B2DB — Who said what, where, and when

Libby Greiwe

Libby Greiwe is scheduled to speak at PFS Festival of Financial Planning on 18 November 2026.

Compiled from published conference agendas; not yet confirmed by Libby. Is this you? Claim this profile.

About

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 the Efficient Advisor Podcast host 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 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 and loving on her hubby. 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 & retirement in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing.

Upcoming

PFS Festival of Financial Planning 18 November 2026 – 19 November 2026