Ep 302: Structuring Your Ideal Week To Become A Highly-Leveraged Individual Advisor With Libby Greiwe
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 11 October 2022
⏱️ 99 minutes
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Summary
Libby Greiwe is the owner of The Efficient Advisor, a financial advisor coaching and consulting firm based out of Ohio that focuses on helping advisors run their businesses in less time and with less stress. She does this by coaching advisors on the efficiency system that she developed by living through it herself, having grown to a $1 million revenue practice that she was able to support with a lean team and working only 25 hours per week as a busy mom.
Listen in as Libby shares how she developed the system that she now coaches other advisors on, as well as how she was able to systematize the client experience. You'll learn why she decided to sell her firm and retire at the age of 37, how she was able to right-size her client load based on how much time and energy she spent with each client, and why it’s important for advisors to find support in like-minded communities and work toward their own personal vision of success.
For show notes and more visit: https://www.kitces.com/302
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:06.8 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading |
| 0:12.1 | financial advisors navigated the inevitable challenges that arise on the path to success |
| 0:17.2 | and get insight from leading industry consultants about how to break through to the next |
| 0:21.9 | level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:28.6 | Welcome to the 300 second episode of the Financial Advisor Success podcast. My guest in today's |
| 0:33.8 | podcast is Libby Grywe. Libby is the owner of the efficient advisor, |
| 0:37.7 | a financial advisor coaching consulting business based out of Loveland, Ohio, that's focused on helping |
| 0:42.2 | advisors create systems and processes for themselves so that they can run their businesses |
| 0:45.9 | in less time and with less stress. What's unique about Libby, though, is how she developed |
| 0:51.6 | the efficiency system she coaches on by having lived it |
| 0:54.2 | herself, growing to a million dollar revenue practice that she was able to support with a lean |
| 0:58.5 | team and working just 25 hours per week as a busy mom, built primarily around creating |
| 1:03.3 | what Libby calls an ideal week where she modeled exactly how she wanted to focus her time |
| 1:08.1 | for maximum efficiency and then put the team and systems in |
| 1:11.1 | place to make it happen. In this episode, we talk in depth about how while working for a broker |
| 1:16.4 | dealer, Libby realized their internal structure for success was entirely built around working more |
| 1:22.2 | to earn more and realized that she would need to build a firm with a different kind of mindset |
| 1:25.9 | if she wanted to earn more while working less so that she could have the time she wanted to start a family and take care of herself. |
| 1:32.8 | Why, in order to create more efficiency, Libby decided to implement a tiered service model for clients, |
| 1:37.6 | which she created based on the amount of revenue per hour she wanted to generate from herself and her team |
| 1:42.6 | so that she could determine exactly |
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