
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.
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