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ADVISOR EVENT
Theme-Based Financial Planning — How to Strategically & Systematically Add Value for Your Clients
LOCATION
Webinar
Libby Greiwe
Financial Advisor Coach, The Efficient Advisor
Date
December 16th, 2025
TIME
11:00 am ET
TOPIC
Join us on Tuesday, December 16, at 11 a.m. ET, as industry-leading advisor coach Libby Greiwe reveals how to use strategic planning themes to simplify your prep work and deepen client engagement. You’ll learn how to create a repeatable system that helps clients feel educated, cared for, and ahead of the curve.
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