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

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Manage episode 518889520 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 conversation is packed with real, actionable advice for advisors who want to grow their businesses without burning out.

In this episode, you’ll learn:

  • How Jen defined her niche and specialized in serving pre-retirees and widowed women to grow her practice faster.
  • The key systems and templates that freed her time while improving client service and consistency.
  • Why hiring the right team members—even when it’s scary—is essential to scaling sustainably.
  • How creating a “model week” transformed her time management and family balance.
  • The importance of investing in coaching, continued learning, and accountability to reach new levels of success.

As Libby and Jen reflect on their years of coaching together, they show what’s possible when you put in the work, trust the process, and build your business intentionally. You’ll walk away inspired to simplify, systematize, and scale—while still having time for the people and things you love most.

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

  continue reading

322 episodes

Artwork
iconShare
 
Manage episode 518889520 series 3460679
Content provided by Libby Greiwe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Libby Greiwe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 conversation is packed with real, actionable advice for advisors who want to grow their businesses without burning out.

In this episode, you’ll learn:

  • How Jen defined her niche and specialized in serving pre-retirees and widowed women to grow her practice faster.
  • The key systems and templates that freed her time while improving client service and consistency.
  • Why hiring the right team members—even when it’s scary—is essential to scaling sustainably.
  • How creating a “model week” transformed her time management and family balance.
  • The importance of investing in coaching, continued learning, and accountability to reach new levels of success.

As Libby and Jen reflect on their years of coaching together, they show what’s possible when you put in the work, trust the process, and build your business intentionally. You’ll walk away inspired to simplify, systematize, and scale—while still having time for the people and things you love most.

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

  continue reading

322 episodes

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