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001: I'm Back! An Introduction to The Efficient Advisor

001: I'm Back! An Introduction to The Efficient Advisor

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


001: I'm Back! An Introduction to The Efficient Advisor

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
10 minutes
Released:
Dec 6, 2021
Format:
Podcast episode

Description

How do I become a referral-only practice? Build systems and processes to create ease in my financial planning business? Get out of overwhelm and into running my business instead of it running me? Can you just show me HOW instead of telling me WHY? These are just some of the big questions that financial planner, Libby Greiwe, digs into on the Efficient Advisor Podcast. In addition to templates and step-by-step guides, each episode is designed to help you take immediate action on the most important strategies for scaling, organizing, and creating less stress and overwhelm in your business! Libby’s specialty is making running an advisory business feel easier! Discover why hundreds of advisors have attended Libby’s live workshops and why thousands have viewed her free video library. She’s simply obsessed with helping advisors create ease in their business while working less, so they can spend more time doing what they enjoy with the people they love. So if you’ve been searching for a podcast that’s more tactical… focusing on SIMPLE, REPEATABLE, and DELEGATABLE systems--you are in the right place. Welcome to the Efficient Advisor!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Released:
Dec 6, 2021
Format:
Podcast episode

Titles in the series (100)

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!