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SPEAKING

Engaging & Impactful Presentations

 

Your advisors need to walk out with something they can use right away.

They're taking time out of the field to be there, so the takeaways have to count. I'll give your audience tactical tools to bring in more business and deliver better advice, faster, plus simple action steps they can implement the next day.

In the Press

Keynote Speaking

Systems to Scale:

How To Build A Killer Client Experience Through the 7 Key Processes Every Practice Needs

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're documented and scalable is a different story. Libby walks you through the 7 key systems every practice needs and the 3 layers that turn each one into a real client experience.

She'll show you a tactical example of taking something as simple as onboarding and turning it into a referral-generating experience you can implement right away. Get the formula down and your referrals go up, your communication issues fade, and clients notice you're different from every other advisor they've worked with.

Delivered as a 60-minute keynote or a training of up to four hours.

Advisor to CEO

Four Unconventional KPIs to Help You Think Like A Business Owner

You've heard you need to work ON the business, not just IN it. But what does that actually mean, and how do you do it? Maybe you've even blocked off "CEO time" and sat there wondering what to analyze besides revenue and production numbers.

This talk is for you. Libby shares her four "unconventional KPIs" to help you think like a CEO without drowning in spreadsheets that don't change anything. The focus is on what actually moves the needle so you can build a business and a life you love.

Delivered as a 60-minute keynote.

 Virtual Trainings &
Group Work Sessions

Event Planners & Decision Makers

Virtual Trainings & Group Work Sessions

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 Experience 

Theme-Based Financial Planning: How to Strategically & Systematically Add Value to Your Clients Year after Year

About Libby Greiwe

Hello!

I'm Libby.

Business Coach & Host of The Efficient Advisor Podcast

 

I built a 7-figure, 100% referral-only planning practice while working about 25 hours a week. I started it in 2004, ran it for 16 years, and sold it to an enterprise firm in 2019.

Now I teach advisors how to do the same. I break a planning practice into simple, step-by-step systems, then hand you the templates to put them in place. No grinding out the hours, no guessing.

When I speak, your advisors leave with tools they can use the next day to save time, bring in more referrals, and get out of overwhelm.

Hello!

I'm Libby.

Business Coach & Host of The Efficient Advisor Podcast

 

I built a 7-figure, 100% referral-only planning practice while working about 25 hours a week. I started it in 2004, ran it for 16 years, and sold it to an enterprise firm in 2019.

Now I teach advisors how to do the same. I break a planning practice into simple, step-by-step systems, then hand you the templates to put them in place. No grinding out the hours, no guessing.

When I speak, your advisors leave with tools they can use the next day to save time, bring in more referrals, and get out of overwhelm.

Interested in having Libby speak? 

Please complete the form below and we will be in touch shortly!