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Ep 30: How to Create Processes to Work Less and Love Your Business
Ep 30: How to Create Processes to Work Less and Love Your Business
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.Building a referable, efficient business requires a seamless client experience—but that only happens with organized, strategic processes. In this episode, Libby Greiwe shares how financial advisors can implement systems to reduce overwhelm, work less, and create a business they love. As the founder of The Efficient Advisor, Libby provides advisors with step-by-step guides, templates, and tools to streamline their practices.
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Episode 30: How to Create Processes to Work Less and Love Your Business
Ep 30 | Guest: Libby Greiwe
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.
Building a referable, efficient business requires a seamless client experience—but that only happens with organized, strategic processes. In this episode, Libby Greiwe shares how financial advisors can implement systems to reduce overwhelm, work less, and create a business they love. As the founder of The Efficient Advisor, Libby provides advisors with step-by-step guides, templates, and tools to streamline their practices.
Key Takeaways
✅ Why processes are essential – A well-structured practice improves efficiency and client experience.
✅ How to work ON your business – Simple systems can help you reduce overwhelm and avoid burnout.
✅ Tools & templates to get started – Proven resources to implement effective workflows today.
🔗 Connect with Libby
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🌐 The Efficient Advisor
📌 Facebook Group
🔗 Connect with Catherine
🔗 LinkedIn
📧 admin@dominiones.com
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