Libby Greiwe
Do you 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 & retirement in 2019. Now, she's simply just obsessed with helping other amazing advisors do the same thing. Connect with her in Facebook and LinkedIn . Learn more here .
Articles by Libby Greiwe
- Multimedia
You Don’t Need Better Decisions. You Need to Make Decisions Faster.
You don’t need to make perfect decisions—you need a framework that helps you make more good decisions, learn quickly, and keep moving.
- Multimedia
From Scarcity to Abundance: The Mindset Shift That Can Transform Your Advisory Practice
Why abundance isn't just a mindset buzzword—and how it directly impacts referrals, growth, client trust, and business success
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3 Hard Truths Keeping Advisors From a $1 Million Business
This episode is a little different. Instead of another tactical strategy or productivity hack, Libby shares three hard truths that may be the very
- Multimedia
The Fee Increase That Added $420,000 (Without Losing a Single Client)
One of the hardest conversations many financial advisors avoid isn't about investments or markets—it's about their own fees.
- PowerAdvice
One Small Process Saved Hours of Follow-up Every Month
If you've ever had a client bring up a major planning question with five minutes left on the clock, this system is for you.
- Multimedia
Time Is Worth More Than Money—So Why Aren't You Investing Like It?
Challenge that mindset and explore why buying speed, guidance, and systems is often one of the smartest investments you can make.
- Business Growth
3 Client Experience Lessons Advisors Can Steal From Ritz-Carlton
I’m breaking down three specific Ritz-Carlton practices that advisors can use to create more memorable, consistent, and remarkable client experiences
- Alternatives & Digital Assets
Alternative Investments Are Moving Into Mainstream Portfolios
In this episode, Libby sits down with Summer Webb from American Estate & Trust to unpack what alternatives actually are, why more advisors are
- Multimedia
First 100 Days That Turn New Clients Into Long-Term Advocates
Rethink what’s possible and show you what happens when you design that experience with intention instead of letting it happen by default.
- Business Growth
AI-Powered Client Communication That Keeps Advisors Top-Of-Mind
How to combine technology and human touch to improve client relationships, streamline operations, and stay top-of-mind with the clients who matter most.
- Business Growth
No Referrals? No Problem. How Advisors Are Consistently Winning HNW Clients
The marketing strategy itself, but also the importance of clarity in messaging, operational readiness, and long-term commitment to growth.
- Business Growth
Referrals Improve When Advisors Stop Asking and Start Aligning
Deeper into the psychology behind why clients do or do not refer, what makes referral conversations actually work, and how advisors can position themselves
- Business Growth
12 Marketing Ideas Helping Financial Advisors Attract Ideal Clients
Attract ideal clients, this conversation is packed with practical, affordable, relationship-driven ideas you can implement right away.
- Multimedia
Building a Firm That Runs Without You: Leadership Lessons for Advisors
With Hannah Moore to have an honest, vulnerable conversation about what it really takes to move from advisor to CEO
- Business Growth
The 5 Things To Stop, the 5 Things To Start—and Why 2026 Depends on It
The five priorities you should start doing, and how this simple exercise can reshape your capacity, clarity, and client experience.
- Business Growth
How Financial Advisors Are Winning Back 15+ Hours a Week With AI
Quin is designed to feel like a true digital team member that lightens the workload and creates more space for meaningful client engagement.
- Business Growth
How Elite Advisors Scale: 8 Must-Have Processes for Growth
Six core and two bonus processes every advisor should have in place to create a streamlined, self-running, and scalable practice. #advisors
- Business Growth
The Fast-Track Referral Formula: Two Smart Moves for Your First 100 Days
This episode is packed with practical tips you can start using right away to get more referrals and build deeper client relationships. #growth
- Multimedia
Inside the COO Mindset: How Top Advisors Streamline Ops and Tech with Joe Moss
To unpack the key operational strategies every financial advisor needs to optimize their practice. #advisors
- Business Growth
From Marketing to Operations: Unconventional Video Strategies with Katie Braden
Why video is so powerful and how advisors can integrate it into their business in a way that feels easy and authentic #advisors
- Multimedia
How to Say 'There’s a Fee for That'—Without Sounding Pushy or Awkward
Advisors face: how to politely and confidently communicate that there’s a fee for your time, expertise, and services outside your core offerings.
- Future of Advice
Advisors vs. AI: What It Will Take to Stay Ahead
I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. #AI #advisors
- Business Growth
How You Show Up in a Crazy Market Really Matters
Markets are a mess, your inbox is full, and you’re probably feeling like you’re having the same conversation 100 times in a row.
- Business Growth
AI Hacks for Marketing: Better Results With Training and Prompt Engineering With Niki Clark
AI isn't just the future—it’s already here. Tune in to hear Niki’s insights on how you can use it to your advantage. #AI #advisors
- Business Growth
7 Essential Processes Every Financial Advisor Needs to Efficiently Run Their Firm
These processes are the foundation of a well-oiled business that doesn’t drain the life out of its owner. #advisors #business
- Future of Advice
The Future of Financial Advising: AI Strategies You Need Now
From automating client communication to optimizing workflows, Ben shares real-world strategies for integrating AI into your practice. #AI
- Multimedia
How To Write a Book in Just 6 Weeks with Guest Paul McManus
Paul is here to demystify the process and show us how to write a book in just 6 weeks! #writing #advisors
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Do I Need to Wine and Dine My Best Clients? My Unpopular Opinion
Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life?
- Business Growth
Guidelines for Helping Clients Transition from Previous Advisors
You can turn this tricky situation into a peaceful process for your clients and make a GREAT first impression if you do it well! #advisors
- Business Growth
You NEED This Onboarding Document To Help Set Client Expectations
When client expectations are not aligned with your practice, it can quickly sour the relationship, or worse, break trust altogether. #advisors
- Multimedia
Kevin Thompson, Yankee Outfielder’s Transition From MLB to CFP and RIA
Strategies on managing client relationships and maintaining productivity in his specialized financial planning practice for those aged 55 and older. #CFP
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Scaling Unconventionally: A Unique Strategy with Success Story Trent Grzegorczyk
I think his story might just inspire you to think outside the box a bit when it comes to building your business and your offerings. #advisors
- Business Growth
Warren Buffett's “2-List Strategy” to Prioritize Focus In Business & Life
Make a list of your 25 most important goals and prioritize them today. Then, get started making your top five goals your reality!
