259: Time Management Mastery: Edit Your Calendar Like a Best-Selling Book (Efficient Friday!)
Mar 28, 2025
Discover the art of calendar editing by treating your schedule like a best-selling book. Cut out the fluff to focus on meetings and tasks that genuinely propel your business forward. Embrace a mindset shift for more effective time management. Explore the benefits of AI in boosting efficiency and get ready for quick, practical tips to enhance your financial planning practice. Stay tuned for actionable insights that can elevate your productivity!
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Efficient Friday Focus
Libby Greiwe emphasizes actionable, quick tips for advisors to implement immediately.
These Efficient Friday segments offer tactical advice in under 10 minutes.
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Leveraging AI for Advisors
AI can streamline client onboarding, communications, meetings, and deliverables.
BMO Automation offers custom AI solutions for financial advisors.
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Custom AI Solutions
BMO Automation, founded by a former advisor, understands advisors' unique needs.
They create custom solutions instead of a one-size-fits-all platform.
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I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!
I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor’s YouTube Channel.
And yes, these are replacing the weekly ideas to implement episodes! Thanks for letting me try something new!
In today’s episode, we’ll discuss:
🎙️ The Art of Calendar Editing: Create a No Fluff Week✂️📖
In this episode, Libby Greiwe shares a powerful mindset shift: treat your calendar like an author treats a book. Just as great writers cut unnecessary details to strengthen their story, business owners must edit their schedules ruthlessly. Are your meetings, tasks, and commitments truly moving your business forward? Libby challenges you to take five minutes to trim the fluff and create a well-edited calendar—because a well-managed schedule leads to a best-selling life.
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
The Efficient Advisor: Tactical Business Advice for Financial Planners