Best Joshua Caldwell Podcasts (2025)

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

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2h 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

3d 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

7d 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

9d ago24:13

24:13

By Libby Greiwe

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

15d 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

18d 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

21d 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

25d 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

29d 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

1M 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

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

1M 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

1M 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

2M 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

2M 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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300: How To Build a Personal Brand AI Can’t Replace, With Guest Robyn Crane 51:59

2M 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

2M 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

2M 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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297: Charge What You’re Worth: Sten Morgan’s Blueprint for Confident, Value-Driven Advising 48:22

2M 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

2M 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

2M 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

3M 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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293: How to Save 30+ Hours a Month with Smart Workflows and Automation With Lorie Jones 47:46

3M 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

3M 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

3M 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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290: Niche, Please! Ryan’s Story on How Narrowing Down Helped Him Level Up 49:42

3M 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

3M 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

3M 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

4M 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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286: 8 Processes That Every Financial Advisor Needs to Achieve Scale 1:05:06

4M 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

4M 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

4M 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

4M 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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108 | Helping Students Stretch | Amy Chahine-Villanueva 36:56

4M ago36:56

36:56

Send us a text Episode 108 | Amy teaches Social Behavior Skills in a local elementary school. I think that many of us could have benefited from her teaching. She is requesting help in equipping two new classrooms if you would like to chip in. Her Amazon wish list is at shorturl.at/863Ev and she can be reached on Facebook at Amy Chahine-Villanueva S…

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

4M 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

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

5M 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

5M 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

5M 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

5M 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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274: The Ultimate Value Add to Make Clients for LIFE Replay with Blake Brewer 46:11

5M ago46:11

46:11

Adding value to clients is a core value over here at the Efficient Advisor. Today’s episode is going to be a game changer for you when it comes to a simple-to-execute value add that is huge on impact. If you know me, you know when it comes to adding value we’re looking for two things… 1) How much impact does it actually have on your clients?... and…

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273: An Alternative to Surge Meetings: What I Call Cluster Meetings 11:24

5M ago11:24

11:24

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! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

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272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis 36:23

5M ago36:23

36:23

Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer! In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—…

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271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In 14:13

5M ago14:13

14:13

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! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

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270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone 53:45

6M ago53:45

53:45

Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate! What you'll lear…

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269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward 9:44

6M ago9:44

9:44

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 tackling a challenge many financial advisors face: how to politely and confidently communicate that there’s a fee for your ti…

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107 | Flying for a Living | Matt Caldwell 28:26

6M ago28:26

28:26

Send us a text Episode 107 | We talked with Matt Caldwell who flys the big jets, Boeing 787s for United. He goes to some interesting places and when he is home he works to give back to young people who are interested in aviation. Equipment List: Audio Rode Wireless Micro used as microphones into Rode Capture software on an iPhone 15. Software: Audi…

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268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout 21:52

6M ago21:52

21:52

This week, Libby gets real about burnout, white space, and the power of pressing pause. She shares her journey from soul-level exhaustion to creating an intentional retreat tradition she calls Camp Libby. It’s not about productivity—it’s about reconnecting with yourself, finding margin, and remembering what it feels like to just be. Whether you’re …