Best Libby Greiwe Podcasts (2025)

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323: How This Advisor Cut to a 3-Day Workweek and Leveled Up Everything - Part 2 53:26

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8h ago53:26

53:26

Creating a business you love doesn’t have to be a fantasy, and in this episode, Libby brings back her best friend and long-time advisor Jen for a real, transparent look at what it takes to reclaim your time, refine your systems, and run a thriving advisory firm with intention. 🎙️ Jen shares how her practice has evolved over the last several years, …

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322: One Word to NEVER Say in Front of Clients 13:09

4d ago13:09

13:09

Ever stop to think how one small word can change the entire vibe of your business? In this episode, Libby breaks down why saying “s—--” might be holding you back — and how a simple language shift can transform how clients see your firm and how your team sees themselves. You’ll learn how swapping your language builds confidence, strengthens culture,…

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321: How Jen Tripled Her Revenue in 3 Years While Working 3 Days a Week 1:03:50

9d ago1:03:50

1:03:50

In this episode of The Efficient Advisor, Libby sits down with Jen, a powerhouse financial advisor and mom of four who has tripled her revenue in just three years—all while working only three days a week. Jen shares the mindset shifts, systems, and team-building strategies that allowed her to scale her practice with confidence and ease. This conver…

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EP149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam 1:40:27

1d ago1:40:27

1:40:27

Most Advisors build plans around numbers. Emily Rassam builds them around people. In this episode of The Human Side of Money, Brendan sits down with Emily Rassam, Partner and Senior Financial Planner, to explore how she infuses purpose and emotion into every aspect of the planning process. Emily’s approach goes beyond spreadsheets and projections. …

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320: What an Executive Assistants Can Do for Advisors with Guest Gina Cotner 52:46

16d ago52:46

52:46

Running a financial advisory firm doesn’t just take expertise with clients—it also takes leadership, delegation, and the right support systems. In this episode, Gina Cotner, CEO of Athena Executive Services, joins the conversation to share how financial advisors can leverage executive assistants to create more freedom, reduce overwhelm, and lead wi…

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319: CEO Day: 5 Categories to Analyze in Your Next CEO Day 13:28

20d ago13:28

13:28

In this week’s Efficient Friday episode, Libby shares why every financial advisor needs to schedule intentional “CEO days” — dedicated time to step out of the whirlwind of client work and focus on your business, not just in it. She breaks down the five key areas to review during your CEO day: money, people, processes, problem-solving, and clients. …

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318: How to Build a Culture Your Team Won’t Ever Want to Leave 47:31

23d ago47:31

47:31

In this episode, we dive into the world of human behavior, leadership, and emotional intelligence with Dr. Angela Jackson—a seasoned psychologist, executive coach, and behavior strategist. Angela shares valuable insights that help financial advisors understand themselves and their clients better, ultimately leading to stronger relationships and imp…

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317: Warren Buffett’s 2-List Strategy: The Secret to Laser-Focused Success 15:49

27d ago15:49

15:49

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! Feeling pulled in too many directions? In this quick Efficient Friday episode, Libby breaks down Warren Buffett’s famous two-list strategy for focus…

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148: The Dark Side of Financial Freedom No One Prepares You For with Rick Foerster 1:25:55

15d ago1:25:55

1:25:55

At 38, Rick Foerster became financially independent after helping build a healthcare startup that went public. By every external measure, he had “enough.” But internally, he felt restless, disoriented, and unsure of what came next. In this candid conversation, Rick and Brendan Frazier explore what happens on the other side of enough, when financial…

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316: Send a New Year’s Letter That Builds Client Trust & Assets 33:13

30d ago33:13

33:13

As the year winds down, it’s the perfect time for advisors to strengthen relationships and set the tone for a confident, connected start to the new year. In this episode, Libby shares how to craft a meaningful New Year’s letter that not only reminds clients of your value but also builds excitement for what’s ahead. Whether you’ve been sending these…

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315: Get Your Advisory Team Rowing in Sync: Building a Unified Client Experience 28:41

1M ago28:41

28:41

How do you get every advisor on your team rowing in the same direction—without killing individuality or creativity? In this episode, Libby breaks down how multi-advisor teams can create a unified client experience that feels consistent across the firm while still giving each advisor room to shine. You’ll learn how to define your firm’s baseline cli…

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314: The Psychology of a Prospect and What to Do Better with Dr. Joshua Wilson, PhD, CMT 55:43

