Best Michael Scherer Podcasts (2024)

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186: REPLAY Design Your Perfect Schedule To Get It All Done in Less Time 48:32

5h ago48:32

48:32

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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Episode #194: Investing in SoCal with Anthony Walker 19:55

37m ago19:55

19:55

When it comes to investing, the Southern California (SoCal) market is the industry’s current hot topic! SoCal is a unique market and with the right investments, it can be extremely lucrative over longer periods. Anthony Walker is a master of investing in SoCal, and he joins us today in his capacity as Managing Broker and CEO of Buckingham Investmen…

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185: Ideas to Implement - Free Download Client Intel Process 10:17

6d ago10:17

10:17

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 38:32

8d ago38:32

38:32

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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Episode #193: Mitigating Risk with Charles Carillo 19:24

7d ago19:24

19:24

Real estate may be a great investment, but like all great things, it still comes with a fair share of risk. To walk us through some methods for mitigating risk in real estate investing, we are joined once again by the multifamily and apartment investing expert, Charles Carillo. Charles is a Managing Partner at Harborside Partners and is also the ho…

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Episode #192: Top 10 Things to Look for in an Operator with Adam Dresher and Joe Fang 20:14

14d ago20:14

20:14

Deciding who to invest your money with is a huge undertaking and with so many people entering the field of real estate investment, it’s more difficult than ever to know if someone is the right choice for you. Today, Gary Lipsky is joined by his colleagues from Break of Day Capital, Joseph Fang and Adam Dresher, for an informative discussion on the …

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183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer 8:22

16d ago8:22

8:22

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 32:22

23d ago32:22

32:22

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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Episode #191: Peter McKernan: From Firefighter to Real Estate Investor 25:53

21d ago25:53

25:53

Today on the Real Estate Investor Podcast, we are joined by Peter McKernan, a friend of the show, an investor and real estate agent in Southern California, as well as a former firefighter. In this episode, we discuss the value of leveraging the experience of others, especially if you’re nervous about jumping into your first deal, and highlight some…

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181: Ideas to Implement - Even More Good Ideas You Can Implement Today 11:29

24d ago11:29

11:29

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 24:35

1M ago24:35

24:35

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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Episode #190: Investor Engagement with K. Trevor Thompson 16:04

28d ago16:04

16:04

Networking is more than just a few handshakes and pockets full of business cards; it’s about creating lasting, mutually beneficial relationships. For today’s impactful episode, we are in conversation with the VP of Investor Engagement at Massive Capital, K. Trevor Thompson to discuss some best practices for working with investors. Trevor has almost…

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179: Ideas to Implement - Michael Kitces on Time Management & Building Your Model Week 8:39

30d ago8:39

8:39

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 45:54

1M ago45:54

45:54

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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Episode #189: Michael Scherer – Creating Change in Detroit 17:25

1M ago17:25

17:25

In this episode, we sit down with Michael Scherer, founder of Atlante Capital Group, to discuss the importance of affordable housing and community development in Detroit. The mission of Atlante Capital Group is to acquire, renovate, and lease clean, safe, and accessible housing solutions for individuals facing significant housing challenges. With o…

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177: Ideas to Implement - Five Good Ideas You Can Implement Today 12:30

1M ago12:30

12:30

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 32:16

1M ago32:16

32:16

“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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Episode #188: Todd Dexheimer – Scaling from $20k to $500M 24:39

1M ago24:39

24:39

Jumping between asset classes can be tricky if you don’t know what you’re doing, but it can also give you the foundational knowledge to go on and scale at will! Todd Dexheimer is the Co-Founder and Principal of Endurus Capital as well as the Principal of VitaCare Living, and he joins us today to share his methods for scaling from $20,000 to $500 mi…

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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 8:03

2M ago8:03

8:03

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 52:50

2M ago52:50

52:50

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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Episode #187: Brian Boyd – Real Estate Tax Tips 24:34

2M ago24:34

24:34

What if there was a loophole in the tax code that you could use to not only earn more from your real estate investments but also pay less tax? Well, you need look no further, as Brian Boyd joins us today to share some incredible real estate tax tips! Tuning in, you’ll hear all about our incredible guest’s career as a lawyer, what got him interested…

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173: Ideas to Implement - Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle 8:17

2M ago8:17

8:17

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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172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle 47:00

2M ago47:00

47:00

Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time. In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel…

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Episode #186: Adam Dresher - From Wall Street to Real Estate 23:11

2M ago23:11

23:11

In this episode, we delve into the intriguing journey of Adam Dresher, a former Wall Street expert who made a successful transition into the dynamic realm of real estate investing. Adam is a seasoned professional with a diverse background spanning over two decades in the financial services industry. Currently, Adam channels his expertise in real es…

