Sunday - December 22nd, 2024
Apple News
×

What can we help you find?

Open Menu

Navigating Authenticity and Technological Evolution with Libby Griewe

  1. Navigating Authenticity and Technological Evolution with Libby Griewe Carter Wilcoxson and Tim James 1:00:54

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. 

HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/collections/all-products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

For almost two decades, Carter has helped top advisors in the country provide safe retirement solutions and accelerate their businesses to new heights, allowing them to support a record-setting number of clients.

Working directly with households himself, who want to protect the nest eggs they’ve worked their whole lives to accumulate, this personal experience of having dinner table conversations with people has driven Carter to always be on the lookout for what clients need that the financial industry might not be offering.

In this light, he recognized a deep divide between people who had the plan to protect and enjoy their wealth in retirement and those who were not only at risk of outliving their retirement savings but also at risk of having their legacy mishandled by unprepared heirs.

This led him to seek out the best minds in the industry. Financial planners, software engineers, and strategic marketing creators to partner with for delivering what Carter calls the three E’s… Educate, Enlighten, and Empower!

Carter went on a mission to perfect a solution to solve this critical problem. Finally, Carter had a “Eureka!” moment, and he created the combination of a proven cloud-based Estate Planning software with his proprietary process and solution that he knew the world desperately needed.

Now Carter and his team devote themselves to connecting consumers with the financial professionals and education they need to make informed financial decisions about the future of their estates. This revolutionary solution, known as our eStatePlan™ Portfolio, lets people bypass the expense and intimidation of consulting a high-priced attorney using the OEPT (Outsourced Estate Planning Team) to deliver white-glove and end-to-end support to complete client’s goals and objectives around their estate and legacy planning needs.

Contributors

Show More

Keep Up To Date With Our Latest Baby Boomer News & Offers!

Sign Up for Our FREE Newsletter

Name(Required)
This field is for validation purposes and should be left unchanged.

(( NEW ))