Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Thoughts and interviews from the financial advice industry!
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212: The Meeting Notes Hack That Will Change Your Life
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Overwhelmed by the drudgery of manual note taking? Looking to enhance productivity by tackling mundane administrative tasks? Searching for a way to leverage the power of AI to transform your workflows? If so, this episode is for you! 🫵 In today’s podcast, The Efficient Advisor host, Libby Greiwe, is joined by Daniel Yoo, founder of FinMate AI, an a…
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Balancing Business and Personal Well-Being for Financial Advisors with Stevyn Guinnip
57:41
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In this episode of the ModelFA Podcast, David sits down with Stevyn Guinnip, a health expert for financial advisors. They discuss the importance of prioritizing health and wellness in achieving overall success, and how advisors can balance their professional and personal lives. Stevyn shares her personal journey and the lessons she's learned about …
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211: 5 Tips to Get Better Conversions When Public Speaking with Deirdre Van Nest
1:09:19
1:09:19
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Unlock the secrets to powerful public speaking with renowned coach Deirdre Van Nest! Imagine transforming your presentations and workshops with just a few practical tips—Deirdre's insights promise to do just that. You'll discover how a strategic approach to your speaking engagements can lead to remarkable outcomes, like a 93% conversion rate during…
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210: Ideas to Implement -- The Client Experience Cheat Code
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: The Client Experience Cheat Code ------------------------------------------------- LINKS FROM THIS EPISODE: Register for the Systems to Scale Gr…
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It’s been said that Disney is “the happiest place on earth.” Why? Because of their killer customer experience! They know how to knock it out of the park when it comes to serving their clients! ⚾ And, based on their increasing ticket costs…it’s working! As Advisors, our goal is to create a welcoming atmosphere so clients feel valued, known, and sati…
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208: Ideas to Implement -- My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”
9:48
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!” —----------------------------------------------------------------- LIN…
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207: My Favorite Concept to Reduce Stress & Overwhelm - How to “Hit it Small!”
27:36
27:36
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What if you could transform your financial advising business by focusing on fewer, fiercely loyal clients? 🤔 In today’s episode, The Efficient Advisor, Libby Greiwe, explores how financial advisors can reduce stress by cultivating a dedicated, smaller following rather than chasing widespread recognition. This mindset shift helps to: Prioritize qual…
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Scaling Your Business Without Losing Your Mind with Tammy Lee
36:42
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In this episode of the Model FA Podcast, Tammy Lee joins David to discuss how she helps financial advisors scale their businesses as a fractional COO. Through her work, Tammy acts as the operations expert so advisors don't have to be. She rolls up her sleeves to get into the weeds with their staff. Tammy focuses on developing people and building ca…
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206: Ideas to Implement -- Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen --------------------------------- LINKS FROM THIS EPISODE Regist…
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205: Transforming Your CRM into an Effective Operational Hub with Guest Kate Guillen
52:25
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CRMs can be an amazing tool…IF you know how to maximize them! It can be a hub of operations and a key part of your team by triggering workflows and automations. But, where do you start when it comes to actually using it as a vital part of your business instead of a glorified Roladex? In today’s episode, workflow guru Kate Guillen sits down with The…
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204: Ideas to Implement -- The Exact Framework Your Business Needs **FREE DOWNLOAD**
14:02
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: The Exact Framework Your Business Needs **FREE DOWNLOAD** __________________________ LINKS FOR THIS EPISODE Register for the Systems to Scale Gr…
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203: The Exact Framework Your Business Needs **FREE DOWNLOAD**
38:39
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Libby Greiwe dives into her proven business framework that she uses to help advisors build out their systems and processes in her Systems to Scale Group Coaching Program. This framework creates a solid foundation to build a systematized, scalable business. Libby explains the six main layers of the framework: Define Create Attract Systematize Scale …
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Finding the Right Investment Partner with Eric Stein
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In this episode of the Model FA Podcast, David DeCelle is joined by Eric Stein to discuss the role of fractional CIOs in supporting financial advisors, and how it is different from traditional TAMP solutions. Eric highlights the importance of having a dedicated investment professional to help advisors navigate the ever-changing landscape of our ind…
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202: Ideas to Implement -- Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder
8:59
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder —---------------------------------------- LI…
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201: Is Buying Leads Worth It? How This Advisor Turns Paid Leads into Paychecks with Guest Philip Snyder
48:18
48:18
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We all need leads to grow our business, but there’s a lot of skepticism around purchasing leads—it’s a scam, it’s not worth the money, the leads are less than ideal. In today’s episode, The Efficient Advisor dismantles all the suspicions with guest Philip Snyder. Phil shares his firsthand experience, shedding light on the unexpected quality and hig…
