Feb 24, 2026 | Orion Ascent (San Diego) E3 | Guest: Libby Greiwe, Founder, The Efficient Advisor Podcast

Name: Feb 24, 2026 | Orion Ascent (San Diego) E3 | Guest: Libby Greiwe, Founder, The Efficient Advisor Podcast
Uploaded: 2026-08-17T14:00:00Z
Description: Chuck’s recording LIVE at Orion’s Ascent conference in San Diego. In this segment, Chuck catches up with Libby Greiwe, Founder, The Efficient Advisor Podcast to discuss: 👉 Going RIA? Want your clients to have a “Ritz Carlton” experience? Then throw them a “Paperwork Party”!!!

Chuck’s recording LIVE at Orion’s Ascent conference in San Diego. In this segment, Chuck catches up with Libby Greiwe, Founder, The Efficient Advisor Podcast to discuss: 👉 Going RIA? Want your clients to have a “Ritz Carlton” experience? Then throw them a “Paperwork Party”!!!