The Efficient Advisor: Tactical Business Advice for Financial Planners

323: How This Advisor Cut to a 3-Day Workweek and Leveled Up Everything - Part 2

Nov 18, 2025

Discover how one advisor transformed her practice and achieved a three-day workweek while balancing family life. She shares insights on structuring a refined model week, implementing distinct meeting types, and fostering team efficiency. Learn about her strategy for taking a month off without chaos and the importance of separating service models for various client needs. This podcast is packed with practical tips for financial planners seeking a more intentional and sustainable business structure.

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ADVICE

Protect A Weekly CEO Day

Block weekly CEO time and plan it in advance using a monthly 'big rocks' mapping system.
Break the month into tasks and schedule specific hours on Wednesdays to execute each priority.

ADVICE

Swap Appointments For Relationship Time

Replace low-value appointment slots with dedicated client-relationship time like lunches or check-in calls.
Use recurring weekly blocks to deepen relationships without creating extra planning work.

INSIGHT

Standardize Meeting Types And Templates

Create distinct agendas, note templates, and follow-up emails for each meeting type to cut friction.
Prebuilt language saves time and enables immediate post-meeting follow-up before clients leave.

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Creating a business you love doesn’t have to be a fantasy, and in this episode, Libby brings back her best friend and long-time advisor Jen for a real, transparent look at what it takes to reclaim your time, refine your systems, and run a thriving advisory firm with intention. 🎙️ Jen shares how her practice has evolved over the last several years, what she’s leveled up, and how she continues to work just three days a week while raising four kids, supporting a collegiate athlete, and still growing her business. 🌱 This episode is packed with real strategies, practical examples, and the mindset shifts required to build a practice that runs smoothly even when you step away. 🚀

What You’ll Learn in This Episode:

How Jen structures her refined model week, including dedicated CEO time and client relationship time 🔎
The step-by-step way she built (and continues to level up) eight distinct meeting types with matching agendas, notes templates, and workflows
How she trained her team and created processes that allowed her to take a full month away from the business
What it really looks like to shift service models and separate financial planning from investment-only relationships
The role business besties, coaching, and intentional planning play in staying energized and evolving after 18 years in the business 🤝

Whether you’re dreaming of shorter workweeks, more meaningful CEO time, or a business that keeps moving even when you take time off, this episode offers the inspiration and tactical insight every advisor needs. Jen’s story proves that with systems, intention, and support, sustainable success is absolutely possible. ✨ Enjoy the episode!

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