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

012: Design Your Perfect Schedule To Get It All Done in Less Time

The Efficient Advisor: Tactical Business Advice for Financial Planners

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How I Met My Goals for Model Week

Having a team in place is critical you need someone who is competent and qualified to handle business when you're not there. Because I was only working three days a week it was really important for me to be uber prepared so we worked two weeks in advance of all of our meetings. When I sold my business I was probably like I said on my hundredth iteration of my model week so what I'm gonna do is share with you what my schedule looked like looked like when I was at the very very end stages of my business. Then I'll share what it looked like before and kind of how I worked and tweaked and twisted it and rearranged it to get to really what worked best for

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