Explore every episode of the podcast The Efficient Advisor: Tactical Business Advice for Financial Planners
Dive into the complete episode list for The Efficient Advisor: Tactical Business Advice for Financial Planners . Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
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Title
Pub. Date
Duration
320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner
04 Nov 2025
00:52:46
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.
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
31 Oct 2025
00:13:28
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.
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
30 Sep 2025
00:36:30
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.
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
05 Sep 2024
00:10:07
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!
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
03 Sep 2024
00:30:14
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!
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
29 Aug 2024
00:12:27
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!
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
27 Aug 2024
00:31:21
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!
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
22 Aug 2024
00:11:28
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
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
20 Aug 2024
00:51:16
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! 💞
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
15 Aug 2024
00:12:05
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
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
213: How to Make Your Website (and Everything You Write) Way Better w/ Guest Jo Faith
13 Aug 2024
00:51:39
You literally have a hot second (or maybe two if you’re lucky!) to attract clients when they read your website, email, blog, brochure, or newsletter. And if your words are not spot on, you can lose a client before you even have a chance to meet them!
In this week’s episode, host Libby Greiwe sits down with copyright guru, Jo Faith, to chat about the importance of how and what you write. With Faith’s background in financial journalism, she brings expertise and deep understanding to this podcast episode. You will learn about:
What You Need at the Top of Your Website
Crafting a Compelling Hero Statement
Client-Centered Messaging
Different Calls to Action to Meet Clients at Different Stages
SEO and Social Media Strategies
This episode is a must-listen if you’re looking to elevate your online presence. Tune in now!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
212: The Meeting Notes Hack That Will Change Your Life
06 Aug 2024
00:55:30
Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to leverage the power of AI to transform your workflows? If so, this episode is for you! 🫵
In today’s podcast, The Efficient Advisor host, Libby Greiwe, is joined by Daniel Yoo, founder of FinMate AI, an artificial intelligence tool that will revolutionize your workflow as a financial advisor!
Yoo and Greiwe explore this powerful technology and address how FinMate AI can automate the following while ensuring impeccable security:
Note-taking
Task assignments
Follow-up emails
AND SO MUCH MORE!
Tune in now to learn all the ways to unlock new levels of productivity and efficiency with AI tools like FinMate AI!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
211: 5 Tips to Get Better Conversions When Public Speaking with Deirdre Van Nest
30 Jul 2024
01:06:55
Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few practical tips—Deirdre's insights promise to do just that. You'll discover how a strategic approach to your speaking engagements can lead to remarkable outcomes, like a 93% conversion rate during my most recent virtual keynote. Whether you're delivering keynotes, hosting webinars, or leading client workshops, Deirdre's advice is a game-changer for boosting engagement and conversions.
Register for the Systems to Scale Group Coaching Program Here Book a call to see if the group program is right for you and your team Here (scroll to bottom)
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!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
309: How to Say No to Night & Saturday Meetings (Without Feeling Like a Jerk)
26 Sep 2025
00:15:02
In this episode, Libby shares why setting clear boundaries with clients isn’t just about protecting your personal time—it’s about elevating your professionalism and creating a business that lasts. 🚪 You’ll learn how to confidently say no to Saturday meetings while still making clients feel cared for and supported.
We’ll cover practical scripts, strategies to handle pushback gracefully, and ways to frame boundaries as a benefit to your clients. 🌟 By the end, you’ll see how healthy boundaries build respect, trust, and sustainability in your advisory practice—without sacrificing client experience. 💬
I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! 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!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
210: Ideas to Implement -- The Client Experience Cheat Code
25 Jul 2024
00:10:39
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: The Client Experience Cheat Code
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LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching Program Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
209: The Client Experience Cheat Code
23 Jul 2024
00:44:10
It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working!
As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and satisfied…just like Disney goers!
