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

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Choosing the 5–10 years to retirement niche

Libby walks through how passion, aptitude, and profitability led her to focus on pre‑retirees.

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