The Efficient Advisor: Tactical Business Advice for Financial Planners Podcast
1) 310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman
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 u...Show More
2) 309: How to Say No to Night & Saturday Meetings (Without Feeling Like a Jerk)
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. 🚪 ...Show More
3) 308: How Advisors Can Save 15+ Hours a Week Using an AI Assistant with Gabe Caldwell
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-pow...Show More
4) 307: How I Organize All of My Thoughts, Ideas, Things to Do without Feeling Scattered
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 awa...Show More
5) 306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience
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 ...Show More
6) 305: How to Handle Client Requests Without Losing Your Day
In this episode, we dive into simple but powerful strategies to reduce stress and overwhelm in your advisory practice. Learn how to handle unexpected client requests without derailing your day by sett...Show More
7) 304: A Personal Look into How I Built a 7-Figure Practice Working Just 3 Days a Week
Today’s episode… it’s Opposite Day! Today, Libby is the one being interviewed. Dillion Kazemi and Montel Hawkins of the Live Your Aim Podcast ask Libby some big questions around selling her firm, her ...Show More
8) 303: Ditch the 24/7 Cell Phone Hotline: Smarter Client Access, Happier You
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 awa...Show More
9) 302: Do This One Thing for 30 Days to Transform Your Business and Life
Sometimes the smallest shifts create the biggest results. In this episode, Libby challenges you to focus on just one tiny habit for 30 days. Drawing inspiration from James Clear’s book Atomic Habits, ...Show More
10) 301: One Tip to Train Your Team to Solve More Problems
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 awa...Show More