Financial Advisor Success Ep 302: Structuring Your Ideal Week To Become A Highly-Leveraged Individual Advisor With Libby Greiwe
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Oct 11, 2022 Libby Greiwe, owner of The Efficient Advisor, shares her system for running a successful advisory business in less time and with less stress. She talks about right-sizing client load, creating a model week for productivity, streamlining processes, and providing a great client experience. The importance of finding support within advisor communities and defining personal success is emphasized.
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Pregnancy Sparked A Business Rebuild
- Libby discovered pregnancy in 2008 and realized the industry expected extreme hours to succeed.
- That moment triggered her to define a personal vision of success and build systems to work less with equal income.
Product Mastery Creates Competitive Edge
- Deep product knowledge differentiated Libby early on because many advisors never read contracts or prospectuses.
- That analytical edge turned orphans into sales and credibility with veteran advisors.
Match Schedule To Your Energy Curve
- Schedule work to match your natural energy—avoid client meetings when you're not at peak performance.
- Batch similar activities back-to-back and reserve dedicated blocks for follow-up.