Podcast Episodes
Back to Search315: Get Your Advisory Team Rowing in Sync: Building a Unified Client Experience
Episode 315
How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks dow…
8 months, 3 weeks ago
314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT
Episode 314
Welcome to this episode of The Efficient Advisor, where Libby Greiwe sits down with Dr. Joshua Wilson, PhD, CMT, to explore the power of behavioral f…
8 months, 3 weeks ago
313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing
Episode 313
Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behi…
9 months ago
312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients
Episode 312
As financial advisors, we’re always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while you…
9 months ago
311: 3 Thanksgiving Ideas for a WOW Client Experience!
Episode 311
Looking to make your client experience stand out this holiday season? 🍂 In this episode, I share simple yet impactful Thanksgiving ideas that show ap…
9 months, 1 week ago
310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman
Episode 310
Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libb…
9 months, 1 week ago
309: How to Say No to Night & Saturday Meetings (Without Feeling Like a Jerk)
Episode 309
In this episode, Libby shares why setting clear boundaries with clients isn’t just about protecting your personal time—it’s about elevating your prof…
9 months, 2 weeks ago
308: How Advisors Can Save 15+ Hours a Week Using an AI Assistant with Gabe Caldwell
Episode 308
Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with…
9 months, 2 weeks ago
307: How I Organize All of My Thoughts, Ideas, Things to Do without Feeling Scattered
Episode 307
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with yo…
9 months, 3 weeks ago
306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience
Episode 306
Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through my C…
9 months, 3 weeks ago