The Efficient Advisor: Tactical Business Advice for Financial Planners – Details, episodes & analysis
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The Efficient Advisor: Tactical Business Advice for Financial Planners
Libby Greiwe
Frequency: 1 episode/4d. Total Eps: 366
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!
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See all- https://zapier.com/
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- https://www.beemoautomation.com/
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Publication history
Monthly episode publishing history over the past years.
320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner
Episode 320
mardi 4 novembre 2025 • Duration 52:46
Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead with intention.
What you’ll learn in this episode:
- The difference between a task-based virtual assistant and a strategic executive assistant
- How to decide what to delegate and when to hire help
- Mindset shifts that make delegation more effective and less exhausting
- Best practices for onboarding and leading an executive assistant
- Tools and systems to track accountability and ensure high-quality results
By the end of this episode, you’ll have practical strategies for building the right kind of support, freeing up your time, and creating more efficiency in your advisory business.
Learn more about Athena Executive Services HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation 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.
319: CEO Day: 5 Categories to Analyze in Your Next CEO Day
vendredi 31 octobre 2025 • Duration 13:28
In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to step out of the whirlwind of client work and focus on your business, not just in it. She breaks down the five key areas to review during your CEO day: money, people, processes, problem-solving, and clients.
You’ll learn how to use this time to evaluate revenue streams, fine-tune team dynamics, and strengthen your client experience — all while building a more strategic, efficient advisory business that runs smoothly year-round.
You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation 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.
310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman
Episode 310
mardi 30 septembre 2025 • Duration 36:30
Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a unique and refreshingly easy process for generating more introductions. Instead of adding friction or pressure, Adam shares how he flips the script and creates an experience that builds trust, strengthens relationships, and makes referring feel natural.
Here’s what you’ll learn in this episode:
- A powerful mindset shift that removes pressure when asking for introductions
- How involving new clients in the thank-you process deepens connections
- Why small, thoughtful touches (like handwritten cards and gift cards) amplify trust
- The psychology behind why this approach works better than traditional referral asks
- How to avoid over-engineering the process and keep it authentic and simple
By the end of this conversation, you’ll see how a small change in your approach can lead to big results in building trust and getting consistent referrals. This episode is packed with ideas you can apply right away to make your client experience stand out.
Grab Adam’s Script HERE!
Grab the cards Adam uses HERE!
Want to see this on YouTube? You can do that HERE!
Adam's Links:
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation 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.
220: Ideas to Implement - When Part of Your Business is a Mess
Episode 220
jeudi 5 septembre 2024 • Duration 10:07
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: When Part of Your Business is a Mess
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation 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.
219: When Part of Your Business is a Mess
Episode 219
mardi 3 septembre 2024 • Duration 30:14
Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love.
In this episode we'll discuss:
- The reality of a messy business
- How to identify the messy part and what to do about it
- How overthinking is just procrastination in disguise
- The antidote to chaos
- And how to Bless and Release
As always, you just need to identify that one RIGHT next step for your business and take some messy action!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation 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.
218: Ideas to Implement --Create a Laser-Focused Marketing Message that Speaks to Your ICA
Episode 218
jeudi 29 août 2024 • Duration 12:27
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: Create a Laser-Focused Marketing Message that Speaks to Your ICA
LINKS:
Download Your “Laser Focused Marketing Message and ICA” Worksheet Here
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation 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.
217: *FREE DOWNLOAD* Create a Laser-Focused Marketing Message that Speaks to Your ICA
Episode 217
mardi 27 août 2024 • Duration 31:21
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 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 ways 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, such as social media, planning process, referral process, and more!
Tune in now to learn how to create authentic, client-centered marketing that boosts your business!
LINKS:
Download Your “Laser Focused Marketing Message and ICA” Worksheet Here
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation 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.
216: Ideas to Implement -- Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick
Episode 216
jeudi 22 août 2024 • Duration 11:28
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: Implementing EOS In Your Business and How To Lead Your Firm w/Josh Kosnick
LINKS FROM THIS EPISODE:
Connect with Josh Here
Follow Josh on Instagram Here
Listen to Josh’s Podcast Here
Books Mentioned:
Rocket Fuel
Traction: Get a Grip on Your Business
Good to Great
Who Not How
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation 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.
215: Implementing EOS In Your Business and How To Lead Your Firm w/ Josh Kosnick
Episode 215
mardi 20 août 2024 • Duration 51:16
It’s time to stop the chaos in your business and actually start achieving your goals! But where do you start?!? 🤔
In today’s podcast episode, The Efficient Advisor, Libby Greiwe, sits down with Josh Kosnick to discuss a great starting place—implementing an entrepreneurial operating system (EOS). Kosnick is an EOS pro who explores the transformative power of this system for financial advisors. We get into all things EOS, including:
- EOS tools you can use daily
- How to stop micromanaging
- Why you need someone with OCD if you have ADD
- Empowering your team
- Becoming an effective leader
- Defining, identifying, and hiring key roles
Tune in now to learn how EOS can be a game-changer for your business, providing you the tools and strategies to build a business and life you love! 💞
LINKS FROM THIS EPISODE:
Connect with Josh Here
Follow Josh on Instagram Here
Listen to Josh’s Podcast Here
Books Mentioned:
Rocket Fuel
Traction: Get a Grip on Your Business
Good to Great
Who Not How
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation 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.
214: Ideas to Implement -- How to Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith
Episode 214
jeudi 15 août 2024 • Duration 12:05
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 Make Your Website (and Everything You Write) Way Better W/ Guest Jo Faith
LINKS FROM THIS EPISODE:
Connect with Jo Faith on LinkedIn Here
Check Out Jo Faith Copywriting Here
Episodes mentioned:
10: How to Create a Laser-Focused Marketing Message that Speaks Directly to Your Ideal Client Avatar
008: Elevate Your Elevator Pitch
Use This Link to Get a Free FinMate AI Trial and Save 10%
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation 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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