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

The Efficient Advisor: Tactical Business Advice for Financial Planners

228: 8 Productivity Hacks to Work More Efficiently

Oct 15, 2024
34:08

We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of the major things you needed to do. YET, you felt slammed all day! 

So here’s the questions we’re going to seek answers to today… 

  1. How do you ACTUALLY get things done in your time blocks without getting distracted? 
  2. What do you do if your energy is off and you just don’t feel like doing that thing you had scheduled? 
  3. How do you manage your time when random tasks and crap just pop up in your business that you have to deal with? 
  4. How do you not get sucked into the vortex that is random to dos, being all over the place, and juggling all the balls? 


I mention it all the time–that to scale your business you have got to scale yourself first…. These are the questions I hear from advisors in our coaching and these are certain questions I had for myself that I had to test, try, tweak, and seek out answers to for myself in my own business. 

In today’s episode, I am going to share EIGHT tips & tricks I uncovered over my nearly 2 decades in the business that worked for me when it came to actually getting done what I was supposed to… when I was supposed to do it. 

This includes a rapid-fire power hour, iron butt time, and the Pomodoro method. Intrigued? Let's go… 

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Links from Today’s Episode:

Grab the guided Brain Dump PDF here!

Join the Group Coaching & Mastermind HERE!

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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