The Efficient Advisor: Tactical Business Advice for Financial Planners
413: The Productivity Tool I Can’t Quit (Even With AI)
<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 have more technology, automation, AI, and digital tools than ever before—but having more ways to capture information doesn’t necessarily help us decide what deserves our attention. In this episode, I’m sharing why I still rely on a physical planner in an almost entirely digital business and the planning system that has helped me build multiple seven-figure businesses while continuing to work reduced hours. The goal isn’t to cram more into your day. It’s to get intentional about what actually matters and make consistent progress on the work that moves your business forward.
In this episode you will learn:
Why I believe digital is where you store information, but paper is where you decide what deserves your attention.
How I narrow big annual and quarterly goals into three priorities that keep me focused on what matters most.
How I use weekly and daily planning to turn big projects into specific, time-blocked action steps.
Why becoming a more efficient human and learning to direct your attention should happen before adding more technology, automation, or workflows.
Efficiency isn’t about squeezing 47 tasks into your day or answering emails faster so you can answer even more of them. It’s about getting the right things done. Whether you use the Full Focus Planner, another planner, or a simple piece of paper, the real power is creating a system that helps you move from big goals to quarterly priorities to weekly commitments to the specific work you’re going to do today. When you decide those priorities ahead of time, you stop letting your inbox, other people’s agendas, and whatever feels urgent in the moment run your day.
Check out the Full Focus Planner on Amazon HERE!
Check out the Full Focus Planner Pack on Their Website HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about our sponsor BELAY for amazing virtual assistant services HERE!
Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software 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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