In this episode, The Efficient Advisor, Libby Greiwe, offers three ways to evaluate your client experience:
Happy, mid, and sad face
Five senses exercise
Fresh eyes experiment
Libby also gives practical hacks to streamline and enhance your client experience. She delves into how small touches, like freshly baked cookies and a hot cup of joe, make a lasting impact. These sensory details and personal touches help to build a business that becomes a magnet for referrals.
If you’re looking to be equipped with tools and strategies to create a seamless and memorable client journey that sets your practice apart, tune in now…and then sign up for the Systems to Scale Group Coaching Program that launches in August for a FULL systems and processes overhaul. Spots are limited, so register today!
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LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching Program Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
208: Ideas to Implement -- My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”
18 Jul 2024
00:09:48
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: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”
16 Jul 2024
00:26:48
What if you could transform your financial advising business by focusing on fewer, fiercely loyal clients? 🤔
In today’s episode, The Efficient Advisor, Libby Greiwe, explores how financial advisors can reduce stress by cultivating a dedicated, smaller following rather than chasing widespread recognition. This mindset shift helps to:
Prioritize quality over quantity
Foster genuine connections
Deliver tailor-made, value-based services
Alleviate workload
Build a more sustainable and rewarding business
Tune in today to learn the transformative power of focusing on your ideal client avatar to truly elevate your business. Let’s go! 🚀
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
11 Jul 2024
00:18:14
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: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
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LINKS FROM THIS EPISODE
Register for the Systems to Scale Group Coaching Program Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
09 Jul 2024
00:50:49
CRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and automations. But, where do you start when it comes to actually using it as a vital part of your business instead of a glorified Roladex?
In today’s episode, workflow guru Kate Guillen sits down with The Efficient Advisor, Libby Greiwe, to unpack how businesses should use their CRMs not only for mere contact databases, but also dynamic operational hubs that:
Streamline processes
Enhance efficiency
Drive growth
Deliver high-level, consistent client service
Libby also explains how her upcoming Systems to Scale Group Coaching and Mastermind can help you take the automation leap! Register here to secure a spot for the August 22 launch!
So, if you are looking to leverage automation to free up time and energy for yourself and your team, this podcast–--and the group coaching–--are for YOU!
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LINKS FROM THIS EPISODE
Register for the Systems to Scale Group Coaching Program Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
204: Ideas to Implement -- The Exact Framework Your Business Needs **FREE DOWNLOAD**
04 Jul 2024
00:14:02
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: The Exact Framework Your Business Needs **FREE DOWNLOAD**
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LINKS FOR THIS EPISODE
Register for the Systems to Scale Group Coaching Program Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
203: The Exact Framework Your Business Needs **FREE DOWNLOAD**
02 Jul 2024
00:37:03
Libby Greiwe dives into her proven business framework that she uses to help advisors build out their systems and processes in her Systems to Scale Group Coaching Program. This framework creates a solid foundation to build a systematized, scalable business.
Libby explains the six main layers of the framework:
Define
Create
Attract
Systematize
Scale
Lead
If you are looking to streamline your business while building out systems and processes, this episode—and the group coaching program—are for you! Sign up for the Systems to Scale program launching August 22!
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LINKS FOR THIS EPISODE
Register for the Systems to Scale Group Coaching Program Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
202: Ideas to Implement -- Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder
27 Jun 2024
00:08:59
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: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder
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LINKS FROM THIS EPISODE
Get on the Systems to Scale Group Coaching Waitlist Here
Learn More about SmartAsset Here and Mention Philip’s name
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
201: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder
25 Jun 2024
00:46:42
We all need leads to grow our business, but there’s a lot of skepticism around purchasing leads—it’s a scam, it’s not worth the money, the leads are less than ideal.
In today’s episode, The Efficient Advisor dismantles all the suspicions with guest Philip Snyder. Phil shares his firsthand experience, shedding light on the unexpected quality and high-value clients these purchased leads can bring.
Phil details what every advisor should know when contemplating online leads, including:
Initial hurdles and the trial-and-error learning curve
Realistic expectations to maximize success
The importance of having a structured process
Strategies that focus on high net worth clients
If you’re looking to grow your pipeline, it may be time to harness the power of online leads.