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171: Ideas to Implement - My NEW Favorite Focus Hack for Increased Productivity (and a Few Other Tools!) 15:32

2M ago15:32

15:32

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 NEW Favorite Focus Hack for Increased Productivity (and a few other tools!) LINKS FROM THIS EPISODE Check out the Retirement Tax Services 202…

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170: My NEW Favorite Focus Hack for Increased Productivity (& a Few Other Tools!) 37:08

2M ago37:08

37:08

If I can find a way to increase my focus and efficiency… OF COURSE I’m going to share it. 🤗 In today's episode, I have got a couple of productivity ideas for you. One that is brand new, and has been honestly so unbelievable for me. It’s giving me an extra 90+ minutes a day of major focus and helping me crush my to-do list like a boss. 💪 No joke! Bu…

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Episode #185: Neal Bawa – Less Distress 26:13

2M ago26:13

26:13

There is so much talk of distress in the real estate world so today on the Real Estate Investor Podcast, we are getting an incredible breakdown of it from Neal Bawa. Tuning in, you’ll hear all about Neal’s career, how you can ‘do the math’ for multi-family properties in distress, a breakdown of distress and debunking of myths, and more! Our guest r…

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169: Ideas to Implement - Delegating Tasks That Are Nuanced FREE DOWNLOAD 10:29

2M ago10:29

10:29

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: Delegating Tasks That Are Nuanced **FREE DOWNLOAD** ---------------------- LINKS FROM THIS EPISODE Grab the Asset Transfer Script Download here!…

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168: FREE DOWNLOAD Delegating Tasks That Are Nuanced 28:35

2M ago28:35

28:35

One of the biggest challenges for any advisor is delegating tasks that require knowledge, experience, and education—the stuff that lives in your head based on years of experience. It often feels too daunting to explain all the details to someone, so we continue to do ALL. THE. THINGS. 🙃 In today’s episode, Libby walks you through the steps she took…

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Episode #184: Tom Zeeb – Getting Started in Real Estate Investing 19:15

2M ago19:15

19:15

Are you eager to get into real estate, but need help figuring out where to start? Then you won’t want to miss today’s conversation with best-selling author, speaker, real estate entrepreneur, and President of Traction Real Estate Investors Association, Tom Zeeb. His podcast, The Art & Science of Real Estate Negotiation is an indispensable resource …

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167: How to Hire, Train, and Retain Quality Talent to Your Team with Guest Alanah Phillips 49:10

3M ago49:10

49:10

We all know that building a dynamic, cohesive team you can trust is essential to scaling a successful advisory practice, but how do you go about finding, hiring, and retaining great employees? Acquiring the right people—in the right role—is one of the hardest yet most critical aspects to growth. No people = no scale. 📈 Alanah Phillips, recruiting, …

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Episode #183: Peter Linneman – Interest Rates, the Economy and Multifamily 38:40

3M ago38:40

38:40

Today we are joined, once again, by esteemed guest and friend of the show, Peter Linneman, to discuss his take on interest rates, the economy, and multifamily. In addition to being the Founding Principal of Linneman Associates, Peter is also a former Wharton professor, distinguished author, and co-creator of the highly regarded Real Estate Finance …

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166: Ideas to Implement - What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP 8:34

3M ago8:34

8:34

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: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP ----------------------------------- LINKS FROM THIS EP…

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165: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP 44:39

3M ago44:39

44:39

The financial planning landscape is ever-evolving, and advisors regularly find themselves second guessing their structure—BDs to IBDs and RIAs. A transition can seem daunting, but starting anew can bring freedom and independence. In this episode, Stephen Taylor, attorney turned Certified Financial Planner, joins The Efficient Advisor, Libby Greiwe,…

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Episode #182: Being Diligent with Joseph Fang 14:44

3M ago14:44

14:44

Joseph Fang is the Director of Investor Relations at Break of Day Capital and he revisits the podcasts to share his insider’s perspective, reflections, and projections from 2023 going into 2024. Kicking things off, we share the details and challenges of closing on Icon on Spanish Trail in December 2023 and explore what is behind the lack of investo…

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164: Ideas to Implement - Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis 10:10

3M ago10:10

10:10

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: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis ----------------------------------- LINKS FROM THIS EPISODE…

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163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis 38:36

3M ago38:36

38:36

Today’s busy world leaves us no other option than to make every second count. Whether it’s at home or work, we must optimize our resources to maximize our time. In this episode, financial planning extraordinaire, Matt Jarvis, joins The Efficient Advisor host, Libby Greiwe, to discuss themes and trends he has seen throughout his decades of experienc…

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Episode #181: DJ McClure – Flood Zones 17:54

