002: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!)

1

Introduction

00:00 • 5min

2

The Power of Social Media

04:34 • 2min

3

The Quest for Being an Efficient Financial Advisor

06:29 • 2min

4

The Importance of Having Support in Your Office

08:07 • 2min

5

The Power of Season Change

09:59 • 3min

6

How to Create a Plan for Success

13:22 • 3min

7

The Importance of Caring for Clients

16:27 • 4min

8

How I Decided to Do the Five to 10 Years Out

20:46 • 2min

9

The Importance of Having a Niche in Financial Planning

23:08 • 3min

10

How I Transitioned From Six Days to Three Days a Week

26:02 • 2min

11

How to Make Your Ideal Week Work for You

28:04 • 3min

12

How to Make Time for Client Reviews and Follow-Up

30:36 • 2min

13

How to Reclaim Two Hours a Week

32:35 • 3min

14

How to Set Boundaries for Your Model Week

35:10 • 2min

15

The Importance of Taking Off Work

37:14 • 3min

16

How to Run an Efficiency Advisor Business Outside of the Three Days a Week

40:35 • 2min

17

The Benefits of Batching

42:06 • 2min

18

How to Date a Sitter

44:11 • 2min

19

How to Be an Efficient Advisor

45:52 • 3min

20

How to Find the Time to Educate Yourself

48:33 • 2min

21

The Importance of Being Present With Your Family

50:10 • 2min

22

How to Make Financial Planning Work for You

51:43 • 2min

23

How to Be a Successful Financial Advisor

53:34 • 2min

24

How to Find More Leverage and More Time and Freedom in Your Own Business

55:22 • 2min

25

How to Accelerate Your Progress and Growth in Your Business

56:53 • 2min

26

How to Successfully Create a Niche With Divorce Financial Planner, Michelle Klissinich

58:43 • 2min