In this episode of the Health and Wealth podcast, hosts Carter and Tim welcome their guest, Libby Griewe, of The Efficient Advisor podcast. The hosts and Libby discuss her journey from sports marketing to financial planning and the importance of authenticity in the industry. They also touch upon the evolution of technology in financial services.
Libby, a financial planner, shares her journey into the industry, starting with her early interest in investing and her background in engineering physics. She talks about her experience working in sports marketing before ultimately pursuing financial planning. They discuss her target market, which unexpectedly became older women, and her approach to financial planning, which focuses on leading with financial planning rather than sales. The hosts also touch on the changes in technology over the years and how it has impacted the industry. The episode provides insights into Libby's unique path in financial planning and the evolution of the profession.
Story Notes:
- Acquiring Clients in the Early Days
- Sports Marketing Interlude
- Technological Evolution in Financial Planning
Learn more about Libby Griewe here: https://www.theefficientadvisor.com/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
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