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Content provided by Paul G. McManus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul G. McManus 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.
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068: Work Less, Earn More: Libby Greiwe’s Guide to Building a 7-Figure Practice with More Freedom
Manage episode 453801969 series 3479584
Content provided by Paul G. McManus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul G. McManus 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 podcast episode, I welcome Libby Greiwe, host of The Efficient Advisor podcast and and a former financial advisor turned business efficiency coach.
Libby shares her inspiring journey of transforming her practice from 80-hour weeks to a thriving seven-figure business while working just 24 hours a week. Her story and strategies offer a roadmap for advisors looking to scale their business without sacrificing their personal lives.
Libby's Journey:
- The Turning Point: In 2008, she faced a crossroads when she became a new mom, leading her to overhaul her business to achieve balance and freedom.
- Key Strategies: Libby highlights the importance of automating, delegating, deleting, and streamlining tasks to free up time and boost revenue.
- Efficiency in Action: From cutting her hours to 24 per week to quadrupling her revenue, she reveals how processes and systems changed everything.
The Four-Lens Approach to Practice Efficiency
- Efficiency Coaching: Libby provides advisors with tools, templates, and frameworks to streamline their practices.
- Tech Integration: She teaches advisors how to use tools like Zapier, AI, and workflow systems to save time and scale operations.
- Customized Approach: Her methods are tailored to the advisor’s unique goals—whether it’s more personal freedom, higher revenue, or both.
Looking Ahead
- The Future of AI: Libby emphasizes the importance of integrating AI tools to stay ahead in an evolving industry.
- Client-Centric Innovation: Advisors who improve efficiency not only benefit personally but also enhance the client experience.
- Investing in Yourself: She encourages advisors to embrace coaching, community, and lifelong learning to achieve their full potential.
Bottom Line:
Success in advisory practices doesn't require sacrificing personal life. With proper systems, modern technology, and strategic thinking, advisors can build profitable practices while working fewer hours. The key is starting now and allowing improvements to compound over time.
About our guest: Libby Greiwe, host of The Efficient Advisor podcast and and a former financial advisor turned business efficiency coach.
- You can learn more about her work:
https://www.linkedin.com/in/libby-greiwe/
https://www.theefficientadvisor.com/
About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.
Claim your free audiobook copy at: www.theshortbookformula.com
Chapters
1. 068: Work Less, Earn More: Libby Greiwe’s Guide to Building a 7-Figure Practice with More Freedom (00:00:00)
2. Financial Advisor Work-Life Balance (00:00:31)
3. Financial Advisor Time Management Strategies (00:10:37)
4. Leveraging Processes, Virtual Assistants, and AI (00:16:36)
5. Maximizing Business Efficiency With AI (00:22:38)
6. Efficient Advisor Contact Information (00:31:18)
81 episodes
Share
Manage episode 453801969 series 3479584
Content provided by Paul G. McManus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul G. McManus 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 podcast episode, I welcome Libby Greiwe, host of The Efficient Advisor podcast and and a former financial advisor turned business efficiency coach.
Libby shares her inspiring journey of transforming her practice from 80-hour weeks to a thriving seven-figure business while working just 24 hours a week. Her story and strategies offer a roadmap for advisors looking to scale their business without sacrificing their personal lives.
Libby's Journey:
- The Turning Point: In 2008, she faced a crossroads when she became a new mom, leading her to overhaul her business to achieve balance and freedom.
- Key Strategies: Libby highlights the importance of automating, delegating, deleting, and streamlining tasks to free up time and boost revenue.
- Efficiency in Action: From cutting her hours to 24 per week to quadrupling her revenue, she reveals how processes and systems changed everything.
The Four-Lens Approach to Practice Efficiency
- Efficiency Coaching: Libby provides advisors with tools, templates, and frameworks to streamline their practices.
- Tech Integration: She teaches advisors how to use tools like Zapier, AI, and workflow systems to save time and scale operations.
- Customized Approach: Her methods are tailored to the advisor’s unique goals—whether it’s more personal freedom, higher revenue, or both.
Looking Ahead
- The Future of AI: Libby emphasizes the importance of integrating AI tools to stay ahead in an evolving industry.
- Client-Centric Innovation: Advisors who improve efficiency not only benefit personally but also enhance the client experience.
- Investing in Yourself: She encourages advisors to embrace coaching, community, and lifelong learning to achieve their full potential.
Bottom Line:
Success in advisory practices doesn't require sacrificing personal life. With proper systems, modern technology, and strategic thinking, advisors can build profitable practices while working fewer hours. The key is starting now and allowing improvements to compound over time.
About our guest: Libby Greiwe, host of The Efficient Advisor podcast and and a former financial advisor turned business efficiency coach.
- You can learn more about her work:
https://www.linkedin.com/in/libby-greiwe/
https://www.theefficientadvisor.com/
About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.
Claim your free audiobook copy at: www.theshortbookformula.com
Chapters
1. 068: Work Less, Earn More: Libby Greiwe’s Guide to Building a 7-Figure Practice with More Freedom (00:00:00)
2. Financial Advisor Work-Life Balance (00:00:31)
3. Financial Advisor Time Management Strategies (00:10:37)
4. Leveraging Processes, Virtual Assistants, and AI (00:16:36)
5. Maximizing Business Efficiency With AI (00:22:38)
6. Efficient Advisor Contact Information (00:31:18)
81 episodes
All episodes
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Similar to The Influential Advisor
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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continue reading
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…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
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continue reading
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The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
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