The Efficient Advisor: Tactical Business Advice for Financial Planners

The Efficient Advisor: Tactical Business Advice for Financial Planners

Libby Greiwe

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!

14 minutes 29 seconds

242: Ideas to Implement -What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework

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 from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework

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LINKS FROM THIS EPISODE:
Download the Systems to Scale Framework Here!
Join the Group Coaching & Mastermind 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!

19 December 2024, 11:00 am
38 minutes 16 seconds

241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework
It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we're officially wrapping up!
In Week 6…it’s all about creating processes for LEADING your business.

This week we’ll talk about:
1. The two roles you have as CEO
2. How to modernize your org chart
3. Establishing the right next step for your business
Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!
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LINKS FROM THIS EPISODE:

Sign Up for the Systems to Scale Group Coaching & Mastermind Here!

Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!
Join the Group Coaching & Mastermind 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!
17 December 2024, 11:00 am
20 minutes 33 seconds

240: Group Coaching FAQs - All About the Systems to Scale Group Coaching & Mastermind
Frequently Asked Questions: In today’s episode, Libby dives into all the details of the Systems to Scale Group Coaching Program. Today she will cover:
- What is the delivery format?
- How much time do I need to commit to the program to get the most out of it?
- Can my team join me for free? (Hint: YES!)
- What will we cover?
- How often and when do we meet?
- Who is this program right for? Who is it not right for?
- What can I expect?
Libby invites you to join us to participate in the next round of the Systems to Scale Group Coaching & Mastermind!
Join the Group Coaching & Mastermind 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!
13 December 2024, 11:00 am
26 minutes 15 seconds

239: - Understanding How to Scale Your Processes & Team - Level 5 of the Systems to Scale Framework
It’s Week 5 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!
In Week 5…it’s all about creating processes for SCALING your processes

This week we’ll talk about:
1. How do identify which pieces of your process are the easiest to scale
2. How to design the right role for YOUR business
3. Crafting 3-year plan to scale
Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

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

LINKS FROM THIS EPISODE:

Sign Up for the Systems to Scale Group Coaching & Mastermind Here!

Book Mentioned: Who, Not How by Hardy & Sullivan - get it here!
Join the Group Coaching & Mastermind 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!
10 December 2024, 11:00 am
8 minutes 26 seconds

238: Ideas to Implement - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework

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 from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework

---------
LINKS FROM THIS EPISODE:
Download the Systems to Scale Framework Here!
Join the Group Coaching & Mastermind 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!

6 December 2024, 11:00 am
32 minutes 31 seconds

237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework
Systematize! Just the word alone gives me tingles up and down my spine. It’s no surprise, but it’s one of my favorite layers of my Systems to Scale Framework. Why? Because this is where we build upon all of the previous weeks and it all comes together. This is where we get real about automation, delegation, deletion, and streamlining.
In this episode, we’ll dive into:
- Time-management techniques to implement
- How to automate, delegate, delete, and streamline
- Why you need a recommendations template
- SOPs, templates, & checklists GALORE!
Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

-----------------------
Join the Group Coaching & Mastermind 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!
3 December 2024, 11:00 am
10 minutes 54 seconds

236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall

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 from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall

---------
LINKS FROM THIS EPISODE:
Download the Systems to Scale Framework Here!
Join the Group Coaching & Mastermind 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!

28 November 2024, 11:00 am
56 minutes 49 seconds

235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
But what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTS
We are stepping away from the S2S Framework this week, because the end of the year is coming, and we’ve got a small window of time to maximize your own tax savings before the end of the year.
If you’re anything like me, the end of the year was all about the clients. Scrambling to get their Roth conversions done, tax harvesting, QCDs, and all the things. My own taxes were in the back of my mind, but everyone else came first. I did an episode a few months ago with a tax strategist that works with your clients… but what about a tax advisor for advisors!? Well, today I am going to introduce you to my friend Catherine. Her CPA firm specializes in doing tax strategy and advice for financial advisors.
In this episode, we’re digging into:
- Common Tax Mistakes Financial Advisors Make—and How to Avoid Them
- Year-End Tax Strategies: How Advisors Can Maximize Savings Before December 31st
- What is a Healthy Profit Margin for an Advisory Business?
- The Power of Proactive Tax Planning for your Firm - What A CPA Relationship Should Look Like
This episode is just for you, Advisors. An opportunity to take a step back and make sure you are taking care of your own business and your own strategy.

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LINKS FROM THIS EPISODE:

Connect with Catherine here!
Catherine’s Website dominiones.com
Watch Catherine’s Podcast here!
Join the Group Coaching & Mastermind 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!
26 November 2024, 11:00 am
32 minutes 13 seconds

234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework
It’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through!
In Week 3…it’s all about creating processes for ATTRACTING your ideal client avatar and making it EASY for them to choose to do business with you.

This week we’ll talk about:
1. Productizing your offerings (How to package and price your services)
2. Building out your “How Story” (Free Download!)
3. Updating your brand story across all marketing channels
4. Creating social media starts based off your brand pillars and how story
5. Getting started in video!!!!
Don’t forget to download the Systems to Scale Framework™ HERE! You don’t even need to enter your email. It’s just yours. From me. Because I want you to have the step-by-step to building a business and a life that you love!

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

LINKS FROM THIS EPISODE:

Sign Up for the Systems to Scale Group Coaching & Mastermind Here!

Episode #052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision
Episode #062 (and Download!): Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper
Join the Group Coaching & Mastermind 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!
19 November 2024, 11:00 am
12 minutes 48 seconds

233: Ideas to Implement - How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework

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 from Tuesday's podcast: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework

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LINKS FROM THIS EPISODE:
Download the Systems to Scale Framework Here!

Book Recommendation: Built to Sell by John Warrilow

Episode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws

Join the Group Coaching & Mastermind 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!

14 November 2024, 11:00 am
35 minutes 36 seconds

232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework
It’s Week 2 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business.
In Week 2…it’s all about creating some of my favorite processes.

This week we’ll talk about:
1. Building out your start-to-finish financial planning process (my favorite!!!!)
2. How to distill these processes down into SOPs and get it documented
3. Designing your client experience process (another favorite!)
4. How to create SOPs and a documented client experience
5. Establishing your client service model
These five steps are some of the most CRUCIAL processes for having a business that is scalable and organized.
Don’t forget to download the Systems to Scale Framework™ HERE!
----------------------
LINKS FROM THIS EPISODE:

Sign Up for the Systems to Scale Group Coaching & Mastermind Here!

Book Recommendation: Built to Sell by John Warrilow

Episode #022: Create a KILLER Client Experience that Turns Prospects into Clients and Clients into Referral-Generating Machines with Guests Ben & Jenna Laws
Join the Group Coaching & Mastermind 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!
12 November 2024, 11:00 am
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