Best Libby Greiwe Podcasts (2025)

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077: Beyond Break Even: Mastering Social Security Strategies with Russ Gaiser and Mike Hoeflich 48:17

16h ago48:17

48:17

Episode Summary: In today's episode, Russ and Mike unpack their insightful five-pillars framework for Social Security optimization and reveal strategies that could help maximize retirement benefits. With pensions disappearing and Social Security representing 30-50% of retirement income for many Americans, making the right claiming decision is cruci…

1
271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In 14:13

23h ago14:13

14:13

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

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076: Intentional Legacy: Aligning Wealth and Values Across Generations 47:09

3d ago47:09

47:09

This episode features an in-depth conversation with Morgan Nichols and Kelly Bays, financial advisors at Ameriprise and co-authors of the new book "Intentional Legacy." The discussion explores how legacy isn't something you plan for at the end of life, but something you live every day through your financial decisions, family interactions, and the v…

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270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone 54:33

4d ago54:33

54:33

Advisors, are you truly leveraging technology to enhance client relationships and streamline your workflow? In this episode, I sit down with Adrian Johnstone to discuss how financial advisors can maximize their tech stack, future-proof their businesses, and provide top-tier client experiences—all without adding more to their plate! What you'll lear…

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Leveling up through partnerships with Gideon Drucker 32:09

5d ago32:09

32:09

Steven is joined by Gideon Drucker, a financial advisor who has gone all in on being at the center of his clients' financial lives, even when that means bringing in outside resources. Every advisor talks about "being the quarterback" of their client's financial life, but Gideon has taken it to another level by actively managing and building relatio…

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075: The Personal CFO Revolution: Interview with Bestselling Author Erik Brenner 33:11

8d ago33:11

33:11

In this episode of The Influential Advisor podcast, host Paul interviews Erik Brenner, founder of Hilltop Wealth and Tax Solutions with 32 years of experience in wealth management. Erik discusses his innovative "Personal CFO" model that brings comprehensive financial services under one roof, including integrated tax planning and wealth management. …

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269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward 9:44

8d ago9:44

9:44

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! In this episode, we're tackling a challenge many financial advisors face: how to politely and confidently communicate that there’s a fee for your ti…

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268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout 21:52

11d ago21:52

21:52

This week, Libby gets real about burnout, white space, and the power of pressing pause. She shares her journey from soul-level exhaustion to creating an intentional retreat tradition she calls Camp Libby. It’s not about productivity—it’s about reconnecting with yourself, finding margin, and remembering what it feels like to just be. Whether you’re …

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Shut up and listen! with Matt Halloran 30:24

12d ago30:24

30:24

It's easy to think that we are all expert communicators...but is it true? This week, Steven is joined by Matt Halloran, author, podcast host, keynote speaker, and an all-around incredible resource when it comes to the way advisors communicate, to share insight and personal experiences when it comes to how a person goes about communicating more effe…

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267: Stop Doing Annual Reviews Now! And Do This Instead 6:50

15d ago6:50

6:50

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

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266: Future-Proofing Your Advisory Firm: How to Stay Relevant in an AI - Driven World With Adam Holt 47:36

18d ago47:36

47:36

In this episode, I sit down with Adam Holt to dive into the rapidly evolving world of financial planning and the role of advisors in an AI-driven landscape. As technology reshapes the industry, how can advisors stay ahead, continue to deliver exceptional value, and ensure their businesses remain competitive? Adam shares his insights on the challeng…

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Your team is a cheat code for success: What are you doing about it? With Amy Kizer 28:35

19d ago28:35

28:35

This week Steven is joined by Amy Kizer from TalentLink Solutions to talk recruiting, hiring, delegating, and so much more related to having a team. Amy focuses exclusively on the financial services industry, so she brings a wealth of knowledge and experience that will resonate with financial advisors nationwide. Amy thoughtfully shares actionable …

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265: Time Blocking with a Plan: How I Plan My Day to Actually Get Stuff Done 17:18

22d ago17:18

17:18

Running your day with intention doesn’t have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time blocks, writes in specific tasks, and uses structure to create more freedom. Whether you’re in the thick of client meetings or juggling team leadership with family life, this system will help…

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264: Compliance Made Simple: What You Need to Know & Do! 56:22

