The Efficient Advisor: Tactical Business Advice for Financial Planners
by Libby Greiwe
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Total monthly reach
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- 🇺🇸US · Entrepreneurship#1495K to 30K
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1.5K to 9K🎙 Daily cadence·361 episodes·Last published yesterday - Monthly Reach
Unique listeners across all episodes (30 days)
5K to 30K🇺🇸100% - Active Followers
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2K to 12K
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On the show
Recent episodes
380: CEO DAY - Your Q2 Business Review Agenda
Jun 23, 2026
40m 35s
379: The Client Experience Mistake That Undermines Your Thoughtfulness
Jun 18, 2026
21m 03s
378: The 100+ Hour Time Hack For Investment Management
Jun 16, 2026
38m 19s
377: The CEO Day Mistake Most Advisors Make
Jun 12, 2026
10m 17s
376: The 4 Numbers That Reveal If Your Practice Is Actually Getting More Efficient *FREE DOWNLOAD** (Replay)
Jun 9, 2026
34m 47s
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 6/23/26 | 380: CEO DAY - Your Q2 Business Review Agenda | As advisors, we spend a lot of time working in the business—but not nearly enough time working on the business. In this episode, Libby pulls back the curtain on the exact quarterly CEO Day framework she recently led for her Systems to Scale alumni community. With Q2 coming to a close, she shares how to create the space for strategic thinking, avoid turning your CEO time into a glorified catch-up day, and walk away with a clear plan for the next 90 days. Whether you're a solo advisor or ... | 40m 35s | ||||||
| 6/18/26 | 379: The Client Experience Mistake That Undermines Your Thoughtfulness | If you've ever struggled to come up with meaningful gifts, memorable client experiences, or even remember the little details that matter most to your clients, this episode is for you. In this Efficient Friday episode, Libby dives into the power of building a Client Intel Process—a simple but powerful system for gathering, storing, and using personal information to deepen relationships and create remarkable client experiences. More importantly, she shares the common mistakes advisors mak... | 21m 03s | ||||||
| 6/16/26 | 378: The 100+ Hour Time Hack For Investment Management | What if you could get back 100 to 200+ hours a year without sacrificing the quality of your investment management? In this episode, Libby sits down with Darol Ryan, Managing Partner of Main Management, to discuss one of the biggest hidden time drains in many advisory firms: portfolio management. From researching investments and preparing for review meetings to managing custom portfolios and rebalancing accounts, advisors often spend countless hours on work that may no longer be the highest an... | 38m 19s | ||||||
| 6/12/26 | 377: The CEO Day Mistake Most Advisors Make | As the end of the quarter approaches and the halfway point of the year comes into focus, many advisors are planning CEO Days to step back and think strategically about their businesses. But before you jump into goal-setting, planning, and big-picture thinking, there’s one important step that can dramatically improve the quality of your strategic work. In this episode, Libby shares why an Admin Day—or at least a few dedicated admin hours—should come before every CEO Day and how clearing mental... | 10m 17s | ||||||
| 6/9/26 | 376: The 4 Numbers That Reveal If Your Practice Is Actually Getting More Efficient *FREE DOWNLOAD** (Replay) | Efficiency is one of the most common goals financial advisors share, but very few can actually define what it means—or measure it. In this episode, Libby challenges the traditional metrics advisors often use to gauge success and introduces four simple KPIs that provide a much clearer picture of productivity, efficiency, and scalability. If you've ever wondered whether you're truly building a business that gives you more freedom, more impact, and better results without simply working longer ho... | 34m 47s | ||||||
| 6/5/26 | 375: The 3 Ritz-Carlton Client Experience Secrets Every Advisor Should Steal | If you've been listening to the podcast lately, you know we've been talking a lot about client experience, onboarding, and the first 100 days. And this week, I’m coming to you from the Ritz-Carlton in Chicago, where I’m speaking at a conference and taking notes on one of the most recognized customer experience brands in the world. As I’ve watched the little details and thoughtful touches that make the Ritz-Carlton experience so memorable, I couldn’t help but think about how easily many of tho... | 12m 10s | ||||||
| 6/2/26 | 374: Alternatives Don’t Have to Be Complicated: A Streamlined Way to Offer Private Investing | In this episode, Libby sits down with Summer Webb from American Estate & Trust to unpack what alternatives actually are, why more advisors are exploring them, and how firms can offer these types of investments in a more streamlined and compliant way. Whether you're completely new to alternatives or already managing some private investments for clients, this conversation helps demystify the process and explores what it can look like to bring more sophisticated solutions into your practice ... | 48m 56s | ||||||
