The Efficient Advisor: Tactical Business Advice for Financial Planners
Hosted by I and Unknown · Libby Greiwe
4.8from 189 ratings
- 420
- Episodes
- 241
- Transcribed
- 189
- Ratings
- Weekly
- Cadence
- 2021
- First episode
- 7K
- YouTube views
About The Efficient Advisor: Tactical Business Advice for Financial Planners
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 her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!
- Publisher
- Libby Greiwe
- Category
- business · business · business
- Language
- en
- Explicit
- No
- First episode
- 1 Dec 2021
- Latest episode
- 6 Nov 2026
Latest episodes
241 of 420 episodes have a transcript.
6 Nov 2026TRANSCRIPT
419: Overthinking Your Way Out of a More Efficient Business?
3 Nov 2026TRANSCRIPT
418: The Year-End Scramble: 6 Ways to Get Ahead of the Chaos
30 Oct 2026TRANSCRIPT
417: From Zero to 200K LinkedIn Views a Week (Here's Exactly How!)
Inside a recent episode
419: Overthinking Your Way Out of a More Efficient Business?
Published 6 Nov 2026 · Transcript excerpt
[…] Others deserve about five minutes and a willingness to try something new. Because the cost of overthinking isn't just the time that you spend researching and doing all of the background stuff. It's the mental energy that you carry around with you all of the time from having so many unresolved decisions, right? […]
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See plansWho has been a guest on The Efficient Advisor: Tactical Business Advice for Financial Planners
Names identified in recent episode analyses. Showing up to five guests.
- Michael Joyce
- Craig Gingerich
- Derrick Kinney
- Derek Kinney
- Julie
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 6,847
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 4.8 / 5
- 138 ratings
- Spotify
- 4.6 / 5
- 51 ratings
Podcast Authority Score: 92 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 95
- Social presence
- 94
- YouTube
- 74
- Engagement
- 98
Contact The Efficient Advisor: Tactical Business Advice for Financial Planners
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about The Efficient Advisor: Tactical Business Advice for Financial Planners
Who hosts The Efficient Advisor: Tactical Business Advice for Financial Planners?
I and Unknown host the show. Published by Libby Greiwe.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does The Efficient Advisor: Tactical Business Advice for Financial Planners take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
241 of 420 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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