In this episode I spill all the beans of how I went from working a zillion hours a week down to just 25. I give a very detailed account to podcast host Amber de la Garza and she is so good at interviewing and asking all the right questions to pull out the important details of this progression.
So today we dive into:
- How I more than quadrupled my hourly rate
- How creating a killer client experience helped me work less
- Why picking a niche was critical to our efficiency and how it drives referrals
- Being okay with pushing back on clients’ calendars and fitting them into MY model week
- How I organized my time, built a team, AND SO SO MUCH MORE
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Think Amber's pretty neat? Me too! Get all the details on her podcast, programs, and more at https://amberdelagarza.com/
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.