25d ago56:22

56:22

Are you haunted by your past compliance experiences? You're not alone! In this episode, we sit down with Kent Keister, compliance consultant and founder of Reliant, to demystify the world of compliance for RIAs. Kent brings humor, clarity, and loads of practical wisdom to a topic that usually makes advisors cringe. Whether you're thinking about goi…

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Be selfish! Make sure you have your own tax plan! with Ted Jenkin 25:58

26d ago25:58

25:58

In this episode, Steven is rejoined by Ted Jenkin of JPTD Partners to talk all things tax planning related to enterprise value and business sales. Ted shares from his own experience of growing and selling a firm himself, along with the numerous times he's helped other people do the same thing. Taxes are a top expense and concern for most everyone, …

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263: Stop Tax Season Madness: 5 Fixes Now! 15:44

29d ago15:44

15:44

Everyone is feeling the heat of tax season. Whether it’s clients coming in at the last minute asking to open SEP IRAs, missing tax forms, or pushing deadlines—this season always seems to bring a special kind of chaos. And listen, I get it. You want to help these clients. You care. But at the same time, you’re frustrated because they’ve had 15 MONTH…

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262: How You Show Up in a Crazy Market Really Matters (And What To Do!) 26:16

1M ago26:16

26:16

Markets are a mess, your inbox is full, and you’re probably feeling like you’re having the same conversation 100 times in a row. Maybe you're exhausted, maybe a little discouraged, and definitely stretched thin between trying to market yourself, stay visible, and manage nervous clients. I see you. This work is hard. I wanted to create a special pod…

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There's more to taxes than just numbers with Jerome Myers 30:03

1M ago30:03

30:03

Jerome Myers, founder of Exit to Excellence, joins Steven this week to talk about all the "other" things that a business owner should think about when it comes time to sell (yes, they talk about taxes, too). Tax planning is important for so many things in life, but as Steven is fond of saying, "There is more to live than taxes". Jerome spends his t…

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261: The 'Ship It' Framework: Stop Overanalyzing & Take Action Faster (Efficient Friday!) 13:17

1M ago13:17

13:17

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

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260 - How to Review Your Q1 Business Goals Even if You’ve Only Got an Hour (Q1 CEO DAY!) 44:51

1M ago44:51

44:51

In this episode, Libby dives into the critical elements of a successful CEO Day for financial advisors. Focusing on how to effectively review the first quarter, Libby shares strategies and tips for evaluating business performance, setting goals, and preparing for the next phase. Whether you're a seasoned advisor or new to the business, this episode…

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Do annuities suck or do you suck at annuities? with Brian Smith 29:15

1M ago29:15

29:15

This week, Steven is joined by Brian Smith from Foundational Income Associates to dive into the (unnecessarily) divisive topic of annuities. Brian and the team at Foundational Income Associates are so committed to helping as many advisors as possible on the topic of annuities that they have partnered with us on our annual Summit to make sure adviso…

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259: Time Management Mastery: Edit Your Calendar Like a Best-Selling Book (Efficient Friday!) 3:19

1M ago3:19

3:19

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

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258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche 49:55

2M ago49:55

49:55

Running a successful financial advisory firm isn't just about growing your client base—it's about attracting the right clients. In this episode, I sit down with Maddy Roche to explore the power of intentional prospecting, refining your ideal client profile, and creating a process that makes client acquisition smoother and more fulfilling. 🚀 Things …

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074: "From 4,000 Stalled Words to Bestseller: The "Beyond Break Even" Success Story" 8:42

2M ago8:42

8:42

In this inspiring episode, we sit down with Russ Gaiser and Mike Hoeflich, financial advisors and authors of the bestselling book "Beyond Break Even." Discover how they transformed their stalled manuscript into a #1 bestseller in five categories in just six months, and how their book has opened unexpected doors for their financial practice. Whether…

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Becoming the Uber of tax planning with Libby Greiwe 34:05

2M ago34:05

34:05

Steven is once again joined by Libby Greiwe to talk all things process and client experience. Libby shares her first-hand experiences with building an incredibly successful and efficient practice that emphasized creating remarkable client experiences, even on topics like tax planning. Steven and Libby discuss the importance of continually leveling …

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257: Maximizing Your Tech Stack: Save Time, Cut Costs & Boost Efficiency (Efficient Friday!) 7:16