| 5/29/26 | 373: The Onboarding Client Experience Hack I Stole from Domino’s Pizza | When onboarding feels chaotic behind the scenes, clients feel it too. In this episode, Libby breaks down one of the simplest yet most powerful systems she ever implemented to reduce client anxiety, improve communication, and create a more professional onboarding experience: the weekly client update email, also known as the “Domino’s Pizza Tracker” for your practice. Drawing from real-world lessons and a major onboarding mishap, she shares how proactive communication can completely transform h... | 23m 18s | ||||||
| 5/26/26 | 372: The Client Onboarding Script That Stops Transfer Drama Before It Starts | In this episode, we’re diving into one what can be one of the biggest friction points of the onboarding process: helping clients gracefully leave their previous financial advisor. While most advisors focus on paperwork and transfers, this conversation is all about the psychology behind the transition and how small process tweaks can dramatically reduce friction, hesitation, and transfer delays. You’ll learn how to create a more concierge-level onboarding experience by equipping clients with t... | 18m 39s | ||||||
| 5/22/26 | 371: Curious About The First 100 Days Course? Here’s Exactly What’s Inside | In today’s episode, Libby breaks down exactly what The First 100 Days course is, who it’s designed for, and why a remarkable onboarding experience can completely transform a financial advisory business. From creating smoother operations to increasing referrals and client retention, this episode gives advisors a behind-the-scenes look at how intentional onboarding impacts every stage of the client relationship. In this episode, you’ll learn: What The First 100 Days course actually includes and... | 22m 32s | ||||||
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| 5/19/26 | 370: Never Lose A Customer Again - Author Joey Coleman is Here! | The GOAT is here!!! If you’ve ever referenced client experience, onboarding, or retention in your business, you’ve probably already felt his influence. This conversation goes deep into why the first 100 days matter more than most advisors realize, and why so many businesses are leaking clients before they ever have a chance to become long-term relationships. If you’ve ever thought “our onboarding is fine,” this episode might challenge that in the best possible way. Why the first 100 days dete... | 54m 02s | ||||||
| 5/15/26 | 369: My $2 Million Dollar Mistake… and How to Fix it with Onboarding | Today’s episode is a powerful reminder that even the best financial planning recommendations can be overshadowed by a broken onboarding experience. Libby shares the story of how a process mistake during a client onboarding led to losing a nearly $2 million account — and the lessons advisors can take away to create smoother, more intentional client experiences during the first 100 days. In this episode, you’ll learn: Why the first 100 days of a client relationship are emotionally criticalHow u... | 25m 10s | ||||||
| 5/12/26 | 368: The Onboarding Upgrade That Created Massive ROI with Aaron Schmerling | In this episode, Libby sits down with advisor Aaron Schmerling to unpack what happens when you take a process most advisors overlook and turn it into a strategic advantage. Aaron shares how his business was already successful and growing, but like many advisors, he hadn’t given much intentional thought to the onboarding experience. After being introduced to the First 100 Days framework, he began implementing a few key changes and quickly realized the impact on both his client experience... | 46m 49s | ||||||
| 5/8/26 | 367: When NOT to Give a Client Gift: Timing is Everything | It’s not just *what* you give, it’s *when* you give it. And that timing alone can completely change how your client perceives your gift or gesture. In this episode, we’re breaking down a counterintuitive but powerful approach to client gifting that helps you move from transactional relationships to deeply personal client connections. You’ll learn how to use timing, intention, and personalization to make your clients feel seen, valued, and remembered for the right reasons. If you’ve ever... | 11m 28s | ||||||
| 5/5/26 | 366: Delegation in Real Life - What It Looks Like Day-to-Day | In this episode, I’m getting really tactical about what delegation actually looks like in real life—not just the idea of it. I’m joined again by Kyle Willis from Belay, and we’re breaking down exactly what you can hand off to a virtual assistant, how to do it, and what changes when you stop trying to do everything yourself. I share what I’m seeing inside my coaching programs as advisors step into the CEO role—building processes, defining responsibilities, and then hitting that very real... | 52m 48s | ||||||
| 5/1/26 | 365: Why Your First 100 Days Are Costing You Referrals (And How to Fix It) | Have you ever noticed how polished and proactive your process feels when you’re winning a new client… and then how it subtly shifts once the paperwork is signed? In this episode, we’re digging into what really happens in that first 100 days after a client says yes, and why it might be the most overlooked and highest-impact part of your entire business. If you’ve ever felt like your onboarding is “fine” but could be better, this conversation will challenge you to rethink what’s possible and sh... | 24m 52s | ||||||