1M ago55:43

55:43

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 finance before a client even becomes a client. While many advisors think about behavioral finance as something that happens after onboarding, Joshua takes us deeper—into the psychology, neuromarketing, …

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313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing 17:08

1M ago17:08

17:08

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 behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions t…

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312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients 24:13

1M ago24:13

24:13

As financial advisors, we’re always evolving—new processes, new services, new team members, and even new ways of engaging with clients. But while your newest clients experience your polished onboarding process, your long-term clients may still be operating under the “old rules.” That’s where re-onboarding comes in. In this episode, we dive into how…

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311: 3 Thanksgiving Ideas for a WOW Client Experience! 15:50

2M ago15:50

15:50

Looking to make your client experience stand out this holiday season? 🍂 In this episode, I share simple yet impactful Thanksgiving ideas that show appreciation while staying efficient. From personalized cards to memorable gifts and even hosting a pie pick-up event, you’ll learn creative ways to connect with clients without overwhelming your schedul…

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310: Referral Process Makeover - More Referrals with One Simple Twist with Guest Adam Chapman 36:30

2M ago36:30

36:30

Getting referrals can feel complicated for financial advisors—but what if the simplest approach is actually the most effective? In this episode, Libby Greiwe sits down with Adam Chapman to explore a unique and refreshingly easy process for generating more introductions. Instead of adding friction or pressure, Adam shares how he flips the script and…

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309: How to Say No to Night & Saturday Meetings (Without Feeling Like a Jerk) 15:02

2M ago15:02

15:02

In this episode, Libby shares why setting clear boundaries with clients isn’t just about protecting your personal time—it’s about elevating your professionalism and creating a business that lasts. 🚪 You’ll learn how to confidently say no to Saturday meetings while still making clients feel cared for and supported. We’ll cover practical scripts, str…

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308: How Advisors Can Save 15+ Hours a Week Using an AI Assistant with Gabe Caldwell 46:14

2M ago46:14

46:14

Advisors spend countless hours buried in admin work that steals time away from client relationships and growth. In this episode, Libby sits down with Gabe, co-founder of Quin, to explore how an AI-powered assistant is transforming the way financial advisors handle everyday tasks. From CRM updates to inbox management, Quin is designed to feel like a…

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307: How I Organize All of My Thoughts, Ideas, Things to Do without Feeling Scattered 10:08

2M ago10:08

10:08

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! Ever feel like your best ideas are lost in a sea of sticky notes, screenshots, and scattered documents? 📚 In this episode, I share how I built my ow…

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306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience 21:22

2M ago21:22

21:22

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 Client Intel Process, a practical framework to help you capture, organize, and use personal details about your clients in a way that feels natural and meaningful. This process helps deepen connections, …

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305: How to Handle Client Requests Without Losing Your Day 17:08

2M ago17:08

17:08

In this episode, we dive into simple but powerful strategies to reduce stress and overwhelm in your advisory practice. Learn how to handle unexpected client requests without derailing your day by setting clear expectations and using a Model Week to protect your time. You’ll also discover when it’s okay to “punt” client questions to future meetings,…

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147: How To Win Clients and Build Plans Using A Human-First Approach with Tim Maurer 1:23:18

2M ago1:23:18

1:23:18

Winning more clients and creating a more client-centric planning experience requires a shift. A shift away from the numbers. A shift towards the human. In this episode, Tim Maurer, Chief Advisory Officer at Signature FD shares his insights on building a human-first approach to transform both your prospecting and your planning. Instead of relying on…

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304: A Personal Look into How I Built a 7-Figure Practice Working Just 3 Days a Week 1:37:53

2M ago1:37:53

1:37:53

Today’s episode… it’s Opposite Day! Today, Libby is the one being interviewed. Dillion Kazemi and Montel Hawkins of the Live Your Aim Podcast ask Libby some big questions around selling her firm, her framework for decision making for her business, and get pretty personal… but it a good & tactical way! Libby shares how she leaned into her authentici…

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303: Ditch the 24/7 Cell Phone Hotline: Smarter Client Access, Happier You 6:59

3M ago6:59

6:59

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 the importance of setting healthy boundaries around your cell phone as a financial advisor 📱. Many advisors start thei…

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302: Do This One Thing for 30 Days to Transform Your Business and Life 28:18

