I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!
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 Advisorâs YouTube Channel!
In this episode, we explore an alternative to the high-intensity surge meeting model: Cluster Meetings đż. Libby shares how she restructured her calendar to align with her family life, team capacity, and personal energy levelsâwithout sacrificing client experience or business growth đŒ.
Youâll learn how theming meetings by client segment and spacing them throughout the year can still deliver efficiency, organization, and intentionalityâwithout the burnout. If traditional surge meetings have ever felt like a bad fit, this episode offers a refreshing, sustainable approach that might be just what you need âš.
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Looking for all the resources from this episode? Check out this episodeâs webpage for show notes, transcripts, downloads and more!
