The Efficient Advisor: Tactical Business Advice for Financial Planners

226: How to Design Your Perfect Schedule - *Replay with Download*


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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.  

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 podcast Libby will cover:

  • How to build and reiterate the perfect schedule for YOU!
  • How to use your business goals and personal goals to drive your schedule
  • Tips and tricks on how to build it around your energy levels and personality traits
  • Uncovering what’s broken in your schedule and how to adjust it and play with it until it works just right

And, of course, I give you my template so that you can build your own model week! My goal is to help you not have to recreate the wheel… so use mine!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation 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.

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

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