The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

256: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) with Amber De La Garza

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Balancing Business and Life Changes

This chapter delves into the speaker's journey of navigating the challenges of building a financial advisory business while preparing for the arrival of a new baby. It highlights their critical reassessment of work-life balance and the decision to work smarter rather than harder, ultimately reducing their workweek to three days. Through systematic changes, the speaker emphasizes redefining success and creating a sustainable practice that aligns with personal values and lifestyle.

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