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The Efficient Advisor: Tactical Business Advice for Financial Planners

by Libby Greiwe

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Latest episodes

415: The Details Behind My $1.5M Advisory Practice (And My Engagement Story!)

October 23, 2026 · 40 min

We talk a lot about systems, workflows, delegation, and building more efficient financial planning practices around here. But today, we're switching things up! I'm taking you behind the scenes of the advisory practice I built, the mistakes…
414: What to Say to Attract More High-Net-Worth Clients (3 Scripts to Steal!) w/ Derrick Kinney

October 20, 2026 · 44 min

In a world where AI is changing how financial advisors do business, one thing is becoming more valuable than ever: genuine human connection. But are you using the right words to attract your ideal clients, build trust, and stand out from…
413: The Productivity Tool I Can’t Quit (Even With AI)

October 16, 2026 · 38 min

We have more technology, automation, AI, and digital tools than ever before—but having more ways to capture information doesn’t necessarily help us decide what deserves our attention. In this episode, I’m sharing why I still rely on a…
412: When Your Team Isn't Following Through: Here's What to Say

October 13, 2026 · 1 hr 1 min

Being a financial advisor is one thing. Leading a team, managing different personalities, and holding people accountable without feeling like the bad guy? That’s a whole different skill set! In this episode, I’m joined by Julie from XY…
411: The Part Most Advisors Skip Before They Automate a Workflow

October 9, 2026 · 12 min

Automation doesn’t fix a bad process—it just helps you do a bad process faster. Yet too often, financial advisors jump straight to the technology: building CRM workflows, connecting Zapier, creating AI assistants, and automating email…

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410: Prospect Pushing Back on Your Fee? What to Do & Say

October 6, 2026 · 28 min

When a prospect pushes back on your financial planning fee, it can be tempting to lower the price just to get them to say yes. But a fee objection doesn’t automatically mean you have a pricing problem. You might have a value communication…
409: Why You Keep Blowing Off Your Time Blocks (And How to Finally Follow Through)

October 2, 2026 · 31 min

You blocked the time. You had every intention of doing the work. But somehow, when that time block arrives, email, team questions, client needs, and a dozen other things suddenly take over. If this sounds familiar, the problem might not be…
408: How to Build Your Personal Board of Directors (And Who Needs a Seat)

September 29, 2026 · 48 min

What if you had your own personal board of directors—not for your business, but for you? A carefully chosen group of people who challenge you, encourage you, open doors, tell you the truth, and help you become the person you need to be for…
407: The Client Experience Audit Every Advisor Should Do on Their Q3 CEO Day

September 25, 2026 · 34 min

Every process in your business creates an experience for your clients—whether you designed it intentionally or not. In this episode, Libby shares a simple CEO Day exercise to help you step into your clients’ shoes, identify the experience…
406: Shadow AI: What Financial Advisors Don’t Know Their Tools Are Doing

September 22, 2026 · 55 min

AI is moving fast—and for financial advisors, the conversation can’t just be about what these tools can do. It also needs to include what they can access, where your data is going, and whether what’s actually happening inside your business…
405: How to Delegate Without Lowering Your Standards - The 15-80-5 Rule

September 18, 2026 · 19 min

Need a hack to finally get better at delegation—without feeling like you have to lower your standards? If you’re a financial advisor who knows you need to get more off your plate but keeps thinking, “It’s just faster if I do it myself,”…
404: Planning Fees, AUM & the Question Every Advisor Is Asking

September 15, 2026 · 1 hr 0 min

Should you be charging for financial planning—and if so, how much? For many advisors, the idea of charging directly for their advice brings up a whole lot of questions (and maybe a little head trash). In this episode, I’m joined by…

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About the show

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!