The Efficient Advisor: Tactical Business Advice for Financial Planners 313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing
Oct 10, 2025
Feeling overwhelmed by your commitments? Discover the importance of 'calendar math' and how saying yes too often can drain your energy. Learn strategic ways to decline new opportunities while preserving relationships. Libby highlights the hidden costs of overcommitting and the necessity of setting boundaries. You’ll find practical tips for evaluating what you can subtract from your schedule before taking on more. Ultimately, saying no more often may just lead to a more fulfilling business and life.
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You Must Do Calendar Math
- Advisors are great at financial math but often neglect 'calendar math' when adding commitments.
- Every added item requires an intentional subtraction elsewhere to avoid overload.
Saying Yes Cost Me Health And Routine
- Libby lost workouts, sleep, and healthy dinners when she kept saying yes without subtracting.
- Those hidden costs accumulated until she learned to guard her time intentionally.
Pause And Evaluate What You’ll Subtract
- Pause when asked to take something on and ask, 'What will I subtract to make room for this?'
- If the answer twists your stomach, let that signal guide your decision.