The Efficient Advisor: Tactical Business Advice for Financial Planners

313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing


Listen Later

Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions that align with your goals instead of your guilt.

In this episode, you’ll learn:

  • Why advisors are great at financial math but often fail at “calendar math”
  • How to pause before saying yes and evaluate what you’ll need to subtract
  • Practical ways to politely decline opportunities while maintaining relationships
  • How to set boundaries that protect your time, energy, and family commitments
  • Why honoring your limits isn’t selfish—it’s an act of stewardship

At the end of the day, your best “yeses” are the ones that align with your priorities. This episode is a refreshing reminder that saying “no” more often can actually be the most empowering step toward a business and life you love.

Register for the Quin Show & Tell Event 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.

...more
View all episodesView all episodes
Download on the App Store

The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

123 ratings


More shows like The Efficient Advisor: Tactical Business Advice for Financial Planners

View all
Investing Insights by Morningstar

Investing Insights

516 Listeners

Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

197 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

284 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

457 Listeners

The Long View by Morningstar

The Long View

894 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

243 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

106 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

123 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

139 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

43 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,044 Listeners

The Elite Financial Advisor Podcast With Sten Morgan by Sten Morgan

The Elite Financial Advisor Podcast With Sten Morgan

92 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

142 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

24 Listeners