3M ago17:54

17:54

Buying property in flood zones is a daunting prospect for many investors, with high insurance premiums being the main deterrent. But there are ways to reduce insurance costs for flood zone investors, it’s all about doing your due diligence and understanding the options that are available to you. Walking us through the ins and outs of flood zone ins…

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162: How to Have More Impactful Conversations Through Motivational Interviewing With Jeremy Keil 46:28

3M ago46:28

46:28

Empathy and support are essential components of the advising process, but sometimes it’s hard to connect with clients on such a deep level. Our guest today, Jeremy Keil, shares some powerful and effective tools he has used over the years to strengthen his relationship bond with clients. In this episode, Libby and Jeremy dissect the following three …

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Episode #180: Anthony Vigilante – Investing as a Busy Professional 21:54

3M ago21:54

21:54

Do you want to get into real estate investing but are worried that you don’t have enough time to juggle your job, family, personal life, and investing? Then this episode of the Real Estate Investor Podcast is for you! Today we are joined by the incredible Anthony Vigilante to discuss investing as a busy professional. Anthony is a seasoned CTO, expe…

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161: A New Unconventional but Exciting Way to Approach Your Goals in 2024 37:58

4M ago37:58

37:58

Here I am doing an experiment for myself this year related to goals. I’ve been having a lot of conversations with advisors lately who are struggling to set clear goals. They have great revenue… what’s another 10% really going to do? They are having a hard time connecting deeply with the why behind the goals… since they are VERY happy with their bus…

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160: How To Do a Client Communications Audit to Make Clients Feel Valued 31:10

4M ago31:10

31:10

Every interaction with a client is an opportunity to strengthen your bond and relationship with them. But in order to engage in effective communication, advisors must first learn the art of connecting through and using a variety of different “communication love languages.” In this episode, Libby shares with you the nuances of how to execute an effe…

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Episode #179: Mauricio Rauld – 6 Layers of Asset Protection 29:00

4M ago29:00

29:00

Asset owners often feel that having insurance on their properties is enough to protect them from any liability but that is simply not the case! Today we are joined by Real Estate Syndication Attorney, Mauricio Rauld to discuss the six layers of asset protection he has created for his clients. Tuning in, you’ll hear about Mauricio’s career, why he b…

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159: You NEED This Onboarding Document to Help Set Client Expectations 36:10

5M ago36:10

36:10

We’ve all been in a situation where what we expected was DEFINITELY not what we got (like pretty much every time I order something off Instagram)! It’s frustrating, confusing, and certainly disappointing. However, when everyone is on the same page, everything flows so much easier. When client expectations are not aligned with your practice, it can …

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Episode #178: Building a Great Team with Brandon Turner 20:26

5M ago20:26

20:26

Today’s guest has done a remarkable job of growing his company in a very short amount of time and joins us to shed light on how he successfully managed to do this. Brandon Turner is the founder and managing member of Open Door Capital. He is also a best-selling real estate author and a past host of the BiggerPockets podcast with over 100 million do…

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158: Ideas to Implement - Scaling Your Business with The Efficient Advisor's Group Coaching Program 14:31

5M ago14:31

14:31

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: Scaling Your Business with The Efficient Advisor's Group Coaching Program -------------------- LINKS FROM THIS EPISODE: Register for the Systems…

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157: Scaling Your Business with The Efficient Advisor's Group Coaching Program 41:36

5M ago41:36

41:36

Every advisor dreams of a successful practice that runs like a well oiled machine, allowing you more time outside the office to enjoy the things you love. If that feels impossible or out of reach…the only thing standing in your way is that you don’t have the necessary systems and processes in place for your business to run effectively and efficient…

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Episode #177: Andrew Westling – Current Lending Environment 25:27

5M ago25:27

25:27

As an investor, it’s easy to get overwhelmed with the wealth of information that you’re required to sift through to make a good financial decision. It’s always wise to employ the services of a good broker, and Andrew Westling is here to explain why his firm is one of the best in the business! Andrew is a Director of Capital Markets at Walker & Dunl…

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156: An Exercise That Will Free Up More Time and Increase Impact 36:57

5M ago36:57

36:57

About 10 years ago I conducted this experiment in my business. It's an atypical exercise FOR SURE, but it had such a profound and lasting impact on my business. What I learned from this 'Year of No' has continued to be the framework for how I make decisions about my time now--a decade later. After doing this for a year I gained major clarity on: Wh…

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Episode #176: Gary Lipsky – Bullish or Bearish 6:44

5M ago6:44

6:44

Striking a balance between a bullish and bearish attitude toward the real estate market is a skill that is imperative for success in multifamily real estate. In this episode of the Real Estate Investor Podcast, we are discussing the future of the market and our conversation on the multifamily panel at the recent MFIN conference. Tuning in, you’ll h…

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Michael Scherer Podcasts

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