I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!

I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel!

And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new!

In today’s episode, we’ll discuss:

The 3-Goal Strategy: A Proven System to Get More Done in Less Time 🚀

Want to achieve more without feeling overwhelmed? In this episode, Libby shares her game-changing goal-setting strategy designed for busy financial advisors 🎯. As an Enneagram 7 with a love for new ideas, she reveals how limiting herself to just three goals per quarter has helped her stay focused, build momentum, and accomplish big projects faster.

You'll learn how to map out your year, prioritize what truly matters, and create space for future ideas without derailing your current progress 📅. Plus, Libby shares real-life examples from her coaching program to help you implement this approach in your own business 🚀. Don't miss this practical and efficient strategy for taking control of your goals!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

255: The 3-Goal Strategy: A Proven System to Get More Done in Less Time (Efficient Friday!)

The Efficient Advisor: Tactical Business Advice for Financial Planners