2M ago7:16

7:16

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

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256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza 59:28

2M ago59:28

59:28

In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression. So today we dive into: How I more than quadrupled my ho…

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Navigating International Tax Waters with Renato Baccaro 26:07

2M ago26:07

26:07

This week, Steven dives into international waters with special guest Renato Baccaro. Renato has spent years dedicated to creating a tool to help people navigate the rules and regulations of tax jurisdictions the world over. While it's not a simple question and one that might feel best left to the experts, where are you going to find those experts? …

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255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!) 14:40

2M ago14:40

14:40

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

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254: AI Hacks for Marketing: Better Results with Training and Prompt Engineering with Niki Clark 42:09

2M ago42:09

42:09

In this episode, I sit down with Niki Clark, a marketing expert specializing in financial advisors. We dive into how AI is revolutionizing the way advisors manage their businesses and why embracing new technologies can lead to greater efficiency and success. If you're curious about how AI can work for you, this episode is a must-listen! 🔹 What You’…

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You can't provide value if no one is listening with Ryan Fitzgerald 30:34

2M ago30:34

30:34

This week, Steven is joined by Belay's Head of Marketing (and a client of a Financial Advisor), Ryan Fitzgerald. Ryan's background and expertise is in marketing, but as the client of a financial advisor, he also is uniquely positioned to share how marketing effected who he ultimately chose as his advisor and what that means in the relationship. Ste…

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253: Two Phrases That Transforms Client Communication Instantly (Efficient Friday!) 9:19

2M ago9:19

9:19

In this week’s Efficient Friday, we’re diving into two simple yet powerful phrases that can transform the way you communicate with clients. Whether you're setting boundaries or handling objections, these small language tweaks can make a big impact. By making just a slight adjustment in how you frame your responses, you can create stronger client re…

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252: A Menu of Things AI Can Do For You to Pick From with Ben Olsen 1:08:42

2M ago1:08:42

1:08:42

Artificial intelligence is transforming the financial advisory space faster than ever. In this episode, Ben Olsen of Bmo Automation returns to break down the latest AI advancements, how advisors can leverage them, and why ignoring AI is no longer an option. From automating client communication to optimizing workflows, Ben shares real-world strategi…

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Why I said NO to financial advisors! with Chad Huebsch 30:39

2M ago30:39

30:39

In this episode, Steven is joined by a fellow tax pro to talk about turning down financial advisors. Chad Huebsch is a tax firm owner specializing in working with business owners and shares his experience with financial advisors proposing in-house and white-label partnerships, that he ultimately turned down. It's nothing against financial advisors …

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251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!) 11:13

2M ago11:13

11:13

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

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250: How to Future-Proof Your Practice & Capture the 34 Trillion Dollar Shift with Guest Jackie Wilkie 54:26

2M ago54:26

54:26

Women will influence over $34 trillion in assets by 2030, yet many financial advisors still overlook a crucial reality: women are not a niche—they are half the population. In this episode, I sit down with Jackie Wilkie of First Trust Portfolios to discuss why every advisor needs to rethink how they engage with female investors. We dive into how to …

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Tax Planning for Entrepreneurs with Julia Carlson 30:17

3M ago30:17

30:17

In this episode, Steven is joined by Julia Carlson, an entrepreneur herself and a financial advisor focused on helping other entrepreneurs learn from her early "bumps". Steven and Julia talk through tax planning for beginners (new business owners just starting out) as well as tax planning that should be considered no matter how long you have been i…

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249: Impact Score: Rate Your Client Service Model 27:39

3M ago27:39

27:39

Are you doing things in your business just because you think you're supposed to? Too often, financial advisors continue running the same client service playbook without questioning its true value. In this episode, we introduce an unconventional KPI—your Impact Score—to help you evaluate whether your client service efforts are making a real differen…

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Crypto Taxes: Yes, you need to care about this with Tyrone Ross 31:58

3M ago31:58

31:58

In this episode Steven is joined by a financial advisor who has been all about Crypto for over a decade, Tyrone Ross. Tyrone joins the join to talk about the tax implications of clients owning crypto and why all financial advisors need to be on top of this topic. Regardless of your opinions on the future of crypto, the reality is that more and more…

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073: Worry Free Wealth | How Ancient Wisdom Can Transform Your Financial Future with Shuey Wyne 34:05

