The Efficient Advisor: Tactical Business Advice for Financial Planners
- Business · Entrepreneurship, Marketing
Free on the App Store for iPhone, iPad and Mac. No subscription needed. Once it is installed, tap this link again and the show is yours. Already have it? Open in Parasocial.
About
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 fr...
Also on
Recent episodes
- 417: From Zero to 200K LinkedIn Views a Week (Here's Exactly How!)
- 416: The Marketing Strategy You're Overlooking (And It's SO Easy to Fix!)
- 415: The Details Behind My $1.5M Advisory Practice (And My Engagement Story!)
- 414: What to Say to Attract More High-Net-Worth Clients (3 Scripts to Steal!) w/ Derrick Kinney
- 413: The Productivity Tool I Can’t Quit (Even With AI)
- 412: When Your Team Isn't Following Through: Here's What to Say
- 411: The Part Most Advisors Skip Before They Automate a Workflow
- 410: Prospect Pushing Back on Your Fee? What to Do & Say
- 409: Why You Keep Blowing Off Your Time Blocks (And How to Finally Follow Through)
- 408: How to Build Your Personal Board of Directors (And Who Needs a Seat)