using video in 2021

86% of businesses increased their lead generation using video in 2021

93% of businesses increased their brand awareness in 2021

So, that’s impressive… but here’s what’s even more important for you to consider:

96% of people have watch an “explainer video” to learn more about a provided service – including financial planning services

86% of people have been convinced to buy a service by watching a brands video. So 96% watch to learn and then 86% are convinced by this video. Wow.

And get this… 73% of consumers said they prefer to learn about a service via video.

Do you hear these results!? This is why you cannot ignore video.

In today’s episode:

1️⃣ How to do video on a really, really low budget

2️⃣ How to reuse your content in 10+ different ways to build your brand

3️⃣ Ways to create a system to do it quickly and easily

4️⃣ Some specific things you’ll want to know before you hit record for the first time

And of course so much more. I think you’ll really be excited by how easy, quick, and budget-friendly a video content strategy can be!
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Link to Wyzowl 2022 Video Marketing Statics Survey
Equipment Suggestions:
Tripod
Cell phone holder for tripod
Ring Light
External Mic

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.

016: 8 Productivity Hacks to Work More Efficiently Feb 22, 2022

Show notes

We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of the major things you needed to do. YET, you felt slammed all day!

So here’s the questions we’re going to seek answers to today…

How do you ACTUALLY get things done in your time blocks without getting distracted?
What do you do if your energy is off and you just don’t feel like doing that thing you had scheduled?
How do you manage your time when random tasks and crap just pop up in your business that you have to deal with?
How do you not get sucked into the vortex that is random to dos, being all over the place, and juggling all the balls?

I mentioned it all the time–that in order to scale your business you have got to scale yourself first…. And these are the questions I hear from advisors in our coaching and these are certain questions I had for myself that I had to test, try, tweak and seek out answers to for myself in my own business.

In today’s episode I am going to share EIGHT tips & tricks I uncovered over my nearly 2 decades in the business that worked for me when it came to actually getting done what I was supposed to… when I was supposed to do it.

This includes a rapid-fire power hour, iron butt time, and the Pomodoro method. Intrigued? We’ll let’s go…

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Links from Today’s Episode:
Grab the guided Brain Dump PDF here!
See the cheap but great kitchen timer 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!

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.

015: 7 Strategies to Minimize Team Interruptions with productivity expert Amber de la Garza Feb 15, 2022

Show notes

This week I have my favorite productivity expert, Amber de la Garza on the podcast! Amber and I go through her 7 strategies to reduce team interruptions that will save you a TON of time and frustration. And, bonus, help your team to become more self-sufficient.

Libby and Amber uncover the proactive and reactive strategies you can implement right away with your team whether you’re a small and mighty team of 2 or a more robust practice with lots of moving staff parts.

In this episode Libby and Amber discuss:

Amber’s 7 Effective Leadership Strategies That Reduce Interruptions
Libby’s 2 passive-aggressive techniques (haha!) that might make you smile AND shake your head
Nipping interruptions in the bud (kindly) but uncovering their root cause and fixing that instead
Teaching your team how to critically think about problems to come with their own (and often better!) solutions

I created The Efficient Advisor Podcasts and episodes like this because I think podcasts should do more than just entertain you. I wanted to create a fun format that gives you actionable items. Things you can literally implement tomorrow to make your business more efficient. No fluff. Just getting things done!!!

I basically take all the problems and growing pains that I had building my business along with what I hear from Advisors in our community and find and share solutions. So, that’s what this is. Your solutions based podcast.

And this episode is no different.
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Click here to see my ridiculous photo!
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
You can find Amber and all her brilliance at: amberdelagarza.com
And her mini training "Take Back Your Time" 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.

014: The #1 Mistake Advisors Make in their Sales/Marketing Funnel Feb 08, 2022

Show notes

Today I am sharing with you the #1 Mistake that Advisors make in their Sales & Marketing Funnel and how to fix it! Yep, the solution is easier than you think!

Most financial planners have NO IDEA what I’m talking about when we start to analyze their marketing & sales funnel. And… that’s okay. Most of us, including myself, did NOT go to business school before we became Financial Planners.

