
Über diesen Podcast
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 Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by…
410 Folgen · Firmengründung
The Efficient Advisor: Tactical Business Advice for Financial Planners
Über diesen Podcast
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 Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by…
Neue Folgen
- 416: The Marketing Strategy You're Overlooking (And It's SO Easy to Fix!)27. Okt. · 34 Min.
- 415: The Details Behind My $1.5M Advisory Practice (And My Engagement Story!)23. Okt. · 40 Min.
- 414: What to Say to Attract More High-Net-Worth Clients (3 Scripts to Steal!) w/ Derrick Kinney20. Okt. · 44 Min.
- 413: The Productivity Tool I Can’t Quit (Even With AI)16. Okt. · 38 Min.
- 412: When Your Team Isn't Following Through: Here's What to Say13. Okt. · 1 Std. 01 Min.
- 411: The Part Most Advisors Skip Before They Automate a Workflow9. Okt. · 12 Min.
- 410: Prospect Pushing Back on Your Fee? What to Do & Say6. Okt. · 28 Min.
- 409: Why You Keep Blowing Off Your Time Blocks (And How to Finally Follow Through)2. Okt. · 31 Min.
- 408: How to Build Your Personal Board of Directors (And Who Needs a Seat)29. Sept. · 48 Min.
- 407: The Client Experience Audit Every Advisor Should Do on Their Q3 CEO Day25. Sept. · 34 Min.