The Efficient Advisor: Tactical Business Advice for Financial Planners 299: 11 Tiny Habits That Leveled Up My Business Growth
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Aug 19, 2025 It's the little things that make a big difference in business. Discover how tiny daily habits can lead to massive growth. From transforming mornings for productivity to limiting email checks for sanity, the strategies shared are practical and impactful. Learn the importance of having just three goals each quarter, and the power of CEO days for strategic thinking. These techniques not only streamline your work but also help reclaim time for what matters most—family and life outside the office.
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Seven-Figure Solo Practice
- Libby grew a 100% referral financial planning practice to seven figures as a solo advisor.
- She worked three days a week and took 14 weeks off annually while scaling the business.
Three Quarterly Goals
- Limit yourself to three business goals each quarter and put everything else on a parking list.
- Narrowing focus forces tough trade-offs and meaningful progress on what actually moves the needle.
Build A Second Brain
- Do a regular brain dump and keep an idea parking lot as a 'second brain' you review on planning days.
- Reassess parked ideas each quarter so shiny objects that don't move your goals drop away.