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200: Ideas to Implement -- AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: AI Overhaul: Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen —---------------------------------------- LINKS FROM THIS EPIS…
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199: AI Overhaul---Creative Ways to Use AI in Your Advisory Business w/ Guest Ben Olsen
1:01:23
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A lot of people squirm at the words “artificial intelligence.” And while there are interesting implications to this cutting-edge technology, there are also some amazing ways to use AI in your financial planning business. It’s SO much more than ChatGPT. In this week’s episode, host Libby Greiwe chats with AI automation expert, Ben Olsen, to uncover …
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198: Ideas to Implement -- Strategies to Finish What You Start and Achieve Project Success
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Strategies to Finish What You Start and Achieve Project Success -------------------------- LINKS FROM THIS EPIOSDE: Get on the Systems to Scale …
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197: Strategies to Finish What You Start and Achieve Project Success
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Sometimes it’s so hard to finish those pesky projects on the to-do list. We start. We stop. We start again. And we stop again. The cycle goes on and on. Anyone else resonate with this?!? 🙋🏻♀️ In today’s episode, The Efficient Advisor host, Libby Greiwe, shares some tips and tricks for kick-starting your projects AND seeing them through to completi…
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196: Ideas to Implement - Project Management vs Client Tasks with Guest Lauren Hong
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Project Management vs Client Tasks with Guest Lauren Hong —------------------------------------------------ LINKS FROM THIS EPISODE Connect with…
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195: Project Management vs Client Tasks with Guest Lauren Hong
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Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them all in the air, and oftentimes it’s a total unorganized mess! Nothing would feel better than to get ALL. THE. THINGS. organized once and for all! In this week’s episode, host Libby Greiwe chats with Laur…
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Efficiency Hacks That Will Save You 20 Hours Per Week with Libby Greiwe
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47:47
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Strap in Model FA’s, this is a powerful episode! Efficiency savant Libby Greiwe joins David to discuss productivity strategies for busy financial advisors. Libby shares tips for creating standard operating procedures, managing time through model weeks, and balancing business ownership with family responsibilities. She shares practical techniques fo…
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194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion ----------------- LINKS FROM THIS EPISODE Episode #146: How to Use a Template t…
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193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
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Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that you should be taking your best clients out to dinner... but when? You've got a calendar full of soccer practices and baseball games. Are you missing out on the secret sauce of the client experience? Thi…
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Building Your Financial Brand Online with Nick Meyer and Nate Hoskin
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In episode 152 of the Model FA Podcast, David is joined by Nick Meyer and Nate Hoskin to discuss content marketing and brand sponsorships in the financial services industry. They share their experience creating educational content on TikTok and Instagram, emphasizing the importance of long-form content and chopping it up for social media use. This …
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192: Ideas to Implement - Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor
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VEach week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor . Download the Family Tree Template Here Enroll in The Perfect RIA Mas…
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191: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor
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One of the hardest roles advisors face is helping a potential client “break up” with their previous advisor. It can get awkward, dicey, and downright weird. 🥴 But you can turn this tricky situation into a peaceful process for your clients and make a GREAT first impression if you do it well! In today’s episode, Libby shares some tips for this break …
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190: Ideas to Implement - Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman. —--------------------------------------- LINKS FROM T…
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189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
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Burnout is real! We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of your to-do list. 🌪️ In today’s episode, Libby shines the light on burnout as she talks with guest Spencer Sherman. Together, Libby and Spencer tackle some important topics, including: Finding your flow state…
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Capitalizing on High Demand: Growing Through Tax Planning Services with Trevor Scotto
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In the latest episode of the Model FA Podcast, Trevor Scotto shares how he grew his financial planning firm from $30M to $500M AUM through strategic mergers and acquisitions. He details leveraging personal connections to partner with a tax practice, and how adopting technology helped convert those clients. Trevor also reflects on finding purpose an…
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188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships -------------------------------------------------- Links …
