The Efficient Advisor: Tactical Business Advice for Financial Planners

197: Strategies to Finish What You Start and Achieve Project Success


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Sometimes it’s so hard to finish those pesky projects on the to-do list. We start. We stop. We start again. And we stop again. The cycle goes on and on. Anyone else resonate with this?!? 🙋🏻‍♀️

In today’s episode, The Efficient Advisor host, Libby Greiwe, shares some tips and tricks for kick-starting your projects AND seeing them through to completion! ✅ Not only does she share her personal strategies, but also pulls insights from this month’s #fakebookclub book Finish by Jon Acuff. 📚

The podcast details:

  • Effective goal setting and accountability
  • Breaking down large tasks into smaller, achievable chunks
  • Prioritizing projects to maintain momentum
  • Perfectionism and the hurdle it creates to productivity


Finally, Libby introduces her Systems to Scale group coaching program, designed to help advisors streamline business processes with ease using proven templates, frameworks, and collaborative environments. Get on the waitlist below for special offers!

Join us now for a deep dive into practical strategies that help you finish what you start, turning your practice into a well-oiled machine of efficiency and success!
Episodes Mentioned:

Get on the Systems to Scale Group Coaching Waitlist Here

Grab your copy of Finish by Jon Acuff Here

92: What Business Data to Track in 2023…And How to Actually Use It With Guest Erica Pauly

168: How to Delegate More Nuanced Tasks




—---------------------

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn 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.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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