Breaking the Overwhelm Cycle with Libby Greiwe: A New Way to Work and Win

August 11, 2025

Lorie Jones

In today’s episode, host Lorie Jones sits down with the remarkable Libby Greiwe, owner of the Efficient Advisor and an inspiring force in the world of financial planning. Libby’s journey is anything but ordinary: she went from engineering physics to sports marketing, eventually to start a seven-figure financial planning firm while working just three days a week to be a super-present mom. More than just a process-driven, organized powerhouse, Libby is refreshingly honest about her struggles—from moments of overwhelm and burnout to learning the strength of imperfection.

Lorie and Libby discuss powerful strategies for setting boundaries, the art of saying no, and why investing in your growth is never a selfish choice. Their conversation highlights the importance of having champions in your corner and refusing to shrink back when success comes calling.

For ambitious women ready to shape their careers on their terms, this episode offers refreshing perspectives and real-world inspiration—so, hit subscribe and get cozy to hear from Libby Greiwe!

Show Highlights:

Libby Greiwe’s powerful journey in the financial planning industry. [06:37]
Making career shifts with redefined work–life balance success. [08:52]
How to say no strategically and set intentional priorities. [10:11]
The power of investing in personal development with a coach. [13:04]
Reacting to mansplaining in male-dominated fields and executing plans fearlessly. [16:16]
Who owns your business ownership and voice as a woman? [23:00]
Advice to break away from people who don’t “clap for you.” [30:26]
Embrace the imperfect beginner stage of your fledgling career. [33:06]
Gendered industry challenges and leveraging femininity. [36:19]
Key tips for early-career women and how to do a “Camp You.” [42:24]

Find Libby Greiwe on LinkedIn at https://www.linkedin.com/in/libby-greiwe/.

To learn more about the Efficient Advisor, please visit https://www.theefficientadvisor.com/.

If you enjoyed this episode, please go to Apple Podcasts and leave a review!

For more information about Lorie Jones, go to https://fearlessfinancialadvisors.com/fearless-females.

This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products.

The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional.

For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit http://fidelis-wealth.com.