Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
384: The Truth About My 3-Day Workweek (Part 1)
If you've ever wondered what it actually takes to build a successful advisory firm while working fewer hours, this episode pulls back the curtain. After receiving more than 80 questions from advisors, I'm sharing the honest story behind my three-day workweek. From the systems and team structure that made it possible to the mistakes, trade-offs, and mindset shifts along the way, this is the first of a two-part series that dives into exactly how I redesigned my business to support the life I wanted instead of the other way around.
In this episode, you'll learn:
Why reducing your workweek isn't…
The skinny
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