Best Libby Greiwe Podcasts (2025)

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142: Transform Your Onboarding Process with Libby Greiwe 1:32:30

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30d ago1:32:30

1:32:30

What if your onboarding process could become your most powerful referral engine? Most advisors overlook onboarding as a strategic growth tool—and that’s a mistake. In this episode, Brendan Frazier sits down with Libby Greiwe, founder of The Efficient Advisor, podcast host, and author of The First 100 Days: The Advisor’s Blueprint for a Remarkable C…

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295: One Question to Help You CRUSH August 9:55

2h ago9:55

9:55

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 you that you can implement in your business right away! It’s the first of the month — your built-in Slingshot Day! In this quick-hit episode, Libby shares the powerful question that can reset your focus a…

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144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy 1:18:58

1d ago1:18:58

1:18:58

What if the most important trust-building moments with clients aren’t during meetings, but actually in between them? It turns out that your communication between meetings ( texts, emails, calls, etc.) can significantly impact trust, satisfaction, and client retention. In this conversation, Dr. Megan McCoy shares her breakthrough research on the pow…

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Ep 448: Attracting More Ultra-HNW Clients By Taking The Time To Due Diligence More Alternative Investments with Monish Verma 1:29:59

2d ago1:29:59

1:29:59

High-net-worth individuals often already have a financial advisor, but many aren’t receiving the in-depth investment education or portfolio customization they truly need. That's where Monish Verma comes in. He joins the show today to share his strategy for converting HNW prospects into clients, as well as how a tailored approach to alternative inve…

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294: How to Save 30+ Hours a Month with Smart Workflows and Automation With Lorie Jones 47:46

3d ago47:46

47:46

Ready to transform the way you handle client service? In this episode, I’m joined by Lorie Jones, a seasoned Financial Advisor who has over 20 years of experience supporting top-performing financial advisors. Lorie shares her secrets for creating a high-touch client experience, building efficient systems, and managing the chaos that can come with g…

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Ep 447: Getting A Healthy Flow Of New Clients From Centers Of Influence By Addressing The Referral Risk They Fear The Most with Dan Allison 1:30:00

9d ago1:30:00

1:30:00

Financial advisors frequently seek out relationships with Centers Of Influence (COIs) such as accountants and attorneys, but sometimes find that it's hard to get referrals from these professionals. Advisor marketing expert Dan Allison believes this is because COIs fear putting their own reputations on the line and joins the show today to explore ho…

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292: The 6-Step Framework to Systematize, Simplify & Scale Your Advisory Firm 39:42

9d ago39:42

39:42

If you’ve ever felt like your business is running you instead of the other way around, this episode is a game changer. Libby breaks down the Systems to Scale Framework—a proven, practical, and powerful method to help financial advisors get out of overwhelm and into systems that actually work. Whether you're flying solo or leading a team, these six …

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291: Behind the Scenes: Is Group Coaching the Missing Link Your Advisory Practice Needs? 35:34

14d ago35:34

35:34

Are you a successful financial advisor who feels overwhelmed by a messy to-do list, inconsistent processes, or being the bottleneck in your own business? This episode dives deep into what the Systems to Scale Group Coaching Program is really all about. If you’ve ever wondered whether it’s the right fit for your stage of business—or how it can actua…

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143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon 1:32:35

15d ago1:32:35

1:32:35

Most retirees prepare financially, but still feel lost when they step away from work. Why? Because emotional readiness is just as critical as a fully funded retirement account. Tony Hixon, CIMA®, RFC® knows this firsthand. After a personal tragedy reshaped his view of retirement, he realized that wealth without purpose leaves a void. Fortunately, T…

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Ep 446: Getting Known In Your Local (Facebook Group) Community To Quickly Add $30M In The First Two Years with Misty Lynch 1:30:00

17d ago1:30:00

1:30:00

After growing her AUM by $30 million in just two years, Misty Lynch has become a go-to financial planning expert for small business owners and families within her community. This is thanks in part to her reputation inside local Facebook groups frequented by her ideal target client, where she rarely promotes herself but is frequently recommended. Mi…

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290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up 49:42

17d ago49:42

49:42

In this episode, Libby sits down with Ryan Townsley of Town Capital to talk all things niching down, building systems, and doing it before you're ready. 🎯 Ryan shares how he carved out a unique niche working with nuclear power plant employees — and why going deep instead of wide helped him streamline his messaging, attract the right clients, and co…

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289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently 11:18

21d ago11:18

11:18

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 you that you can implement in your business right away! In today’s episode: Ever wish your schedule had a built-in safety net? 🛑✨ In this episode, Libby shares a powerful but simple addition to your Model…

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Ep 445: Leveraging Educational YouTube Videos To Drive Hundreds Of New Clients Per Year with James Conole 1:29:59

