Articles by Libby Greiwe
- Podcast
Personalized Client Gifts Work Better When They Arrive Unexpectedly
A counterintuitive but powerful approach to client gifting that helps you move from transactional relationships to deeply personal client connections.
- Podcast
First 100 Days That Turn New Clients Into Long-Term Advocates
Rethink what’s possible and show you what happens when you design that experience with intention instead of letting it happen by default.
- Podcast
How To Say No to Clients Without Damaging Trust
How to say no without making it weird, without damaging the relationship, and without creating a bunch of friction in your business.
- Practice
AI-Powered Client Communication That Keeps Advisors Top-Of-Mind
How to combine technology and human touch to improve client relationships, streamline operations, and stay top-of-mind with the clients who matter most.
- Podcast
Say This, Not That: The 2 Simple Phrases That Instantly Improve Client Conversations
Two simple yet powerful phrases that can completely change the way you communicate with clients, guide conversations, and ultimately drive better outcomes.
- Podcast
The Quarterly Business Review That Helps Advisors Scale With Clarity
Walks through what it actually looks like to shift into CEO mode by conducting a quarterly business review.
- Podcast
Leaving the Wirehouse, Building Something Better—Lessons From Industry Leaders
The challenges advisors face within traditional firm structures and what it really takes to transition into a more supported, independent model.
- Podcast
Why Client Homework Is Killing Your Momentum (And What to Do Instead)
Explores one of the most common sources of friction inside advisory firms: the homework advisors give their clients.
