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The Efficient Advisor: Tactical Business Advice for Financial PlannersAuthor: Libby Greiwe
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 by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, shes simply just obsessed with helping other amazing advisors do the same thing. So if youre an advisor whos got the hang of planning and is now looking to grow to that first 500k of take-home pay you are in the right place! Language: en-us Genres: Business, Entrepreneurship, Marketing Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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398: Stop Using AI Like a Note-Taker (Use It Like an Executive Assistant)
Tuesday, 25 August, 2026
If you think AI in your advisory practice means meeting notes, follow-up emails, and asking ChatGPT to write something for you, we need to talk. Because what AI can do inside of an advisory practice has changed dramatically—and I think most of us are still thinking way too small.AI for financial advisors has moved far beyond note-taking, meeting summaries, and drafting follow-up emails. In this episode, I’m joined by Gabe to explore the next evolution: agentic AI and what it looks like when AI stops being another piece of software you have to manage and starts operating more like a digital team member working behind the scenes. We dig into how Quinn has evolved, the difference between traditional AI tools and agentic AI, and the practical ways advisors are using automation to give themselves and their teams back significant time each week.The difference between AI tools and agentic AIWhat advisors can automate right nowHow AI can help you “scale thoughtfulness” with clientsWhere to start before automating your processesThe goal isn’t necessarily to replace your team with AI. It’s to stop spending valuable human time hunting down information, entering data, filling out forms, and handling repetitive administrative work so you and your team can focus on the work that actually requires a human. If you’ve been thinking about AI primarily as a note-taker or writing assistant, this conversation will give you a much bigger picture of what’s already possible—and what could be coming next for your advisory practice.Register for The Efficient Advisor x Quin: Workflow Show and Tell HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks 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.
