The Efficient Advisor: Tactical Business Advice for Financial Planners 304: A Personal Look into How I Built a 7-Figure Practice Working Just 3 Days a Week
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Sep 9, 2025 Libby Grywe, founder of The Efficient Advisor and creator of a seven-figure advisory practice, shares her journey while working only three days a week. She discusses how embracing authenticity and saying 'no' can be transformative for growth. Libby reveals her strategic systems that enhance efficiency without sacrificing client experience. Tune in for her insights on designing a practice by intention and using your uniqueness as a competitive edge in the financial industry. It’s a must-listen for any advisor aiming to thrive!
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Built A Seven-Figure Part-Time Practice
- Libby built a seven-figure advisory practice while working three days a week by designing systems that protected her time.
- She prioritized client experience and intentional schedule design over hustle culture.
Yes Person Opened Doors Early
- Libby was a natural 'yes' person and Enneagram Seven who embraced opportunities without shame or embarrassment.
- That trait opened doors but later required filters and boundaries to avoid overcommitment.
Use A 'Year Of No' As A Filter
- Try a deliberate 'year of no' to discover which activities truly matter and which are ego or social obligations.
- Pause before saying yes and ask if it's a 'hell yes' that aligns with your values and highest use of time.
