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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Results: income, referrals, and client selection

Libby shares outcomes: quadrupled hourly income, referral-only growth, and turning away non‑ideal clients.

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