The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

346: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!)

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

Appointment batching and hard deadlines

Libby explains back‑to‑back appointments, strict end times, and reclaiming buffer time for productivity.

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