The Efficient Advisor: Tactical Business Advice for Financial Planners

299: 11 Tiny Habits That Leveled Up My Business Growth


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We often think that only big moves create transformation in business, but it’s the tiny daily habits that add up to create massive impact. In this episode, Libby shares 11 small but mighty shifts that helped her grow her practice to seven figures, streamline her workweek, and create more time for family and life outside the office. These are practical strategies you can start implementing today to reduce stress, reclaim your focus, and build a business that serves you—not the other way around.

What you’ll learn in this episode:

  • How to switch from reactive mornings to proactive ones for maximum productivity
  • Why checking email only twice a day can save your sanity and boost efficiency
  • The importance of limiting yourself to three business goals each quarter
  • How to create space for big-picture thinking through CEO days and brain dumps
  • Why white space, shutdown routines, and even prayer can transform your business mindset

These tiny habits aren’t overwhelming, but when stacked together they can completely change the way you work and the results you achieve. Listen in to learn which ones you can adopt right away to start making meaningful shifts in your business and your life.

Items Mentioned in This Episode: 

LIbby's Weighted Vest

Libby's Favorite Planner

Building a Second Brain by Tiago Forte

Episode #178 on Theming your Day with Michael Kitces

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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