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187: *REPLAY* How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
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You’ve heard it before…you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you! Long story short---your On-Boarding Process is CRITICAL. What you do during this time frame really really really matters. You need to demo…
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186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time
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The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!" I feel that on so many levels because that was me early on. And the number one question I got from corporate folks is, "If you could share just ONE thing with adv…
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185: Ideas to Implement - *Free Download* Client Intel Process
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: *Free Download* Client Intel Process ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn more about one-…
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184: *Free Download* Client Intel Process
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It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰 As advisors, it’s important to take note of even the littlest details yo…
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The Power of Thoughtful Client Connections with Kristin Harad
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In episode 150 of the Model FA Podcast, Kristin Harad joins David to discuss the challenges of scaling second-generation advisory firms, emphasizing the importance of regularly assessing and updating business strategies. They also highlighted the need to connect advisors with service providers, embrace an abundance mindset, and document and coach t…
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183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer ---------------------- LINKS FROM THIS EPISODE Co…
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182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
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Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute. In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌 The goal of this virt…
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Investing in People: Valuing Relationships Over Returns with Tyson Ray
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David interviews Tyson Ray, the CEO of Form Wealth Advisors, about his journey in financial planning and his book The Total Relationship. Tyson shares how he started investing at a young age and bought his first firm at age 24. He emphasizes the importance of understanding clients' lives beyond finances through the "total relationship" approach. Ty…
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181: Ideas to Implement - Even More Good Ideas You Can Implement Today
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Even More Good Ideas You Can Implement Today --------------------------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax…
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180: Even More Good Ideas You Can Implement Today
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Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away. In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including: A few good idea…
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179: Ideas to Implement - Michael Kitces on Time Management & Building Your Model Week
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Michael Kitces on Time Management & Building Your Model Week --------------------------------------- LINKS FROM THIS EPISODE Connect with Michae…
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178: Michael Kitces on Time Management & Building Your Model Week
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When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different! In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚ Michael has perfected the art of time management over the yea…
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Cultivating the Right Mindset and Character with Eric Negron
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In this episode Eric Negron shares his journey as an entrepreneur and advisor in the industry. He discusses how he structures his time and manages multiple businesses. Eric emphasizes the importance of mindset, character, and activity in achieving success. He recommends collaboration over competition and building a supportive board of mentors. Eric…
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177: Ideas to Implement - Five Good Ideas You Can Implement Today
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Five Good Ideas You Can Implement Today ---------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax Services Summit Here!…
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176: Five Good Ideas You Can Implement Today
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“Ideas are easy. Implementation is hard.” After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do …
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175: Ideas to Implement - Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson ---------------------- LINKS FROM THIS…
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174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
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We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day. In today’s episode, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some…
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Offering Community-Based Courses to Grow Your Financial Advisory Business with Joe Moss
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In this episode we are joined by Joe Moss to discuss leveraging online communities. Joe enjoys using the Skool platform to create simple yet effective communities for advisors. David suggests advisors could offer community-based courses to complement subscription services. Joe sees potential for advisors to work with multiple clients at once in a g…
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173: Ideas to Implement - Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle
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Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle ---------------------- LINKS FROM THIS EPISODE Check out the podc…
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