Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
298: Margin = Magic: How I Stopped Curveballs from Wrecking My Schedule
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!
In this short but powerful episode:
Libby shares the one game-changing shift that transformed her from reactive and overwhelmed to calm and proactive. If you've ever found yourself scrambling the night before a client meeting or derailed by surprise issues, this strategy will resonate.
You’ll learn how building just a bit of margin into your schedule (think: a simple two-week buffer) can reduce…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.