The Efficient Advisor: Tactical Business Advice for Financial Planners

Hiring doesn’t have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one of the biggest drivers of stress, frustration, and team dysfunction in advisory firms. Whether you’re actively hiring or just thinking ahead, this conversation will help you step into your role as CEO, clarify what your business truly needs, and design a team structure that actually supports growth instead of creating more work. In this episode, you’ll learn:Why hiring a person before defining the role often leads to burnout, confusion, and poor performanceHow to use a simple org chart exercise to identify role gaps, overlaps, and misaligned responsibilitiesThe difference between stewarding people and stewarding results—and how great leaders balance bothWhy more help isn’t always the answer, and when clarity and systems matter more than another hireHow defining roles creates better onboarding, stronger accountability, and clearer growth paths for your teamHiring well starts long before interviews and job descriptions. When you design roles intentionally and align them with your vision, hiring becomes less stressful and far more effective. This episode will help you slow down, think like a CEO, and build a team that makes your business feel easier to run—not harder.Learn more about Claire’s hiring process HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel 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.

In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026 📅🚀You’ll learn simple, realistic ways to turn ideas into progress, including how to use implementation power hours, accountability partners, and focused implementation days. This episode is a practical reminder that growth doesn’t come from more information, but from consistent follow-through on the right priorities 💡Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel 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.

In this episode, Libby Greiwe of The Efficient Advisor shares a candid and powerful conversation about building a successful advisory business without sacrificing your life, values, or well-being. From working through burnout to redefining success on her own terms, Libby opens up about resilience, boundaries, and what it really takes to create a business that supports the life you want. This episode is packed with honest reflections, practical wisdom, and encouragement for advisors who want more than just growth for growth’s sake 🎙️💡💬🌱✨In this episode, you will learn:How Libby built and sold a seven-figure advisory firm while working just three days a weekWhy aligning your calendar, boundaries, and values is critical to long-term fulfillmentA powerful mindset shift for saying yes without burning yourself outWhy investing in yourself through coaching, support, and systems accelerates growthHow embracing imperfection and finding your voice can transform your career and confidenceThis conversation is a reminder that success doesn’t have to come at the cost of your health, family, or happiness. Libby’s journey shows that it’s possible to build a thriving advisory business while honoring your values, protecting your time, and trusting your gut along the way. If you’re feeling stretched thin or questioning what success really looks like, this episode will leave you feeling validated, inspired, and empowered to do things differently.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel 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.

In this episode, Libby shares an unpopular but critical perspective on how financial advisors should think about “future potential” clients. She explains why treating clients based on who they might become leads to burnout, resentment, and misaligned service models—and how this quiet mistake often causes your best clients to subsidize everyone else 💭📊🔥You’ll learn how to treat clients fairly based on where they are today, protect your time and energy, and create a service model that scales without overcommitting to “someday” promises. If you’ve ever felt overworked or stretched too thin, this episode will hit home.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel 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.

In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why creating a standardized framework is one of the most powerful growth levers advisors can implement. This conversation is rich with actionable insights, real-world scenarios, and practical guidance for building a more scalable practice. 🚀📘🔍🎯🤝What you will learn in this episode:How clearly defining your ideal client avatar drives stronger branding, messaging, and client alignmentWhy productizing your planning process increases clarity, buying readiness, and client commitmentThe business benefits of building repeatable, documented SOPs that enable team delegation and consistent deliveryHow naming and branding your process creates shared language that clients remember, use, and refer others withHow Jeremy leveraged his process to write a book, amplify referrals, and accelerate prospect conversionAs Libby and Jeremy discuss, the advisors who thrive aren’t necessarily the ones who know the most—they're the ones who make their expertise tangible, teachable, and repeatable. This episode will help you rethink your planning workflow, elevate your client experience, and build a more efficient, more referable advisory business.Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel 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.