Best Libby Greiwe Podcasts (2025)

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

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2h 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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Tools & Tricks: Daily Tracker 18:43

7h ago18:43

18:43

In our first Tools & Tricks episode, Dillon breaks down a tool that has helped him live more intentionally. Inspired by Teddy Roosevelt, Dillon decided to strengthen his body, soul, and mind each day as a way to live his aim. Click here to download the Daily Tracker! This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie…

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

1h 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

1h 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

7d 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

1h 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

3h 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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Austin Zaback: Stop Learning & Start Doing 1:23:57

14d ago1:23:57

1:23:57

Today we welcome Austin Zaback! Austin is a serial entrepreneur who started his first business at 9 years old. We talk about mistakes and lessons learned across 20+ years of entrepreneurship and 15 different companies. Austin shares about the power of having wild and crazy dreams, why finding partners is essential, and how to take action TODAY. Thi…

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

4d 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

7d 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

11d 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

24d 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

14d 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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Libby Greiwe: Embracing the "And" to Live Your Aim 1:34:08

28d ago1:34:08

1:34:08

Today we welcome Libby Greiwe! Libby is known for building a 100% referral only business, generating over $1,000,000 per year in income, while working 3 days a week. After selling her business at only 37 years old, Libby had to take the time to discover what really mattered to her. We talk about having seasons of "no" and seasons of "yes" as you bu…

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

25d 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

26d 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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Matthew Jarvis: Being Hyper Intentional In Every Part of Life 58:21

1M ago58:21

58:21

Today we welcome Matthew Jarvis! Matthew built a wildly successful financial advisory firm based out of Seattle. In fact, he recently sold his practice for an 8 figure sum. Outside of his firm, Matthew runs the Perfect RIA podcast, is a published author, and coaches other financial advisors on how to run effective practices. We talk about the very …

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

27d 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

1M 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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Lambers Fisher: Finding Your Strengths to Live Your Aim 1:11:02

1M ago1:11:02

1:11:02

Today we welcome Lambers Fisher. Lambers is a renowned therapist, speaker, and trainer who helps bridge cultural barriers at home and in the workplace. Throughout his life, Lambers had a mission to help impact others. We talk about his methodology and his path from the "therapy corporate ladder" to entrepreneurship. This episode is sponsored by My …

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

1M 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

1M 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

2M 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

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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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Episode Echo: Dwayne "Lefty" Phelps Jr. 21:05

2M ago21:05

21:05

In the second Episode Echo, Dillon and Montel revisit their conversation with Lefty and discuss their key takeaways. At the time of recording, Lefty's episode is one of the most popular episodes of Live Your Aim. This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™. Hosted by Dillon Kazemi…

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

2M 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

2M 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

2M 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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Tracy Lownsberry: Focusing on Right Now Instead of A 10 Year Plan 1:05:50

3M ago1:05:50

1:05:50

Today we welcome Tracy Lownsberry. From his humble childhood in Michigan to becoming the leading annuity expert in the United States, Tracy's story is anything but predictable. He shares why he believes the annuity industry needs to be fixed and how he thinks about the future. This episode is sponsored by My Modern Wealth, a financial firm that hel…

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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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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282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days 37:17

3M 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

3M 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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280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss 45:34

4M 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

4M 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

4M 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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278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden 55:08

4M 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

4M 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…

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276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby 49:20

4M ago49:20

49:20

Understanding human behavior is key to financial success, both for advisors and their clients. In this episode, Daniel Crosby, a psychologist turned behavioral finance expert, dives deep into why traditional goal-setting often falls short and how to create meaningful, lasting change. If you’ve ever wondered why clients set arbitrary financial goals…

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275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track 16:56

4M ago16:56

16:56

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're getting real about shifting gears when life and business get chaotic. Libby shares an honest update on her upcoming book, the…

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Dr. Josh Maddox: Finding Your Aim in an Aimless World 1:02:04

4M ago1:02:04

1:02:04

We are thrilled to welcome Dr. Josh Maddox. Dr. Maddox is the owner of Wellspring Psychology in the San Jose area. We discuss a range a topics related to thinking intentionally about your life and finding out what's important to you. This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™. Ho…