Finally, a quick plug for the upcoming group coaching session launching August 2024. We have a special $500 discount for those on the waitlist. If you’ve been wanting to level up your practice, now is the time! Join the waitlist here to secure a spot AND save some cash! 🤑
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LINKS FROM THIS EPISODE
Get on the Systems to Scale Group Coaching Waitlist Here
Learn More about SmartAsset Here and Mention Philip’s name
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
308: How Advisors Can Save 15+ Hours a Week Using an AI Assistant with Gabe Caldwell
23 Sep 2025
00:46:14
Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with Gabe, co-founder of Quin, to explore how an AI-powered assistant is transforming the way financial advisors handle everyday tasks. From CRM updates to inbox management, Quin is designed to feel like a true digital team member that lightens the workload and creates more space for meaningful client engagement.
In this episode, you’ll learn:
How Quin differs from tools like ChatGPT and why it’s tailored specifically for advisors
Real-world use cases of how Quin manages tasks like email, meeting prep, and CRM updates
Ways advisors can integrate Quin into their practice alongside current staff for maximum efficiency
How much time Quin can save per week and how that impacts profitability and client experience
What’s next on the roadmap for Quin, including future integrations and smarter automation
By the end, you’ll have a clear picture of how AI assistants like Quinn can give you back 15–20 hours each week, allowing you to focus on client relationships and scaling your practice. This isn’t about replacing people—it’s about removing the tasks no one enjoys and giving your team the freedom to work on what matters most.
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
200: Ideas to Implement -- AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
20 Jun 2024
00:16:53
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: AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
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LINKS FROM THIS EPISODE
Get on the Systems to Scale Group Coaching Waitlist Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
18 Jun 2024
00:58:59
A lot of people squirm at the words “artificial intelligence.” And while there are interesting implications to this cutting-edge technology, there are also some amazing ways to use AI in your financial planning business. It’s SO much more than ChatGPT.
In this week’s episode, host Libby Greiwe chats with AI automation expert, Ben Olsen, to uncover the secrets to smarter, more efficient financial advising with artificial intelligence. Ben details the many ways AI can be used in practices to complete mundane tasks, allowing you more time and energy to focus your efforts on what matters most—your clients.
Olsen details the many benefits to AI and how it can be instrumental for advisors, including:
Writing personalized emails
Generating meeting summaries
Organizing client service models
Automating workflows
AND SO MUCH MORE!
If you want to integrate the latest AI tools in your practice and stay ahead of the tech curve, this episode is a must listen!
Finally, a quick plug for the upcoming group coaching session launching August 2024. We have a special $500 discount for those on the waitlist. If you’ve been wanting to level up your practice, now is the time! Join the waitlist below to secure a spot AND save some cash!
Now, let’s learn how to harness AI tools for research, meeting summaries, workflow automation, and much more in today’s episode! Let’s go! 🚀
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!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
198: Ideas to Implement -- Strategies to Finish What You Start and Achieve Project Success
13 Jun 2024
00:12:27
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: Strategies to Finish What You Start and Achieve Project Success
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LINKS FROM THIS EPIOSDE:
Get on the Systems to Scale Group Coaching Waitlist Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
197: Strategies to Finish What You Start and Achieve Project Success
11 Jun 2024
00:46:21
Sometimes it’s so hard to finish those pesky projects on the to-do list. We start. We stop. We start again. And we stop again. The cycle goes on and on. Anyone else resonate with this?!? 🙋🏻♀️
In today’s episode, The Efficient Advisor host, Libby Greiwe, shares some tips and tricks for kick-starting your projects AND seeing them through to completion! ✅ Not only does she share her personal strategies, but also pulls insights from this month’s #fakebookclub book Finish by Jon Acuff. 📚
The podcast details:
Effective goal setting and accountability
Breaking down large tasks into smaller, achievable chunks
Prioritizing projects to maintain momentum
Perfectionism and the hurdle it creates to productivity
Finally, Libby introduces her Systems to Scale group coaching program, designed to help advisors streamline business processes with ease using proven templates, frameworks, and collaborative environments. Get on the waitlist below for special offers!
