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006: How Taking A Month Off Will Make Your Business More Productive and Profitable... Seriously!

006: How Taking A Month Off Will Make Your Business More Productive and Profitable... Seriously!

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


006: How Taking A Month Off Will Make Your Business More Productive and Profitable... Seriously!

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
26 minutes
Released:
Dec 21, 2021
Format:
Podcast episode

Description

One of the biggest questions I get all of the time on social media from other advisors is “SERIOUSLY – How on EARTH can you take an entire month off?”So, this week I am diving into why and how my Summer Sabbaticals started… and how they have been hands-down the most profitable and productive thing I have done for my business. Yes, by taking a month off… completely unplugged… my profit went up. Counter intuitive? Not once you understand the business strategy behind the disconnection!!In this episode:·      How a major charity that I work with used this concept to identify gaps in their business structure… mind blown!·      Why white space that comes from being unplugged and disconnected is so healthy for your business brain ·      I’ll walk you through the process I used to build up to this extended time off – I promise it was a slow progression!Spoiler Alert! Systems and processes AND an amazing team are a crucial component of being able to truly get away!I hope you enjoy this shorty podcast and maybe add an extra day or two onto your next vacation as “business strategy” - hehehe!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!  
Released:
Dec 21, 2021
Format:
Podcast episode

Titles in the series (100)

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!