The Efficient Advisor: Tactical Business Advice for Financial Planners

256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza


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In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression. 

So today we dive into:

  • How I more than quadrupled my hourly rate
  • How creating a killer client experience helped me work less
  • Why picking a niche was critical to our efficiency and how it drives referrals
  • Being okay with pushing back on clients’ calendars and fitting them into MY model week
  • How I organized my time, built a team,  AND SO SO MUCH MORE

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Connect with Amber on LinkedIn HERE!

Check out Amber's website HERE!

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

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Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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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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