13min chapter

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

148: Five Strategies I Used to Work 25 Hours a Week

The Efficient Advisor: Tactical Business Advice for Financial Planners

CHAPTER

Building a Successful Financial Planning Business in 25 Hours a Week

The speaker shares their personal story of building a successful financial planning practice while working only three days a week and taking 14 weeks off per year. They discuss the challenges they faced, the importance of creating a self-managing business, and their strategies for scaling and reducing stress.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode