17 Feb 2026
1h 2m

346: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!)

Podcast cover

The Efficient Advisor: Tactical Business Advice for Financial Planners

The podcast explores how financial advisor Libby Grywe moved from working 80-90 hours a week to a 25-hour work week while quadrupling her income. Grywe details her strategy of niching down to clients five to ten years from retirement, which allowed her to deepen client relationships and become a referral-only practice. A key element was structuring her week to maximize efficiency, including batching similar appointments and dedicating specific blocks for planning, client meetings, and personal education. Grywe also emphasizes the importance of a strong team and well-defined systems to delegate tasks effectively and create a consistent client experience.

Outlines

Part 1: Introduction, Scaling Philosophy

Part 2: The Catalyst for Change

Part 3: Client Experience, Niching, and Tools

Part 4: The Model Week, Time Management

Part 5: Work-Life Integration, Team Systems

Part 6: Conclusion, Actionable Steps

Sign in to continue reading, translating and more.

Continue
 
mindmap screenshot
Preview
preview episode cover
How to Get Rich: Every EpisodeNaval