The Efficient Advisor: Tactical Business Advice for Financial Planners
Hosted by Libby · Libby Greiwe
4.8from 187 ratings
- 407
- Episodes
- 227
- Transcribed
- 187
- Ratings
- Daily
- 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
- 22 Sept 2026
Latest episodes
227 of 407 episodes have a transcript.
22 Sept 2026
406: Shadow AI: What Financial Advisors Don’t Know Their Tools Are Doing
18 Sept 2026
405: How to Delegate Without Lowering Your Standards - The 15-80-5 Rule
15 Sept 2026TRANSCRIPT
404: Planning Fees, AUM & the Question Every Advisor Is Asking
Inside a recent episode
404: Planning Fees, AUM & the Question Every Advisor Is Asking
Published 15 Sept 2026 · Transcript excerpt
[…] You're not losing a sale. But if they can't commit to the help. What are we doing? Nobody woke up in the morning and goes, I'm going to pay Ben three grand. No, they woke up and said, I got all these pains and problems. And if somebody can help me, it's worth three grand. Yeah. And I know for me, like when we started charging, it was really this great way of just separating the cream from the milk, right? Like the people who were really serious, that wanted that level of service, that wanted that expertise, that wanted the breadth. And the depth and not just a couple of like it really it eliminated for us all tire kickers, people who are out there getting multiple opinions and then they were just going to go do it themselves anyway. […]
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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.
- Hugh
- Jacqueline Bradley
- Ben
- Emily Rassam
- Gabe
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
- 137 ratings
- Spotify
- 4.6 / 5
- 50 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
Pitching 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 pitches.
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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?
Libby host the show. Published by Libby Greiwe.
How often do new episodes come out?
The show publishes daily, 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?
227 of 407 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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