In today’s episode, we’ll discuss:

Year-end processing doesn’t have to feel like an annual stress cycle. In this episode, you’ll learn five simple strategies to make December smoother, more predictable, and far less overwhelming 🎄. From setting client expectations shockingly early to moving cognitive work upstream and protecting your calendar, you’ll discover how small shifts can dramatically change your year-end experience.

You’ll also hear how to intentionally punt work to January, rethink production pressure, and use a quick debrief to improve every single year. If you’re craving more margin, calm, and control in December, this conversation will help you build a business that supports your life, not your stress levels ✨📅.

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!

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!

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328: Drowning in Year-End To-Dos? Here’s Your Reset Plan

The Efficient Advisor: Tactical Business Advice for Financial Planners