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178: Michael Kitces on Time Management & Building Your Model Week

178: Michael Kitces on Time Management & Building Your Model Week

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


178: Michael Kitces on Time Management & Building Your Model Week

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
45 minutes
Released:
Mar 19, 2024
Format:
Podcast episode

Description

When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different!In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚ Michael has perfected the art of time management over the years with some innovative strategies. He shares in depth about his favorite time hacks, including:Focus management versus time managementStructuring model weeksCreating theme daysGetting started with time blockingSo, if you’re struggling to find balance or simply want to tweak your week, stop what you’re doing ?, grab a pad and pen to take notes ?, and get ready to learn from the self-proclaimed Chief Financial Planning Nerd! ? ---------------------------------------LINKS FROM THIS EPISODEConnect with Michael on LinkedIn HereLearn more about Toggl HereCheck out my guest appearance on Michael’s podcast HereEpisodes Mentioned:#12: Designing Your Perfect Schedule to Get it All Done in Less TimeDownload 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:
Mar 19, 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!