Internal Use Only
For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.
Internal Use Only
Efficient Advisor CEO Libby Greiwe
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Libby Greiwe, CEO of the Effecient Advisor LLC joins today show.
Libby grew her own financial advisor practice to 7 figures before selling it. She found a passion for coaching advisors and helping them create their own processes and strategies to have a more successful, stress-free practice. Today, Libby works with wholesalers and advisors that want to help financial planners and financial advisors. We discuss her personal background and how it lead her to the industry, her time as an advisor, balancing work with a newborn , the 7 things that most advisors need to bring structure to in their practice, and some stories from good and bad wholesalers.