15 min listen
186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
48 minutes
Released:
Apr 24, 2024
Format:
Podcast episode
Description
The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!"I feel that on so many levels because that was me early on.And the number one question I got from corporate folks is, "If you could share just ONE thing with advisors from an efficiency standpoint, especially advisors in those early years of their careers, what would you share?"Luckily, the answer for both of those questions is the same thing! I get to kill two birds with one stone. But what that means is that this is foundational to working efficiently!In today’s episode, I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule.This perfect schedule, or what I call a Model Week, is a schedule that you’ve designed, with intention, that suits your personality, for your business goals, with your energy levels, and your work/life balance objectives in mind.In this episode, I will:Help you design a 'Model Week' that works for your business and life goalsShare tips and tricks to maximize productivityGive examples of things that have worked and haven't worked for myself and other advisorsHelp you build margin and white spaceGuide you in methods to figure out how to tweak your schedule until it works perfectly for YOU!---------------------------------Links from Today’s EpisodeDownload the Model Week Template and Sample Templates Here!Episodes Mentioned:178: Michael Kitces on Time Management & Building Your Model WeekMake More with Matt HeslinExplore strategies to thrive financially, build legacy, and enhance life experiences.Listen on: Apple Podcasts SpotifyDownload 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:
Apr 24, 2024
Format:
Podcast episode
Titles in the series (100)
008: Elevate Your Elevator Pitch by The Efficient Advisor: Tactical Business Advice for Financial Planners