3M ago28:18

28:18

Sometimes the smallest shifts create the biggest results. In this episode, Libby challenges you to focus on just one tiny habit for 30 days. Drawing inspiration from James Clear’s book Atomic Habits, she shares why less really can be more when it comes to creating lasting change in your business and life. Instead of overloading yourself with too ma…

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301: One Tip to Train Your Team to Solve More Problems 8:48

3M ago8:48

8:48

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 simple but powerful leadership strategy that can completely transform how you guide your team. If you’ve ever felt o…

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146: From IQ to EQ: A Process For Delivering Values-Based Advice With Shannon Harris 1:40:16

3M ago1:40:16

1:40:16

Most Advisors rely on technical expertise (IQ). But when you work with human beings, IQ alone often isn’t enough. You have to combine IQ and EQ (Emotional Intelligence). Shannon Harris, Managing Partner at Ecclesiastes Wealth Partners, has developed an approach that blends IQ with EQ by delivering values-based advice designed to reshape every clien…

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300: How To Build a Personal Brand AI Can’t Replace, With Guest Robyn Crane 51:59

3M ago51:59

51:59

In this episode of The Efficient Advisor, Libby sits down with marketing and branding expert Robyn Crane to explore how financial advisors can future-proof their business in an AI-driven world. Robyn shares her personal journey from struggling advisor to seven-figure business owner and reveals her BRAND formula for creating an authentic personal br…

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299: 11 Tiny Habits That Leveled Up My Business Growth 50:01

3M ago50:01

50:01

We often think that only big moves create transformation in business, but it’s the tiny daily habits that add up to create massive impact. In this episode, Libby shares 11 small but mighty shifts that helped her grow her practice to seven figures, streamline her workweek, and create more time for family and life outside the office. These are practi…

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298: Margin = Magic: How I Stopped Curveballs from Wrecking My Schedule 12:07

3M ago12:07

12:07

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 short but powerful episode: Libby shares the one game-changing shift that transformed her from reactive and overwhelmed to calm and proactiv…

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145: How One Retiree Experimented His Way to a Fulfilling Retirement with Fritz Gilbert 1:27:41

3M ago1:27:41

1:27:41

What if everything you’ve been taught about preparing clients for retirement is only half the story? Fritz Gilbert spent a decade writing over 400 articles about life after work on his blog The Retirement Manifesto. But the real transformation happened after he actually retired. In this episode, Fritz reveals the surprising emotional challenges ret…

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297: Charge What You’re Worth: Sten Morgan’s Blueprint for Confident, Value-Driven Advising 48:22

3M ago48:22

48:22

In this episode, financial advisor Sten Morgan joins Libby to talk about redefining what it means to bring value to your clients. From charging for advice to becoming a confident communicator, Sten shares practical steps to help advisors grow personally and professionally. He breaks down how to stand out in a crowded industry, build trust quickly, …

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296: How I’m Cutting 10 Hours a Week From My Work Schedule (And You Can Too!) 18:10

3M ago18:10

18:10

As summer chaos sets in and the lines between work and life begin to blur, it’s easy to drift away from structure and feel the weight of inefficiency. In this episode, Libby pulls back the curtain on her own schedule reset—sharing how she’s reclaiming 10 hours a week by returning to a themed model week. This practical episode is packed with strateg…

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295: 200M AUM & Still Drowning? How Jessica Systematized Her Firm & Reclaimed Her Sanity 32:03

4M ago32:03

32:03

Running a thriving financial advisory firm sounds like the dream, but what happens when success outpaces your systems? In this episode, Jessica Cole, CFP®, ChFC®, founder of Synergy Wealth Partners, shares her journey of leading a booming advisory business with over $200 million AUM — and hitting a breaking point. With too many clients, no clear pr…

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

4M 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

4M 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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293: How to Save 30+ Hours a Month with Smart Workflows and Automation With Lorie Jones 47:46

4M 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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292: The 6-Step Framework to Systematize, Simplify & Scale Your Advisory Firm 39:42

4M 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

4M 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

4M 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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290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up 49:42

4M 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

4M 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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288: What 1,000+ Advisor Meetings Taught Him About Running a Killer Practice with Anthony Zanetti 52:08

4M 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

5M 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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142: Transforming Your Onboarding Process Into A Referral Engine with Libby Greiwe 1:32:30

5M 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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286: 8 Processes That Every Financial Advisor Needs to Achieve Scale 1:05:06

5M 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

5M 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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284: Your Mid-Year CEO Day: An Exercise to Reflect, Replan, Finish Strong 36:10

5M 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

5M 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

5M 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…