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PODCAST

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

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All Episodes

27:32

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

The Efficient Advisor: Tactical Business Advice for... ·

2026/10/06

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 problem, an offer problem, or you may simply need to get better at articulating the outcomes your planning creates. In this episode, I’m breaking down why I don’t believe in discounting your fees just because someone asks, how to make your value more tangibl...

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31:03

409: Why You Keep Blowing Off Your Time Blocks (And...

The Efficient Advisor: Tactical Business Advice for... ·

2026/10/02

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 discipline at all. In this episode, I’m digging into the research behind why we procrastinate and sharing practical ways to turn your time blocks into time you actually use. In this episode you will learn: Why vague time blocks create friction and how getti...

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47:45

408: How to Build Your Personal Board of Directors...

The Efficient Advisor: Tactical Business Advice for... ·

2026/09/29

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 whatever you’re building next. In this episode, I’m joined by Eric Negron to break down exactly how to build your own personal board of directors. Eric shares the six key seats he believes we all need around our table, how to identify the right people to fi...

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33:37

407: The Client Experience Audit Every Advisor Should...

The Efficient Advisor: Tactical Business Advice for... ·

2026/09/25

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 you actually want to create, and find opportunities to make your processes more personal, friction-free, clear, and human. You’ll walk away with a practical way to improve your client experience without adding a bunch of new touchpoints, gifts, or work to yo...

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54:40

406: Shadow AI: What Financial Advisors Don’t Know...

The Efficient Advisor: Tactical Business Advice for... ·

2026/09/22

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 matches what your compliance documents say. In this episode, I’m joined by Hugh from T2M Works to unpack the concept of “shadow AI,” the hidden risks that can come with rapidly adopting new technology, and how advisors can build an AI-ready foundation witho...

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19:18

405: How to Delegate Without Lowering Your Standards...

The Efficient Advisor: Tactical Business Advice for... ·

2026/09/18

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,” this episode is for you. I’m breaking down Gary Vaynerchuk’s 15-80-5 framework, a simple approach that lets you maintain ownership of the vision without owning every step of the execution. In this episode you will learn: How the 15-80-5 framework can help you ...

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60:27

404: Planning Fees, AUM & the Question Every Advisor...

The Efficient Advisor: Tactical Business Advice for... ·

2026/09/15

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 Jacqueline Bradley and Ben from MindShift Financial Coaching to unpack what it actually looks like to move from “working for hope” to confidently charging for the value you provide. We’re talking pricing, positioning, separating planning from AUM, communicating you...

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18:51

403: What Should Financial Advisors Charge?

The Efficient Advisor: Tactical Business Advice for... ·

2026/09/11

What should financial advisors charge? Too often, advisors answer that question by looking around at what everyone else is charging and picking a number that feels safe. But your clients aren’t paying for the number of hours you spend creating a financial plan or the number of meetings on your calendar. They’re paying for the years of experience, expertise, and pattern recognition that allow you to help them make better decisions, avoid costly mistakes, and move forward with confidence...

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43:22

402: My “Easy Button” Strategy for Free Travel and...

The Efficient Advisor: Tactical Business Advice for... ·

2026/09/08

We spend a lot of time talking about how to simplify, systematize, automate, and streamline our businesses—but what about our lives outside of work? After sharing that I recently flew my family to South Africa and back in upgraded seats for mostly free, I got flooded with questions about how I had accumulated so many miles. The answer isn’t complicated travel hacking or a spreadsheet filled with credit cards. In this episode, I’m sharing my “easy button” approach to free travel: a simple, mos...

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13:48

401: The Simple System That Saved Me Oodles of Time

The Efficient Advisor: Tactical Business Advice for... ·

2026/09/04

Some of the best efficiency wins in your practice aren’t massive system overhauls—they’re the small decisions you find yourself making over and over again. In this episode, I’m sharing one incredibly simple process I used in my own advisory practice to eliminate a recurring interruption, empower my team to make more decisions without me, and ultimately give clients faster service. I’ll walk you through exactly how we created a “first $20,000” distribution strategy for clients, documented it i...

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54:07

400: Inside the Client Service Model of a $415M AUM...

The Efficient Advisor: Tactical Business Advice for... ·

2026/09/01

What does it actually look like to build a fast-growing advisory firm without sacrificing the depth of your client relationships? In this episode, I’m sitting down with financial advisor Emily Rassam to take a behind-the-scenes look at the client experience, workflows, and team structure she’s used to build a thriving practice serving approximately 270 families. We dig into how behavioral finance shapes everything from prospect conversations to financial plans, why every meeting in her ...

