Engaging & Impactful Presentations
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You need Advisors to get immediate value and be able to take immediate action from your event!
Financial Advisors & Leaders are taking time out of the field for training, so the takeaways need to be IMPACTFUL.
My promise to you is that your audience will walk out with tactical tools to bring in more business and deliver better advice... faster.
I will share specific systems and processes to help them build a business they love, without living in a place of overwhelm. My presentations are designed to deliver simple action steps that Advisors can implement immediately!Â
"Libby is a powerhouse speaker and a genius at developing processes and strategies for advisory businesses. Her presentation was impactful, full of implementable solutions, engaging, & game-changing. I would recommend her to audiences that want to take their practice to the next level and don't have the patience or desire to develop a system on their own!"
Jessica Koefod, RICP, FIC, CLTC, BFA
Market Director
Signature Keynotes & Breakouts
Systems to Scale: How To Build a Killer Client Experience Through the 7 Key Processes Every Practice Needs
Every planning practice has 7 core processes...whether they are documented and scalable, is a totally different story! In this talk Libby walks you through the 7 key systems every business needs and breaks down the 3 layers that make each process truly a client experience.Â
Libby will walk you through a tactical example that shows how to elevate something as simple as onboarding, into a referral-generating client experience. She will show you how to implement it in your practice immediately so that you can turn prospects into clients and clients into referral-generating machines... using process.
Once you get this formula down, your referrals will skyrocket, your communication issues will evaporate and your clients will confirm that their onboarding experience set you apart from any other financial professionals they had ever worked with. And, it’s easier than you think.
This topic can be delivered in a 60-min keynote format or in an up to a four- hour training format.
Advisor to CEO: Four Unconventional KPIs to Help You Think Like a Business Owner
You’ve likely heard over and over again that "you need to work ON the business, not just IN it" in order to grow and scale. But if you’re like most advisors, you’re like “WHAT exactly does that even mean?!” and “HOW do I actually do it?!”
You’ve maybe even carved out "CEO time" and sat there wondering what you were supposed to even be analyzing besides revenue and production numbers. If that's you, then this talk is your golden ticket. Â
Libby will share her four “unconventional KPIs” to help you think like a CEO without drowning in numbers and spreadsheets that don't actually change anything. We'll focus on what actually moves the needs for you to build a business and a life that you love.Â
This topic is delivered in a 60-min keynote format.
Event Planners &
Decision Makers
In addition to the two signature talks above, Libby has a variety of topics for events, virtual trainings, and small group work sessions.
Let's talk about your event and how we can help your Advisors take MASSIVE ACTION!
60-Minute Breakout Presentations Include:
Elevate Your Onboarding Process: The 3 Key Ingredients to Referral-Generating Onboarding ExperienceÂ
Theme-Based Financial Planning: How to Strategically & Systematically Add Value to Your Clients Year after Year
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About Libby:
Do you ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet Business Coach and Host of The Efficient Advisor Podcast, Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm.
Proven systems, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency.
She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful.
She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing.
