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

335: My Journey from 80 Hours a Week Down to 24 and Redefining Success & Balance

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

How Libby Built a Part-Time Seven-Figure Practice

Libby outlines her path from starting in 2004 to building and selling a seven-figure referral practice while working three days weekly.

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