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21:16

399: The One Simple Skill Blocking Your Next Level Up

The Efficient Advisor: Tactical Business Advice for... ·

2026/08/28

There’s one CEO skill that may be quietly capping your success—and it has nothing to do with how smart you are, how many credentials you have, or how good you are at financial planning. It’s your ability to make decisions quickly. In this episode, we’re talking about why advisors tend to overthink business decisions, how that slows your growth, and the simple framework I use to help advisors make decisions faster without being reckless. In this episode you will learn: Why your financia...

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43:51

398: Stop Using AI Like a Note-Taker (Use It Like an...

The Efficient Advisor: Tactical Business Advice for... ·

2026/08/25

If you think AI in your advisory practice means meeting notes, follow-up emails, and asking ChatGPT to write something for you, we need to talk. Because what AI can do inside of an advisory practice has changed dramatically—and I think most of us are still thinking way too small. AI for financial advisors has moved far beyond note-taking, meeting summaries, and drafting follow-up emails. In this episode, I’m joined by Gabe to explore the next evolution: agentic AI and what it looks like when ...

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11:16

397: How to Know if You are Solving the Wrong Problem...

The Efficient Advisor: Tactical Business Advice for... ·

2026/08/22

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! In this episode, we dive into a common misstep advisors make—solving for the wrong problem. Are you actually demand-constrained or supply-constrained? 🧩 You’ll learn how to quickly diagnose where your true bottleneck lies, what to focus on based on your answer, and what to stop wasting ti...

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42:57

396 - How to Create More Abundance in Your Practice...

The Efficient Advisor: Tactical Business Advice for... ·

2026/08/18

In this episode, we're talking about something that might feel a little uncomfortable for advisors who love spreadsheets, checklists, and action plans—but it may be one of the most important conversations you'll have all year. Libby sits down with author, speaker, and former financial advisor Ellen Rogin to explore what abundance really looks like inside an advisory practice. From the way you think about money to the energy you bring into client meetings, Ellen shares how shifting from scarci...

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25:45

395: 3 Hard Truths Keeping Advisors From a $1 Million...

The Efficient Advisor: Tactical Business Advice for... ·

2026/08/14

This episode is a little different. Instead of another tactical strategy or productivity hack, Libby shares three hard truths that may be the very things holding talented financial advisors back from building the business they truly want. Drawing from more than 25 years in the industry, her own experience investing in high-level coaching, and years of working with hundreds of advisors, she challenges listeners to stop searching for more information and start becoming the kind of leaders who c...

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37:49

394: The Fee Increase That Added $420,000 (Without...

The Efficient Advisor: Tactical Business Advice for... ·

2026/08/11

One of the hardest conversations many financial advisors avoid isn't about investments or markets—it's about their own fees. If you've ever looked at your client list and realized your fee schedule has evolved over the years into something inconsistent, you're not alone. In this very candid conversation, Libby sits down with advisor Todd Lester to discuss how he tackled a firm-wide fee increase after more than 30 years in the business. Todd shares the mindset shifts, compliance consider...

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18:21

393: The Business Advice I Think We've Been Getting...

The Efficient Advisor: Tactical Business Advice for... ·

2026/08/07

I changed my mind on a very common piece of business advice. It's one of the most common messages we hear as entrepreneurs: build a business that runs without you. But what if we've been chasing the wrong goal? In this episode, Libby shares a mindset shift that completely changed the way she thinks about systems, delegation, and business ownership. Drawing on a recent personal experience and an unexpected epiphany, she explores why freedom and absence are not the same thing—and why buil...

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23:46

392: How to Make Your Systems Stick When Things Get Busy

The Efficient Advisor: Tactical Business Advice for... ·

2026/07/31

You built the process... so why aren't you (or your team) following it? This episode is all about the difference between creating great processes and actually getting your team to follow them. While most advisors spend time documenting workflows, the real challenge is building habits that stick when business gets busy. Libby shares practical strategies for turning systems into your firm's default way of operating, helping advisors reduce mistakes, create consistency, and build a busines...

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23:39

391: Diagnose Your Firm in 20 Minutes - The 4 Systems...

The Efficient Advisor: Tactical Business Advice for... ·

2026/07/31

If you only had 20 minutes to diagnose why your advisory firm feels chaotic, where would you look first? In this episode, Libby walks you through the same rapid-fire audit she uses to identify the biggest operational bottlenecks inside an advisory practice. Instead of focusing on working harder or becoming more disciplined, you'll learn how to quickly pinpoint the systems that are creating unnecessary stress, consuming your time, and keeping you stuck as the bottleneck in your business. ...

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410 results

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