The Efficient Advisor: Tactical Business Advice for Financial Planners

By Libby Greiwe

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 Advi

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How many episodes does The Efficient Advisor: Tactical Business Advice for Financial Planners have?

The podcast currently has 406 episodes available.

Best of The Efficient Advisor: Tactical Business Advice for Financial Planners

The most played episodes among Podcast App listeners.

Number 1: 400: Inside the Client Service Model of a $415M AUM Practice
What does it actually look like to build a fast-growing advisory firm without sacrificing the depth of your client relationships? In this episode, I’m sitting down with financial advisor Emily Rassam to take a behind-the-scenes look at the client experience, workflows, and team structure she’s used to build a thriving practice serving approximately 270 families. We dig into how behavioral finance shapes everything from prospect conversations to financial plans, why every meeting in her firm has a defined purpose and process, and how her team delivers a highly personalized experience without relying on traditional client segmentation. In this episode you will learn:How to use behavioral finance questions to identify ideal clients and create deeper financial planning conversations.Why a structured onboarding process can differentiate your firm before a prospect ever becomes a client.How to build a flexible client service model that combines consistent processes with personalized planning.How strong workflows and delegation allow advisors to step away from prep and follow-up without sacrificing the client experience.If you’ve ever wondered how to create a more personalized client experience while still building a practice that can scale, this conversation gives you a look under the hood of a firm doing exactly that. You’ll walk away with practical ideas for structuring your meetings, strengthening your workflows, using your team more effectively, and creating the kind of processes that give you more capacity to focus on the work you do best. Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! Learn more about our sponsor BELAY for amazing virtual assistant services HERE! Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software 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.
September 01, 202655min
Number 2: 399: The One Simple Skill Blocking Your Next Level Up
There’s one CEO skill that may be quietly capping your success—and it has nothing to do with how smart you are, how many credentials you have, or how good you are at financial planning. It’s your ability to make decisions quickly. In this episode, we’re talking about why advisors tend to overthink business decisions, how that slows your growth, and the simple framework I use to help advisors make decisions faster without being reckless. In this episode you will learn:Why your financial advisor mindset might actually be slowing you down as a CEO.How faster decision-making creates momentum, better judgment, and more confidence over time.The Two-Question Rule for knowing when to make a decision quickly and when to slow down.How to use the 80% Rule to stop waiting for perfect information and finally make the call. You don’t need to make perfect decisions—you need a framework that helps you make more good decisions, learn quickly, and keep moving. I’ll also give you a simple seven-day decision sprint to help you put this into practice and start building your decision-making muscle immediately. Register for The Efficient Advisor x Quin: Workflow Show and Tell HERE! Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! Learn more about our sponsor BELAY for amazing virtual assistant services HERE! Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software 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.
August 28, 202622min
Number 3: 398: Stop Using AI Like a Note-Taker (Use It Like an Executive Assistant)
If you think AI in your advisory practice means meeting notes, follow-up emails, and asking ChatGPT to write something for you, we need to talk. Because what AI can do inside of an advisory practice has changed dramatically—and I think most of us are still thinking way too small. AI for financial advisors has moved far beyond note-taking, meeting summaries, and drafting follow-up emails. In this episode, I’m joined by Gabe to explore the next evolution: agentic AI and what it looks like when AI stops being another piece of software you have to manage and starts operating more like a digital team member working behind the scenes. We dig into how Quinn has evolved, the difference between traditional AI tools and agentic AI, and the practical ways advisors are using automation to give themselves and their teams back significant time each week.The difference between AI tools and agentic AIWhat advisors can automate right nowHow AI can help you “scale thoughtfulness” with clientsWhere to start before automating your processesThe goal isn’t necessarily to replace your team with AI. It’s to stop spending valuable human time hunting down information, entering data, filling out forms, and handling repetitive administrative work so you and your team can focus on the work that actually requires a human. If you’ve been thinking about AI primarily as a note-taker or writing assistant, this conversation will give you a much bigger picture of what’s already possible—and what could be coming next for your advisory practice. Register for The Efficient Advisor x Quin: Workflow Show and Tell HERE! Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! Learn more about our sponsor BELAY for amazing virtual assistant services HERE! Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software 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.
August 25, 202644min
Number 4: 404: Planning Fees, AUM & the Question Every Advisor Is Asking
Should you be charging for financial planning—and if so, how much? For many advisors, the idea of charging directly for their advice brings up a whole lot of questions (and maybe a little head trash). In this episode, I’m joined by Jacqueline Bradley and Ben from MindShift Financial Coaching to unpack what it actually looks like to move from “working for hope” to confidently charging for the value you provide. We’re talking pricing, positioning, separating planning from AUM, communicating your value, and even how to approach existing clients when you’ve been providing planning for free. In this episode you will learn:How to determine what to charge for financial planning without overcomplicating your pricing.How to clearly separate financial planning from investment management and other transactional services.How to communicate your planning charge with confidence and position the value beyond the financial plan itself.How to begin introducing planning charges to prospects and existing clients without changing your entire business model overnight.If charging for financial planning has been on your mind, this episode will give you practical language, a new way to think about your value, and some simple first steps to get started. And if you’re ready for more support, MindShift Financial Coaching offers both a self-paced Financial Planning School and a live cohort beginning October 21st. Efficient Advisor listeners can receive 10% off either option—head to the show notes or visit the Resources page at theefficientadvisor.com for all the details. If you want to learn more about Mindshift and take advantage of the 10% discount: Check it out HERE and use code: LIBBY at check out! Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! Learn more about our sponsor BELAY for amazing virtual assistant services HERE! Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software 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.
September 15, 20261h 1min
Number 5: 403: What Should Financial Advisors Charge?
What should financial advisors charge? Too often, advisors answer that question by looking around at what everyone else is charging and picking a number that feels safe. But your clients aren’t paying for the number of hours you spend creating a financial plan or the number of meetings on your calendar. They’re paying for the years of experience, expertise, and pattern recognition that allow you to help them make better decisions, avoid costly mistakes, and move forward with confidence. In this episode, we’re breaking down how to think differently about pricing your advice—and how to determine whether your fees actually reflect the value you create. In this episode you will learn:Why pricing based on what other advisors charge can lead you to undervalue your expertise.How to separate the one-time value of financial planning from the ongoing value you provide.Why you shouldn’t immediately lower your price when a prospect pushes back on your fee.A simple exercise to evaluate whether your current fees reflect the value you create for clients.Your clients aren’t paying for how many hours it takes you to do the work. They’re paying for what your experience, expertise, and time make possible. Take a look at the last five clients you onboarded, identify the value you created and the costly mistakes you helped them avoid, and then ask yourself one important question: Does my fee actually reflect that value? Register for the T2M Works Advisor Tech Stack Tune Up Webinar HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE! Learn more about our sponsor BELAY for amazing virtual assistant services HERE! Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software 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.
September 11, 202619min