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Ep 302: Structuring Your Ideal Week To Become A Highly-Leveraged Individual Advisor With Libby Greiwe

Ep 302: Structuring Your Ideal Week To Become A Highly-Leveraged Individual Advisor With Libby Greiwe

FromFinancial Advisor Success


Ep 302: Structuring Your Ideal Week To Become A Highly-Leveraged Individual Advisor With Libby Greiwe

FromFinancial Advisor Success

ratings:
Length:
99 minutes
Released:
Oct 11, 2022
Format:
Podcast episode

Description

Libby Greiwe is the owner of The Efficient Advisor, a financial advisor coaching and consulting firm based out of Ohio that focuses on helping advisors run their businesses in less time and with less stress. She does this by coaching advisors on the efficiency system that she developed by living through it herself, having grown to a $1 million revenue practice that she was able to support with a lean team and working only 25 hours per week as a busy mom. Listen in as Libby shares how she developed the system that she now coaches other advisors on, as well as how she was able to systematize the client experience. You'll learn why she decided to sell her firm and retire at the age of 37, how she was able to right-size her client load based on how much time and energy she spent with each client, and why it’s important for advisors to find support in like-minded communities and work toward their own personal vision of success. For show notes and more visit: https://www.kitces.com/302
Released:
Oct 11, 2022
Format:
Podcast episode

Titles in the series (100)

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.