The Efficient Advisor: Tactical Business Advice for Financial Planners Por arte de portada

The Efficient Advisor: Tactical Business Advice for Financial Planners

De: Libby Greiwe
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  • Resumen

  • 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!

    © 2024 The Efficient Advisor: Tactical Business Advice for Financial Planners
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Episodios
  • 207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”

    207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”
    Jul 16 2024

    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! 🚀

    —-----------------------------------------------------------------

    LINKS FROM THIS EPISODE:

    Register for the Systems to Scale Group Coaching Program Here

    Grab Your AI Notetaking Free Trial and 10% Discount Here

    Grab Your Copy of Tools of Titans by Tim Ferris Here

    School of Podcasting -Launch, Grow, Monetize Your Podcast
    You’re don't know where to learn to podcast. Now You do. Click the link.

    Listen on: Apple Podcasts Spotify

    Download the Family Tree Template Here

    Enroll in The Perfect RIA Masterclass 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.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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    28 m
  • 206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen

    206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
    Jul 11 2024

    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

    ---------------------------------

    LINKS FROM THIS EPISODE

    Register for the Systems to Scale Group Coaching Program Here

    Learn More About Simplicity Ops Here

    Browse Simplicity Ops’ Resources Here

    Talk to Kate Here

    Grab Your AI Notetaking Free Trial and 10% Discount Here

    Download the Family Tree Template Here

    Enroll in The Perfect RIA Masterclass 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.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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    18 m
  • 205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen

    205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
    Jul 9 2024

    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!

    ---------------------------------

    LINKS FROM THIS EPISODE

    Register for the Systems to Scale Group Coaching Program Here

    Learn More About Simplicity Ops Here

    Browse Simplicity Ops’ Resources Here

    Talk to Kate Here

    Grab Your AI Notetaking Free Trial and 10% Discount Here

    School of Podcasting -Launch, Grow, Monetize Your Podcast
    You’re don't know where to learn to podcast. Now You do. Click the link.

    Listen on: Apple Podcasts Spotify

    Download the Family Tree Template Here

    Enroll in The Perfect RIA Masterclass 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.

    Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

    Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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    52 m
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