Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
313: What Every Advisor Needs to Hear Before Saying Yes to One More Thing
Ever feel like your calendar just keeps getting fuller—no matter how many systems you create? In this episode, Libby Greiwe shares the real math behind your schedule and how saying “yes” too often can quietly subtract from your energy, focus, and joy. She walks you through practical ways to protect your time, create boundaries, and make decisions that align with your goals instead of your guilt.
In this episode, you’ll learn:
Why advisors are great at financial math but often fail at “calendar math”
How to pause before saying yes and evaluate what you’ll need to subtract
Practical ways to…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.