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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:

352: The Secret Currency That Makes Employees Want to Stay Mar 07, 2026

Show notes

There are many forms of compensation that matter to employees. Salary, benefits, and bonuses often get the most attention, but they are not the only things that drive loyalty and engagement. In this episode, Libby Greiwe shares a powerful but often overlooked “currency” that financial advisors can offer their teams without increasing payroll costs. Drawing from her own experience running a successful advisory firm, she explains how intentional flexibility can strengthen employee loyalty, improve morale, and ultimately create a stronger business.

Why flexibility is one of the most powerful and underrated forms of compensation for employees
How “structured flexibility” allows advisors to offer freedom while maintaining accountability
Practical examples of how flexible scheduling can support working parents and busy professionals
Why building a thoughtful employee experience leads to stronger loyalty and long-term team retention

When advisors focus on building an employee experience that supports both professional success and personal life, the results can be remarkable. Thoughtful policies that prioritize trust and flexibility can create a workplace where people feel valued, empowered, and committed to helping the business grow.

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.

350: Client Meetings Running Long? Here’s the Fix. Mar 06, 2026

Show notes

In this episode, Libby shares 5 practical ways financial advisors can keep client meetings running on time — starting on time and, just as importantly, ending on time. She breaks down how to balance client experience with practice efficiency so meetings don’t bleed into follow-up work, team time, or personal time. If your meetings routinely run over, this episode is for you.

What You Will Learn:

Why starting and ending meetings on time directly impacts client perception and professionalism
How using a structured agenda keeps meetings focused and prevents last-minute surprises
Simple time-setting techniques to reset expectations throughout the meeting
Why having a visible clock and a structured close improves productivity and accountability
Creative ways to create a natural “hard stop” for chatty clients while protecting your schedule

Running efficient meetings isn’t about rushing clients — it’s about respect, clarity, and structure. When you control the time, you protect your energy, your team, and your client experience. Try implementing one or two of these strategies in your next meeting and track the difference.

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.

349: 12 Marketing Strategies to 5X Your Advisory Business (Without Social Media Ads) Mar 03, 2026

Show notes

In this episode, Libby sits down with advisor Matt McManus to unpack exactly how he 5X’d his business in five years. But this isn’t a story about flashy marketing funnels or viral social media. It’s about clarity, community, and connection. If you’ve been wondering what’s actually working in 2026 to attract ideal clients, this conversation is packed with practical, affordable, relationship-driven ideas you can implement right away.

Here’s what you’ll learn:

Why niching into first responders (ages 48–60, at or near retirement) changed everything — and why you don’t have to pick a niche on day one
The 12 (plus 1 bonus) guerrilla marketing strategies Matt uses every year — from retirement workshops and recognition programs to appreciation weeks and surprise station drop-offs
How to turn sporting events, client appreciation suites, and community dinners into natural referral engines without making it awkward
Why vulnerability, wellness conversations, and sharing your personal journey can build deeper trust than credentials ever will

One of the biggest takeaways? This growth didn’t happen overnight. Matt didn’t launch all 12 strategies at once. He systematized one, then layered in the next. He blocked them on the calendar in advance. He aligned them with his ideal client avatar. And he focused on showing up shoulder-to-shoulder with his community instead of sitting across the table trying to sell.

If you’re heading into this year wondering how to create real momentum, this episode is your reminder that relationships still win. Get organized, get intentional, get involved — and watch what happens when your community starts seeing you as one of their own.

Follow Matt McManus 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.

348: Conference Season: A Simple Framework to Get Measurable Results Feb 27, 2026

Show notes

Conference season is one of the most energizing times of the year for financial advisors. From fresh marketing ideas to meaningful connections and leadership growth, the upside can be huge. But without a plan, it can just as easily turn into overwhelm, shiny object syndrome, and a notebook full of ideas that never see the light of day. In this episode, I walk you through a simple four-phase framework — before, during, after, and six months later — so you can actually measure ROI from the events you attend and make sure they move the needle in your business.

In this episode, you’ll learn:

How to schedule the right debriefs and CEO time before you even leave for a conference so you don’t waste the momentum when you return
How to set a clear conference goal that filters sessions, networking, and opportunities through what actually matters to your business
A smarter way to take notes that prioritizes action over inspiration so you leave with a plan, not just a pile of quotes
How to protect your team from idea overload and bring back focused, strategic priorities instead of a firehose of change
What to measure six months later so you can determine whether a conference truly delivered ROI — in time saved, revenue gained, relationships built, or friction reduced

Conference season does not have to equal overwhelm. With the right structure, it can become one of the most profitable and strategic investments you make all year. When you approach events with intention before you go, discipline while you’re there, and measurable follow-through afterward, you stop attending based on vibes and start attending based on results. Choose one action from this episode and put it on your calendar today — your future self (and your bottom line) will thank you.

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.

