The Efficient Advisor: Tactical Business Advice for Financial Planners 346: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!)
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Feb 17, 2026 Libby Greiwe, a financial planner who built a seven‑figure, referral‑only solo practice while working a reduced schedule. She describes cutting to a 25‑hour week, quadrupling hourly fees, and niching on pre‑retirees to streamline systems. She covers client experience, team training, an ideal week with batching and hard deadlines, and how planning and templates make high touch scalable.
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Slow Peel From 80 Hours To 3 Days
- Libby decided to cut her 80–90 hour workweek gradually when she became pregnant to keep the baby and her income.
- She peeled hours off in stages, aiming to be four days by birth and three days later, mastering each stage before the next.
Client Experience Beats Shiny Marketing
- Doubling down on client experience produced referrals and allowed Libby to serve fewer clients more profitably.
- Caring about personal client details created a competitive edge vs. technically competent but less caring advisors.
Pick One Niche And Own It
- Niche down to a specific client segment to build deep expertise, create repeatable templates, and simplify training.
- Focus on becoming the go-to specialist so referrals and pricing power follow naturally.