24d ago1:29:59

1:29:59

James Conole's firm has experienced explosive growth over the past few years (expecting to double its revenue to more than $10 million in 2025) thanks in part to his YouTube channel, which educates and builds trust with ideal prospects before they ever book a meeting. James is the founder of Root Financial, an RIA based in Encinitas, California, th…

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288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti 52:08

24d ago52:08

52:08

Anthony Zanetti joins Libby Greiwe to discuss the transformation from a reactive advisorypractice to a well-oiled, proactive business machine. With a background in wealth management, wholesaling, and branch leadership, Anthony brings a wealth of experience instreamlining operations, implementing service models, and scaling efficiently—all whilemain…

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287: Reactive to Proactive: 4 Moves to Make Now 21:37

28d ago21:37

21:37

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 you that you can implement in your business right away! In This Episode: Feeling constantly behind and like you're always reacting instead of leading? In this episode, you’ll learn four powerful strategie…

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Ep 444: Driving More Client Referrals In The First 100 Days By Crafting An Exceptional Onboarding Experience with Libby Greiwe 1:30:00

1M ago1:30:00

1:30:00

When Libby Greiwe realized that most client onboarding processes felt either clunky or cold, she decided to transform her own. What she has developed—based on her years as both a financial advisor and coach—is a system designed to create a seamless, personalized client experience that not only demonstrates professionalism, but also inspires client …

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286: 8 Processes That Every Financial Advisor Needs to Achieve Scale 1:05:06

1M ago1:05:06

1:05:06

Running a successful advisory firm isn’t just about giving great advice—it’s about building a business that runs smoothly, scales sustainably, and delivers an outstanding client experience. In this episode, Libby dives deep into the six core and two bonus processes every advisor should have in place to create a streamlined, self-running, and scalab…

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285: 6 Key Must Haves for a Remarkable SOP 24:59

1M ago24:59

24:59

In this episode, we’re diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound thrilling at first, mastering these tools can completely transform your business—from client experience to team delegation and operational consistency. Whether you're starting from scratch or optimi…

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Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years with Griffin Kirsch 1:30:00

1M ago1:30:00

1:30:00

Griffin Kirsch built a $200 million AUM firm in just five years—while maintaining a 70% profit margin. Delivering high-touch planning to business owners and real estate investors without charging fees on those assets, Griffin's focus on providing hard-dollar value to his clients (especially around tax strategy and real estate decisions) has fueled …

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284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong 36:10

1M ago36:10

36:10

We’re halfway through the year, advisors — and you know what that means. It’s time to hit pause, get real about what’s working (and what’s not), and make sure you’re set up to finish strong. In this episode, I’m sharing my favorite mid-year exercise: a SQUAD Analysis, plus a peek at how I do my own CEO Day to reset, reprioritize, and refocus for th…

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283: Why Your Clients Feel Buyer’s Remorse (And What to Do About It) 21:29

1M ago21:29

21:29

In today’s episode of The Efficient Advisor, we’re diving deep into the psychology that makes or breaks your client onboarding experience. There’s a lot happening in your client’s brain during those first 100 days — excitement, trepidation, and even buyer’s remorse — all at the same time. If you’ve ever had a client say yes, only to feel uncertain …

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141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener 1:46:45

1M ago1:46:45

1:46:45

The most common mistake advisors make with prospects? They deliver a logically-driven pitch showcasing all the ways they can help. But, prospects make decisions with the emotional part of the brain. And, that’s why logical pitches fall on deaf ears. Stacy Havener, Founder and CEO at Havener Capital Partners, has raised billions for boutique asset m…

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Ep 442: Attracting $100M Per Month Of Like-Minded Clients By Being Vocal About (Divisive) Issues You’re Passionate About with David Bahnsen 1:30:00

1M ago1:30:00

1:30:00

David Bahnsen has built a reputation for speaking his mind, not only on issues related to financial markets, but also on topics many advisors shy away from, like religion and politics. Which has paid off for him in the form of attracting $100 million of new client assets to his firm per month as his content has built his credibility, deepened audie…

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282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days 37:17

2M ago37:17

37:17

What if your onboarding process could become your best marketing strategy? In this episode, Libby is joined by advisor Craig Gingerich, who shares how he turned simple strategies into a referral-generating machine. Craig took just a few actionable ideas from Libby’s First 100 Days system and turned them into major wins. Whether you're a new advisor…

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281: Unpopular Opinion: Why You Can and Should PAUSE Growth Sometimes 17:10

2M ago17:10

17:10

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 you that you can implement in your business right away! In this episode, Libby shares a refreshing perspective that challenges the hustle mindset so common in our industry. Drawing parallels between climb…

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Ep 441: What It Really Takes To Implement And Scale Compliance As An Independent RIA Grows with Leila Shaver 1:30:00

2M ago1:30:00

1:30:00

As advisory firms grow, so does the complexity of compliance—and Leila Shaver has built a business dedicated to helping them scale without costly missteps. She provides strategic guidance that keeps firms aligned with regulatory expectations as their teams, client bases, and responsibilities expand. Leila is the founder of My RIA Lawyer, a Georgia-…

