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016: 8 Productivity Hacks to Work More Efficiently

016: 8 Productivity Hacks to Work More Efficiently

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


016: 8 Productivity Hacks to Work More Efficiently

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
35 minutes
Released:
Feb 22, 2022
Format:
Podcast episode

Description

We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of the major things you needed to do. YET, you felt slammed all day! So here’s the questions we’re going to seek answers to today… How do you ACTUALLY get things done in your time blocks without getting distracted? What do you do if your energy is off and you just don’t feel like doing that thing you had scheduled? How do you manage your time when random tasks and crap just pop up in your business that you have to deal with? How do you not get sucked into the vortex that is random to dos, being all over the place, and juggling all the balls? I mentioned it all the time–that in order to scale your business you have got to scale yourself first…. And these are the questions I hear from advisors in our coaching and these are certain questions I had for myself that I had to test, try, tweak and seek out answers to for myself in my own business. In today’s episode I am going to share EIGHT tips & tricks I uncovered over my nearly 2 decades in the business that worked for me when it came to actually getting done what I was supposed to… when I was supposed to do it. This includes a rapid-fire power hour, iron butt time, and the Pomodoro method. Intrigued? We’ll let’s go… ---------------Links from Today’s Episode:Grab the guided Brain Dump PDF here!See the cheap but great kitchen timer here!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:
Feb 22, 2022
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!