The Efficient Advisor: Tactical Business Advice for Financial Planners

1.8

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TOP 3%

Creator:

Libby Greiwe

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Podcast data

Created By Libby Greiwe

Podcast Status active

Started 01/12/2021

Latest Episode 25/04/2023

Release Period Episodic

Episodes 115

Partner Reviews 0

Language English

Frequency 139

Average Length 31 minutes and 18 seconds

Country United States

Global Rank TOP 3%

Description

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!
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Episodes
- #657699 - 114: Growing A Firm to 4.3 Billion AUM - Tips from the Trenches with Matt Reiner
  
  2 years ago
  
  #657699 - 114: Growing A Firm to 4.3 Billion AUM - Tips from the Trenches with Matt Reiner
- #657700 - 113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis
  
  2 years ago
  
  #657700 - 113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis
- #657701 - 112: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis
  
  2 years ago
  
  #657701 - 112: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis
- #657702 - 111: Ideas to Implement: Tips & Tricks from the Trenches - Advisor Success Story
  
  2 years ago
  
  #657702 - 111: Ideas to Implement: Tips & Tricks from the Trenches - Advisor Success Story
- #657703 - 110: Tips & Tricks from the Trenches - Advisor Success Story with Derrick Kinney
  
  2 years ago
  
  #657703 - 110: Tips & Tricks from the Trenches - Advisor Success Story with Derrick Kinney
Reviews
- There are no reviews yet
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The Efficient Advisor: Tactical Business Advice for Financial Planners

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Podcast data

Description

Agent Outreach

Episodes

#657699 - 114: Growing A Firm to 4.3 Billion AUM - Tips from the Trenches with Matt Reiner

#657699 - 114: Growing A Firm to 4.3 Billion AUM - Tips from the Trenches with Matt Reiner

#657700 - 113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis

#657700 - 113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis

#657701 - 112: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis

#657701 - 112: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis

#657702 - 111: Ideas to Implement: Tips & Tricks from the Trenches - Advisor Success Story

#657702 - 111: Ideas to Implement: Tips & Tricks from the Trenches - Advisor Success Story

#657703 - 110: Tips & Tricks from the Trenches - Advisor Success Story with Derrick Kinney

#657703 - 110: Tips & Tricks from the Trenches - Advisor Success Story with Derrick Kinney

Reviews

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