Efficiency Opportunities for Your Business

Libby Greiwe, who comes highly recommended by Kary Brownlee of The Real Advisors Round Table, to discuss tools she developed as a seven-figure advisor.

Do you 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.

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 & retirement in 2019. Now, she’s obsessed with helping other amazing advisors do the same thing.

Please use Slido to ask any questions

Please register to join us on Thursday, April 13 @ 1:00 PM Pacific Time