347: How to Cut Your Email Time in Half (Without Ignoring Clients) Feb 24, 2026

Show notes

Your inbox is either running your day… or you are. 📥⏳
In this episode, Libby tackles the silent productivity killer inside most advisory firms: email. If you’ve ever felt busy all day but unsure what you actually accomplished, this conversation will hit home.
If you want more energy at the end of the day and less reactive chaos in your business, this episode is your permission slip to stop living in your email.
Here’s what you’ll learn:

Why your inbox is not a to-do list — and how fragmented attention is secretly stealing 2–3 hours a day
The difference between checking and processing email (and why blending them is the root of overwhelm)
The 4 D’s framework: delete, delegate, do, or defer — and how to move tasks out of your inbox for visual “inbox zero”
How templates can save you 40+ hours a year and dramatically reduce decision fatigue
Why the more emails you send, the more you receive — and how setting boundaries protects your time and client experience 📊✨

Libby also shares practical tactics like blocking email windows in your model week, removing work apps from your phone, using delayed send to train client expectations, and reducing unnecessary back-and-forth communication with your team. Because clean systems reduce mental load — and mental load is what keeps you feeling stuck in reactive mode.
You don’t scale your business by answering more emails — you scale it by reducing friction. 🚀 Your inbox doesn’t get to be the CEO. You do.

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.

346: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) Feb 17, 2026

Show notes

In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression.

So today we dive into:

How I more than quadrupled my hourly rate
How creating a killer client experience helped me work less
Why picking a niche was critical to our efficiency and how it drives referrals
Being okay with pushing back on clients’ calendars and fitting them into MY model week
How I organized my time, built a team, AND SO SO MUCH 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.

345: What Kind of Profit Margin Should Your Financial Advisory Business Have? Feb 13, 2026

Show notes

Revenue growth can feel exciting—but if you don’t know your margins, you’re flying blind. 💸 In this episode, we break down the difference between leverage and true scale, what healthy operating margins can look like at different stages of growth, and why stepping into your CEO role means knowing more than just your top-line number.
You’ll learn the four numbers every advisor should be able to calculate in under 60 seconds, how to determine your real take-home percentage, and where profitability often leaks inside growing firms. With Q1 CEO Day around the corner, this is your cue to tighten the machine, protect your margins, and build a business that actually funds your life. 📊🚀

Quin + Knudge Webinar Details 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.

344: Vanilla to Vibrant: How to Build a Brand That Attracts Dream Clients with Nicole Burdick Feb 10, 2026

Show notes

My guest, Nicole Burdick, took her brand from vanilla to vibrant—and in this episode, she walks through exactly how she built a brand (and a practice) that feels more like her: clear, magnetic, and profitable without being draining.

In this episode we’ll dive into:

Her “this is it” moment for building a truly magnetic brand (and why it pushed her to leave her team)
The difference between an ideal client avatar and an ideal client community—and how to define the qualitative fit that energizes you
What “niching” really means when you’re trying to serve clients well
How she right-sized her practice by letting go of disengaged clients—and the gut-check question that made the decision clear
How to turn your brand values into messaging that makes prospects feel seen, safe, and understood

If you’ve been feeling those quiet “stirrings” that your business could look different—more aligned, more you—this conversation is your permission slip. Nicole’s story is a reminder that clarity creates courage, and a brand built on real values doesn’t just attract the right clients…it repels the wrong ones (which is a win).

Check our Nicole’s book HERE!

Find Nicole on LinkedIn 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.

343: The 85% Wake-Up Call Every Advisor Needs to Hear Feb 06, 2026

Show notes

In this quick Efficient Friday episode, Libby breaks down a stat that should stop every advisor in their tracks: 85% of clients have thought about switching advisors in the last year 😬. She challenges you to look honestly at the impact you’re delivering, the experience your clients are having, and whether your time is being spent on things that actually matter to them—or just feel productive.

You’ll learn how to evaluate your client service model, identify low-impact activities that drain time, and redesign your processes to deepen relationships, reduce friction, and consistently deliver real value year after year 🚀💡. This episode is a call to step into your CEO role, gut-check what you’re doing, and intentionally build a practice your clients never want to leave.

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.

342: No One Warned You About This Part of Business Ownership (Here’s How to Handle It) with Hannah Moore Feb 03, 2026

Show notes

Running a financial advisory firm often looks appealing from the outside: freedom, flexibility, and income potential. But the reality of being a true business owner requires an entirely different skill set. In this episode, Libby sits down with Hannah Moore to have an honest, vulnerable conversation about what it really takes to move from advisor to CEO, including the emotional, operational, and leadership challenges that often go unspoken ✨

In this episode, you’ll learn:

Why owning a firm is fundamentally different from being a great financial advisor, and why most advisors are unprepared for that shift
How Hannah navigated massive business transitions, including reducing her client base, growing two companies, and building a leadership team
What it actually looks like to delegate meaningful responsibilities like sales calls and client relationships
How ego, identity, and grief can quietly hold advisors back from scaling their firms
Why self-awareness is one of the most important traits of successful advisors and CEOs

This episode is a powerful reminder that growth doesn’t come from doing more, but from letting go, building trust in your team, and stepping fully into the CEO role. If you’re feeling stretched, overwhelmed, or stuck in the day-to-day, this conversation will help you see what’s possible on the other side of intentional leadership.

Find Hannah on LinkedIn HERE!

Learn more about Amplified Planning 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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