Running your day with intention doesn’t have to be complicated. In this quick and tactical episode, Libby shares her exact daily planning routine—how she time blocks, writes in specific tasks, and uses structure to create more freedom. Whether you’re in the thick of client meetings or juggling team leadership with family life, this system will help you stop spinning your wheels and start finishing the right things.
Here’s how Libby sets herself up to lead each day instead of react to it.
What you’ll learn in this episode:
- How to end the day before with planning the next day out
- The difference between time blocking and actually assigning tasks
- How to identify your “Big 3” priorities and protect them
- The simple gratitude practice that grounds you before the chaos hits
- How white space can either be intentional—or where productivity goes to die
If you’ve ever blocked out time for “admin” and then stared at your screen not knowing what to do next, this episode will give you a simple and powerful shift. Plus, Libby shares the exact planner she uses (spoiler: it’s not the one she used to love).
Take 10 minutes tonight, plan tomorrow like a pro, and wake up already ahead.
Linked resource: Libby’s current fave → Full Focus Planner
Register for the Financial Planning in 10 Minutes Webinar Here!
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.