| 4/28/26 | 364: How to Buy Back 10+ Hours a Week Without Hiring Full-Time | If you’ve ever felt like you’re the bottleneck in your business, or like you just need a few more hours in the day to get everything done, this episode is going to challenge that thinking. In this conversation, we unpack the real cost of trying to do it all on your own and explore what it actually looks like to buy back your time in a way that moves both your business and your life forward. From delegation to decision-making to stepping into your role as CEO, this episode is all about helping... | 40m 44s | ||||||
| 4/24/26 | 363: How to Say No to Clients (And Still Deliver an Incredible Experience) | If you’ve ever had a client ask for something and your immediate reaction was “ugh… I really don’t want to do that,” but then you said yes anyway… this episode is for you. We’re talking about one of the most important skills for advisors: how to say no without making it weird, without damaging the relationship, and without creating a bunch of friction in your business. In this episode, we’ll discuss: Why saying yes to out-of-scope requests quietly blows up your calendar, creates hidden ... | 14m 06s | ||||||
| 4/21/26 | 362: Streamline Client Communication Like a Pro With Your Own White-Labeled App | In this episode, we dive into the future of client communication for financial advisors. Tom Fields shares how combining technology, AI, and a client-first mindset can transform the advisory experience through a white-labeled app. From streamlining workflows to keeping clients genuinely engaged, this conversation is packed with actionable insights for advisors ready to elevate their practice. What you’ll learn in this episode: How to centralize client communication and provide a seamless expe... | 40m 43s | ||||||
| 4/17/26 | 361: Why “Junior Advisor” Might Be Hurting Your Business | There’s a phrase that shows up in a lot of advisory firms that seems harmless on the surface, but quietly creates friction in both the team dynamic and the client experience. In this episode, we unpack why the term “junior advisor” might be doing more damage than you realize and how small language shifts can have a big impact on trust, confidence, and the way your clients perceive your team. How the label “junior advisor” subtly undermines authority and creates doubt before a meeting ev... | 10m 22s | ||||||
| 4/14/26 | 360: Say This, Not That: 2 Phrases That Transform Client Interactions | In this short but impactful episode, Libby shares two simple yet powerful phrases that can completely change the way you communicate with clients, guide conversations, and ultimately drive better outcomes. Inspired by real coaching conversations and even insights from psychology, these small language shifts can help you set boundaries, reduce resistance, and lead clients more effectively. She also opens with an important reminder for advisors who feel behind in their business—growth requires ... | 17m 17s | ||||||
| 4/10/26 | 359: Overwhelmed to On Track: Advice You Don’t Hear Very Often from a Coach | In this episode, we’re flipping the script on how financial advisors approach growth and process-building. Instead of chasing perfection or trying to build everything at once, you’ll hear why thinking smaller is actually the fastest way to make meaningful progress. If you’ve ever felt stuck, overwhelmed, or unsure where to start, this conversation will give you a practical and refreshing way forward. In this episode you will learn: Why trying to go from zero to 100 is the biggest mistake advi... | 9m 44s | ||||||
| 4/7/26 | 358: CEO DAY - Your Q1 Business Review Agenda | There are two types of advisors heading into Q2: those stuck in reactive mode, feeling busy but behind, and those who intentionally step back to lead their business forward. In this episode, Libby walks through what it actually looks like to shift into CEO mode by conducting a quarterly business review. Drawing from her own recent CEO retreat, she breaks down simple but powerful ways advisors can step out of the day-to-day, recalibrate their priorities, and make smarter decisions about where ... | 38m 07s | ||||||
| 4/3/26 | 357: The #1 Growth Ceiling You Don’t Realize You Have | If you’ve ever wondered why some advisors seem to keep leveling up no matter how successful they already are, this episode is a powerful reminder that it’s not about knowing more—it’s about staying open. After speaking to a room full of elite, top-performing advisors, I walked away noticing a shared trait: they’re relentlessly coachable, curious, and willing to tweak even what’s already working. In this episode you will learn: How to identify if your reaction to new ideas is quietly cap... | 13m 40s | ||||||
| 3/31/26 | 356: How Advisors Are Attracting HNW Clients Weekly Without Referrals | This episode dives into a powerful and often overlooked strategy for financial advisors: using targeted digital marketing to consistently attract high-net-worth clients. Through a real-world case study, you’ll hear how a repeatable system using short-form video ads can generate meaningful conversations with qualified prospects every single week. The discussion highlights not only the marketing strategy itself, but also the importance of clarity in messaging, operational readiness, and long-te... | 57m 04s | ||||||
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