Shares: All Aboard!

Our host Alanah Phillips, MBA, co-chair of The College’s Next Gen Advisory Task Force, sits down with Libby Greiwe, ChFC®, RICP®, FIC® of The Efficient Advisor for a conversation on how to onboard new clients and introduce professionals to the financial services industry, as well as how sound practice-building steps can reduce stress, lead to better business outcomes, and ultimately benefit advisors and clients alike in this episode of the Shares podcast.

Libby Greiwe, ChFC®, RICP®, FIC® is the founder of The Efficient Advisor, LLC and the host of The Efficient Advisor Podcast as well as a speaker, advisor coach, and financial professional. Her podcast helps financial advisors and planners create systems and processes so they can work less, feel less overwhelmed, and build a business and life that they love. She prides herself on providing step-by-step guides, templates, and tools advisors can customize for themselves and help them make the next right decisions to level up their practice. She previously worked as a financial advisor and principal for 15 years at Thrivent Financial and is a graduate of Miami University.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.