In this podcast episode, I welcome Libby Greiwe, host of The Efficient Advisor podcast and and a former financial advisor turned business efficiency coach.

Libby shares her inspiring journey of transforming her practice from 80-hour weeks to a thriving seven-figure business while working just 24 hours a week. Her story and strategies offer a roadmap for advisors looking to scale their business without sacrificing their personal lives.

Libby's Journey:

• The Turning Point: In 2008, she faced a crossroads when she became a new mom, leading her to overhaul her business to achieve balance and freedom.
• Key Strategies: Libby highlights the importance of automating, delegating, deleting, and streamlining tasks to free up time and boost revenue.
• Efficiency in Action: From cutting her hours to 24 per week to quadrupling her revenue, she reveals how processes and systems changed everything.

The Four-Lens Approach to Practice Efficiency

• Efficiency Coaching: Libby provides advisors with tools, templates, and frameworks to streamline their practices.
• Tech Integration: She teaches advisors how to use tools like Zapier, AI, and workflow systems to save time and scale operations.
• Customized Approach: Her methods are tailored to the advisor’s unique goals—whether it’s more personal freedom, higher revenue, or both.

Looking Ahead

• The Future of AI: Libby emphasizes the importance of integrating AI tools to stay ahead in an evolving industry.
• Client-Centric Innovation: Advisors who improve efficiency not only benefit personally but also enhance the client experience.
• Investing in Yourself: She encourages advisors to embrace coaching, community, and lifelong learning to achieve their full potential.
  
  

Bottom Line:
Success in advisory practices doesn't require sacrificing personal life. With proper systems, modern technology, and strategic thinking, advisors can build profitable practices while working fewer hours. The key is starting now and allowing improvements to compound over time.


About our guest: Libby Greiwe, host of The Efficient Advisor podcast and and a former financial advisor turned business efficiency coach.

• You can learn more about her work:
  https://www.linkedin.com/in/libby-greiwe/
  https://www.theefficientadvisor.com/
  
  

About Your Host:  Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.

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