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170: My NEW Favorite Focus Hack for Increased Productivity (& a Few Other Tools!)

170: My NEW Favorite Focus Hack for Increased Productivity (& a Few Other Tools!)

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


170: My NEW Favorite Focus Hack for Increased Productivity (& a Few Other Tools!)

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
36 minutes
Released:
Feb 20, 2024
Format:
Podcast episode

Description

If I can find a way to increase my focus and efficiency… OF COURSE I’m going to share it. ? In today's episode, I have got a couple of productivity ideas for you. One that is brand new, and has been honestly so unbelievable  for me. It’s giving me an extra 90+ minutes a day of major focus and helping me crush my to-do list like a boss. ? No joke! But this one…it’s a little unusual. And I’ve got a few other tips and tricks I use, as a business owner with ADD, that genuinely help me prioritize and crush through the things that ACTUALLY move the needle in my business. So, if you want to get more out of your time…let’s dive in!LINKS FROM THIS EPISODECheck out the Retirement Tax Services  2024 Tax Planning Summit here!Find the Best Self Journal I use here!Get your gummies here (and follow these instructions!)Click Shop > Product Category - Society Gummies > Brilliant Gummies 1-pack Subscription (NOT SINGLE PURCHASE! Way cheaper!) > Create SubscriptionEpisode 16: 8 Productivity Hacks to Work More Efficiently - Here!Episode 12: Designing Your Perfect Schedule to Get it All Done in Less Time - Here! Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful 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 20, 2024
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!