The Efficient Advisor: Tactical Business Advice for Financial Planners

299: 11 Tiny Habits That Leveled Up My Business Growth

21 snips
Aug 19, 2025
It's the little things that make a big difference in business. Discover how tiny daily habits can lead to massive growth. From transforming mornings for productivity to limiting email checks for sanity, the strategies shared are practical and impactful. Learn the importance of having just three goals each quarter, and the power of CEO days for strategic thinking. These techniques not only streamline your work but also help reclaim time for what matters most—family and life outside the office.
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ANECDOTE

Seven-Figure Solo Practice

  • Libby grew a 100% referral financial planning practice to seven figures as a solo advisor.
  • She worked three days a week and took 14 weeks off annually while scaling the business.
ADVICE

Own Your Morning

  • Wake up and do your highest-value work before checking messages to set your agenda for the day.
  • Reserve afternoons for reacting to email and team needs so others stop dictating your priorities.
ADVICE

Two Email Blocks

  • Check email in two dedicated blocks only: a quick triage block and a later processing block.
  • Use the first block to prioritize and delegate, and the second to do thoughtful responses and actions.
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