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The Efficient Advisor: Tactical Business Advice for Financial Planners
148: Five Strategies I Used to Work 25 Hours a Week
Oct 31, 2023
Learn strategies to reduce work hours while maintaining productivity and increasing revenue. Develop a niche for streamlined business. Identify and address sources of frustration to improve life. Discover time-saving techniques and the importance of outsourcing tasks.
51:19
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Quick takeaways
- Designing a model week to optimize energy levels and prioritize tasks.
- Streamlining all aspects of the business, from paperwork to client interactions, increases productivity and efficiency.
Deep dives
Implementing Key Strategies to Work Less and Increase Revenue
In this podcast episode, the host shares her personal story and discusses five key strategies she implemented to go from working 80 hours a week to just 25 without sacrificing revenue or sanity. These strategies can be applied by financial advisors at any stage and budget. The first strategy is designing a model week, creating a structured and efficient schedule that optimizes energy levels and prioritizes important tasks. The second strategy is niching down, focusing on a specific target market and streamlining processes to increase productivity. The third strategy involves identifying pain points and finding solutions to alleviate pressure and streamline workflow. The fourth strategy emphasizes the importance of streamlining all aspects of the business, from paperwork to client interactions, by creating templates, checklists, and standard operating procedures. The fifth and final strategy is hiring the right team members or outsourcing tasks to buy back time and leverage the talents of others.
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Listen to the best highlights from the podcasts you love and dive into the full episode