The number one question I got from advisors for YEARS and still get today is, "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and I’m putting in double that!"

I feel that on so many levels because that was me early on.

And the number one question I got from corporate folks is, "If you could share just ONE thing with advisors from an efficiency standpoint, especially advisors in those early years of their careers, what would you share?"

Luckily, the answer for both of those questions is the same thing! I get to kill two birds with one stone. But what that means is that this is foundational to working efficiently!

In today’s episode, I’m going to drill down 16+ years of compressing a billion hours a week into just 25 and what I learned about designing the perfect schedule.

This perfect schedule, or what I call a Model Week, is a schedule that you’ve designed, with intention, that suits your personality, for your business goals, with your energy levels, and your work/life balance objectives in mind.

In this episode, I will:

Help you design a 'Model Week' that works for your business and life goals
Share tips and tricks to maximize productivity
Give examples of things that have worked and haven't worked for myself and other advisors
Help you build margin and white space
Guide you in methods to figure out how to tweak your schedule until it works perfectly for YOU!

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Links from Today’s Episode

Download the Model Week Template and Sample Templates Here!

Episodes Mentioned:

178: Michael Kitces on Time Management & Building Your Model Week

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.

186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time

The Efficient Advisor: Tactical Business Advice for Financial Planners

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