257: Maximizing Your Tech Stack: Save Time, Cut Costs & Boost Efficiency (Efficient Friday!)
Mar 21, 2025
This week features a quick guide to mastering your tech stack. Discover how becoming a student of your tools can save you time and money. Learn about powerful automation tools like Zapier and AI that can enhance your workflows. Instead of constantly switching platforms, focus on unlocking hidden features in your existing software. It's all about supercharging your efficiency without the hassle!
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volunteer_activism ADVICE
Become a Tech Student
Become a student of your current tech stack instead of always switching.
Mastering existing tools can save time and unlock powerful, hidden features.
question_answer ANECDOTE
Minimum Viable Product vs. Expertise
Libby Grywe initially used Money Guide Pro with minimal knowledge, focusing on client presentations.
She later realized its full potential by exploring its features instead of immediately switching software.
volunteer_activism ADVICE
Frustration vs. Dealbreaker
Determine if tech limitations are mere frustrations or actual dealbreakers before switching.
Tech evolves rapidly, so regularly check if your current tools can address your needs.
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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:
🎙️ Becoming a Student of Your Tech Stack 🚀🔍
Are you a master of your tools, or are you working off of minimal viable product!? In this episode, Libby shares a game-changing mindset shift—becoming a student of the technology you already have. Learn how mastering your existing tools can save you time, money, and frustration while unlocking powerful features you never knew existed. Plus, discover how automation tools like Zapier and AI can supercharge your workflows without the headache of switching platforms.
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