3M ago34:05

34:05

In this podcast episode, I welcome I welcome Shuey Wyne, V.P. Wealth Advisor at RVW Wealth and author of the Amazon bestseller Worry-Free Wealth. Shuey offers a unique take on wealth management, combining timeless wisdom with evidence-based investing. We explore his unconventional path from rabbinical studies to managing over $1.6 billion in assets…

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248: AI Automation Made Easy: How to do DIY AI in Your Advisory Business 1:18:24

3M ago1:18:24

1:18:24

Ready to supercharge your efficiency with AI the easy way? In this episode, I sit down with AI consultant and former financial advisor Ben Olsen to explore how AI is revolutionizing the financial planning industry. We dive into practical applications that can help advisors become more efficient, boost profitability, and enhance the client experienc…

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Tax Planning Legend: Robert Keebler 29:50

3M ago29:50

29:50

This week, Steven is joined by a legend of tax planning and fellow CPA Robert Keebler. Bob has decades of experience helping create valuable client outcomes by understanding and navigating the opportunities the tax code presents. Drawing on that experience, Bob shares the importance of advisors taking a proactive role, the state of the current CPA …

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247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin 54:08

3M ago54:08

54:08

Thinking about selling your practice someday? Or maybe you're eyeing an acquisition to scale your firm? In this episode, I sit down with Ted Jenkin the "Jerry Maguire" of financial advisors, to break down the smartest strategies for buying, selling, and structuring your business for long-term success. Ted shares insights from his own experience sel…

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Tax Pain Can Be Your Gain with Samantha Russell 31:52

3M ago31:52

31:52

To kick off February, Steven is joined by one of the top voices in marketing in the industry: Samantha Russell. Samantha shares from years of experience as a marketer how advisors can lean into tax planning to attract new clients without having to become a tax expert or get in trouble with compliance. Steven and Samantha both share stories of the i…

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246: An Unconventional KPI That Will Change Your Client Experience Immediately 40:13

3M ago40:13

40:13

Are you overwhelmed with tracking endless KPIs that don’t seem to actually move your business forward? You’re not alone. In this episode, I share how I went from drowning in dashboards to focusing on unconventional KPIs that truly matter. It’s time to stop thinking like an advisor and start thinking like a CEO. I’ll introduce you to the Impact Scor…

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Hating on Financial Advisors with Tyler Smith 33:16

3M ago33:16

33:16

Taking a step outside the norm, Steven's guest this week is NOT a financial advisor or CPA; Tyler Smith just happens to be a taxpayer wishing he could get better help with tax planning. Tyler is a successful business owner and coach and has great insight to share about how to build trusted relationships and what would get him excited to pay for fin…

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245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme 59:35

4M ago59:35

59:35

Behavioral finance… it can feel like a buzz term. But what it is really? Is behavioral finance really an actual need? How does it REALLY help you as an advisor deliver better financial advice? Where does it show up in your email copy, on your website, and in your meetings? In today’s episode, marriage counselor turned behavioral therapist Ashley Qu…

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Stock-based comp: Keep It Simple with Andre Nader 34:40

4M ago34:40

34:40

In this episode, Steven is joined by Andre Nader, a semi-retired big-tech employee who spends his time helping educate other high earners on how to navigate unexpectedly making a lot of money and the tax implications that go with it. Andre shares from his personal experience and the questions and stories he hears from people in his audience (nearly…

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072: Thriving as an Advisor in the Age of AI with Sam Sivarajan 30:41

4M ago30:41

30:41

In this podcast episode, I welcome Sam Sivarajan, an expert in behavioral finance and a leader in coaching financial advisors, to explore the transformative intersection of artificial intelligence, behavioral finance, and human connection in financial advising. This episode provides insights into how advisors can embrace technology while deepening …

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244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2 1:02:52

4M ago1:02:52

1:02:52

What would happen if you hit pause, took a step back, and gave yourself the time and space to reimagine your business? In this week’s episode of The Efficient Advisor, I’m sharing the results of my CEO Day Retreat—a two-day intensive that reshaped how I’ll approach 2025. For financial advisors, it’s easy to get stuck in the grind of daily operation…

Podcasts Worth a Listen

Libby Greiwe Podcasts

Podcasts Worth a Listen