The Efficient Advisor: Tactical Business Advice for Financial Planners 335: My Journey from 80 Hours a Week Down to 24 and Redefining Success & Balance
Dec 30, 2025
In this engaging conversation, Libby Greiwe, founder of The Efficient Advisor, shares her journey of building a seven-figure financial practice while only working part-time. She discusses overcoming burnout and the importance of setting boundaries to prioritize family. Libby emphasizes the power of consciously saying no to protect time and the value of investing in coaching for personal growth. Her insights on authenticity, resilience, and finding one’s voice in a male-dominated industry provide inspiration for anyone seeking balance in their professional lives.
AI Snips
Chapters
Transcript
Episode notes
Outsource What You Hate Doing
- Hire specialists for tasks you dislike or are bad at to avoid wasted time and poor outcomes.
- Outsource bookkeeping or technical work so you can focus on high-value activities.
Ignored Mansplaining, Won Big
- A male manager told Libby marketing working-part-time wouldn't interest advisors, so she almost changed course.
- She kept her message and later attracted hundreds, proving demand for work-life alignment.
Sale Pushed By Others, Regret Follows
- Libby sold her firm while pressured by others and later wished she'd trusted her gut and delayed the sale.
- That experience taught her to use her voice and insist on alignment with her timeline.