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

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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.

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