Podcast Episodes
Back to Search335: My Journey from 80 Hours a Week Down to 24 and Redefining Success & Balance
Episode 335
In this episode, Libby Greiwe of The Efficient Advisor shares a candid and powerful conversation about building a successful advisory business withou…
6 months, 1 week ago
334: The “They Have Potential to be Great Clients Someday” Mistake Advisors Make
Episode 334
In this episode, Libby shares an unpopular but critical perspective on how financial advisors should think about “future potential” clients. She expl…
6 months, 2 weeks ago
333: Jeremy’s 5-Step Retirement Planning Process & How it Attracts Better Clients with Jeremy Keil
Episode 333
In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeat…
6 months, 2 weeks ago
332: The Two CEO Day Questions Every Advisor Should Ask Before 2026
Episode 332
In this episode, Libby shares a powerful two-question framework to help you reshape your business heading into 2026. You’ll learn how to identify the…
6 months, 3 weeks ago
331: The Science of Follow-Through: How Advisors Can Finally Stick to Their Goals with Brian Ford
Episode 331
Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not bec…
6 months, 3 weeks ago
330: The Ritz Carlton Loyalty Rule Every Advisor Should Be Using Today
Episode 330
In this episode, you’ll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create u…
6 months, 4 weeks ago
329: How Small Shifts Helped Eva 5X Her Practice (and Transform Her Client Experience)
Episode 329
This episode features an inspiring conversation between Libby and advisor Eva Stukenberg, who shares her journey from feeling stuck on the hamster wh…
7 months ago
328: Drowning in Year-End To-Dos? Here’s Your Reset Plan
Episode 328
In today’s episode, we’ll discuss:
Year-end processing doesn’t have to feel like an annual stress cycle. In this episode, you’ll learn five simple st…
7 months ago
327: Your Client Service Model Upgrade: Streamline Your Process, Boost Profitability, and Wow Your Clients
Episode 327
Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives …
7 months, 1 week ago
326: The Simple Email Hack That Protects Your Boundaries (and Trains Clients Automatically)
Episode 326
In this quick episode, you’ll learn a simple but powerful tool advisors can use to maintain strong boundaries, protect their time, and still deliver …
7 months, 1 week ago