According to clickfunnels.com an intentionally crafted funnel is about 100 times more effective than a sales funnel left to random chance or accidental design.

Did you hear that?! 100x more effective. I do no know an advisor out there who doesn’t want to have a marketing strategy that is 100x more effective.

In today’s episode I share:

The #1 mistake that advisor make in their marketing strategy
My simple system to problem-solve it and fix it!
Specific examples of how to follow your marketing and sales through the funnel to identify areas that need a good tweaking
Tips on how to figure out what is the best way to use your ‘marketing firepower’

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.

013: 2 Power Phrases You Need To Know [Bonus Episode!] Feb 03, 2022

Show notes

In today's short bonus episode Libby shares two power phrases that will change the way you interact with your clients, colleagues, and family. These two phrases are ones you MUST incorporate into your daily vernacular if you want to find ways to insert your opinion without being abrasive.
Enjoy this shorty 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!

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.

012: Design Your Perfect Schedule To Get It All Done in Less Time Feb 01, 2022

Show notes

The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and i’m putting in double that!"
I feel that on so many levels because that was me early on.

And the number one question I got from corporate folks is… "if you could share just ONE thing with advisors from an efficiency standpoint…. Especially advisors in those early years of their careers, what would you share?"

Luckily, the answer for both of those questions is the same thing! I get to kill two birds with one stone. But what that means, is that this is foundational to working efficiently!

In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule.

This perfect schedule, or what I call a Model Week, is a schedule that you’ve designed, with intention, that suits your personality, for your business goals, with your energy levels, and your work/life balance objectives in mind.

In this episode Libby will:

Help you design a 'Model Week' that works for your business and life goals
Share tips and tricks to maximize productivity
Give examples of things that have worked and haven't worked for her and other advisors
Help you build margin and white space
Guide you in methods to figure out how to tweak your schedule until it works perfectly for YOU!

Links from Today’s Episode

Download the Model Week Template and Sample Templates 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!

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.

011: How to ACTUALLY Get Referrals from CPAs, Attorneys & Other Professionals with guest Michelle Klisanich Jan 25, 2022

Show notes

The elusive referral from an attorney… most Advisors have heard of this phenomenon, but haven’t actually experienced this sought after event with any frequency. Financial Advisor Michelle Klisanich is here to spill the beans on how she has MASTERED the attorney, CPA, and other professional network referrals. And—SPOILER ALERT–she has a system to do it!

In this Episode we dive into:

Michelle’s DOs and DON’Ts for networking with professional centers of influence
How to best build relationships that ultimately are mutually beneficial
How to track referrals give and received from lawyers, CPAs, etc using your Client Retention System
Making sure you’re getting the RIGHT referrals - AND, what to do when you get the less than ideal referral from one of these important COIs
Specific examples of how Michelle spoils and connects with her professional network

So if you’re really to learn how to get the BEST referrals from complimentary professionals… this is the episode for you!

Links from Today’s Episode

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

Grab Michelle's PDF here!
Connect with Michelle on LinkedIn
Connect with Michelle on Facebook

Michelle's website: https://birchcovegroup.com/home.html

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.

010: How to Create a Laser-Focused Marketing Message that Speaks to Your Ideal Client Jan 18, 2022

Show notes

Do you want the secret to crafting a LASER-FOCUSED message that speaks right into the heart of your perfect clients? Do you want to be able to read your clients’ minds and deliver an experience that is EXACTLY what they are looking for? Understanding these important things about your clients allows you to craft a message that helps you stand out from the sea of advisors and helps you to add immense value---which makes you super referable!

In this podcast Libby will give you:

A step-by-step exercise on how to craft your Ideal Client Avatar and to figure out where your “sweet spot” is for planning
A specific roadmap of questions to ask that will lead you to your laser-focused language
Ideas and examples of how to implement these results in different areas of your business (social media, planning process, referral process, and more)

Make sure to grab the step-by-step guide that goes along with this episode 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!

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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