Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
321: How Jen Tripled Her Revenue in 3 Years While Working 3 Days a Week
In this episode of The Efficient Advisor, Libby sits down with Jen, a powerhouse financial advisor and mom of four who has tripled her revenue in just three years—all while working only three days a week. Jen shares the mindset shifts, systems, and team-building strategies that allowed her to scale her practice with confidence and ease. This conversation is packed with real, actionable advice for advisors who want to grow their businesses without burning out.
In this episode, you’ll learn:
How Jen defined her niche and specialized in serving pre-retirees and widowed women to grow her practice…
The skinny
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