Join us now for a deep dive into practical strategies that help you finish what you start, turning your practice into a well-oiled machine of efficiency and success! Episodes Mentioned:
Get on the Systems to Scale Group Coaching Waitlist Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong
06 Jun 2024
00:11:10
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: Project Management vs Client Tasks with Guest Lauren Hong
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
195: Project Management vs Client Tasks with Guest Lauren Hong
04 Jun 2024
00:50:01
Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them all in the air, and oftentimes it’s a total unorganized mess! Nothing would feel better than to get ALL. THE. THINGS. organized once and for all!
In this week’s episode, host Libby Greiwe chats with Lauren Hong, founder of Out & About Communications, about using platforms to streamline tasks and enhance team collaboration so you can achieve business goals with precision and efficiency.
Hong details the many benefits of using project management tools, including:
Project Management vs Task Management
Avoiding recurring mistakes
Automating workflows
When and when not to use your CRM
Maintaining a comprehensive log of activities
If your goal is to create an organized, efficient, and enjoyable business environment, take a listen to this week’s episode for practical organizational tips that will help your business soar to the next level!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
30 May 2024
00:14:05
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: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
28 May 2024
00:24:37
Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that you should be taking your best clients out to dinner... but when? You've got a calendar full of soccer practices and baseball games. Are you missing out on the secret sauce of the client experience?
This episode is a breath of fresh air for advisors feeling overwhelmed by the expectation of social engagement, reinforcing that stellar service during business hours lays the groundwork for client satisfaction and the growth of your practice.
You can build a high referable practice without killing yourself or going over the top. Join me for this frank discussion on what I call "The Dentist Rule."
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!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
192: Ideas to Implement - Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor
16 May 2024
00:08:16
VEach 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: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor .
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!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
191: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor
14 May 2024
00:23:55
One of the hardest roles advisors face is helping a potential client “break up” with their previous advisor. It can get awkward, dicey, and downright weird. 🥴 But you can turn this tricky situation into a peaceful process for your clients and make a GREAT first impression if you do it well!
In today’s episode, Libby shares some tips for this break up process that worked well in her advisory practice, including:
Choosing your words carefully—language matters
What to do before you even move money—help reduce retention risk
Providing them helpful language—eliminate hard feelings when they break up with their advisor
And much more!
Tune in now to learn some tricks on keeping it classy when engaging with potential clients. Your business…and clients…will thank you! 🙏
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!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
307: How I Organize All of My Thoughts, Ideas, Things to Do without Feeling Scattered
19 Sep 2025
00:10:08
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!
Ever feel like your best ideas are lost in a sea of sticky notes, screenshots, and scattered documents? 📚 In this episode, I share how I built my own “second brain” — a simple system to capture, organize, and actually use all those sparks of inspiration.
You’ll learn why having one central hub for your thoughts makes you more creative, efficient, and consistent as a financial advisor 💡. Plus, I’ll give you a quick action step you can implement today to finally stop losing track of your ideas 🚀.
I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
190: Ideas to Implement - Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
09 May 2024
00:10:02
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: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman.
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
07 May 2024
00:44:24
Burnout is real! We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of your to-do list. 🌪️
In today’s episode, Libby shines the light on burnout as she talks with guest Spencer Sherman. Together, Libby and Spencer tackle some important topics, including:
Finding your flow state
Mindfulness exercises to cultivate a less reactive mind
Turning off your “to do list” mindset
Allowing more space for your clients in meetings
Finding balance between success and enough
If you’re looking to lighten the load and have more margin in your life, tune in to this week’s episode for some practical and tactical advice that will enhance your own performance and happiness. Let’s go! 🚀
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
02 May 2024
00:06:45
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 Design an On-Boarding Process to Increase the Life of Your Client Relationships
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
187: *REPLAY* How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
30 Apr 2024
00:46:32
You’ve heard it before…you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you!