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280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss 45:34

2M ago45:34

45:34

Running an efficient, scalable advisory practice isn’t just about serving clients—it’s about having the right processes, tech, and people in place to keep everything running smoothly. In this episode, I sit down with Joe Moss, COO of an RIA and financial tech expert, to unpack the key operational strategies every financial advisor needs to optimize…

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279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem 11:16

2M ago11:16

11:16

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 you that you can implement in your business right away! In this episode, we dive into a common misstep advisors make—solving for the wrong problem. Are you actually demand-constrained or supply-constraine…

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140: The Human Side of Retirement with Dan Haylett (Part 2) 56:37

2M ago56:37

56:37

What if retirement planning wasn’t just about saving but about learning how to spend? In Part 2 of The Human Side of Retirement, Brendan Frazier continues his conversation with Dan Haylett to explore the emotional and psychological aspects of decumulation. They dig into the behavioral side of this transition, why a “save, save, save” mindset can ho…

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Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment with Nina Hajjar 1:29:59

2M ago1:29:59

1:29:59

What if you could decode a client’s financial behavior before the first meeting? Nina Hajjar has done just that by creating a custom “money personality” assessment. This innovative tool helps her advisory team better understand client behavior, tailor communication styles, and deliver more personalized, consistent service across their $500-million …

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278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden 55:08

2M ago55:08

55:08

Video is no longer just a "nice-to-have"—it's an essential tool for financial advisors looking to build trust, streamline operations, and enhance the client experience. In this episode, Libby sits down with Katie Braden to discuss why video is so powerful and how advisors can integrate it into their business in a way that feels easy and authentic. …

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277: 3 Biohacks That Tripled My Daily Focus and Energy 13:29

2M ago13:29

13:29

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 you that you can implement in your business right away! Ready to level up your energy, focus, and productivity? In this episode, I share my latest biohacking routine—what I’m continuing, what’s new, and w…

Libby Greiwe Podcasts

1
The Efficient Advisor: Tactical Business Advice for Financial Planners

Libby Greiwe

1
Financial Advisor Success

Michael Kitces

1
The Human Side of Money

Brendan Frazier

1
142: Transform Your Onboarding Process with Libby Greiwe 1:32:30

1
295: One Question to Help You CRUSH August 9:55

1
144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy 1:18:58

1
Ep 448: Attracting More Ultra-HNW Clients By Taking The Time To Due Diligence More Alternative Investments with Monish Verma 1:29:59

1
294: How to Save 30+ Hours a Month with Smart Workflows and Automation With Lorie Jones 47:46

1
Ep 447: Getting A Healthy Flow Of New Clients From Centers Of Influence By Addressing The Referral Risk They Fear The Most with Dan Allison 1:30:00

1
292: The 6-Step Framework to Systematize, Simplify & Scale Your Advisory Firm 39:42

1
291: Behind the Scenes: Is Group Coaching the Missing Link Your Advisory Practice Needs? 35:34

1
143: Why Every Retirement Plan Needs Purpose Before Portfolios with Tony Hixon 1:32:35

1
Ep 446: Getting Known In Your Local (Facebook Group) Community To Quickly Add $30M In The First Two Years with Misty Lynch 1:30:00

1
290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up 49:42

1
289: The Meeting Calendar Hack that Will Save You When a Client Needs to Meet Urgently 11:18

1
Ep 445: Leveraging Educational YouTube Videos To Drive Hundreds Of New Clients Per Year with James Conole 1:29:59

1
288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti 52:08

1
287: Reactive to Proactive: 4 Moves to Make Now 21:37

1
Ep 444: Driving More Client Referrals In The First 100 Days By Crafting An Exceptional Onboarding Experience with Libby Greiwe 1:30:00

1
286: 8 Processes That Every Financial Advisor Needs to Achieve Scale 1:05:06

1
285: 6 Key Must Haves for a Remarkable SOP 24:59

1
Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years with Griffin Kirsch 1:30:00

1
284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong 36:10

1
283: Why Your Clients Feel Buyer’s Remorse (And What to Do About It) 21:29

1
141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener 1:46:45

1
Ep 442: Attracting $100M Per Month Of Like-Minded Clients By Being Vocal About (Divisive) Issues You’re Passionate About with David Bahnsen 1:30:00

1
282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days 37:17

1
281: Unpopular Opinion: Why You Can and Should PAUSE Growth Sometimes 17:10

1
Ep 441: What It Really Takes To Implement And Scale Compliance As An Independent RIA Grows with Leila Shaver 1:30:00

1
280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss 45:34

1
279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem 11:16

1
140: The Human Side of Retirement with Dan Haylett (Part 2) 56:37

1
Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment with Nina Hajjar 1:29:59

1
278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden 55:08

1
277: 3 Biohacks That Tripled My Daily Focus and Energy 13:29