The Efficient Advisor: Tactical Business Advice for Financial Planners
402: My “Easy Button” Strategy for Free Travel and Credit Card Points
<p>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, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s 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! </p>
Show Notes
We spend a lot of time talking about how to simplify, systematize, automate, and streamline our businesses—but what about our lives outside of work? After sharing that I recently flew my family to South Africa and back in upgraded seats for mostly free, I got flooded with questions about how I had accumulated so many miles. The answer isn’t complicated travel hacking or a spreadsheet filled with credit cards. In this episode, I’m sharing my “easy button” approach to free travel: a simple, mostly automated system that helps me earn points, score travel perks, and save money without turning any of it into another job.
In this episode you will learn:
How I use SkyKey to automatically find lower fares and get money or miles back after I’ve already booked a flight.
My simple strategy for using companion passes and credit card spending to cover more of my family’s flights.
How I “double dip” with Uber, SkyMiles Dining, shopping portals, and everyday spending to earn points with minimal effort.
How I keep my entire system simple by giving each credit card a specific job for business expenses, personal spending, and travel.
This episode isn’t about perfectly optimizing every point or becoming a travel-hacking expert. It’s about finding your version of the 80/20—using simple systems and automation to get more of the benefits you want without adding more work to your life. Whether your preferred combination is Delta and Marriott or completely different airlines and hotels, the goal is the same: find what works, keep it simple, and use the margin you’ve worked so hard to create to actually enjoy your life.
READ THE BLOG 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.
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