Long story short---your On-Boarding Process is CRITICAL.
What you do during this time frame really really really matters. You need to demonstrate your professionalism, your organization, your commitment to customer service, and set the tone for how they will engage with you and your team.
This sets the stage for what it will be like to work with your practice. Get this right…and you’ll have happy clients that turn into referral-generating machines.
In today’s episode, we’re doing a deep dive into:
Why the first 100 days matter most
What is an on-boarding process
How to systematize and delegate parts of this process
How to lay down the law of working with you (kindly)
How to surprise & delight your clients on any budget
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time
24 Apr 2024
00:47:45
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, I 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 myself 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!
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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.
185: Ideas to Implement - *Free Download* Client Intel Process
18 Apr 2024
00:10:17
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: *Free Download* Client Intel Process
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
184: *Free Download* Client Intel Process
16 Apr 2024
00:37:44
It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰
As advisors, it’s important to take note of even the littlest details your clients share so you can create personalized experiences that make them feel known.
In this episode, Libby shares about her Client Intel Process and how using this template to capture information allowed her and her team to create a customized, professional touch for all her client interactions.
And, Libby shares a FREE DOWNLOAD that you can start using ASAP in your business to collect, store, and utilize client information to create truly tailored experiences.
So, let’s dive into the Client Intel Process and, most importantly, how to integrate it into your business!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
04 Apr 2024
00:08:22
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: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
02 Apr 2024
00:31:35
Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute.
In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌
The goal of this virtual event was to help his clients create a lasting legacy beyond finances for their children. John gives all the details of his letter-writing event and shares how this tool not only deepened family bonds for his clients, but also redefined the advisor-client relationship.
If you need an innovative value-add that is lower on difficulty and massive on impact, this may be just the thing for you! Take a listen today!
P.S. The Legacy Letter was also featured on the Today Show…it’s that cool! 😎
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
181: Ideas to Implement - Even More Good Ideas You Can Implement Today
28 Mar 2024
00:11:29
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: Even More Good Ideas You Can Implement Today
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LINKS FROM THIS EPISODE
Learn More About the Retirement Tax Services Summit Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience
16 Sep 2025
00:21:22
Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through my Client Intel Process, a practical framework to help you capture, organize, and use personal details about your clients in a way that feels natural and meaningful. This process helps deepen connections, create memorable experiences, and ultimately strengthen trust.
What you’ll learn in this episode:
The four parts of the Client Intel Process: what to gather, how to capture it, where to store it, and how to use it
Simple strategies to capture information without making conversations feel awkward or like an interview
Where and how to store client intel so it’s easy to access and use effectively
Creative ways to put intel into action through conversations, gifts, events, and surprise-and-delight moments
By the end of this episode, you’ll have the tools to start building a client intel system that allows you and your team to consistently create personalized, remarkable client experiences. Start small, keep it simple, and you’ll be amazed at how quickly it transforms your client relationships.
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
180: Even More Good Ideas You Can Implement Today
26 Mar 2024
00:23:47
Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away.
In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including:
A few good ideas, small tweaks, and little additions can make your business even more exceptional. Tune in for a super tactical episode with ideas you can implement TODAY! Let’s go! 🚀
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LINKS FROM THIS EPISODE
Learn More About the Retirement Tax Services Summit Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
179: Ideas to Implement - Michael Kitces on Time Management & Building Your Model Week
21 Mar 2024
00:08:39
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: Michael Kitces on Time Management & Building Your Model Week
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
178: Michael Kitces on Time Management & Building Your Model Week
19 Mar 2024
00:45:06
When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different!
In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚
Michael has perfected the art of time management over the years with some innovative strategies. He shares in depth about his favorite time hacks, including:
Focus management versus time management
Structuring model weeks
Creating theme days
Getting started with time blocking
So, if you’re struggling to find balance or simply want to tweak your week, stop what you’re doing 🛑, grab a pad and pen to take notes 📝, and get ready to learn from the self-proclaimed Chief Financial Planning Nerd! 🤓